Form 5500 Search

STIFEL PEARL

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
11
Active participants
123,171
Total plan assets
$10.9B
Filings (rows)
11
Direct comp
$965K
Indirect comp
$80K

SERVICES PROVIDED

Advisor / Consultant10
Other1

Top plans served

All 11 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
WILLIAM BEAUMONT HOSPITAL
BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN
SOUTHFIELD, MI
Advisor / Consultant
INV ADVISOR
34,406$3.0B$95K
WILLIAM BEAUMONT HOSPITAL
BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN
SOUTHFIELD, MI
Advisor / Consultant
INV ADVISOR
34,160$2.6B$118K
BHSH SYSTEM D/B/A SPECTRUM HEALTH SYSTEM
SPECTRUM HEALTH SYSTEM 403(B) PLAN
GRAND RAPIDS, MI
Other
NONE KNOWN
27,153$2.3B$400K
DEMATIC CORP.
DEMATIC CORP. 401(K) RETIREMENT PLAN
GRAND RAPIDS, MI
Advisor / Consultant
INVESTMENT MANAGEMENT
3,976$843.7M$80K
DEMATIC CORP.
DEMATIC CORP. 401(K) RETIREMENT PLAN
GRAND RAPIDS, MI
Advisor / Consultant
INVESTMENT MANAGEMENT
4,327$614.6M$0
YANFENG INTERNATIONAL AUTOMOTIVE TECHNOLOGY US I LLC
YANFENG AUTOMOTIVE INTERIOR SYSTEMS SAVINGS AND INVESTMENT 401(K) PLAN
NOVI, MI
Advisor / Consultant
INVESTMENT ADVISOR
5,254$433.2M$75K
YANFENG INTERNATIONAL AUTOMOTIVE TECHNOLOGY US I LLC
YANFENG AUTOMOTIVE INTERIOR SYSTEMS SAVINGS AND INVESTMENT 401(K) PLAN
NOVI, MI
Advisor / Consultant
INVESTMENT ADVISOR
5,167$399.1M$75K
YANFENG US AUTOMOTIVE INTERIOR SYSTEMS I LLC
YANFENG AUTOMOTIVE INTERIOR SYSTEMS SAVINGS AND INVESTMENT 401(K) PLAN
NOVI, MI
Advisor / Consultant
INVESTMENT ADVISOR
5,498$355.3M$75K
DEMATIC CORP.
DEMATIC CORP. RETIREMENT PLAN FOR NON-UNION EMPLOYEES
GRAND RAPIDS, MI
Advisor / Consultant
INVESTMENT ADVISORY
279$170.9M$20K
BEAUMONT HEALTH
BOTSFORD HOSPITAL DEFINED CONTRIBUTION PLAN
SOUTHFIELD, MI
Advisor / Consultant
INV ADVISOR
1,367$48.8M$12K
BEAUMONT HEALTH
BOTSFORD HOSPITAL DEFINED CONTRIBUTION PLAN
SOUTHFIELD, MI
Advisor / Consultant
INV ADVISOR
1,584$46.3M$15K
STIFEL PEARL — Form 5500 Service Provider Profile | Form 5500 Search