| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| Citizens Bank & Trust Citizens Bank and Trust Employee Benefit Plan · all filings | LAKE WALES, FL | Other service providers | 155 | $458K | $67K | $0 |
| Indian River Colony Club Indian River Colony Club Employee Benefit Plan · all filings | MELBOURNE, FL | Broker | 59 | — | $20K | $0 |
| Bank of Central Florida Bank of Central Florida Group Medical Plan 501 · all filings | LAKELAND, FL | Broker | 90 | — | $43K | $0 |
| Bank of Central Florida Bank of Central Florida Group Medical Plan 501 · all filings | LAKELAND, FL | Broker | 91 | — | $46K | $0 |
| Indian River Colony Club Indian River Colony Club Employee Benefit Plan · all filings | MELBOURNE, FL | Broker | 52 | — | $30K | $0 |