Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| RATE Holdings Corp. RATE Holdings Corp. Multiple Employer 401(k) Plan · all filings | CHICAGO, IL | Other service providers | 5,942 | $525.8M | $28K | $0 |
| RATE Holdings Corp. RATE Holdings Corp. Multiple Employer 401(k) Plan · all filings | CHICAGO, IL | Other service providers | 6,309 | $495.1M | $23K | $0 |
| Fairway Independent Mortgage Corporation Fairway Independent Mortgage Corporation Employee Stock Ownership · all filings | MADISON, WI | Other service providers | 4,364 | $122.5M | $9K | $0 |
| Fairway Independent Mortgage Corporation Fairway Independent Mortgage Corporation Employee Stock Ownership Plan · all filings | MADISON, WI | Accountant / Auditor | 7,342 | $122.2M | $8K | $0 |
| Fairway Independent Mortgage Corporation Fairway Independent Mortgage Corporation Employee Stock Ownership · all filings | MADISON, WI | Accountant / Auditor | 5,171 | $106.6M | $9K | $0 |
| Goodleap, LLC Goodleap, LLC 401(k) Plan · all filings | ROSEVILLE, CA | Accountant / Auditor | 1,147 | $49.2M | $11K | $0 |
| Tavistock Corporation Tavistock 401(k) Plan · all filings | WINDERMERE, FL | Accountant / Auditor | 667 | $43.0M | $10K | $0 |
| Goodleap, LLC Goodleap, LLC 401(k) Plan · all filings | ROSEVILLE, CA | Accountant / Auditor | 1,101 | $38.0M | $14K | $0 |
| Thompson Creek Metals Company Centerra Gold 401(k) Plan · all filings | LANGELOTH, PA | Accountant / Auditor | 269 | $37.7M | $10K | $0 |
| Tavistock Corporation Tavistock 401(k) Plan · all filings | WINDERMERE, FL | Accountant / Auditor | 684 | $35.4M | $9K | $0 |
| Thompson Creek Metals Company Centerra Gold 401(k) Plan · all filings | LANGELOTH, PA | Other service providers | 156 | $33.5M | $10K | $0 |
| Leaderone Financial Corp. Leaderone Financial Corp. 401(k) Profit Sharing Plan · all filings | OVERLAND PARK, KS | Accountant / Auditor | 594 | $29.9M | $10K | $0 |
| Tavistock Corporation Tavistock 401(k) Plan · all filings | WINDERMERE, FL | Accountant / Auditor | 718 | $28.4M | $9K | $0 |
| Dakota Specialty Enterprises Dakota Specialty Enterprises Retirement Plan · all filings | FARGO, ND | Other service providers | 187 | $27.7M | $12K | $0 |
| Reliance First Capital, LLC Reliance First Capital, LLC Employees Savings Trust · all filings | MELVILLE, NY | Accountant / Auditor | 262 | $27.3M | $11K | $0 |
| Leaderone Financial Corp. Leaderone Financial Corp. 401(k) Profit Sharing Plan · all filings | OVERLAND PARK, KS | Accountant / Auditor | 512 | $23.9M | $10K | $0 |
| Eustis Mortgage Corporation Eustis Mortgage Corporation Incentive Retirement Plan · all filings | NEW ORLEANS, LA | Accountant / Auditor | 179 | $10.9M | $9K | $0 |
| Eustis Mortgage Corporation Eustis Mortgage Corporation Incentive Retirement Plan · all filings | NEW ORLEANS, LA | Accountant / Auditor | 139 | $10.3M | $13K | $0 |
| Staffscapes, Inc. Staffscapes, Inc. 401(k) Profit Sharing Plan · all filings | WESTMINSTER, CO | Accountant / Auditor | 1,185 | $10.2M | $2K | $0 |
| Premier Mortgage Resources Premier Mortgage Resources 401(k) Plan · all filings | PORTLAND, OR | Accountant / Auditor | 264 | $8.6M | $15K | $0 |
| Premier Mortgage Resources Premier Mortgage Resources 401(k) Plan · all filings | PORTLAND, OR | Accountant / Auditor | 302 | $7.2M | $5K | $0 |
| JFQ Lending, LLC JFQ Lending, Inc. 401(k) Profit Sharing Plan II · all filings | SCOTTSDALE, AZ | Accountant / Auditor | 35 | $3.8M | $11K | $0 |
| McLean Mortgage Corporation McLean Mortgage Corp. 401(k) Plan · all filings | FAIRFAX, VA | Accountant / Auditor | 0 | $0 | $19K | $0 |
