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2023 RPAY – 401k Plan Professionals
Business at a Glance as of 12/31/22 Plan assets under advisement: $1.2 billion Median plan size (in assets): $10 million Plans under administration: 125 Total participants served: 10,000...
2023 RPAY – Daniel Carlson, Farther Finance
Business at a Glance as of 12/31/22 Plan assets under advisement: $25 million Median plan size (in assets): $12.5 million Plans under administration: 2 (1 401(k) plan and...
2023 RPAY – Ken and Brian Catanella and The Catanella Institutional Consulting Team, UBS
Business at a Glance as of 12/31/22 Plan assets under advisement: $4 billion Median plan size (in assets): $73.6 million Plans under administration: 31 Total participants served: 48,041...
2023 RPAY – Anthony Powers, KerberRose Retirement Plan Services
Business at a Glance as of 12/31/22 Plan assets under advisement: $136 million Median plan size (in assets): $281 thousand Plans under administration: 133 Total participants served: 2,761...
2023 RPAY – Jeffrey Sharp, HUB Investment Advisors, Inc.
Business at a Glance as of 12/31/22 Plan assets under advisement: $720 million Median plan size (in assets): $7 million Plans under administration: 13 Total participants served: 6000...
2023 RPAY – Kim Cochrane, HUB International
Business at a Glance as of 12/31/22 Plan assets under advisement: $1.1 billion Median plan size (in assets): $6 million Plans under administration: 198 Total participants served: 17,000...
2023 RPAY – Steven Scott, RSG Advisory
Business at a Glance as of 12/31/22 Plan assets under advisement: $1.1 billion Median plan size (in assets): $6.5 million Plans under administration: 176 qualified plan clients and...
2023 RPAY – Jake Daly, Newfront Retirement Services
Business at a Glance as of 12/31/22 Plan assets under advisement: $173 million Median plan size (in assets): $5.6 million Plans under administration: 33 Total participants served: 11,350...
2023 RPAY – Marilyn Suey, The Diamond Group Wealth Advisors
Business at a Glance as of 12/31/22 Plan assets under advisement: $20.2 million Median plan size (in assets): $1.3 million Plans under administration: 17 Total participants served: 317...
2023 RPAY – Patrick Fay, HUB Investment Advisors, Inc.
Business at a Glance as of 12/31/22 Plan assets under advisement: $1billion Median plan size (in assets): $5.5 million Plans under administration: 78 Total participants served: 19,000 PLANADVISER:...
2023 RPAY – Bruce Lanser at UBS
Business at a Glance as of 12/31/22 Plan assets under advisement: $1.8 billion Median plan size (in assets): $20.4 million Plans under administration: 15 Total participants served: 12,277...
2023 RPAY – Robert Massa and Qualified Plan Advisors
Business at a Glance as of 12/31/22 Plan assets under advisement: Massa: $2 billion; QPA: $6 billion. Median plan size (in assets): $16 million Plans under administration: Massa:...
2023 RPAY – Leah Sylvester and Shepherd Financial
Business at a Glance as of 12/31/22 Plan assets under advisement: $3 billion Median plan size (in assets): $4.5 million Plans under administration: 254 Total participants served: 51,432...
2023 RPAY – Sean Bjork, Bjork Asset Management, Inc.
Business at a Glance as of 12/31/22 Plan assets under advisement: $491 million Median plan size (in assets): $5.2 million Plans under administration: 31 Total participants served: 7,742...
2023 RPAY – Philip Sherman, Deschutes Investment Consulting
Business at a Glance as of 12/31/22 Plan assets under advisement: $1.3 Billion Median plan size (in assets): $16.25 million Plans under administration: 80 Total participants served: 37,430...
2023 RPAY – David Reiniger, Reiniger and Associates, LLC
Business at a Glance as of 12/31/22 Plan assets under advisement: $240 million Median plan size (in assets): $4.5 million Plans under administration: 53 Total participants served: 2,031...
2023 RPAY – Austin Gwilliam, HUB International
Business at a Glance as of 12/31/22 Plan assets under advisement: $1.2 billion Median plan size (in assets): $16 million Plans under administration: 52 Total participants served: 22,404...
2023 RPAY – Michael Devlin, BCG Pension Risk Consultants
Business at a Glance as of 12/31/22 Plan assets under advisement: $5 billion Median plan size (in assets): $30 million Plans under administration: 60 Total participants served: 30,000+...
2023 RPAY – Domenic DiPiero, Newport Capital Group
Business at a Glance as of 12/31/22 Plan assets under advisement: $14.4 billion Median plan size (in assets): $105.2 million Plans under administration: 137 Total participants served: 155,000...
2023 RPAY – Derek Fiorenza, Summit Group Retirement Planners, Inc.
Business at a Glance as of 12/31/22 Plan assets under advisement: $164 million Median plan size (in assets): Around $2 million to $2.5 million Plans under administration: 63...