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 |
|---|---|---|---|
| THE GEL GROUP, INC. 401(K) PLAN | THE GEL GROUP, INC., SC | $43M | 363 |
| CLEMENT RIVERS, LLP PROFIT SHARING AND SALARY DEFERRED PLAN | CLEMENT RIVERS, LLP, SC | $29M | 120 |
| CULLUM MECHANICAL CONSTRUCTION, INC. 401(K) RETIREMENT SAVINGS & PROFIT SHARING PLAN | CULLUM MECHANICAL CONSTRUCTION, INC., SC | $22M | 218 |
| ZAPP USA 401(K) PROFIT SHARING PLAN | ZAPP PRECISION WIRE, INC., MA | $17M | 150 |
| GEORGE SINK, P.A. INJURY LAWYERS 401(K) PROFIT SHARING PLAN | GEORGE SINK, PA INJURY LAWYERS, SC | $11M | 188 |
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