Click a collective trust to see every plan that holds it.
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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 |
|---|---|---|---|---|---|---|
| BRD of Ttees UFCW Local One 401(k) Savings Plan UFCW Local One 401(k) Savings Plan · all filings | ORISKANY, NY | Other service providers | 9,227 | $124.4M | $579K | $0 |
| St. Paul's School St. Paul's School Defined Contribution Retirement Plan · all filings | CONCORD, NH | Other service providers | 327 | $99.6M | $160K | $0 |
| Americantcs Fiduciary Services, LLC Fdabundance PEP · all filings | PITTSBURGH, PA | Other service providers | 759 | $97.0M | $81K | $0 |
| St. Paul's School St. Paul's School Defined Contribution Retirement Plan · all filings | CONCORD, NH | Other service providers | 324 | $89.2M | $156K | $0 |
| Uwharrie Capital Corp. Uwharrie Capital Corp. Employees 401(k) Retirement Plan · all filings | ALBEMARLE, NC | Other service providers | 190 | $32.1M | $73K | $0 |
| Uwharrie Capital Corp. Uwharrie Capital Corp. Employees 401(k) Retirement Plan · all filings | ALBEMARLE, NC | Other service providers | 190 | $31.1M | $71K | $0 |
| Central Virginia Family Physicians, Inc. Central Virginia Family Physicians, Inc. 401 (K) Profit Sharing Plan and Trust · all filings | LYNCHBURG, VA | Other service providers | 55 | $30.4M | $84K | $0 |
| The Derryfield School The Derryfield School Defined Contribution Retirement Plan · all filings | MANCHESTER, NH | Other service providers | 155 | $29.0M | $46K | $0 |
| Uwharrie Capital Corp. Uwharrie Capital Corp. Employees 401(k) Retirement Plan · all filings | ALBEMARLE, NC | Other service providers | 188 | $26.9M | $68K | $0 |
| The Derryfield School The Derryfield School Defined Contribution Retirement Plan · all filings | MANCHESTER, NH | Other service providers | 165 | $25.8M | $46K | $0 |
| Central Virginia Family Physicians, Inc. Central Virginia Family Physicians, Inc. 401 (K) Profit Sharing Plan and Trust · all filings | LYNCHBURG, VA | Other service providers | 49 | $25.3M | $76K | $0 |
| Spero Financial Federal Credit Union Spero Financial Federal Credit Union 401(k)/Profit Sharing Plan · all filings | GREENVILLE, SC | Other service providers | 157 | $22.7M | $18K | $20K |
| Dealers Warehouse Corporation Dealers Warehouse Corporation Profit Sharing Plan · all filings | POWELL, TN | Recordkeeper | 216 | $20.0M | $15K | $0 |
| Alliance Industrial Corporation Alliance Industrial Corporation Retirement Savings Plan · all filings | LYNCHBURG, VA | Other service providers | 124 | $20.0M | $51K | $0 |
| Spero Financial Federal Credit Union Spero Financial Federal Credit Union 401(k)/Profit Sharing Plan · all filings | GREENVILLE, SC | Other service providers | 160 | $19.8M | $16K | $17K |
| Central Virginia Family Physicians, Inc. Central Virginia Family Physicians, Inc. 401 (K) Profit Sharing Plan and Trust · all filings | LYNCHBURG, VA | Other service providers | 57 | $19.8M | $64K | $0 |
| Education Loan Finance, Inc. Education Loan Finance, Inc. 401(k) Plan · all filings | KNOXVILLE, TN | Recordkeeper | 300 | $19.6M | $9K | $8K |
| Alliance Industrial Corporation Alliance Industrial Corporation Retirement Savings Plan · all filings | LYNCHBURG, VA | Other service providers | 132 | $18.4M | $53K | $0 |
| Education Loan Finance, Inc. Education Loan Finance, Inc. 401(k) Plan · all filings | KNOXVILLE, TN | Recordkeeper | 284 | $16.7M | $8K | $11K |
| Spero Financial Federal Credit Union Spero Financial Federal Credit Union 401(k)/Profit Sharing Plan · all filings | GREENVILLE, SC | Other service providers | 144 | $16.0M | $27K | $17K |
| Dealers Warehouse Corporation Dealers Warehouse Corporation Profit Sharing Plan · all filings | POWELL, TN | Recordkeeper | 187 | $15.3M | $19K | $7K |
| Bodies by Brenengen Bodies by Brenengen 401(k) Profit Sharing Plan · all filings | WEST SALEM, WI | Recordkeeper | 21 | $9.1M | $34K | $0 |
| Silverstone by Hunt Tax Sheltered Annuity Plan for Employees of Silverstone by Hunt · all filings | NASHUA, NH | Other service providers | 98 | $6.3M | $24K | $0 |
| Silverstone by Hunt Tax Sheltered Annuity Plan for Employees of Silverstone by Hunt · all filings | NASHUA, NH | Other service providers | 104 | $5.7M | $24K | $0 |
| Augusta Cooperative Farm Bureau, Inc. Augusta Cooperative Farm Bureau, Inc. 401(k) Savings Plan · all filings | STAUNTON, VA | Other service providers | 119 | $5.6M | $27K | $0 |
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