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  • planBelfor Group 401(K) PlanFinancial statementProvider compensation2023 filing
    $144.1Mreported assets (EOY)
    Sponsor: Belfor Usa Group, Inc.EIN: 84-1309171Plan: 001Participants: 2,627Assets: $144,108,871Net assets: $144.1MAssets / participant: $54.9KLocation: Birmingham, MILatest: 2023
    View financial statement
  • planDayco Savings & Retirement PlanFinancial statementProvider compensation2023 filing
    $93.8Mreported assets (EOY)
    Sponsor: Dayco IncorporatedEIN: 23-1733979Plan: 005Participants: 1,144Assets: $93,769,448Net assets: $93.8MAssets / participant: $82KLocation: Birmingham, MILatest: 2023
    View financial statement
  • planOnestream Software 401(K) PlanFinancial statementProvider compensation2023 filing
    $76.9Mreported assets (EOY)
    Sponsor: Onestream Software LLCEIN: 46-1406778Plan: 001Participants: 934Assets: $76,873,588Net assets: $76.9MAssets / participant: $82.3KLocation: Birmingham, MILatest: 2023
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  • planBnp Media 401k PlanFinancial statementProvider compensation2023 filing
    $54Mreported assets (EOY)
    Sponsor: Bnp Media, Inc.EIN: 38-0389320Plan: 002Participants: 520Assets: $54,012,381Net assets: $54MAssets / participant: $103.9KLocation: Birmingham, MILatest: 2023
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  • planShift Digital Retirement Savings PlanFinancial statementProvider compensation2023 filing
    $31.9Mreported assets (EOY)
    Sponsor: Sanctus, LLC Dba Shift DigitalEIN: 36-4856116Plan: 001Participants: 792Assets: $31,927,370Net assets: $31.9MAssets / participant: $40.3KLocation: Birmingham, MILatest: 2023
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  • planCarlson, Gaskey And Olds, P.C. 401k PlanFinancial statement2023 filing
    $29.5Mreported assets (EOY)
    Sponsor: Carlson, Gaskey And Olds, P.C.EIN: 38-3541716Plan: 001Participants: 50Assets: $29,457,437Net assets: $29.5MAssets / participant: $589.1KLocation: Birmingham, MILatest: 2023
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  • planLakeview Capital, Inc. 401(K) Savings PlanFinancial statement2023 filing
    $21.6Mreported assets (EOY)
    Sponsor: Lakeview Capital, Inc.EIN: 30-0518620Plan: 001Participants: 55Assets: $21,561,203Net assets: $21.6MAssets / participant: $392KLocation: Birmingham, MILatest: 2023
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  • planThe Magni Group, Inc. Profit Sharing And 401(K) PlanFinancial statementProvider compensation2023 filing
    $21.3Mreported assets (EOY)
    Sponsor: The Magni Group, Inc.EIN: 38-2708620Plan: 001Participants: 353Assets: $21,300,931Net assets: $21.3MAssets / participant: $60.3KLocation: Birmingham, MILatest: 2023
    View financial statement

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