SILVERSTONE ASSET MANAGEMENT
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
27
Active participants
11,795
Total plan assets
$557.6M
Filings (rows)
27
Direct comp
$163K
Indirect comp
$486K
SERVICES PROVIDED
Advisor / Consultant19
Other7
Broker1
Top plans served
All 27 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BELLEVUE UNIVERSITY BELLEVUE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BELLEVUE, NE | Advisor / Consultant INVESTMENT ADVISORY | 1,357 | $91.0M | $0 |
| BELLEVUE UNIVERSITY BELLEVUE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BELLEVUE, NE | Advisor / Consultant INVESTMENT ADVISORY | 1,400 | $80.6M | $0 |
| BELLEVUE UNIVERSITY BELLEVUE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BELLEVUE, NE | Advisor / Consultant INVESTMENT ADVISORY | 2,845 | $66.8M | $0 |
| KOLEY JESSEN P.C., L.L.O. KOLEY JESSEN P.C. 401(K) PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 199 | $53.3M | $19K |
| KOLEY JESSEN P.C., L.L.O. KOLEY JESSEN P.C. 401(K) PLAN | OMAHA, NE | Advisor / Consultant ADVISORY SVCS - INVEST | 202 | $43.2M | $25K |
| DOLL DISTRIBUTING LLC DOLL DISTRIBUTING LLC 401(K) RETIREMENT PLAN | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISORY | 371 | $35.5M | $0 |
| DOLL DISTRIBUTING LLC DOLL DISTRIBUTING LLC 401(K) RETIREMENT PLAN | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISORY | 405 | $32.6M | $0 |
| DOLL DISTRIBUTING LLC DOLL DISTRIBUTING LLC 401(K) RETIREMENT PLAN | COUNCIL BLUFFS, IA | Advisor / Consultant INVESTMENT ADVISORY | 349 | $28.9M | $0 |
| JOURNEY GROUP COMPANIES JOURNEY GROUP 401(K) PLAN | SIOUX FALLS, SD | Advisor / Consultant INVESTMENT ADVISOR | 249 | $18.2M | $4K |
| THE LUND COMPANY THE LUND COMPANY 401(K) SAVINGS PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISORY | 444 | $13.8M | $0 |
| THE LUND COMPANY THE LUND COMPANY 401(K) SAVINGS PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISORY | 459 | $11.8M | $0 |
| THE LUND COMPANY THE LUND COMPANY 401(K) SAVINGS PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISORY | 374 | $8.9M | $0 |
| INDEPENDENT TECHNOLOGIES, LLC ANOVA 401(K) PLAN | BLAIR, NE | Other INVESTMENT/FINANCIAL ADVI | 87 | $7.7M | $21K |
| INDEPENDENT TECHNOLOGIES, LLC INDEPENDENT TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLAN | BLAIR, NE | Other INVESTMENT/FINANCIAL ADVI | 98 | $7.5M | $17K |
| MONOLITH MATERIALS, INC. MONOLITH MATERIALS, INC. 401(K) PLAN | LINCOLN, NE | Other SERVICE PROVIDER | 239 | $6.7M | $0 |
| TACKLE.IO, INC. TACKLE.IO, INC. 401(K) PLAN | BOISE, ID | Advisor / Consultant INVESTMENT ADVISOR | 294 | $6.4M | $0 |
| INDEPENDENT TECHNOLOGIES, LLC INDEPENDENT TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLAN | BLAIR, NE | Other INVESTMENT/FINANCIAL ADVI | 170 | $5.9M | $22K |
| GOODWILL INDUSTRIES, INC. GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN | OMAHA, NE | Broker BROKER | 738 | $5.3M | $4K |
| JENKINS LIVING CENTER INC. JENKINS LIVING CENTER INC. 401(K) RETIREMENT PLAN | WATERTOWN, SD | Other INVESTMENT/FINANCIAL ADVI | 123 | $4.9M | $16K |
| BOYS & GIRLS CLUBS OF THE MIDLANDS BOYS & GIRLS CLUBS OF THE MIDLANDS 401(K) PROFIT SHARING PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISORY | 148 | $4.6M | $0 |
| JENKINS LIVING CENTER INC. JENKINS LIVING CENTER INC. 401(K) RETIREMENT PLAN | WATERTOWN, SD | Other INVESTMENT/FINANCIAL ADVI | 129 | $4.6M | $16K |
| JENKINS LIVING CENTER INC. JENKINS LIVING CENTER INC. 401(K) RETIREMENT PLAN | WATERTOWN, SD | Other INVESTMENT/FINANCIAL ADVI | 148 | $4.5M | $17K |
| GOODWILL SPECIALTY SERVICES, INC. GOODWILL SPECIALTY SERVICES, INC. GOVERNMENT CONTRACTORS SAVINGS PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 716 | $4.5M | $4K |
| BOYS & GIRLS CLUBS OF THE MIDLANDS BOYS & GIRLS CLUBS OF THE MIDLANDS 401(K) PROFIT SHARING PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISORY | 94 | $4.2M | $0 |
| BOYS & GIRLS CLUBS OF THE MIDLANDS BOYS & GIRLS CLUBS OF THE MIDLANDS 401(K) PROFIT SHARING PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISORY | 100 | $4.0M | $0 |
| CHILDREN'S SQUARE U.S.A. CHRISTIAN HOME ASSN. D.B.A. CHILDREN'S SQUARE U.S.A. MONEY PURCHASE PLAN | COUNCIL BLUFFS, IA | Advisor / Consultant INVESTMENT ADVISORY | 57 | $2.1M | $0 |
| PERFUSION.COM, INC. PERFUSION.COM 401(K) PLAN | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISORY | 0 | $0 | $0 |