|
Most all Employee Retirement Income Security Act (ERISA) data is gathered from Federal Government form 5500. These forms are completed by those companies with Profit Sharing Plans, Pension Plans, 401K Plans, etc.
Many companies utilize the assistance of outside firms to help complete compliance forms, tax returns, etc. These individuals may be third party administrators, financial advisors, lawyers or accountants.
Telephones available. (add $30/M)
ZIP + 4 appended.
Minimum order 5,000 records
|
Number of Participants:
(add $30/M)
|
|
Plan Assets:
(add $30/M)
|
|
1 - 4
|
77,235
|
|
$1 - $49,999
|
36,724
|
|
5 - 9
|
46,509
|
|
$50,000 - $99,999
|
24,821
|
|
10 - 14
|
27,100
|
|
$100,000 - $249,000
|
52,455
|
|
15 - 19
|
17,871
|
|
$250,000 - $499,999
|
54,282
|
|
20 - 49
|
47,346
|
|
$500,000 - $999,999
|
56,519
|
|
50 - 99
|
23,710
|
|
$1 million - $4,999,999
|
75,044
|
|
100 - 499
|
22,429
|
|
$5,000,000 +
|
18,808
|
|
500 - 999
|
3,178
|
|
|
|
|
1,000 +
|
3,286
|
|
|
|
Suggested usage:
This list is an incredible prospecting list for investment companies, insurance firms, financial advisors, mutual funds, stock brokers, financial newsletters, pension plan administration services and banks selling to the U.S. group retirement market. |
