RETIREMENT RESOURCES
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
29
Active participants
27,291
Total plan assets
$2.5B
Filings (rows)
31
Direct comp
$1.3M
Indirect comp
$0
Aggregating 5 name variants under "RETIREMENT RESOURCES"
SERVICES PROVIDED
Other20
Advisor / Consultant9
Top plans served
Showing top 31 of 29 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| VALLEY MEDICAL FACILITIES, INC. HERITAGE VALLEY HEALTH SYSTEM 403(B) PLAN | MOON TOWNSHIP, PA | Other NONE | 2,664 | $372.3M | $120K |
| VALLEY MEDICAL FACILITIES, INC. HERITAGE VALLEY HEALTH SYSTEM 403(B) PLAN | MOON TOWNSHIP, PA | Other NONE | 2,601 | $356.9M | $120K |
| VALLEY MEDICAL FACILITIES, INC. HERITAGE VALLEY HEALTH SYSTEM 403(B) PLAN | MOON TOWNSHIP, PA | Other NONE | 2,647 | $327.4M | $120K |
| HERITAGE VALLEY HEALTH SYSTEM HERITAGE VALLEY HEALTH SYSTEM 401(K) PLAN | MOON TOWNSHIP, PA | Other NONE | 1,368 | $141.8M | $30K |
| VIRTUSA CORPORATION VIRTUSA CORPORATION 401(K) PLAN | SOUTHBOROUGH, MA | Other NONE | 3,407 | $138.9M | $40K |
| HERITAGE VALLEY HEALTH SYSTEM HERITAGE VALLEY HEALTH SYSTEM 401(K) PLAN | MOON TOWNSHIP, PA | Other NONE | 1,342 | $126.8M | $30K |
| SUMMIT PARTNERS, LP SUMMIT PARTNERS, L.P. 401(K) PROFIT SHARING PLAN | BOSTON, MA | Advisor / Consultant INVESTMENT ADVISOR | 210 | $112.5M | $70K |
| HERITAGE VALLEY HEALTH SYSTEM HERITAGE VALLEY HEALTH SYSTEM 401(K) PLAN | MOON TOWNSHIP, PA | Other NONE | 1,460 | $110.3M | $30K |
| VIRTUSA CORPORATION VIRTUSA CORPORATION 401(K) PLAN | SOUTHBOROUGH, MA | Other NONE | 3,494 | $107.0M | $40K |
| SUMMIT PARTNERS, LP SUMMIT PARTNERS, L.P. 401(K) PROFIT SHARING PLAN | BOSTON, MA | Advisor / Consultant INVESTMENT ADVISOR | 206 | $97.2M | $70K |
| CONTINENTAL RESOURCES, INC. CONRES SMART RETIRE PLAN | BEDFORD, MA | Advisor / Consultant ADVISOR | 297 | $86.3M | $52K |
| SUMMIT PARTNERS, LP SUMMIT PARTNERS, L.P. 401(K) PROFIT SHARING PLAN | BOSTON, MA | Advisor / Consultant INVESTMENT ADVISOR | 212 | $83.0M | $70K |
| CONTINENTAL RESOURCES, INC. CONRES SMART RETIRE PLAN | BEDFORD, MA | Advisor / Consultant ADVISOR | 328 | $78.7M | $49K |
| CONTINENTAL RESOURCES, INC. CONRES SMART RETIRE PLAN | BEDFORD, MA | Advisor / Consultant ADVISOR | 336 | $69.2M | $51K |
| HUGGINS HOSPITAL HUGGINS HOSPITAL RETIREMENT SAVINGS PLAN | WOLFEBORO, NH | Other NONE | 691 | $47.8M | $66K |
| ORION SYSTEMS INTEGRATORS LLC ORION SYSTEMS INTEGRATORS 401(K) PROFIT SHARING PLAN & TRUST | EDISON, NJ | Other INVESTMENT/FINANCIAL ADVI | 599 | $42.8M | $61K |
| HUGGINS HOSPITAL HUGGINS HOSPITAL RETIREMENT SAVINGS PLAN | WOLFEBORO, NH | Other NONE | 640 | $41.3M | $54K |
| ORION SYSTEMS INTEGRATORS LLC ORION SYSTEMS INTEGRATORS 401(K) PROFIT SHARING PLAN & TRUST | EDISON, NJ | Other INVESTMENT/FINANCIAL ADVI | 653 | $36.6M | $61K |
| HUGGINS HOSPITAL HUGGINS HOSPITAL RETIREMENT SAVINGS PLAN | WOLFEBORO, NH | Other NONE | 601 | $34.2M | $57K |
| STELLAR HEALTH MANAGEMENT LLC SALTER HEALTHCARE, INC. 401(K) SAVINGS PLAN | WINCHESTER, MA | Other NONE | 596 | $12.1M | $11K |
| STELLAR HEALTH MANAGEMENT LLC SALTER HEALTHCARE INC 401(K) SAVINGS PLAN | WINCHESTER, MA | Other NONE | 532 | $10.6M | $10K |
| SALTER HEALTH MANAGEMENT LLC SALTER HEALTHCARE, INC. 401K SAVINGS PLAN | WINCHESTER, MA | Other NONE | 532 | $10.6M | $14K |
| SALTER HEALTH MANAGEMENT LLC SALTER HEALTHCARE, INC. 401K SAVINGS PLAN | WINCHESTER, MA | Other NONE | 532 | $10.6M | $10K |
| STELLAR HEALTH MANAGEMENT LLC SALTER HEALTHCARE INC 401(K) SAVINGS PLAN | WINCHESTER, MA | Other NONE | 532 | $10.6M | $14K |
| STELLAR HEALTH MANAGEMENT LLC SALTER HEALTHCARE, INC 401(K) SAVINGS PLAN | WINCHESTER, MA | Other NONE | 557 | $10.4M | $11K |
| STELLAR HEALTH MANAGEMENT LLC SALTER HEALTHCARE, INC 401(K) SAVINGS PLAN | WINCHESTER, MA | Other NONE | 557 | $10.4M | $11K |
| DTIQ TECHNOLOGIES, INC. DTIQ 401(K) PLAN | FRAMINGHAM, MA | Other NONE | 198 | $8.7M | $2K |
| DTIQ TECHNOLOGIES, INC. DTIQ 401(K) PLAN | FRAMINGHAM, MA | Other NONE | 172 | $7.6M | $8K |
| KALOUTAS PAINTING KALOUTAS 401(K) PLAN | PEABODY, MA | Advisor / Consultant INVESTMENT ADVISOR | 132 | $6.2M | $19K |
| KALOUTAS PAINTING KALOUTAS 401(K) PLAN | PEABODY, MA | Advisor / Consultant INVESTMENT ADVISOR | 126 | $5.2M | $15K |
| KALOUTAS PAINTING KALOUTAS 401(K) PLAN | PEABODY, MA | Advisor / Consultant INVESTMENT ADVISOR | 133 | $4.0M | $13K |