Search public Form 5500 filings

Plans

• planAdvanced Technology International 403(B) Retirement PlanFinancial statementProvider compensation2023 filing
  $48.9Mreported assets (EOY)
  Sponsor: Advanced Technology InternationalEIN: 57-1067151Plan: 001Participants: 385Assets: $48,906,821Net assets: $48.9MAssets / participant: $127KLocation: Summerville, SCLatest: 2023
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• planKion North America Corporation 401k PlanFinancial statementProvider compensation2023 filing
  $29.7Mreported assets (EOY)
  Sponsor: Kion North America CorporationEIN: 57-1075851Plan: 009Participants: 469Assets: $29,747,811Net assets: $29.7MAssets / participant: $63.4KLocation: Summerville, SCLatest: 2023
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• planArticularis Healthcare Retirement PlanFinancial statementProvider compensation2023 filing
  $27Mreported assets (EOY)
  Sponsor: Articularis Healthcare Group, Inc.EIN: 57-1099718Plan: 001Participants: 325Assets: $26,964,343Net assets: $27MAssets / participant: $83KLocation: Summerville, SCLatest: 2023
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• planCharleston Gastro Specialists, P.A. Profit Sharing 401(K) PlanFinancial statement2023 filing
  $18.9Mreported assets (EOY)
  Sponsor: Charleston Gastroenterology Specialists, P.A.EIN: 57-0965630Plan: 001Participants: 257Assets: $18,902,767Net assets: $18.9MAssets / participant: $73.6KLocation: Summerville, SCLatest: 2023
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• planThorne Research, Inc. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $17.5Mreported assets (EOY)
  Sponsor: Thorne Research, Inc.EIN: 91-1248086Plan: 001Participants: 585Assets: $17,523,680Net assets: $17.5MAssets / participant: $30KLocation: Summerville, SCLatest: 2023
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• planRev Federal Credit Union Defined Contribution PlanFinancial statementProvider compensation2023 filing
  $16Mreported assets (EOY)
  Sponsor: Rev Federal Credit UnionEIN: 57-0377963Plan: 002Participants: 312Assets: $15,958,528Net assets: $16MAssets / participant: $51.1KLocation: Summerville, SCLatest: 2023
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• planIfa Rotorion North America, LLC 401(K) PlanFinancial statementProvider compensation2023 filing
  $13.7Mreported assets (EOY)
  Sponsor: Ifa Rotorion North America, LLCEIN: 04-3590499Plan: 001Participants: 717Assets: $13,737,097Net assets: $13.7MAssets / participant: $19.2KLocation: Summerville, SCLatest: 2023
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• planSportsman Boats Manufacturing, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $6Mreported assets (EOY)
  Sponsor: Sportsman Boats Manufacturing, Inc.EIN: 80-0754630Plan: 001Participants: 526Assets: $6,016,687Net assets: $6MAssets / participant: $11.4KLocation: Summerville, SCLatest: 2023
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