SHUSTER ADVISORY GROUP
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
33
Active participants
13,176
Total plan assets
$1.2B
Filings (rows)
34
Direct comp
$802K
Indirect comp
$459K
SERVICES PROVIDED
Other18
Advisor / Consultant15
Top plans served
Showing top 34 of 33 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MORGAN & MORGAN P A MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO, FL | Other NONE | 4,754 | $192.7M | $83K |
| INTERCOMMUNITY HEALTH ASSOCIATES, INC. INTERCOMMUNITY HEALTH ASSOCIATES, INC. 401(K) PLAN | WHITTIER, CA | Advisor / Consultant INVESTMENT ADVISOR | 328 | $121.7M | $143K |
| INTERCOMMUNITY HEALTH ASSOCIATES, INC. INTERCOMMUNITY HEALTH ASSOCIATES, INC. 401(K) PLAN | WHITTIER, CA | Advisor / Consultant INVESTMENT ADVISOR | 322 | $110.8M | $40K |
| INTERCOMMUNITY HEALTH ASSOCIATES, INC. INTERCOMMUNITY HEALTH ASSOCIATES, INC. 401(K) PLAN | WHITTIER, CA | Other NONE | 211 | $68.0M | $57K |
| UNIVERSAL ELECTRONICS, INC. UNIVERSAL ELECTRONICS, INC. 401(K) AND PROFIT SHARING PLAN | SCOTTSDALE, AZ | Advisor / Consultant INVESTMENT ADVISOR | 162 | $68.0M | $42K |
| MANUFACTURERS BANK MANUFACTURERS BANK SAVINGS SYSTEM | LOS ANGELES, CA | Advisor / Consultant INVESTMENT ADVISOR | 583 | $62.1M | $35K |
| UNIVERSAL ELECTRONICS, INC. UNIVERSAL ELECTRONICS, INC. 401(K) AND PROFIT SHARING PLAN | SCOTTSDALE, AZ | Advisor / Consultant INVESTMENT ADVISOR | 184 | $61.7M | $50K |
| UNIVERSAL ELECTRONICS, INC. UNIVERSAL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN | SCOTTSDALE, AZ | Advisor / Consultant INVESTMENT ADVISOR | 202 | $54.7M | $0 |
| UNIVERSAL ELECTRONICS, INC. UNIVERSAL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN | SCOTTSDALE, AZ | Advisor / Consultant INVESTMENT ADVISOR | 202 | $54.7M | $10K |
| FISHER & PAYKEL HOLDINGS, INC. FISHER & PAYKEL HOLDINGS, INC. 401(K) PLAN | IRVINE, CA | Advisor / Consultant INVESTMENT ADVISOR | 327 | $38.6M | $26K |
| FISHER & PAYKEL HOLDINGS, INC. FISHER & PAYKEL HOLDINGS, INC. 401(K) PLAN | IRVINE, CA | Advisor / Consultant INVESTMENT ADVISOR | 299 | $32.0M | $36K |
| CARUSO MANAGEMENT COMPANY, LTD. CARUSO MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN AND TRUST | LOS ANGELES, CA | Advisor / Consultant INVESTMENT ADVISOR | 142 | $29.5M | $38K |
| VROOM AUTOMOTIVE FINANCE CORP. VROOM AUTOMOTIVE FINANCE CORPORATION 401(K) PLAN | NEWPORT BEACH, CA | Other SERVICE PROVIDER | 523 | $29.2M | $0 |
| VROOM AUTOMOTIVE FINANCE CORP. VROOM AUTOMOTIVE FINANCE CORPORATION 401(K) PLAN | NEWPORT BEACH, CA | Other SERVICE PROVIDER | 666 | $25.9M | $0 |
| CARUSO MANAGEMENT COMPANY, LTD. CARUSO MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN AND TRUST | LOS ANGELES, CA | Advisor / Consultant INVESTMENT ADVISOR | 162 | $25.6M | $38K |
| ORCO BLOCK & HARDSCAPE ORCO BLOCK & HARDSCAPE 401(K) AND PROFIT SHARING PLAN | STANTON, CA | Other SERVICE PROVIDER | 106 | $21.4M | $0 |
| CARUSO MANAGEMENT COMPANY, LTD. CARUSO MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN AND TRUST | LOS ANGELES, CA | Advisor / Consultant INVESTMENT ADVISOR | 173 | $20.3M | $38K |
| VROOM AUTOMOTIVE FINANCE CORP. VROOM AUTOMOTIVE FINANCE CORPORATION 401(K) PLAN | NEWPORT BEACH, CA | Other SERVICE PROVIDER | 649 | $20.3M | $0 |
| ORCO BLOCK & HARDSCAPE ORCO BLOCK & HARDSCAPE 401(K) AND PROFIT SHARING PLAN | STANTON, CA | Other SERVICE PROVIDER | 103 | $19.9M | $0 |
| RECONSERVE, INC. RECONSERVE 401(K) PLAN | SANTA MONICA, CA | Other SERVICE PROVIDER | 429 | $18.6M | $0 |
| ORCO BLOCK & HARDSCAPE ORCO BLOCK & HARDSCAPE 401(K) AND PROFIT SHARING PLAN | STANTON, CA | Other SERVICE PROVIDER | 101 | $18.1M | $0 |
| RECONSERVE, INC. RECONSERVE 401(K) PLAN | SANTA MONICA, CA | Advisor / Consultant INVESTMENT ADVISOR | 359 | $16.2M | $31K |
| TROY GROUP, INC. TROY GROUP, INC. 401(K) SAVINGS AND INVESTMENT PLAN | WHEELING, WV | Advisor / Consultant INVESTMENT ADVISOR | 114 | $15.4M | $42K |
| RECONSERVE, INC. RECONSERVE 401(K) PLAN | SANTA MONICA, CA | Other NONE | 328 | $14.3M | $33K |
| TROY GROUP, INC. TROY GROUP, INC. 401(K) SAVINGS AND INVESTMENT PLAN | WHEELING, WV | Advisor / Consultant INVESTMENT ADVISOR | 93 | $14.1M | $15K |
| BIG CANYON COUNTRY CLUB BIG CANYON COUNTRY CLUB 401(K) PLAN | NEWPORT BEACH, CA | Other SERVICE PROVIDER | 208 | $13.1M | $0 |
| BIG CANYON COUNTRY CLUB BIG CANYON COUNTRY CLUB 401(K) PLAN | NEWPORT BEACH, CA | Other SERVICE PROVIDER | 199 | $12.8M | $0 |
| TROY GROUP, INC. TROY GROUP, INC. 401(K) SAVINGS AND INVESTMENT PLAN | COSTA MESA, CA | Advisor / Consultant INVESTMENT ADVISOR | 101 | $12.4M | $25K |
| VROOM INC. VROOM 401(K) PLAN | NEWPORT BEACH, CA | Other SERVICE PROVIDER | 68 | $11.7M | $0 |
| BIG CANYON COUNTRY CLUB BIG CANYON COUNTRY CLUB 401(K) PLAN | NEWPORT BEACH, CA | Other SERVICE PROVIDER | 196 | $10.7M | $0 |
| PRO-DEX INC. PRO-DEX, INC. RETIREMENT SAVINGS 401(K) PLAN | IRVINE, CA | Other SERVICE PROVIDER | 153 | $10.0M | $0 |
| PRO-DEX INC. PRO-DEX, INC. RETIREMENT SAVINGS 401(K) PLAN | IRVINE, CA | Other SERVICE PROVIDER | 145 | $8.3M | $0 |
| PARA LOS NINOS PARA LOS NINOS 401(K) PLAN | LOS ANGELES, CA | Other NONE | 379 | $5.8M | $10K |
| PARA LOS NINOS PARA LOS NINOS 401(K) PLAN | LOS ANGELES, CA | Other NONE | 407 | $4.7M | $10K |