401khelpcenter.com, LLC 7032 SW 26th Avenue Portland, OR, Phone: khelpcenter.com
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1 401khelpcenter.com, LLC 7032 SW 26th Avenue Portland, OR, Phone: khelpcenter.com Directory of 401(k) Retirement Plan Providers for Sole Proprietorships and Small Businesses (Revised and Update January 2017)
2 The following firms have indicated that they can provide 401(k) plans for sole proprietorships and other qualified businesses. These firms also can help small businesses with retirement plan issues. This list was compiled from information provided by each vendor and was updated in December The information provided has not been confirmed. Always obtain professional legal and tax help when setting up your plan. 401kAdministrators.com Craig Gillooly kadministrators.com Academy Advisors Chuck Smith academyadvisors.com ADP Retirement Services n/a , option 1 n/a adp401k.com Alliance Pension Consultants Jeffrey Feld x101 jfeld@alliancepension.com alliancepension.com American IRA Sean McKay sean@americanira.com americanira.com American Wealth Quincy Faison x8000 qfaison@american-wealth.com american-wealth.com/business Ameriprise Financial Charles S. Pirnia charles.pirnia@ampf.com ameriprise.com Ameritas Retirement Plans n/a rpservice@ameritas.com ameritas.com Atlas Wealth Management Ronald Lang ron.lang@atlasbuildswealth.com atlasbuildswealth.com Belanger and Co. Ken Belanger ken@belangerandcompany.com belangerandcompany.com Beltz Ianni & Associates Fred Beltz fred.beltz@beltz-ianni.com beltz-ianni.com Copyright 2017 by 401khelpcenter.com, LLC - Page 2
3 Benefit Plans Plus Pat Shelton bpp401k.com Broad Financial Daniel Gleich broadfinancial.com Carter Investment Services Michael Carter carterinvestmentservices.com CBC Retirement Partners Peter Hibbard columbiabenefits.com Clark Financial Group Chuck Clark clarkfinancial.com Clearpoint Advisors Thomas Dunn clearpointadvisors.com Cross Financial Services Dan Clark crossgroup.com Discount Solo 401k Justin Windham discountsolo401k.com Eagle Hill Wealth Management Peter Cacioppo (California only) eaglehilladvisor.com Etzler Financial Advisors Matt Etzler etzlerfinancial.com ExpertPlan Kevin Mundy expertplan.com Factor Admin LLC Brandon Echeverria factoradmin.com Fidelity Investments n/a n/a 401k.com Fifth Third Institutional Services Sheri Kehren com Copyright 2017 by 401khelpcenter.com, LLC - Page 3
4 Flexible Benefits Program of Florida Mark Shepler n/a Future Benefits of America Tony Michael fb401k.com GRAnderson Wealth Management Gregory Anderson grandersonwealth.com ING Financial Partners Lee Kaplowitz ingfinancialpartners.com Invesco n/a invesco.com Investors Capital Richard Evans investorscapital.com Iron Administration Dick Friedman ironfinancial.com Jacobs Financial Partners John Jacobs or Laurel Hardy jacobsfinancialpartners.com July Business Services Blake Willis julyservices.com L.R. Johnson & Associates Ronco Johnson lrj-associates.com Market Capital Management John H. Heil marketcapitalmanagement.com Means & Associates Lisa Meyer meansllc.com Michelle Ogden & Company Michelle Ogden michelleogden.com Copyright 2017 by 401khelpcenter.com, LLC - Page 4
5 Midwest Benefit Consultants Steven Schoenbrun x12 n/a Milberg Consulting Barry Milberg minikplan.com Mills Financial Management Kirk M. Mills n/a Millennium Trust n/a mtrustcompany.com Moran Knobel Kathy Johnston moranknobel.com Morgan Stanley Wealth Management Russell Petrin morganstanleyfa.com/petrin/ Mt. Hood Pension Service Doug Monahan mthoodpension.com National Employee Benefits Services Nora Bethman nebspensions.com New York Life Danielle Dupree newyorklife.com O Neill Employee Benefits Jason Kell x113 j.kell@oneillcc.com oneilleb.com Ohio National Financial Services Olson & Hatcher Financial Advisors n/a rpssales&marketing@ohionational.com ohionational.com Doug Hatcher doug@olsonhatcher.com olsonhatcher.com OppenheimerFunds n/a n/a oppenheimerfunds.com Copyright 2017 by 401khelpcenter.com, LLC - Page 5
6 Pacific Life n/a x3939 pacificlife.com PAi n/a pai.com PASI, LLC Ron Fishman pasiusa.com PENSCO Trust Company n/a penscotrust.com Pension Administration and Trust Accounting Phase Four Financial Solutions Howe Woolfolk kpensions.com Jeff Boyd phase4fs.com Pioneer Funds n/a n/a us.pioneerinvestments.com Principal Financial Group Christina Vald principal.com Principal Trust Company n/a principaltrust.com Professional Plan Administrators Victoria Molina Buckels x18 ppadmin.com Raymond James Jason Claycomb raymondjames.com/bowlinggreen/ Resource Benefits Administrators Michelle Parks resourceadmin.com Retire Smart Consulting Shikha Mittra retiresmartconsulting.com Copyright 2017 by 401khelpcenter.com, LLC - Page 6
7 Retirement Advantage Matt Schoneman trasolok.com RetirementPlans.com Bob Wirth retirementplans.com Retirement Plan Consultants Sevan Krikorian n/a Revzon Consulting Group Mike Hemmert revzonconsulting.com Roush Investments Geoff Roush roushinvestments.com SaveDay Aidan Yeaw saveday.com Schillo Financial Company Frank Schillo schillofinancial.com Schwab, Charles n/a n/a schwab.com Seasons Financial Tom Frost kquestions.com Security Benefit Group Thomas Granger x3132 securityretirement.com Sense Financial Services Dmitriy Fomichenko sensefinancial.com Sequoia Financial Michael Fischer sequoiaadv.com ShareBuilder 401k n/a x1 sharebuilder401k.com Signal Business Group Gary Lutrick sbgweb.com Spark 401k n/a spark401k.com Copyright 2017 by 401khelpcenter.com, LLC - Page 7
8 Strategies Capital Management Tom Gonnella x104 strategiescm.com Summit Trust Company John Dye summittrust.com T. Rowe Price n/a troweprice.com/smallbusiness Tax Sheltered Compensation, Inc. Keith Collis tsc401k.com The Online 401(k) n/a , Option 1 Touchstone Investments n/a singlek@theonline401k.com ticontact@touchstoneinvestments.com theonline401k.com touchstoneplans.com Uniglobal Pension Paul Masser x37 paul.masser@uniglobalretirement.com uniglobalretirement.com Vargo Company, The John Sample jsample@thevargocompany.com thevargocompany.com WealthHarbor Capital Group Brandon Grandbouche bgrand@wealthharbor.com wealthharbor.com Wedbush Securities, Inc. Kristin Rathjen kristin.rathjen@wedbush.com wedbush.com Weiss Group Adam Weiss x234 arw@theweissgroup.com theweissgroup.com Copyright 2017 by 401khelpcenter.com, LLC - Page 8
9 401kHelpCenter.com is a knowledge service that finds, reviews, selects, organizes and shares the most appropriate, relevant and fresh information for professionals involved with 401k and 403(b) plans. For more information, visit the company s web site at If your firm offers individual 401k plan services and you wish to be included in this list, contact 401khelpcenter.com at info@401khelpcenter.com. List is updated annually. Copyright 2017 by 401khelpcenter.com, LLC - Page 9
Loan Originator MarketShare Report Sample Q Plymouth County Residential Loans YEAR (Multiple Items)
YEAR 2013.00000 USEGRP RES COUNTY Plymouth MONTH (Multiple Items) Values Row Labels Count of MORTGAGE Sum of MORTGAGE2 22351 33 11,986,450 Thomas Augustus Digan Jr. 33 11,986,450 508-850-4100 33 11,986,450
Date:11/20/17 Time:19:49:55 Page:1 of 5
Page:1 of 5 President Of Council Votes 703 Eric G. Brown 703 100.00% Treasurer Votes 702 John T. Evans 702 100.00% Council At Large Votes 2698 Thomas Aldrich 572 21.20% Loretta Jones 282 10.45% George
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The following investment providers are available for remittance of salary reduction contributions and transfers under the 403(b) Plan:
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