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 |
|---|---|---|---|---|---|---|
| St. Paul's School St. Paul's School Defined Contribution Retirement Plan · all filings | CONCORD, NH | Other service providers | 327 | $99.6M | $160K | $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 |
| 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 |
| Alliance Industrial Corporation Alliance Industrial Corporation Retirement Savings Plan · all filings | LYNCHBURG, VA | Other service providers | 124 | $20.0M | $51K | $0 |
| Alliance Industrial Corporation Alliance Industrial Corporation Retirement Savings Plan · all filings | LYNCHBURG, VA | Other service providers | 132 | $18.4M | $53K | $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 |
| Sitex Corporation Sitex Corporation Team Members Retirement Plan · all filings | HENDERSON, KY | Recordkeeper | 130 | $5.2M | $27K | $2K |
| Sitex Corporation Sitex Corporation Team Members Retirement Plan · all filings | HENDERSON, KY | Recordkeeper | 129 | $4.3M | $25K | $2K |
| Controlscan Holdings, Inc. Controlscan Holdings, Inc. 401(k) Plan · all filings | LEXINGTON, KY | TPA / Administrator | 146 | $3.9M | $28K | $0 |
| Steuben Churchpeople Against Poverty Inc. DBA Arbor Housing Development Arbor Housing & Development 401(k) Retirement Plan · all filings | CORNING, NY | Recordkeeper | 116 | $3.6M | $26K | $3K |
| Steuben Churchpeople Against Poverty Inc. DBA Arbor Housing Development Arbor Housing & Development 401(k) Retirement Plan · all filings | CORNING, NY | Recordkeeper | 123 | $3.5M | $21K | $3K |
| Steuben Churchpeople Against Poverty Inc. DBA Arbor Housing Development Arbor Housing & Development 401(k) Retirement Plan · all filings | CORNING, NY | Recordkeeper | 116 | $3.0M | $21K | $3K |
| Glove House, Inc. Glove House, Inc. 401(k) Retirement Plan · all filings | ELMIRA, NY | Trustee | 41 | $1.3M | $6K | $2K |
| Sitex Corporation Sitex Corporation Team Members Retirement Plan · all filings | HENDERSON, KY | Recordkeeper | 0 | $41K | $30K | $0 |
| Alliance Industrial Corporation Alliance Industrial Corporation Retirement Savings Plan · all filings | LYNCHBURG, VA | Other service providers | 0 | $0 | $43K | $0 |
| Glove House, Inc. Glove House, Inc. 401(k) Retirement Plan · all filings | ELMIRA, NY | Trustee | 85 | — | $2K | $1K |
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