STRATEGIC RETIREMENT
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
30
Active participants
22,969
Total plan assets
$1.6B
Filings (rows)
30
Direct comp
$628K
Indirect comp
$37K
Aggregating 8 name variants under "STRATEGIC RETIREMENT"
SERVICES PROVIDED
Advisor / Consultant17
Other8
TPA / Administrator5
Top plans served
All 30 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CANISIUS UNIVERSITY CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF | BUFFALO, NY | Other NONE | 579 | $249.2M | $53K |
| CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC. CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN, INC. 401(K) PROFIT SHARING PLAN | LATHAM, NY | Advisor / Consultant ADVISOR/CONSULTANT | 1,303 | $239.4M | $39K |
| CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC. CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN | ALBANY, NY | Advisor / Consultant ADVISOR/CONSULTANT | 1,278 | $207.3M | $48K |
| INSTITUTE OF GAS TECHNOLOGY GTI SUPPLEMENTAL RETIREMENT ANNUITY PLAN | DES PLAINES, IL | Other SERVICE PROVIDER | 332 | $156.0M | $15K |
| BEACON HILL STAFFING GROUP, LLC BEACON HILL STAFFING GROUP, LLC 401(K) PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 4,053 | $107.7M | $95K |
| INSTITUTE OF GAS TECHNOLOGY GAS TECHNOLOGY INSTITUTE RETIREMENT PLAN | DES PLAINES, IL | Other SERVICE PROVIDER | 299 | $102.8M | $10K |
| BEACON HILL STAFFING GROUP, LLC BEACON HILL STAFFING GROUP, LLC 401(K) PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 2,336 | $83.5M | $68K |
| BEACON HILL STAFFING GROUP, LLC BEACON HILL STAFFING GROUP, LLC 401(K) PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 1,768 | $59.2M | $28K |
| UROLOGY AMERICA MSO, LLC UROLOGY AMERICA MSO 401(K) PLAN | AUSTIN, TX | Other NONE | 545 | $50.9M | $6K |
| STANDARD RETIREMENT SERVICES, INC. WELLTHBUILDER POOLED EMPLOYER PLAN | PORTLAND, OR | Other NONE | 2,460 | $47.8M | $119 |
| FLORIDA EAST COAST INDUSTRIES, LLC FLORIDA EAST COAST INDUSTRIES, LLC SALARY DEFERRAL PLAN | MIAMI, FL | Advisor / Consultant CONSULTANT | 558 | $42.4M | $30K |
| CONLON CONSTRUCTION COMPANY CONLON CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN | DUBUQUE, IA | Advisor / Consultant INVESTMENT ADVISORY | 161 | $29.0M | $14K |
| GTI INTERNATIONAL, INC. GTI INTERNATIONAL 401(K) PLAN | DES PLAINES, IL | Advisor / Consultant ADVISOR | 244 | $27.9M | $10K |
| ACARA SOLUTIONS, INC. ALERON 401(K) SAVINGS AND RETIREMENT PLAN | WILLIAMSVILLE, NY | Advisor / Consultant INVESTMENT ADVISORY | 4,064 | $25.1M | $20K |
| KINKISHARYO INTERNATIONAL, LLC KINKISHARYO INTERNATIONAL, LLC 401(K) PLAN | EL SEGUNDO, CA | Advisor / Consultant INVESTMENT ADVISOR | 179 | $23.6M | $23K |
| VAMAC, INCORPORATED VAMAC, INCORPORATED 401(K) PROFIT SHARING PLAN | RICHMOND, VA | Advisor / Consultant INVESTMENT ADVISOR | 171 | $22.9M | $9K |
| PCT ENTERPRISES, INC. PRECISION CABINETS 401(K) PLAN | BRENTWOOD, CA | Advisor / Consultant INVESTMENT ADVISORY | 243 | $22.8M | $17K |
| KINKISHARYO INTERNATIONAL, LLC KINKISHARYO INTERNATIONAL, LLC 401(K) PLAN | EL SEGUNDO, CA | Advisor / Consultant INVESTMENT ADVISOR | 200 | $20.3M | $21K |
| VAMAC, INCORPORATED VAMAC, INCORPORATED 401(K) PROFIT SHARING PLAN | RICHMOND, VA | Advisor / Consultant INVESTMENT ADVISOR | 172 | $19.6M | $13K |
| PCT ENTERPRISES, INC. PRECISION CABINETS 401(K) PLAN | BRENTWOOD, CA | Advisor / Consultant INVESTMENT ADVISORY | 255 | $19.0M | $13K |
| KINKISHARYO INTERNATIONAL, LLC KINKISHARYO INTERNATIONAL, LLC 401(K) PLAN | EL SEGUNDO, CA | Advisor / Consultant INVESTMENT ADVISOR | 153 | $17.1M | $19K |
| WESTMINSTER COMPANY WESTMINSTER COMPANY RETIREMENT SAVINGS PLAN | GREENSBORO, NC | TPA / Administrator CONTRACT ADMIN | 162 | $10.4M | $6K |
| WESTMINSTER COMPANY WESTMINSTER COMPANY RETIREMENT SAVINGS PLAN | GREENSBORO, NC | TPA / Administrator CONTRACT ADMIN | 150 | $9.0M | $3K |
| WESTMINSTER COMPANY WESTMINSTER COMPANY RETIREMENT SAVINGS PLAN | GREENSBORO, NC | TPA / Administrator CONTRACT ADMIN | 160 | $9.0M | $9K |
| PRACTICE SUPPORT SERVICES, LLC PRACTICE SUPPORT SERVICES, LLC 401(K) PROFIT SHARING PLAN | LATHAM, NY | Advisor / Consultant INVESTMENT ADVISOR | 161 | $7.1M | $2K |
| HCI-BULLDOG, LLC BULLDOG GROUP 401(K) PLAN | KERNERSVILLE, NC | TPA / Administrator THIRD PARTY ADMIN | 167 | $5.9M | $0 |
| ST. ANNE INSTITUTE ST. ANNE INSTITUTE 403(B) PLAN | ALBANY, NY | Other NONE | 288 | $5.6M | $23K |
| HCI-BULLDOG, LLC BULLDOG GROUP 401(K) PLAN | KERNERSVILLE, NC | TPA / Administrator THIRD PARTY ADMIN | 174 | $5.5M | $0 |
| ST. ANNE INSTITUTE ST. ANNE INSTITUTE 403(B) PLAN | ALBANY, NY | Other NONE | 265 | $4.5M | $20K |
| SUNNY ACRES NURSING HOME, INC. SUNNY ACRES NURSING HOME, INC. 401(K) PLAN | CHELMSFORD, MA | Other NONE | 89 | $2.1M | $13K |