Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| TA BLACKROCK LIFEPATH INDEX | 2 |
| TA VGD LIFESTRATEGY GR RT | 1 |
| TA VANGUARD LIFESTRATEGY INCOME | 1 |
| STATE STREET S&P | 1 |
| JPMORGAN U S EQUITY RET ACCT | 1 |
| BLACKROCK EQUITY DIVIDEND RET ACCT | 1 |
| JPMORGAN CORE PLUS BOND RET ACCT | 1 |
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| Urology Specialists of the Carolinas, PLLC Urology Specialists of the Carolinas, PLLC 401(k) Plan · all filings | CHARLOTTE, NC | Recordkeeper | 116 | $29.8M | $20K | $0 |
| Urology Specialists of the Carolinas, PLLC Urology Specialists of the Carolinas, PLLC 401(k) Plan · all filings | CHARLOTTE, NC | Recordkeeper | 103 | $28.2M | $17K | $0 |
| Urology Specialists of the Carolinas, PLLC Urology Specialists of the Carolinas, PLLC 401(k) Plan · all filings | CHARLOTTE, NC | Recordkeeper | 108 | $25.3M | $15K | $0 |
| Presidio Employee Co LLC Presidio Employee Co LLC 401(k) Plan · all filings | FORT WORTH, TX | Recordkeeper | 121 | $9.8M | $38K | $0 |
| Presidio Employee Co LLC Presidio Employee Co LLC 401(k) Plan · all filings | FORT WORTH, TX | Recordkeeper | 156 | $7.7M | $30K | $0 |
| Sigma Link Rehab, LLC SLR Service 401(k) Plan · all filings | BROOKLYN, NY | Recordkeeper | 1,750 | $5.9M | $49K | $0 |
| Presidio Employee Co LLC Presidio Employee Co LLC 401(k) Plan · all filings | FORT WORTH, TX | Recordkeeper | 119 | $5.5M | $27K | $0 |
| Presidio Employee Co LLC Presidio Employee Co LLC 401(k) Plan · all filings | FORT WORTH, TX | Recordkeeper | 119 | $5.5M | $27K | $0 |
| Auto MALL 46, Inc. Auto MALL 46, Inc. 401(k) Plan · all filings | WOODLAND PARK, NJ | Recordkeeper | 511 | $4.1M | $30K | $0 |
| Sigma Link Rehab, LLC SLR Service 401(k) Plan · all filings | BROOKLYN, NY | Recordkeeper | 1,255 | $3.5M | $19K | $0 |
| Jupiter Christian School, Inc. Jupiter Christian School, Inc. 401(k) Retirement Plan · all filings | JUPITER, FL | Recordkeeper | 242 | $3.3M | $22K | $0 |
| Jupiter Christian School, Inc. Jupiter Christian School, Inc. 401(k) Retirement Plan · all filings | JUPITER, FL | Recordkeeper | 214 | $2.7M | $16K | $0 |
| Auto MALL 46, Inc. Auto MALL 46, Inc. 401(k) Plan · all filings | WOODLAND PARK, NJ | Recordkeeper | 620 | $2.6M | $12K | $0 |
| Harvest Mercantile Company, Inc. Joe's Real B-B-Q 401(k) Plan · all filings | GILBERT, AZ | Recordkeeper | 119 | $2.5M | $19K | $0 |
| Yardmaster, Inc. Yardmaster Inc. & Affiliated Companies Employee's Saving Plan · all filings | PAINESVILLE, OH | Recordkeeper | 121 | $1.8M | $14K | $0 |
| Jupiter Christian School, Inc. Jupiter Christian School, Inc. 401(k) Retirement Plan · all filings | JUPITER, FL | Recordkeeper | 197 | $1.8M | $12K | $0 |
| Acorn Health Acorn Health 401(k) Plan · all filings | CORAL GABLES, FL | Recordkeeper | 1,203 | $1.6M | $3K | $0 |
| Auto MALL 46, Inc. Auto MALL 46, Inc. 401(k) Plan · all filings | WOODLAND PARK, NJ | Recordkeeper | 570 | $1.4M | $5K | $0 |
| The NEST Schools, Inc. The NEST Schools, Inc. 401(k) Plan · all filings | COVENTRY, CT | Recordkeeper | 268 | $285K | $2K | $0 |
| Integrity Home Care, LLC IHC Employees 401(k) Plan · all filings | SPRINGFIELD, MO | Recordkeeper | 0 | $0 | $26K | $0 |
| Acorn Health Acorn Health 401(k) Plan · all filings | CORAL GABLES, FL | Recordkeeper | 0 | $0 | $2K | $0 |
| TA INTERNATIONAL EQUITY RET |
| 1 |
| TA BLACKROCK LIFEPATH IND 2035 | 1 |
| TA BLACKROCK LIFEPATH IND 2050 | 1 |
| TA BLACKROCK INDEX 2025 RET | 1 |
| TA BLACKROCK INDEX 2060 RET | 1 |
| TA BLACKROCK LIFEPATH INDEX 2025 | 1 |
| TA BLACKROCK IDX RTMENT RT | 1 |
| TA BLACKROCK LIFEPATH INDEX 2030 | 1 |
| TA BLACKROCK LIFEPATH IND 2055 | 1 |
| STATE STREET SP MID CAP IND | 1 |
| JPMORGAN US SMALL CO RET | 1 |
| TA BLACKROCK INDEX 2050 RET | 1 |
| TA BLACKROCK INDEX 2030 RET | 1 |
| TA VANGUARD REIT INDEX RET | 1 |
| TA BLACKROCK LIFEPATH INDEX 2040 | 1 |
| CLEARBRIDGE INTL VALUE RET | 1 |
| TA PARTNERS STOCK INDEX RET | 1 |
| TA BLACKROCK LIFEPATH INDEX 2050 | 1 |
