Plans Serviced (2024)
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 |
|---|---|---|---|
| CRESTRON ELECTRONICS INC. RETIREMENT PLAN | CRESTRON ELECTRONICS, INC, NJ | $275M | 1,465 |
| CARE ONE MANAGEMENT 401(K) PLAN | CARE ONE MANAGEMENT, LLC, NJ | $119M | 3,558 |
| ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN | ORACLE FINANCIAL SERVICES SOFTWARE, INC., NJ | $91M | 295 |
| HEALTHBRIDGE MANAGEMENT 401(K) PLAN | CARE ONE MANAGEMENT, LLC, NJ | $85M | 3,304 |
| SIA PARTNERS US, INC. 401K PLAN | SIA PARTNERS US, INC., NY | $56M | 547 |
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