Search public Form 5500 filings

24 results

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Companies

companyA.G.I.A., Inc.
EIN: 95-2409500Location: CAPlans: 6Latest: 2023
companySanta Barbara Graduate School, Inc. Dba Pacifica Graduate Institute
EIN: 77-0119973Location: CAPlans: 3Latest: 2023
companyHollandia Produce, Lp
EIN: 46-4388780Location: CAPlans: 2Latest: 2023
companyProcore Technologies, Inc.
EIN: 73-1636261Location: CAPlans: 2Latest: 2023
companyWesterlay Orchids, Lp
EIN: 73-1688452Location: CAPlans: 2Latest: 2023
companyCate School Corporation
EIN: 95-1644630Location: CAPlans: 2Latest: 2023
companyBega North America, Inc.
EIN: 77-0079386Location: CAPlans: 1Latest: 2023
companyHollandia Produce Group, Inc.
EIN: 47-5193359Location: CAPlans: 1Latest: 2023

Plans

planProcore Technologies Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: Procore Technologies, Inc.EIN: 73-1636261Plan: 001Participants: 3,963Assets: $258,959,140Location: Carpinteria, CALatest: 2023
planDoxa Insurance Holdings, LLC 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Doxa Insurance Holdings, LLCEIN: 47-4868271Plan: 002Participants: 248Assets: $39,873,024Location: Carpinteria, CALatest: 2023
planTiaa-Cref Retirement Plan For Employees Of Cate SchoolFinancial statementProvider compensation2023 filing
Sponsor: Cate SchoolEIN: 95-1644630Plan: 001Participants: 272Assets: $37,836,574Location: Carpinteria, CALatest: 2023
planPlanmember Services Corporation 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Planmember Services CorporationEIN: 77-0309553Plan: 001Participants: 271Assets: $30,869,673Location: Carpinteria, CALatest: 2023
planBega North America, Inc. Salary Savings PlanFinancial statementProvider compensation2023 filing
Sponsor: Bega North America, Inc.EIN: 77-0079386Plan: 001Participants: 226Assets: $26,375,320Location: Carpinteria, CALatest: 2023
planCate School Corporation Profit Sharing PlanFinancial statementProvider compensation2023 filing
Sponsor: Cate School CorporationEIN: 95-1644630Plan: 002Participants: 191Assets: $19,001,313Location: Carpinteria, CALatest: 2023
planPacifica Graduate Institute 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Santa Barbara Graduate School, Inc. Dba Pacifica Graduate InstituteEIN: 77-0119973Plan: 001Participants: 379Assets: $15,705,767Location: Carpinteria, CALatest: 2023
planPacifica Graduate Institute Employees' Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: Pacifica Graduate InstituteEIN: 77-0119973Plan: 002Participants: 165Assets: $11,854,065Location: Carpinteria, 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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