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 |
|---|---|---|---|---|---|---|
| Caret Holdings, Inc. ROOT Retirement Plan · all filings | COLUMBUS, OH | Advisor / Consultant | 764 | $33.2M | $22K | $0 |
| Alpine Lumber Company Alpine Lumber Company 401(k) Plan · all filings | WESTMINSTER, CO | Advisor / Consultant | 505 | $25.9M | $34K | $0 |
| Alpine Lumber Company Alpine Lumber Company 401(k) Plan · all filings | WESTMINSTER, CO | Advisor / Consultant | 524 | $22.2M | $33K | $0 |
| Lewis BOLT & NUT Company Lewis BOLT & NUT Company 401(k) Plan · all filings | LAJUNTA, CO | Advisor / Consultant | 228 | $10.0M | $12K | $0 |
| Lewis BOLT & NUT Company Lewis BOLT & NUT Company 401(k) Plan · all filings | LAJUNTA, CO | Advisor / Consultant | 226 | $7.6M | $24K | $0 |
| Best Version Media, LLC Best Version Media · all filings | BROOKFIELD, WI | Advisor / Consultant | 176 | $6.6M | $17K | $0 |
| Superheat FGH Services, Inc. Superheat FGH Retirement Readiness Plan · all filings | NEW LENOX, IL | Advisor / Consultant | 227 | $5.9M | $12K | $0 |
| Menominee Tribal Enterprises Menominee Tribal Retirement and 401(k) Savings Plan · all filings | NEOPIT, WI | Advisor / Consultant | 125 | $5.0M | $9K | $0 |
| Sierra Financial Services, Inc. DBA Omni Tax Solutions Omni Tax Solutions 401(k) Plan · all filings | BROOMFIELD, CO | Advisor / Consultant | 65 | $4.0M | $9K | $0 |
| Dr. Schar USA, Inc. Dr. Schar USA, Inc. 401(k) Profit Sharing Plan and Trust · all filings | LYNDHURST, NJ | Advisor / Consultant | 114 | $3.0M | $4K | $3K |
