Filings through .
Assurance Dimensions
Matched across 10 name variants in the filings
Assurance Dimensions summary
Assurance Dimensions appears on 40 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.5B in assets for 49,791 participants. The median client plan holds $22.5M. Most client plans are sponsored in FL, AZ and IA. The largest clients by plan assets are Pga Tour, Inc, Carlton Fields, P.A. and Pga Tour, Inc.. Plans reported $410K in direct and indirect compensation paid to Assurance Dimensions. The median is $10K per plan.
- Participants
- 49,791
- Median plan assets
- $22.5M
- Median plan participants
- 712
- Median fees per plan
- $10K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Pga Tour, Inc, plan 002 | FL | $316M | 4,304 |
| Carlton Fields, P.A. | FL | $316M | 957 |
| Pga Tour, Inc., plan 001 | FL | $292M | 1,784 |
| Chico's Fas, Inc. | FL | $205M | 10,382 |
| Syniverse Technologies LLC | FL | $186M | 817 |
| Digital Management, LLC | MD | $176M | 2,486 |
| Aerodyne Industries LLC | FL | $84.4M | 971 |
| Pods Enterprises, LLC | FL | $84.1M | 2,517 |
| Advita Ortho, LLC | FL | $75.3M | 699 |
| Exactech, Inc. | FL | $70.0M | 737 |
| Payless Shoesource, LLC | FL | $69.2M | 1,291 |
| Quality Carriers, Inc. | FL | $66.8M | 2,214 |
| Stanadyne LLC | SC | $62.9M | 841 |
| Williams, Parker, Harrison, Dietz & Getzen, PLLC | FL | $52.9M | 141 |
| City Facilities Management (US) LLC | FL | $49.8M | 892 |
| Nextech Systems, LLC | FL | $39.7M | 591 |
| Driftwood Hospitality Management, LLC | FL | $32.9M | 3,994 |
| Freedom Scientific, Inc. | FL | $30.8M | 316 |
| Barfield, Inc. | FL | $23.3M | 462 |
| Ifco Systems US, LLC | FL | $23.1M | 763 |
| Trajector Medical, LLC | FL | $21.9M | 902 |
| Loyal Source Government Services, LLC | FL | $21.4M | 2,094 |
| Vault Risk Management Services, LLC | FL | $21.3M | 279 |
| Avg Intermediate Holdings, LLC | FL | $21.2M | 3,381 |
| Onerorx, Inc. | IA | $21.1M | 724 |
- FLParticipants 4,304
- Carlton Fields, P.A.$316MFLParticipants 957
- FLParticipants 1,784
- Chico's Fas, Inc.$205MFLParticipants 10,382
- FLParticipants 817
- MDParticipants 2,486
- Aerodyne Industries LLC$84.4MFLParticipants 971
- Pods Enterprises, LLC$84.1MFLParticipants 2,517
- Advita Ortho, LLC$75.3MFLParticipants 699
- Exactech, Inc.$70.0MFLParticipants 737
- Payless Shoesource, LLC$69.2MFLParticipants 1,291
- Quality Carriers, Inc.$66.8MFLParticipants 2,214
- Stanadyne LLC$62.9MSCParticipants 841
- FLParticipants 141
- FLParticipants 892
- Nextech Systems, LLC$39.7MFLParticipants 591
- FLParticipants 3,994
- Freedom Scientific, Inc.$30.8MFLParticipants 316
- Barfield, Inc.$23.3MFLParticipants 462
- Ifco Systems US, LLC$23.1MFLParticipants 763
- Trajector Medical, LLC$21.9MFLParticipants 902
- FLParticipants 2,094
- FLParticipants 279
- FLParticipants 3,381
- Onerorx, Inc.$21.1MIAParticipants 724
Top client states
- FL32 plans
- AZ1 plan
- IA1 plan
- IL1 plan
- MD1 plan
Frequently asked questions
- Who uses Assurance Dimensions?
- 40 retirement plans list Assurance Dimensions as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Pga Tour, Inc, Carlton Fields, P.A., Pga Tour, Inc., Chico's Fas, Inc. and Syniverse Technologies LLC. Most client plans are sponsored in FL, AZ and IA.
- How many plans does Assurance Dimensions serve?
- Assurance Dimensions serves 40 retirement plans with $2.5B in plan assets and 49,791 participants, based on the latest Form 5500 filings through 2024.
- What does Assurance Dimensions charge?
- Plans reported $410K in total Schedule C compensation paid to Assurance Dimensions. The median plan paid $10K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served40+11 YoYRank #540 of mapped providers
Assets under administration$2.5B0.0%Rank #3209 by share of filed assets
Fees received$410,164Median $9,785/planSum across Schedule C direct + indirect
Net wins YoY+111 won - 10 lostPlan-level switch detection
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