Form 5500 Search

ROTHSCHILD INVESTMENT

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
76
Active participants
36,863
Total plan assets
$8.7B
Filings (rows)
77
Direct comp
$2.1M
Indirect comp
$78K
Aggregating 2 name variants under "ROTHSCHILD INVESTMENT"

SERVICES PROVIDED

Advisor / Consultant59
Other14
Broker3

Top plans served

Showing top 77 of 76 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
DLA PIPER LLP (US)
DLA PIPER LLP (US) PROFIT SHARING AND 401(K) SAVINGS PLAN
BALTIMORE, MD
Other
INV ADV, PARTICIPANTS
3,042$1.7B$40K
DLA PIPER LLP (US)
DLA PIPER LLP (US) PROFIT SHARING AND 401(K) SAVINGS PLAN
BALTIMORE, MD
Other
INV ADV, PARTICIPANTS
3,070$1.6B$72K
DLA PIPER LLP (US)
DLA PIPER LLP (US) PROFIT SHARING AND 401(K) SAVINGS PLAN
BALTIMORE, MD
Other
INV ADV, PARTICIPANTS
3,040$1.3B$53K
HONIGMAN LLP
HONIGMAN LLP INCOME DEFERRAL AND PROFIT SHARING PLAN
DETROIT, MI
Other
NONE
671$401.5M$12K
HINSHAW & CULBERTSON LLP
HINSHAW & CULBERTSON LLP RETIREMENT SAVINGS AND 401(K) PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
749$371.3M$50K
HINSHAW & CULBERTSON LLP
HINSHAW & CULBERTSON LLP RETIREMENT SAVINGS AND 401(K) PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
715$314.7M$43K
ILLINOIS BONE AND JOINT INSTITUTE, LLC
ILLINOIS BONE AND JOINT INSTITUTE, LLC PROFIT SHARING AND SAVINGS PLAN
DES PLAINES, IL
Advisor / Consultant
CONSULTANT
2,354$287.0M$116K
ALFRED BENESCH & COMPANY
EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY
CHICAGO, IL
Other
SERVICE PROVIDER
1,033$277.3M$32K
HINSHAW & CULBERTSON LLP
HINSHAW & CULBERTSON LLP RETIREMENT SAVINGS AND 401(K) PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
631$274.0M$66K
ILLINOIS BONE AND JOINT INSTITUTE, LLC
ILLINOIS BONE AND JOINT INSTITUTE, LLC PROFIT SHARING AND SAVINGS PLAN
DES PLAINES, IL
Advisor / Consultant
CONSULTANT
2,157$242.8M$99K
ALFRED BENESCH & COMPANY
EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY
CHICAGO, IL
Other
SERVICE PROVIDER
900$228.8M$45K
ILLINOIS BONE AND JOINT INSTITUTE, LLC
ILLINOIS BONE AND JOINT INSTITUTE, LLC PROFIT SHARING AND SAVINGS PLAN
DES PLAINES, IL
Advisor / Consultant
CONSULTANT
1,283$186.1M$100K
SPROUT SOCIAL, INC.
SPROUT SOCIAL RETIREMENT PLAN
CHICAGO, IL
Advisor / Consultant
ADVISOR
1,031$113.5M$35K
PT FINANCIAL HOLDINGS, INC.
PERFORMANCE TRUST RETIREMENT PLAN
CHICAGO, IL
Advisor / Consultant
ADVISOR
375$108.3M$40K
FREEBORN & PETERS LLP
FREEBORN & PETERS RETIREMENT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
201$92.1M$12K
PT FINANCIALS COMPANIES, LLC
PERFORMANCE TRUST RETIREMENT PLAN
CHICAGO, IL
Advisor / Consultant
ADVISOR
354$88.3M$27K
SPROUT SOCIAL, INC.
SPROUT SOCIAL RETIREMENT PLAN
CHICAGO, IL
Advisor / Consultant
ADVISOR
1,041$82.0M$35K
PT FINANCIALS COMPANIES, LLC
PERFORMANCE TRUST RETIREMENT PLAN
CHICAGO, IL
Advisor / Consultant
ADVISOR
354$71.0M$10K
SPROUT SOCIAL, INC.
SPROUT SOCIAL RETIREMENT PLAN
CHICAGO, IL
Advisor / Consultant
ADVISOR
938$53.5M$32K
GENERAL KINEMATICS CORPORATION
GENERAL KINEMATICS PROFIT SHARING AND EMPLOYEE'S 401(K) SAVINGS PLAN
CRYSTAL LAKE, IL
Advisor / Consultant
ADVISOR
265$50.5M$22K
WEAVER CONSULTANTS GROUP, LLC
WEAVER COMPANIES 401(K) PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
608$48.7M$77K
WEAVER CONSULTANTS GROUP, LLC
WEAVER COMPANIES 401(K) PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
549$43.1M$63K
GENERAL KINEMATICS CORPORATION
GENERAL KINEMATICS PROFIT SHARING AND EMPLOYEE'S 401(K) SAVINGS PLAN
CRYSTAL LAKE, IL
Advisor / Consultant
ADVISOR
233$42.0M$19K
GENERAL KINEMATICS CORPORATION
GENERAL KINEMATICS PROFIT SHARING AND EMPLOYEE'S 401(K) SAVINGS PLAN
CRYSTAL LAKE, IL
Advisor / Consultant
ADVISOR
208$36.7M$20K
SDI PRESENCE LLC
SDI PRESENCE LLC 401(K) PLAN
CHICAGO, IL
Advisor / Consultant
ADVISOR
355$36.7M$49K
WEAVER CONSULTANTS GROUP, LLC
WEAVER COMPANIES 401(K) PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
465$34.7M$58K
SDI PRESENCE LLC
SDI PRESENCE LLC 401(K) PLAN
CHICAGO, IL
Advisor / Consultant
ADVISOR
340$30.7M$38K
SDI PRESENCE LLC
SDI PRESENCE LLC 401(K) PLAN
CHICAGO, IL
Advisor / Consultant
ADVISOR
310$23.9M$42K
CATALYST EXHIBITS, INC.
CATALYST EXHIBITS, INC. 401(K) PLAN
KENOSHA, WI
Broker
BROKER/ADVISER
133$23.3M$0
RISING HOLDINGS, INC.,DBA RISING MEDICAL SOLUTIONS
RISING MEDICAL SOLUTIONS, INC. 401(K) PLAN
CHICAGO, IL
Advisor / Consultant
ADVISOR
197$22.2M$16K
WI-TRONIX, LLC
WI-TRONIX, LLC PROFIT SHARING PLAN
BOLINGBROOK, IL
Advisor / Consultant
ADVISOR
145$20.8M$9K
RISING HOLDINGS, INC.,DBA RISING MEDICAL SOLUTIONS
RISING MEDICAL SOLUTIONS, INC. 401(K) PLAN
CHICAGO, IL
Advisor / Consultant
ADVISOR
176$20.2M$14K
CATALYST EXHIBITS, INC.
CATALYST EXHIBITS, INC. 401(K) PLAN
KENOSHA, WI
Broker
BROKER/ADVISER
130$19.9M$0
MERISANT US, INC.
THE MERISANT US, INC. EMPLOYEES' SAVINGS AND RETIREMENT PLAN
SUGARLAND, TX
Advisor / Consultant
ADVISOR
53$19.1M$18K
TALL TREE FOODS, INC.
TALL TREE FOODS, INC. 401(K) SAVINGS PLAN
MILWAUKEE, WI
Advisor / Consultant
INVESTMENT ADVISORY
277$18.3M$12K
LEGAL AID CHICAGO
LEGAL AID CHICAGO EMPLOYEE CONTRIBUTION PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
228$18.0M$13K
RESONANT SCIENCES, LLC
RESONANT SCIENCES, LLC 401(K) PROFIT SHARING PLAN
DAYTON, OH
Advisor / Consultant
INVESTMENT ADVISOR
135$17.9M$33K
MERISANT US, INC.
THE MERISANT US, INC. EMPLOYEES' SAVINGS AND RETIREMENT PLAN
CHICAGO, IL
Advisor / Consultant
ADVISOR
58$17.3M$15K
RISING HOLDINGS, INC.,DBA RISING MEDICAL SOLUTIONS
RISING MEDICAL SOLUTIONS, INC. 401(K) PLAN
CHICAGO, IL
Advisor / Consultant
ADVISOR
160$16.7M$15K
TALL TREE FOODS, INC.
TALL TREE FOODS, INC. 401(K) SAVINGS PLAN
MILWAUKEE, WI
Advisor / Consultant
INVESTMENT ADVISORY
366$16.2M$23K
LEGAL AID CHICAGO
LEGAL AID CHICAGO EMPLOYEE CONTRIBUTION PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
238$15.8M$12K
CATALYST EXHIBITS, INC.
CATALYST EXHIBITS, INC. 401(K) PLAN
KENOSHA, WI
Broker
BROKER/ADVISER
116$15.5M$0
MERISANT US, INC.
THE MERISANT US, INC. EMPLOYEES' SAVINGS AND RETIREMENT PLAN
CHICAGO, IL
Advisor / Consultant
ADVISOR
200$14.2M$16K
MAC PROPERTY MANAGEMENT, LLC
MAC PROPERTY MANAGEMENT 401(K) SAVINGS PLAN
ENGLEWOOD, NJ
Advisor / Consultant
INVESTMENT ADVISOR
412$14.2M$26K
APHENA PHARMA SOLUTIONS HOLDINGS
APHENA PHARMA SOLUTIONS 401(K) PLAN
COOKEVILLE, TN
Other
INVESTMENT/FINANCIAL ADVI
509$14.1M$56K
APHENA PHARMA SOLUTIONS HOLDINGS
APHENA PHARMA SOLUTIONS 401(K) PLAN
COOKEVILLE, TN
Other
INVESTMENT/FINANCIAL ADVI
452$13.8M$28K
LEGAL AID CHICAGO
LEGAL AID CHICAGO EMPLOYEE CONTRIBUTION PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
238$13.8M$12K
APHENA PHARMA SOLUTIONS HOLDINGS
APHENA PHARMA SOLUTIONS 401(K) PLAN
COOKEVILLE, TN
Other
INVESTMENT/FINANCIAL ADVI
460$13.4M$14K
555 INTERNATIONAL INC.
555 INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
115$13.1M$20K
MAC PROPERTY MANAGEMENT, LLC
MAC PROPERTY MANAGEMENT 401(K) SAVINGS PLAN
ENGLEWOOD, NJ
Advisor / Consultant
INVESTMENT ADVISOR
426$12.0M$20K
UCAN
UCAN RETIREMENT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
522$11.2M$26K
555 INTERNATIONAL INC.
555 INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
118$11.1M$20K
THE FEDERATED GROUP, INC.
THE FEDERATED GROUP, INC. 401(K) PROFIT SHARING PLAN
ARLINGTON HEIGHTS, IL
Advisor / Consultant
INVESTMENT ADVISOR
92$11.0M$21K
THE FEDERATED GROUP, INC.
THE FEDERATED GROUP, INC. 401(K) PROFIT SHARING PLAN
ARLINGTON HEIGHTS, IL
Advisor / Consultant
INVESTMENT ADVISOR
96$10.8M$24K
UCAN
UCAN RETIREMENT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
485$10.4M$26K
TALL TREE FOODS, INC.
TALL TREE FOODS, INC. 401(K) SAVINGS PLAN
GLENVIEW, IL
Advisor / Consultant
INVESTMENT ADVISORY
115$10.3M$12K
MAC PROPERTY MANAGEMENT, LLC
MAC PROPERTY MANAGEMENT 401(K) SAVINGS PLAN
ENGLEWOOD, NJ
Advisor / Consultant
INVESTMENT ADVISOR
441$9.3M$19K
SKO-DIE, INC.
SKO-DIE, INC 401(K) PROFIT SHARING PLAN
MORTON GROVE, IL
Other
NONE
67$9.2M$9K
SKO-DIE, INC.
SKO-DIE, INC 401(K) PROFIT SHARING PLAN
MORTON GROVE, IL
Other
NONE
73$8.2M$8K
EMPLOYMENT & EMPLOYER SERVICES, INC.
EMPLOYMENT & EMPLOYER SERVICES, INC RETIREMENT SAVINGS PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
93$6.8M$22K
EMPLOYMENT & EMPLOYER SERVICES, INC.
EMPLOYMENT & EMPLOYER SERVICES, INC RETIREMENT SAVINGS PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
96$6.3M$25K
FACTOR LAW INC.
FACTOR 401(K) RETIREMENT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
69$6.2M$14K
GB MANUFACTURING CO.
GB MANUFACTURING CO. 401(K) PLAN
DELTA, OH
Other
NONE
223$6.2M$8K
NHP INNOVATIONS, LLC
MERCOLA GROUP OF COMPANIES 401(K) PLAN
CAPE CORAL, FL
Advisor / Consultant
ADVISOR
138$6.2M$14K
NHP INNOVATIONS, LLC
MERCOLA GROUP OF COMPANIES 401(K) PLAN
CAPE CORAL, FL
Advisor / Consultant
ADVISOR
130$6.2M$17K
NHP INNOVATIONS, LLC
MERCOLA GROUP OF COMPANIES 401(K) PLAN
CAPE CORAL, FL
Advisor / Consultant
ADVISOR
140$5.6M$6K
GB MANUFACTURING CO.
GB MANUFACTURING CO. 401(K) PLAN
DELTA, OH
Other
NONE
230$5.6M$27K
FACTOR LAW INC.
FACTOR 401(K) RETIREMENT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
97$5.5M$12K
SOAREN MANAGEMENT LLC
SOAREN MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
SCOTTSDALE, AZ
Advisor / Consultant
ADVISOR
96$5.2M$12K
JIT PACKAGING LLC
JIT PACKAGING LLC 401(K) PLAN
ELGIN, IL
Advisor / Consultant
INVESTMENT ADVISOR
164$5.2M$19K
GB MANUFACTURING CO.
GB MANUFACTURING CO. 401(K) PLAN
DELTA, OH
Other
NONE
261$5.1M$27K
FACTOR LAW INC.
FACTOR 401(K) RETIREMENT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
176$4.5M$9K
CHICAGO URBAN LEAGUE
CHICAGO URBAN LEAGUE 401(K) PROFIT SHARING PLAN & TRUST
CHICAGO, IL
Advisor / Consultant
ADVISOR
156$3.5M$9K
CHICAGO URBAN LEAGUE
CHICAGO URBAN LEAGUE 401(K) PROFIT SHARING PLAN & TRUST
CHICAGO, IL
Advisor / Consultant
ADVISOR
159$3.4M$6K
CHICAGO URBAN LEAGUE
CHICAGO URBAN LEAGUE 401(K) PROFIT SHARING PLAN & TRUST
CHICAGO, IL
Advisor / Consultant
ADVISOR
159$3.4M$5K
CHICAGO URBAN LEAGUE
CHICAGO URBAN LEAGUE 401(K) PROFIT SHARING PLAN & TRUST
CHICAGO, IL
Advisor / Consultant
ADVISOR
130$2.8M$8K
JIT PACKAGING LLC
JIT PACKAGING LLC 401(K) PLAN
ELGIN, IL
Advisor / Consultant
INVESTMENT ADVISOR
0$0$25K
ROTHSCHILD INVESTMENT — Form 5500 Service Provider Profile | Form 5500 Search