ALERA INVESTMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
176
Active participants
351,853
Total plan assets
$7.3B
Filings (rows)
176
Direct comp
$3.5M
Indirect comp
$1.8M
Aggregating 5 name variants under "ALERA INVESTMENT"
SERVICES PROVIDED
Advisor / Consultant111
Other65
Top plans served
All 176 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISORY | 161,040 | $650.9M | $12K |
| ALERA GROUP, INC. ALERA GROUP, INC. SAVINGS PLAN | DEERFIELD, IL | Advisor / Consultant INVESTMENT ADVISORY | 4,571 | $499.7M | $75K |
| ALERA GROUP, INC. ALERA GROUP, INC. SAVINGS PLAN | DEERFIELD, IL | Advisor / Consultant INVESTMENT ADVISORY | 4,566 | $414.3M | $75K |
| PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISORY | 106,368 | $384.2M | $8K |
| ALERA GROUP, INC. ALERA GROUP, INC. SAVINGS PLAN | DEERFIELD, IL | Advisor / Consultant INVESTMENT ADVISORY | 4,144 | $305.3M | $75K |
| LUNDBECK LLC LUNDBECK LLC 401(K) PLAN | DEERFIELD, IL | Other NONE | 1,004 | $281.7M | $81K |
| LUNDBECK LLC LUNDBECK LLC 401(K) PLAN | DEERFIELD, IL | Other NONE | 948 | $247.6M | $65K |
| LUNDBECK LLC LUNDBECK LLC 401(K) PLAN | DEERFIELD, IL | Other NONE | 813 | $207.7M | $65K |
| LACTALIS AMERICAN GROUP INC. LACTALIS AMERICAN GROUP, INC. RETIREMENT PLAN | BUFFALO, NY | Other RETAINED BY EMPLOYER | 1,818 | $202.0M | $29K |
| FLEETPRIDE, INC. FLEETPRIDE INC. RETIREMENT & SAVINGS PLAN | IRVING, TX | Advisor / Consultant ADVISOR | 4,603 | $187.0M | $23K |
| LACTALIS AMERICAN GROUP INC. LACTALIS AMERICAN GROUP, INC. RETIREMENT PLAN | BUFFALO, NY | Other RETAINED BY EMPLOYER | 1,726 | $182.2M | $13K |
| KAROUN DAIRIES, LLC LACTALIS DAIRY USA 401(K) PLAN | SAN FERNANDO, CA | Other RETAINED BY EMPLOYER | 1,752 | $163.8M | $12K |
| LACTALIS AMERICAN GROUP INC. LACTALIS AMERICAN GROUP, INC. RETIREMENT PLAN | BUFFALO, NY | Other RETAINED BY EMPLOYER | 1,582 | $158.0M | $25K |
| KAROUN DAIRIES, LLC LACTALIS DAIRY USA 401(K) PLAN | SAN FERNANDO, CA | Other RETAINED BY EMPLOYER | 1,611 | $128.3M | $9K |
| KAROUN DAIRIES, LLC LACTALIS DAIRY USA 401(K) PLAN | SAN FERNANDO, CA | Other RETAINED BY EMPLOYER | 1,447 | $98.2M | $9K |
| BROOK & WHITTLE LIMITED BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN | GUILFORD, CT | Advisor / Consultant INVESTMENT ADVISORY | 1,795 | $91.9M | $0 |
| FEEDING AMERICA FEEDING AMERICA 401(K) PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY | 399 | $75.4M | $0 |
| FLAT BRANCH MORTGAGE, INC. FLAT BRANCH MORTGAGE, INC. PLAN RETIREMENT SAVINGS PLAN | COLUMBIA, MO | Advisor / Consultant INVESTMENT ADVISORY | 615 | $75.3M | $31K |
| WHATCOM EDUCATIONAL CREDIT UNION WHATCOM EDUCATIONAL CREDIT UNION RETIREMENT PLAN | BELLINGHAM, WA | Advisor / Consultant ADVISOR | 418 | $71.7M | $82K |
| ASCOT US HOLDING CORPORATION ASCOT 401(K) RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 530 | $66.5M | $0 |
| FEEDING AMERICA FEEDING AMERICA 401(K) PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY | 406 | $64.2M | $0 |
| VIRCO MFG. CORPORATION VIRCO MFG. CORPORATION 401K PLAN | TORRANCE, CA | Other INVESTMENT/FINANCIAL ADVI | 758 | $63.8M | $42K |
| WHATCOM EDUCATIONAL CREDIT UNION WHATCOM EDUCATIONAL CREDIT UNION RETIREMENT PLAN | BELLINGHAM, WA | Advisor / Consultant ADVISOR | 425 | $59.2M | $66K |
| AVALIGN TECHNOLOGIES, INC. AVALIGN TECHNOLOGIES, INC. 401(K) PLAN | ROSEMONT, IL | Other NONE | 911 | $53.6M | $69K |
| FEEDING AMERICA FEEDING AMERICA 401(K) PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY | 381 | $53.6M | $0 |
| SKOOKUM EDUCATIONAL PROGRAMS SKOOKUM 401(K) RETIREMENT PLAN | BREMERTON, WA | Other NONE | 1,399 | $51.5M | $67K |
| TRUCKPRO, LLC TRUCKPRO, LLC 401(K) PLAN | CORDOVA, TN | Advisor / Consultant INVESTMENT ADVISORY | 1,402 | $50.0M | $0 |
| TRUCKPRO, LLC TRUCKPRO, LLC 401(K) PLAN | CORDOVA, TN | Advisor / Consultant INVESTMENT ADVISORY | 1,503 | $49.6M | $0 |
| ASCOT US HOLDING CORPORATION ASCOT 401(K) RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 486 | $49.5M | $0 |
| WHATCOM EDUCATIONAL CREDIT UNION WHATCOM EDUCATIONAL CREDIT UNION RETIREMENT PLAN | BELLINGHAM, WA | Advisor / Consultant ADVISOR | 396 | $46.5M | $70K |
| SKOOKUM EDUCATIONAL PROGRAMS SKOOKUM 401(K) RETIREMENT PLAN | BREMERTON, WA | Other NONE | 1,332 | $44.6M | $58K |
| FIBRE FEDERAL CREDIT UNION FIBRE FEDERAL CREDIT UNION SAVINGS RETIREMENT PLAN | LONGVIEW, WA | Other NONE | 274 | $44.0M | $43K |
| TRUCKPRO, LLC TRUCKPRO, LLC 401(K) PLAN | CORDOVA, TN | Advisor / Consultant INVESTMENT ADVISORY | 1,485 | $42.6M | $0 |
| NATIONAL ASSOCIATION OF BOARDS OF PHARMACY NATIONAL ASSOCIATION OF BOARDS OF PHARMACY RETIREMENT SAVINGS PLAN | MOUNT PROSPECT, IL | Advisor / Consultant INVESTMENT ADVISORY | 172 | $41.7M | $0 |
| PEN-LINK, LTD. PEN-LINK, LTD. 401(K) PLAN | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISORY | 154 | $41.2M | $28K |
| MORROW EQUIPMENT COMPANY L.L.C. MORROW EQUIPMENT COMPANY L. L. C. SAVINGS PLAN | SALEM, OR | Other SERVICE PROVIDER | 229 | $40.3M | $0 |
| NATIONAL ASSOCIATION OF BOARDS OF PHARMACY NATIONAL ASSOCIATION OF BOARDS OF PHARMACY RETIREMENT SAVINGS PLAN | MOUNT PROSPECT, IL | Advisor / Consultant INVESTMENT ADVISORY | 177 | $39.3M | $0 |
| SKOOKUM EDUCATIONAL PROGRAMS SKOOKUM 401(K) RETIREMENT PLAN | BREMERTON, WA | Other NONE | 1,279 | $37.6M | $61K |
| PEN-LINK, LTD. PEN-LINK, LTD. 401(K) PLAN | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISORY | 150 | $37.3M | $28K |
| BANYAN SOFTWARE HOLDINGS, LLC BANYAN SOFTWARE RETIREMENT PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR | 708 | $35.5M | $50K |
| VEVO LLC VEVO 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 264 | $34.3M | $0 |
| NATIONAL ASSOCIATION OF BOARDS OF PHARMACY NATIONAL ASSOCIATION OF BOARDS OF PHARMACY RETIREMENT SAVINGS PLAN | MOUNT PROSPECT, IL | Advisor / Consultant INVESTMENT ADVISORY | 168 | $34.2M | $0 |
| VIXXO CORPORATION VIXXO CORPORATION 401(K) PLAN | SCOTTSDALE, AZ | Other SERVICE PROVIDER | 729 | $33.8M | $0 |
| GUIDEPOINT GLOBAL, LLC GUIDEPOINT GLOBAL, LLC 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 769 | $33.8M | $13K |
| ASCOT US HOLDING CORPORATION ASCOT 401(K) RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 419 | $33.5M | $0 |
| GEN4 DENTAL PARTNERS OPCO, LLC GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN | TEMPE, AZ | Advisor / Consultant ADVISOR | 1,646 | $33.4M | $9K |
| MIZAR HOLDING COMPANY, INC. MIZAR HOLDING COMPANY, INC. 401(K) PROFIT SHARING PLAN | AURORA, IL | Advisor / Consultant INVESTMENT ADVISORY | 313 | $32.9M | $0 |
| TIFFANY & BOSCO, P.A. TIFFANY & BOSCO, P.A. PROFIT SHARING 401(K) PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISORY | 229 | $32.6M | $7K |
| KITSAP CREDIT UNION KITSAP CREDIT UNION 401(K) RETIREMENT | BREMERTON, WA | Other NONE | 319 | $32.3M | $43K |
| Y-PRIME LLC Y-PRIME LLC 401(K) PROFIT SHARING PLAN | MALVERN, PA | Advisor / Consultant ADVISOR | 281 | $32.2M | $20K |
| G2.COM, INC. G2.COM, INC. 401(K) PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 354 | $31.5M | $39K |
| PEN-LINK, LTD. PEN-LINK, LTD. 401(K) PLAN | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISORY | 115 | $29.7M | $8K |
| IPC INTERNATIONAL, INC. IPC INTERNATIONAL, INC. RETIREMENT PLAN | BANNOCKBURN, IL | Advisor / Consultant INVESTMENT ADVISOR | 106 | $29.6M | $75K |
| MIZAR HOLDING COMPANY, INC. MIZAR HOLDING COMPANY, INC. 401(K) PROFIT SHARING PLAN | AURORA, IL | Advisor / Consultant INVESTMENT ADVISORY | 321 | $29.2M | $0 |
| DOWNTOWN MUSIC LLC DOWNTOWN MUSIC LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK, NY | Advisor / Consultant ADVISOR | 326 | $29.0M | $14K |
| OPPORTUNITY FINANCIAL, LLC OPPORTUNITY FINANCIAL, LLC 401(K) PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 463 | $27.9M | $58K |
| KITSAP CREDIT UNION KITSAP CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | BREMERTON, WA | Other NONE | 300 | $27.7M | $44K |
| FIRST PROTOCOL, INC. FIRST 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 491 | $27.6M | $0 |
| MIZAR HOLDING COMPANY, INC. MIZAR HOLDING COMPANY, INC. 401(K) PROFIT SHARING PLAN | AURORA, IL | Advisor / Consultant INVESTMENT ADVISORY | 316 | $25.7M | $0 |
| INSERO & CO. CPAS, LLP INSERO & CO. CPAS, LLP 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant ADVISOR | 131 | $25.6M | $6K |
| Y-PRIME LLC Y-PRIME LLC 401(K) PROFIT SHARING PLAN | MALVERN, PA | Advisor / Consultant ADVISOR | 323 | $25.2M | $22K |
| IPC INTERNATIONAL, INC. IPC INTERNATIONAL, INC. RETIREMENT PLAN | BANNOCKBURN, IL | Advisor / Consultant INVESTMENT ADVISOR | 104 | $25.0M | $52K |
| THE HABITAT COMPANY, LLC THE HABITAT COMPANY EMPLOYEES' RETIREMENT & SAVINGS PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 233 | $24.9M | $26K |
| PAYFONE, INC. PROVE 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 254 | $23.6M | $0 |
| KITSAP CREDIT UNION KITSAP CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | BREMERTON, WA | Other NONE | 269 | $23.5M | $44K |
| THE HABITAT COMPANY, LLC THE HABITAT COMPANY EMPLOYEES' RETIREMENT & SAVINGS PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 259 | $23.1M | $26K |
| MEDIAMOSAIC, INC. DBA THE MOSAIC COMPANY MOSAIC 401(K) PLAN | RENTON, WA | Advisor / Consultant ADVISOR | 137 | $22.6M | $25K |
| BANYAN SOFTWARE HOLDINGS, LLC BANYAN SOFTWARE RETIREMENT PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR | 401 | $22.3M | $39K |
| OPPORTUNITY FINANCIAL, LLC OPPORTUNITY FINANCIAL, LLC 401(K) PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 479 | $22.2M | $44K |
| MASTER INTERNATIONAL CORPORATION S. T. A. R. 401K PLAN | PHOENIX, AZ | Other SERVICE PROVIDER | 709 | $22.1M | $0 |
| SIMITREE ACQUISITION LLC SIMITREE HEALTHCARE CONSULTING, LLC 401(K) PLAN | HAMDEN, CT | Other RETAINED BY EMPLOYER | 273 | $21.6M | $40K |
| EMBREY DEVELOPMENT COMPANY THE ONE EMBREY 401(K) RETIREMENT PLAN | SAN ANTONIO, TX | Advisor / Consultant ADVISOR | 596 | $21.2M | $34K |
| DON SANDERSON FORD, INC. DON SANDERSON FORD, INC. 401(K) PLAN | GLENDALE, AZ | Advisor / Consultant ADVISOR | 508 | $20.7M | $13K |
| LIFEMED ALASKA, LLC LIFEMED ALASKA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ANCHORAGE, AK | Advisor / Consultant RIA | 152 | $20.7M | $51K |
| WJK CORPORATION WJK CORPORATION 401(K) PLAN | LISLE, IL | Advisor / Consultant INVESTMENT ADVISORY | 331 | $20.6M | $38K |
| GAGOSIAN GALLERY, INC. GAGOSIAN GALLERY, INC. 401(K) PROFIT SHARING PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY - PL | 248 | $20.4M | $38K |
| MEDIAMOSAIC, INC. DBA THE MOSAIC COMPANY MOSAIC 401(K) PLAN | RENTON, WA | Advisor / Consultant ADVISOR | 116 | $19.5M | $25K |
| THE HABITAT COMPANY, LLC THE HABITAT COMPANY EMPLOYEES' RETIREMENT & SAVINGS PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 387 | $19.2M | $26K |
| WJK CORPORATION WJK CORPORATION 401(K) PLAN | LISLE, IL | Advisor / Consultant INVESTMENT ADVISORY | 336 | $18.7M | $33K |
| LIFEMED ALASKA, LLC LIFEMED ALASKA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ANCHORAGE, AK | Advisor / Consultant RIA | 137 | $18.6M | $46K |
| MEDIAMOSAIC, INC. DBA THE MOSAIC COMPANY MOSAIC 401(K) PLAN | RENTON, WA | Advisor / Consultant ADVISOR | 127 | $18.3M | $25K |
| EMBREY DEVELOPMENT COMPANY THE ONE EMBREY 401(K) RETIREMENT PLAN | SAN ANTONIO, TX | Advisor / Consultant ADVISOR | 510 | $18.3M | $7K |
| MB PRECISION HOLDINGS, INC. MB PRECISION COMPANY 401(K) PLAN | WINDSOR, CT | Advisor / Consultant INVESTMENT ADVISORY | 577 | $18.3M | $0 |
| SUMMITSTONE HEALTH PARTNERS SUMMITSTONE HEALTH PARTNERS 403(B) RETIREMENT PLAN | FORT COLLINS, CO | Advisor / Consultant INVESTMENT ADVISORY | 599 | $18.0M | $0 |
| GAGOSIAN GALLERY, INC. GAGOSIAN GALLERY, INC. 401(K) PROFIT SHARING PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 246 | $17.6M | $14K |
| GROUP PLAN SYSTEMS, LLC HEAD START RETIREMENT PROGRAM 403(B) | COLUMBUS, OH | Other SERVICE PROVIDER | 151 | $17.6M | $0 |
| SIMITREE ACQUISITION LLC SIMITREE HEALTHCARE CONSULTING, LLC 401(K) PLAN | HAMDEN, CT | Other RETAINED BY EMPLOYER | 262 | $17.2M | $33K |
| KORUM AUTOMOTIVE GROUP, INC. KORUM AUTOMOTIVE GROUP, INC. SALARY DEFERRAL 401(K) PLAN | PUYALLUP, WA | Advisor / Consultant ADVISOR | 147 | $16.6M | $38K |
| RADIALL USA, INC. RADIALL USA 401(K) PROFIT SHARING PLAN | TEMPE, AZ | Other SERVICE PROVIDER | 162 | $16.3M | $0 |
| METROPOLITAN INDUSTRIES, INC. METROPOLITAN INDUSTRIES, INC. 401(K) SAVINGS PLAN | ROMEOVILLE, IL | Advisor / Consultant INVESTMENT ADVISORY | 148 | $16.2M | $0 |
| ZUFALL HEALTH CENTER ZUFALL HEALTH CENTER 403(B) PLAN | DOVER, NJ | Advisor / Consultant INVESTMENT ADVISORY | 525 | $16.0M | $0 |
| WJK CORPORATION WJK CORPORATION 401(K) PLAN | LISLE, IL | Advisor / Consultant INVESTMENT ADVISORY | 480 | $15.6M | $33K |
| GARAN, INC. GARAN 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 521 | $15.0M | $0 |
| KORUM AUTOMOTIVE GROUP, INC. KORUM AUTOMOTIVE GROUP, INC. SALARY DEFERRAL 401(K) PLAN | PUYALLUP, WA | Advisor / Consultant ADVISOR | 103 | $14.9M | $34K |
| METROPOLITAN INDUSTRIES, INC. METROPOLITAN INDUSTRIES, INC. 401(K) SAVINGS PLAN | ROMEOVILLE, IL | Advisor / Consultant INVESTMENT ADVISORY | 151 | $14.8M | $0 |
| LIFEMED ALASKA, LLC LIFEMED ALASKA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ANCHORAGE, AK | Advisor / Consultant RIA | 131 | $14.7M | $44K |
| SUREWERX USA INC. SUREWERX USA 401(K) PLAN | ELGIN, IL | Advisor / Consultant ADVISOR | 117 | $14.6M | $7K |
| CENEXEL CLINICAL RESEARCH, INC. CENEXEL CLINICAL RESEARCH, INC. 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISORY | 968 | $13.6M | $0 |
| ALICE AND OLIVIA, LLC ALICE AND OLIVIA, LLC 401(K) PLAN | SECAUCUS, NJ | Advisor / Consultant INVESTMENT ADVISORY | 332 | $13.6M | $0 |
| BANYAN SOFTWARE HOLDINGS, LLC BANYAN SOFTWARE RETIREMENT PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR | 317 | $13.3M | $25K |
| METROPOLITAN INDUSTRIES, INC. METROPOLITAN INDUSTRIES, INC. 401(K) SAVINGS PLAN | ROMEOVILLE, IL | Advisor / Consultant INVESTMENT ADVISORY | 144 | $13.2M | $0 |
| KORUM AUTOMOTIVE GROUP, INC. KORUM AUTOMOTIVE GROUP, INC. SALARY DEFERRAL 401(K) PLAN | PUYALLUP, WA | Advisor / Consultant ADVISOR | 100 | $13.0M | $39K |
| DAWSON CONSTRUCTION, LLC DAWSON CONSTRUCTION, LLC RETIREMENT PLAN | BELLINGHAM, WA | Advisor / Consultant ADVISOR | 240 | $12.8M | $26K |
| DAWSON CONSTRUCTION, LLC DAWSON CONSTRUCTION, LLC RETIREMENT PLAN | BELLINGHAM, WA | Advisor / Consultant ADVISOR | 244 | $12.7M | $32K |
| SUREWERX USA INC. SUREWERX USA 401(K) PLAN | ELGIN, IL | Advisor / Consultant ADVISOR | 105 | $12.7M | $25K |
| WESTWOOD SHIPPING LINES, INC. WESTWOOD SHIPPING 401(K) PLAN | PUYALLUP, WA | Advisor / Consultant INVESTMENT ADVISORY PLAN | 100 | $12.6M | $31K |
| 8TH LIGHT HOLDINGS, INC. 8TH LIGHT 401(K) PLAN | CHICAGO, IL | Other NONE | 93 | $12.3M | $27K |
| TSCAN THERAPEUTICS INC. TSCAN THERAPEUTICS INC. 401K PLAN | WALTHAM, MA | Other INVESTMENT/FINANCIAL ADVI | 188 | $12.0M | $31K |
| SWIRE SHIPPING US INC. SWIRE SHIPPING US INC 401(K) PLAN | PUYALLUP, WA | Advisor / Consultant INVESTMENT ADVISORY - PL | 73 | $11.9M | $28K |
| CASCADE WOOD PRODUCTS, INC. CASCADE WOOD PRODUCTS, INC. 401K PLAN | WHITE CITY, OR | Other OTHER | 106 | $10.9M | $0 |
| ARLOZOROV9, INC. ALMA 401(K) RETIREMENT PLAN AND TRUST | BROOKLYN, NY | Other INVESTMENT/FINANCIAL ADVI | 560 | $10.7M | $16K |
| MADDEN PREPRINT MEDIA, LLC MADDEN PREPRINT MEDIA, LLC 401(K) PLAN | TUCSON, AZ | Advisor / Consultant RIA, IA | 179 | $10.6M | $2K |
| CENEXEL CLINICAL RESEARCH, INC. CENEXEL CLINICAL RESEARCH, INC. 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISORY | 983 | $10.1M | $0 |
| PORTLAND ART MUSEUM PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN | PORTLAND, OR | Other NONE | 111 | $10.0M | $18K |
| DAWSON CONSTRUCTION, LLC DAWSON CONSTRUCTION, LLC RETIREMENT PLAN | BELLINGHAM, WA | Advisor / Consultant ADVISOR | 214 | $9.7M | $24K |
| SUREWERX USA INC. SUREWERX USA 401(K) PLAN | ELGIN, IL | Advisor / Consultant ADVISOR | 93 | $9.3M | $26K |
| BRISTOL BAY NATIVE ASSOCIATION BRISTOL BAY NATIVE ASSOCIATION 401(K) PLAN | DILLINGHAM, AK | Other REGISTERED INVESTMENT AD | 124 | $9.0M | $32K |
| J & E MANUFACTURING CO. J & E MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN | LAKEVILLE, MN | Other INVESTMENT/FINANCIAL ADVI | 171 | $9.0M | $16K |
| FOUNDATION FOR EARLY CHILDHOOD EDUCATION INC. FOUNDATION FOR EARLY CHILDHOOD EDUCATION INC. EMPLOYEE 401K PLAN | PASADENA, CA | Other NONE | 150 | $8.8M | $0 |
| INDUSTRIAL CREDIT UNION OF WHATCOM COUNTY INDUSTRIAL CREDIT UNION OF WHATCOM COUNTY 401(K) PLAN | BELLINGHAM, WA | Other SERVICE PROVIDER | 90 | $8.7M | $0 |
| BRISTOL BAY NATIVE ASSOCIATION BRISTOL BAY NATIVE ASSOCIATION 401(K) PLAN | DILLINGHAM, AK | Other REGISTERED INVESTMENT AD | 126 | $8.4M | $29K |
| LABOR FIRST, LLC LABOR FIRST, LLC 401(K) PLAN | MT. LAUREL, NJ | Advisor / Consultant INVESTMENT ADVISORY | 207 | $8.2M | $0 |
| DUREX INDUSTRIES DUREX INDUSTRIES 401(K) PLAN | CARY, IL | Other NONE | 308 | $8.1M | $22K |
| PORTLAND ART MUSEUM PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN | PORTLAND, OR | Other NONE | 93 | $8.1M | $14K |
| INDUSTRIAL CREDIT UNION OF WHATCOM COUNTY INDUSTRIAL CREDIT UNION OF WHATCOM COUNTY 401(K) PLAN | BELLINGHAM, WA | Other SERVICE PROVIDER | 102 | $8.0M | $0 |
| BRISTOL BAY NATIVE ASSOCIATION BRISTOL BAY NATIVE ASSOCIATION 401(K) PLAN | DILLINGHAM, AK | Other REGISTERED INVESTMENT AD | 146 | $7.8M | $32K |
| LAMB FARMS INC LAMB FARMS INC 401(K) PROFIT SHARING PLAN & TRUST | OAKFIELD, NY | Advisor / Consultant RIA | 148 | $7.7M | $12K |
| CENEXEL CLINICAL RESEARCH, INC. CENEXEL CLINICAL RESEARCH, INC. 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISORY | 729 | $7.7M | $0 |
| SPEEDY NOVUS GLASS LLC SPEEDY NOVUS GLASS GROUP RETIREMENT SAVINGS & INVESTMENT PLAN | ST. PAUL, MN | Other NONE | 216 | $7.6M | $13K |
| DUREX INDUSTRIES DUREX INDUSTRIES 401(K) PLAN | CARY, IL | Other NONE | 318 | $7.5M | $16K |
| LOWE ENGINEERS, LLC LOWE ENGINEERS, LLC 401(K) PROFIT SHARING PLAN | ATLANTA, GA | Other SERVICE PROVIDER | 134 | $7.5M | $0 |
| RIDE CONNECTION, INC. RIDE CONNECTION 403(B) PLAN | PORTLAND, OR | Other NONE | 233 | $7.3M | $25K |
| RS7 HOLDINGS, LLC THE RITESCREEN COMPANY, LLC 401(K) SAVINGS PLAN | ELIZABETHVILLE, PA | Other SERVICE PROVIDER | 540 | $7.1M | $0 |
| SPEEDY NOVUS GLASS LLC SPEEDY NOVUS GLASS GROUP RETIREMENT SAVINGS & INVESTMENT PLAN | ST. PAUL, MN | Other NONE | 192 | $7.0M | $15K |
| VIZZA WASH, L.P. VIZZA WASH, L. P. 401(K) PLAN | SAN ANTONIO, TX | Other NONE | 463 | $7.0M | $28K |
| VILLA ACADEMY VILLA ACADEMY RETIREMENT PLAN | SEATTLE, WA | Advisor / Consultant INVESTMENT ADVISORY | 112 | $6.9M | $21K |
| PORTLAND ART MUSEUM PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN | PORTLAND, OR | Other NONE | 93 | $6.7M | $10K |
| DVF STUDIO, LLC DVF STUDIO 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 22 | $6.7M | $6K |
| EASTER SEALS REHABILITATION CENTER EASTER SEALS OF SAN ANTONIO 401(K) PLAN | SAN ANTONIO, TX | Advisor / Consultant RIA | 189 | $6.6M | $29K |
| MEDICI TECHNOLOGIES, LLC MHBD 401(K) RETIREMENT PLAN | AUSTIN, TX | Advisor / Consultant RIA | 187 | $6.6M | $24K |
| RS7 HOLDINGS, LLC THE RITESCREEN COMPANY, LLC 401(K) SAVINGS PLAN | ELIZABETHVILLE, PA | Other SERVICE PROVIDER | 573 | $6.4M | $0 |
| INDUSTRIAL CREDIT UNION OF WHATCOM COUNTY INDUSTRIAL CREDIT UNION OF WHATCOM COUNTY 401(K) PLAN | BELLINGHAM, WA | Other SERVICE PROVIDER | 106 | $6.3M | $0 |
| SPEEDY NOVUS GLASS LLC SPEEDY NOVUS GLASS GROUP RETIREMENT SAVINGS & INVESTMENT PLAN | ST. PAUL, MN | Other NONE | 181 | $6.1M | $8K |
| DUREX INDUSTRIES DUREX INDUSTRIES 401(K) PLAN | CARY, IL | Other NONE | 387 | $6.1M | $14K |
| VILLA ACADEMY VILLA ACADEMY RETIREMENT PLAN | SEATTLE, WA | Advisor / Consultant INVESTMENT ADVISORY | 86 | $5.9M | $20K |
| RIDE CONNECTION, INC. RIDE CONNECTION 403(B) PLAN | PORTLAND, OR | Other NONE | 214 | $5.8M | $19K |
| VIZZA WASH, L.P. VIZZA WASH, L. P. 401(K) PLAN | SAN ANTONIO, TX | Other NONE | 430 | $5.7M | $25K |
| VILLA ACADEMY VILLA ACADEMY RETIREMENT PLAN | SEATTLE, WA | Advisor / Consultant INVESTMENT ADVISORY | 89 | $5.6M | $19K |
| GANA-A'YOO, LIMITED AND SUBSIDIARIES GANA-A'YOO LIMITED 401(K) RETIREMENT PLAN | ANCHORAGE, AK | Advisor / Consultant RIA | 124 | $5.4M | $27K |
| MEDICI TECHNOLOGIES, LLC MHBD 401(K) RETIREMENT PLAN | AUSTIN, TX | Advisor / Consultant RIA | 243 | $5.3M | $18K |
| OKI GOLF LLC OKI GOLF LLC 401(K) RETIREMENT SAVINGS PLAN | BELLEVUE, WA | Advisor / Consultant INVESTMENT ADVISOR | 259 | $5.2M | $13K |
| WELLSPRING FAMILY SERVICES WELLSPRING FAMILY SERVICES RETIREMENT SAVINGS PLAN | SEATTLE, WA | Advisor / Consultant INVESTMENT ADVISORY | 46 | $5.0M | $17K |
| OKI GOLF LLC OKI GOLF LLC 401(K) RETIREMENT SAVINGS PLAN | BELLEVUE, WA | Advisor / Consultant INVESTMENT ADVISOR | 251 | $5.0M | $12K |
| PRIVATE PREP NYC LLC PRIVATE PREP NYC LLC 401(K) PROFIT SHARING PLAN & TRUST | PORT WASHINGTON, NY | Advisor / Consultant INVESTMENT ADVISORY | 101 | $4.8M | $0 |
| VIZZA WASH, L.P. VIZZA WASH, L. P. 401(K) PLAN | SAN ANTONIO, TX | Other NONE | 388 | $4.8M | $27K |
| MEDITOLOGY SERVICES, LLC MEDITOLOGY SERVICES, LLC 401(K) PLAN | ATLANTA, GA | Other SERVICE PROVIDER | 97 | $4.6M | $0 |
| RIDE CONNECTION, INC. RIDE CONNECTION 403(B) PLAN | PORTLAND, OR | Other NONE | 187 | $4.2M | $12K |
| MEDICI TECHNOLOGIES, LLC MHBD 401(K) RETIREMENT PLAN | AUSTIN, TX | Advisor / Consultant RIA | 175 | $3.9M | $18K |
| MEDITOLOGY SERVICES, LLC MEDITOLOGY SERVICES, LLC 401(K) PLAN | ATLANTA, GA | Other SERVICE PROVIDER | 118 | $3.8M | $0 |
| DIMONT & ASSOCIATES, LLC DIMONT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | PLANO, TX | Advisor / Consultant INVESTMENT ADVISOR | 71 | $3.7M | $9K |
| TRANSITION PROJECTS, INC. TRANSITION PROJECTS, INC. 401(K) EMPLOYEE SAVINGS PLAN | PORTLAND, OR | Other NONE | 201 | $3.7M | $15K |
| DIMONT & ASSOCIATES, LLC DIMONT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | PLANO, TX | Advisor / Consultant INVESTMENT ADVISOR | 66 | $3.6M | $11K |
| GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC. 403(B) THRIFT PLAN FOR GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA, INC | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY | 368 | $3.6M | $0 |
| DIMONT & ASSOCIATES, LLC DIMONT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | PLANO, TX | Advisor / Consultant INVESTMENT ADVISOR | 84 | $3.6M | $11K |
| GANA-A'YOO, LIMITED AND SUBSIDIARIES GANA-A'YOO LIMITED 401(K) RETIREMENT PLAN | ANCHORAGE, AK | Other REGISTERED INVESTMENT AD | 122 | $3.1M | $18K |
| PRESSED PAPERBOARD TECHNOLOGIES, LLC PRESSED PAPERBOARD TECHNOLOGIES, LLC PROFIT SHARING 401(K) PLAN | FINDLAY, OH | Other NONE | 107 | $3.0M | $8K |
| SAN ANTONIO CHRISTIAN SCHOOLS SAN ANTONIO CHRISTIAN SCHOOLS 401(K) PLAN | SAN ANTONIO, TX | Advisor / Consultant RIA | 220 | $3.0M | $13K |
| TRANSITION PROJECTS, INC. TRANSITION PROJECTS, INC. 401(K) EMPLOYEE SAVINGS PLAN | PORTLAND, OR | Other NONE | 203 | $2.8M | $12K |
| MEDITOLOGY SERVICES, LLC MEDITOLOGY SERVICES, LLC 401(K) PLAN | ATLANTA, GA | Other SERVICE PROVIDER | 173 | $2.6M | $0 |
| GRANT AVIATION, INC. GRANT AVIATION, INC. 401(K) PROFIT SHARING PLAN | ANCHORAGE, AK | Other NONE | 331 | $2.6M | $11K |
| SAN ANTONIO CHRISTIAN SCHOOLS SAN ANTONIO CHRISTIAN SCHOOLS 401(K) PLAN | SAN ANTONIO, TX | Advisor / Consultant REGISTERED INV ADVISORY | 203 | $2.3M | $10K |
| EMBREY MANAGEMENT SERVICES, LTD EMBREY MANAGEMENT SERVICES, LTD. 401(K) PLAN | SAN ANTONIO, TX | Advisor / Consultant ADVISOR | 211 | $1.8M | $6K |
| LEON SPRINGS GAS, LLC LEON SPRINGS GAS, LLC 401(K) PROFIT SHARING PLAN | SAN ANTONIO, TX | Advisor / Consultant RIA | 61 | $1.5M | $6K |
| GANA-A'YOO, LIMITED AND SUBSIDIARIES GANA-A'YOO, LIMITED 401(K) RETIREMENT PLAN | ANCHORAGE, AK | Other NONE | 88 | $1.2M | $0 |
| STOUSE, LLC STOUSE, LLC PROFIT SHARING / 401(K) SAVINGS PLAN | NEW CENTURY, KS | Advisor / Consultant INVESTMENT ADVISORY | 0 | $0 | $0 |
| BLACKTREE HEALTHCARE CONSULTING, LLC. BLACKTREE HEALTHCARE CONSULTING 401(K) PLAN | KING OF PRUSSIA, PA | Other NONE | 0 | $0 | $6K |