TEMPLETON &
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
67
Active participants
138,140
Total plan assets
$4.3B
Filings (rows)
67
Direct comp
$1.0M
Indirect comp
$0
Aggregating 4 name variants under "TEMPLETON &"
SERVICES PROVIDED
Accountant / Auditor56
Other10
TPA / Administrator1
Top plans served
All 67 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WATSCO, INC. WATSCO, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST | MIAMI, FL | Other NONE | 6,323 | $372.7M | $8K |
| PHYSICIAN BUSINESS SERVICES, LLC WOMEN'S CARE 401(K) PLAN | TAMPA, FL | Accountant / Auditor ACCOUNTANT/AUDITOR | 2,177 | $243.3M | $22K |
| PHYSICIAN BUSINESS SERVICES, LLC WOMEN'S CARE USA 401(K) AND PROFIT SHARING PLAN | TAMPA, FL | Accountant / Auditor ACCOUNTANT | 2,127 | $232.2M | $19K |
| EMPLOYER FLEXIBLE EMPLOYER FLEXIBLE 401(K) PLAN | HOUSTON, TX | Accountant / Auditor AUDIT | 11,224 | $215.4M | $27K |
| ACE HARDWARE CORPORATION ACE RETAIL SAVINGS PLAN 401(K) | OAK BROOK, IL | Accountant / Auditor AUDIT | 10,227 | $188.2M | $18K |
| FLAGLER SYSTEM, INC. FLAGLER SYSTEM, INC. EMPLOYEES' SAVINGS PLAN | PALM BEACH, FL | Other NONE | 2,307 | $187.3M | $16K |
| FLAGLER SYSTEM, INC. FLAGLER SYSTEM, INC. EMPLOYEES' SAVINGS PLAN | PALM BEACH, FL | Other NONE | 2,381 | $167.3M | $18K |
| ACE HARDWARE CORPORATION ACE RETAIL SAVINGS PLAN 401(K) | OAK BROOK, IL | Accountant / Auditor AUDIT | 9,135 | $163.4M | $26K |
| SECURE HORIZONS RETIREMENT PLAN LLC SECURE HORIZONS 401(K) PLAN | LAKE MARY, FL | Accountant / Auditor AUDITOR | 2,753 | $139.0M | $9K |
| FLAGLER SYSTEM, INC. FLAGLER SYSTEM, INC. EMPLOYEES' SAVINGS PLAN | PALM BEACH, FL | Other NONE | 2,234 | $137.9M | $16K |
| ACE HARDWARE CORPORATION ACE RETAIL SAVINGS PLAN 401(K) | OAK BROOK, IL | Accountant / Auditor AUDIT | 8,612 | $137.4M | $25K |
| MEMBERS BENEFIT CORP. MEMBERS 401(K) ADVANTAGE | PALM BEACH GARDENS, FL | Accountant / Auditor AUDITOR | 3,005 | $132.3M | $10K |
| TEXO ABC/AGC, INC. TEXO MEMBERS 401(K) PLAN | DALLAS, TX | Accountant / Auditor AUDIT | 10,306 | $128.7M | $26K |
| MEMBERS BENEFIT CORP. MEMBERS 401(K) ADVANTAGE | PALM BEACH GARDENS, FL | Accountant / Auditor AUDITOR | 3,035 | $124.7M | $10K |
| TEXO ABC-AGC, INC. TEXO MEMBERS 401(K) PLAN | DALLAS, TX | Accountant / Auditor AUDIT | 6,383 | $117.1M | $20K |
| TEXO ABC/AGC, INC. TEXO MEMBERS 401(K) PLAN | DALLAS, TX | Accountant / Auditor AUDIT | 8,333 | $107.9M | $8K |
| XMT SERVICES, INC. XCEL HR 401(K) PLAN | ROCKVILLE, MD | Accountant / Auditor AUDITOR | 1,551 | $92.8M | $12K |
| PALM BEACH ATLANTIC UNIVERSITY, INC. PALM BEACH ATLANTIC UNIVERSITY 403(B)(7) PLAN | WEST PALM BEACH, FL | Other NONE | 1,566 | $83.9M | $10K |
| XMT SERVICES, INC. XCEL HR 401(K) PLAN | ROCKVILLE, MD | Accountant / Auditor AUDITOR | 1,427 | $81.8M | $12K |
| AVMA LIFE TRUST, LLC AVMA LIFE TRUST, LLC 401(K) PLAN | SCHAUMBURG, IL | Accountant / Auditor AUDIT | 3,439 | $74.7M | $35K |
| XCEL MANAGEMENT, INC. XCEL HR 401(K) PLAN | ROCKVILLE, MD | Accountant / Auditor AUDITOR | 2,059 | $74.1M | $12K |
| PALM BEACH ATLANTIC UNIVERSITY, INC. PALM BEACH ATLANTIC UNIVERSITY 403(B)(7) PLAN | WEST PALM BEACH, FL | Other NONE | 1,339 | $67.0M | $9K |
| TEAMWORK SERVICES, INC. TEAMWORK SERVICES 401(K) & PROFIT SHARING PLAN | BRUNSWICK, GA | Accountant / Auditor AUDITOR | 1,572 | $58.9M | $90K |
| BECKER & POLIAKOFF, P.A. BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE, FL | Accountant / Auditor ACCOUNTANT | 312 | $55.2M | $12K |
| ASSOCIATED BUILDERS AND CONTRACTORS, INC., DELAWARE CHAPTER ABC OF DELAWARE 401(K) PLAN | NEW CASTLE, DE | Accountant / Auditor AUDIT | 1,269 | $55.2M | $18K |
| STILES CORPORATION STILES CORPORATION 401(K) PLAN | FORT LAUDERDALE, FL | Accountant / Auditor ACCOUNTANT/AUDITOR | 322 | $54.8M | $10K |
| AVMA LIFE TRUST, LLC AVMA LIFE TRUST, LLC 401(K) PLAN | SCHAUMBURG, IL | Accountant / Auditor AUDIT | 3,366 | $52.6M | $8K |
| PLAN PROFESSIONALS, LLC THE ARGENT WEALTH PEP | SHREWSBURY, NJ | Accountant / Auditor AUDIT | 1,752 | $52.3M | $28K |
| ASSOCIATED BUILDERS AND CONTRACTORS, INC., DELAWARE CHAPTER ABC OF DELAWARE 401(K) PLAN | NEW CASTLE, DE | Accountant / Auditor AUDIT | 1,095 | $48.5M | $12K |
| STILES CORPORATION STILES CORPORATION 401(K) PLAN | FORT LAUDERDALE, FL | Other PLAN SPONSOR | 313 | $47.5M | $10K |
| THE BENJAMIN SCHOOL THE BENJAMIN SCHOOL DEFINED CONTRIBUTION PLAN | NORTH PALM BEACH, FL | Accountant / Auditor AUDITOR | 373 | $47.2M | $5K |
| ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI MS AGC MEP 401(K) PLAN | JACKSON, MS | Accountant / Auditor AUDIT | 1,453 | $43.0M | $11K |
| PALM BEACH DAY ACADEMY PALM BEACH DAY ACADEMY DC RETIREMENT PLAN | PALM BEACH, FL | Other | 216 | $36.2M | $15K |
| THE BENJAMIN SCHOOL THE BENJAMIN SCHOOL DEFINED CONTRIBUTION PLAN | NORTH PALM BEACH, FL | Accountant / Auditor AUDITOR | 338 | $36.2M | $7K |
| ABC OF IOWA ABC OF IOWA RETIREMENT SAVINGS PLAN | GRIMES, IA | Accountant / Auditor AUDIT | 716 | $34.3M | $13K |
| PALM BEACH DAY ACADEMY PALM BEACH DAY ACADEMY DC RETIREMENT PLAN | PALM BEACH, FL | Other | 212 | $32.5M | $14K |
| ABC OF IOWA ABC OF IOWA RETIREMENT SAVINGS PLAN | GRIMES, IA | Accountant / Auditor AUDIT | 719 | $30.1M | $11K |
| ABC OF IOWA ABC OF IOWA RETIREMENT SAVINGS PLAN | GRIMES, IA | Accountant / Auditor AUDIT | 682 | $24.6M | $10K |
| MEDICAL SOCIETY OF DELAWARE MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN | NEWARK, DE | Accountant / Auditor AUDIT | 147 | $20.9M | $20K |
| TOYOTA TSUSHO AMERICA, INC. TOYOTA TSUSHO AMERICA, INC. ENTERPRISE MULTIPLE EMPLOYER PLAN | GEORGETOWN, KY | Accountant / Auditor AUDIT | 1,299 | $19.2M | $17K |
| PLAN PROFESSIONALS, LLC AMERICA'S HEALTHCARE EMPLOYEE RETIREMENT PEP | SHREWSBURY, NJ | Accountant / Auditor AUDIT | 6,398 | $19.1M | $16K |
| AMERICAN ENGINEERING & DEVELOPMENT CORPORATION AMERICAN ENGINEERING & DEVELOPMENT CORPORATION 401(K) PROFIT SHARING PLAN | HIALEAH GARDENS, FL | Accountant / Auditor ACCOUNTANT/AUDITOR | 348 | $18.8M | $10K |
| TOYOTA TSUSHO AMERICA, INC. TOYOTA TSUSHO AMERICA, INC. ENTERPRISE MULTIPLE EMPLOYER PLAN | GEORGETOWN, KY | Accountant / Auditor AUDIT | 1,280 | $16.8M | $19K |
| CAMILLO PROPERTIES, LTD ASSOCIATIONS OF TEXAS MEP | HOUSTON, TX | Accountant / Auditor AUDIT | 461 | $15.8M | $6K |
| TOYOTA TSUSHO AMERICA, INC. TOYOTA TSUSHO AMERICA, INC. ENTERPRISE MULTIPLE EMPLOYER PLAN | GEORGETOWN, KY | Accountant / Auditor AUDIT | 1,245 | $13.7M | $11K |
| MISSISSIPPI ASSOCIATED BUILDERS & CONTRACTORS, INC. MSABC MULTIPLE EMPLOYER 401(K) PLAN | PEARL, MS | Accountant / Auditor AUDIT | 951 | $13.4M | $12K |
| MISSISSIPPI ASSOCIATED BUILDERS & CONTRACTORS, INC. MSABC MULTIPLE EMPLOYER 401(K) PLAN | PEARL, MS | Accountant / Auditor AUDIT | 543 | $12.2M | $24K |
| BONIFACE & COMPANY, INC. BONIFACE-HIERS 401(K) PLAN | MELBOURNE, FL | Accountant / Auditor AUDITOR | 303 | $12.0M | $7K |
| ALABAMA ASSOCIATED GENERAL CONTRACTORS, INC. ALABAMA AGC 401(K) MULTIPLE EMPLOYER PLAN | IRONDALE, AL | Accountant / Auditor AUDIT | 226 | $11.7M | $6K |
| CHARTER SCHOOL ASSOCIATES, INC. CHARTER SCHOOL 401(K) RETIREMENT PLAN | CORAL SPRINGS, FL | Accountant / Auditor AUDIT | 1,382 | $11.3M | $13K |
| AMERICAN SUBCONTRACTORS ASSOCIATION NORTH TEXAS CHAPTER ASA NORTH TEXAS MULTIPLE EMPLOYER 401(K) PLAN | GRANDE PRAIRIE, TX | Other OTHER | 850 | $11.1M | $5K |
| ALABAMA ASSOCIATED GENERAL CONTRACTORS, INC. ALABAMA AGC 401(K) MULTIPLE EMPLOYER PLAN | IRONDALE, AL | Accountant / Auditor AUDIT | 338 | $10.4M | $21K |
| EAST BAY RESTAURANT SUPPLY, INC. EAST BAY RESTAURANT SUPPLY, INC. 401(K) PROFIT SHARING PLAN | OAKLAND, CA | Accountant / Auditor AUDITOR | 125 | $10.4M | $27K |
| ALABAMA ASSOCIATED GENERAL CONTRACTORS, INC. ALABAMA AGC 401(K) MULTIPLE EMPLOYER PLAN | IRONDALE, AL | TPA / Administrator PLAN ADMINISTRATOR | 210 | $10.1M | $7K |
| CHARTER SCHOOL ASSOCIATES, INC. CHARTER SCHOOL 401(K) RETIREMENT PLAN | CORAL SPRINGS, FL | Accountant / Auditor AUDIT | 1,313 | $9.2M | $8K |
| RESOURCE MANAGEMENT SYSTEMS, I RESOURCE MANAGEMENT SYSTEMS, INC. RETIREMENT SAVINGS PLAN | GREENWOOD VILLAGE, CO | Accountant / Auditor ACCOUNTANT | 511 | $8.2M | $16K |
| CHARTER SCHOOL ASSOCIATES, INC. CHARTER SCHOOL 401(K) RETIREMENT PLAN | CORAL SPRINGS, FL | Accountant / Auditor AUDIT | 1,310 | $7.4M | $13K |
| CAPITAL HEALTHCARE, PC CAPITAL HEALTHCARE 401(K) PLAN | ALEXANDRIA, VA | Accountant / Auditor AUDIT | 108 | $5.9M | $7K |
| SAGE SENIOR LIVING, LLC SAGE SENIOR LIVING, LLC 401(K) PLAN | SPRINGFIELD, PA | Accountant / Auditor AUDIT | 602 | $5.6M | $10K |
| TRIO ELECTRIC, LTD. ASSOCIATIONS OF TEXAS MEP | HOUSTON, TX | Accountant / Auditor AUDIT | 190 | $5.2M | $7K |
| TRIO ELECTRIC, LTD. ASSOCIATIONS OF TEXAS MEP | HOUSTON, TX | Accountant / Auditor AUDIT | 207 | $3.8M | $4K |
| AMMON ANALYTICAL LABORATORIES AMMON ANALYTICAL LABORATORIES 401(K) PROFIT SHARING PLAN AND TRUST | LINDEN, NJ | Accountant / Auditor AUDITOR | 49 | $3.1M | $24K |
| SONATA HEALTH CARE, LLC SONATA HEALTH CARE, LLC 401(K) PLAN | ORLANDO, FL | Accountant / Auditor AUDIT FIRM | 558 | $2.8M | $3K |
| TIE, LLC DBA CHICK-FIL-A AT ST. AUGUSTINE TIE, LLC DBA CHICK-FIL-A AT ST. AUGUSTINE 401(K) PLAN | SAINT AUGUSTINE, FL | Accountant / Auditor AUDIT | 168 | $898K | $13K |
| CORNERSTONE GROUP HOLDINGS, INC CORNERSTONE GROUP HOLDINGS 401(K) PLAN | MANHATTAN, KS | Accountant / Auditor AUDIT | 365 | $556K | $4K |
| MARKS PANETH LLP MARKS PANETH 401(K) PLAN | NEW YORK, NY | Accountant / Auditor AUDITOR | 0 | $0 | $25K |
| SONATA HEALTH CARE, LLC SONATA HEALTH CARE, LLC 401(K) PLAN | ORLANDO, FL | Accountant / Auditor AUDIT FIRM | 0 | $0 | $23K |