Search public Form 5500 filings

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Companies

companyAshwani Bhardwaj, M.D., Inc.
EIN: 46-1762680Location: CAPlans: 2Latest: 2023
companyWella Operations Us LLC
EIN: 85-2416861Location: CAPlans: 2Latest: 2023
companyAmawaterways, LLC
EIN: 26-2546985Location: CAPlans: 2Latest: 2023
companyWestcorp Capital, Inc.
EIN: 06-1764190Location: CAPlans: 2Latest: 2023
companyDylan Global Inc
EIN: 26-3346685Location: CAPlans: 2Latest: 2023
companyMarcus And Millichap, Inc.
EIN: 35-2478370Location: CAPlans: 2Latest: 2023
companyGoldco Direct LLC
EIN: 45-3668539Location: CAPlans: 2Latest: 2023
companyRobert A. Smith, Inc.
EIN: 95-1904354Location: CAPlans: 2Latest: 2023

Plans

planXperi Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Xperi Inc.EIN: 83-4470363Plan: 001Participants: 2,255Assets: $348,492,131Location: Calabasas, CALatest: 2023
planHarbor Freight Tools Retirement Savings PlanFinancial statementProvider compensation2023 filing
Sponsor: Hft Holdings, Inc.EIN: 27-2501498Plan: 002Participants: 19,318Assets: $275,216,344Location: Calabasas, CALatest: 2023
planKeyes Motors, Inc. Profit Sharing PlanFinancial statementProvider compensation2023 filing
Sponsor: Keyes Motors, Inc.EIN: 95-2539242Plan: 001Participants: 1,218Assets: $74,487,818Location: Calabasas, CALatest: 2023
planViewpoint Educational Foundation 403(B)Financial statementProvider compensation2023 filing
Sponsor: Viewpoint Educational FoundationEIN: 95-2242261Plan: 001Participants: 527Assets: $67,240,811Location: Calabasas, CALatest: 2023
planAsgn Incorporated 401(K) Retirement Savings PlanFinancial statementProvider compensation2023 filing
Sponsor: Asgn Incorporated.EIN: 95-4023433Plan: 001Participants: 990Assets: $64,554,413Location: Calabasas, CALatest: 2023
planMarcus & Millichap, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Marcus & Millichap, Inc.EIN: 35-2478370Plan: 001Participants: 1,139Assets: $53,967,179Location: Calabasas, CALatest: 2023
planWella Retirement Savings PlanFinancial statementProvider compensation2023 filing
Sponsor: Wella Operations Us LLCEIN: 85-2416861Plan: 001Participants: 705Assets: $53,072,555Location: Calabasas, CALatest: 2023
planPoms & Associates Insurance Brokers, LLC 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
Sponsor: Poms & Associates Insurance Brokers, LLCEIN: 95-4314381Plan: 001Participants: 146Assets: $25,425,422Location: Calabasas, CALatest: 2023

Service providers

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

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