Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| AVISON YOUNG (US) 401(K) PLAN | AVISON YOUNG (USA) INC., IL | $137M | 1,401 |
| SURVICE ENGINEERING COMPANY 401K PROFIT SHARING PLAN | SURVICE ENGINEERING COMPANY, MD | $90M | 413 |
| OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN | OFFIT KURMAN, P.A., MD | $87M | 524 |
| LUPIN PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN | LUPIN PHARMACEUTICALS, INC., FL | $72M | 461 |
| THE PARK SCHOOL ANNUITY PLAN | THE PARK SCHOOL OF BALTIMORE, INC., MD | $62M | 215 |
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