Form 5500 Search

ALLIANCEBERNSTEIN

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
161
Active participants
305,404
Total plan assets
$518.9B
Filings (rows)
164
Direct comp
$46.4M
Indirect comp
$605K

SERVICES PROVIDED

Other81
Advisor / Consultant80

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
AB US LARGE CAP GROWTH CIT82
AB US LARGE CAP GROWTH CIT CLASS W58
AB US SMALL & MID CAP VALUE CIT34
AB GLOBAL FIXED INCOME CIT34
AB ALL MARKET REAL RETURN CIT33
AB GLOBAL CORE EQUITY CIT31
AB US SMALL & MID CAP GROWTH CIT28
AB GLOBAL BOND ADVISOR25
AB US INFLATION-LINKED SECURITIES21
AB US LARGE CAP GROWTH CT18
AB US LARGE CAP GROWTH COLLECTIVE T17
AB US LC GRWTH CIT W SERIES P314
AB US LG CAP GROWTH CIT P213
AB GLOBAL STRATEGIC CORE EQUITY CT13
AB US LARGE CAP GROWTH CIT P-210
AB US SMALL & MID CAP VALUE COLL TR9
AB US SMALL & MID CAP GROWTH CT9
AB GLOBAL BOND A8
AB GLOBAL LOW VOLATILITY COL TRUST6
AB GLOBAL CORE EQUITY CT6
AB US LARGE CAP GROWTH COLLECTIVE6
ALLIANCEBERNSTEIN BALANCED 60/406
AB GLOBAL REAL ESTATE SECURITIES CT6
AB US SMALL & MID CAP VALUE COLLECT5
AB US SMALL CAP GROWTH CIT5

Top plans served

Showing top 164 of 161 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$56.1B$2.2M
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
BETHESDA, MD
Other
ADMINISTRATOR
$51.8B$1.8M
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
BETHESDA, MD
Other
ADMINISTRATOR
$47.8B$842K
GENERAL ELECTRIC COMPANY
GENERAL ELECTRIC PENSION TRUST
BOSTON, MA
Advisor / Consultant
INVESTMENT MANAGER
$46.7B$1.6M
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Advisor / Consultant
INVESTMENT MANAGER
$46.2B$1.1M
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
BASKING RIDGE, NJ
Other
NONE
$41.1B$4.3M
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
BASKING RIDGE, NJ
Other
NONE
$36.7B$4.6M
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
BASKING RIDGE, NJ
Other
NONE
$33.3B$10.6M
VERIZON COMMUNICATIONS INC.
BELL ATLANTIC MASTER TRUST
BASKING RIDGE, NJ
Other
NONE
$16.2B$350K
VERIZON COMMUNICATIONS INC.
BELL ATLANTIC MASTER TRUST
BASKING RIDGE, NJ
Other
NONE
$16.0B$155K
MERCK & CO., INC.
MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED
RAHWAY, NJ
Other
NONE
$14.6B$25K
MERCK & CO., INC.
MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED
RAHWAY, NJ
Other
NONE
$14.6B$1.9M
MERCK & CO., INC.
MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED
RAHWAY, NJ
Other
NONE
$12.9B$25K
MERCK & CO., INC.
MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED
RAHWAY, NJ
Other
NONE
$12.9B$1.6M
MERCK & CO., INC.
MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED
RAHWAY, NJ
Other
NONE
$10.8B$25K
MERCK & CO., INC.
MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED
RAHWAY, NJ
Other
NONE
$10.8B$1.6M
NOKIA OF AMERICA CORPORATION
NOKIA SAVINGS/401(K) PLAN
MURRAY HILL, NJ
Other
NONE
6,331$9.8B$441K
NOKIA OF AMERICA CORPORATION
NOKIA SAVINGS/401(K) PLAN
MURRAY HILL, NJ
Other
NONE
7,104$9.1B$562K
NOKIA OF AMERICA CORPORATION
NOKIA SAVINGS/401(K) PLAN
MURRAY HILL, NJ
Other
NONE
7,326$8.2B$590K
VERIZON COMMUNICATIONS INC.
BELL ATLANTIC MASTER TRUST
BASKING RIDGE, NJ
Other
NONE
$7.9B$10K
AETNA INC.
RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC.
HARTFORD, CT
Other
NONE
9,682$5.4B$28K
AETNA INC.
RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC.
HARTFORD, CT
Other
NONE
10,546$5.4B$175K
OMNICOM GROUP INC.
OMNICOM GROUP RETIREMENT SAVINGS PLAN
NEW YORK, NY
Other
NONE
24,911$4.5B$0
OMNICOM GROUP INC.
OMNICOM GROUP RETIREMENT SAVINGS PLAN
NEW YORK, NY
Other
NONE
25,936$4.0B$0
OMNICOM GROUP INC.
OMNICOM GROUP RETIREMENT SAVINGS PLAN
NEW YORK, NY
Other
NONE
27,549$3.4B$0
AUTOMOBILE CLUB OF SO CALIFORNIA
CLUB PENSION PLAN
COSTA MESA, CA
Other
INVESTMT MGMT
11,289$2.6B$385K
AUTOMOBILE CLUB OF SO CALIFORNIA
CLUB PENSION PLAN
COSTA MESA, CA
Other
INVESTMT MGMT
10,966$2.6B$356K
CONTINENTAL CASUALTY COMPANY
CNA RETIREMENT PLAN
CHICAGO, IL
Other
NONE
457$1.9B$425K
BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSION
EIGHTH DISTRICT ELECTRICAL PENSION FUND
LAS VEGAS, NV
Other
NONE
11,261$1.3B$296K
BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSION
EIGHTH DISTRICT ELECTRICAL PENSION FUND
LAS VEGAS, NV
Other
NONE
10,468$1.2B$152K
BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSION
EIGHTH DISTRICT ELECTRICAL PENSION FUND
LAS VEGAS, NV
Other
NONE
10,090$1.1B$242K
CARRIER GLOBAL CORPORATION
CARRIER RETIREMENT SAVINGS PLAN
PALM BEACH GARDENS, FL
Other
NONE
10,233$998.1M$77K
LINCOLN NATIONAL CORPORATION
LINCOLN NATIONAL CORPORATION EMPLOYEES RETIREMENT TRUST
RADNOR, PA
Other
NONE
$880.7M$224K
LINCOLN NATIONAL CORPORATION
LINCOLN NATIONAL CORPORATION EMPLOYEES RETIREMENT TRUST
RADNOR, PA
Other
NONE
$871.5M$190K
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
SAN JUAN, PR
Other
NONE
1,638$857.6M$1.0M
LINCOLN NATIONAL CORPORATION
LINCOLN NATIONAL CORPORATION EMPLOYEES RETIREMENT TRUST
RADNOR, PA
Other
NONE
$838.7M$185K
LINCOLN NATIONAL CORPORATION
LINCOLN NATIONAL CORPORATION RETIREMENT PLAN FOR EMPLOYEES HIRED PRIOR TO JANUARY 1 2008
RADNOR, PA
Other
NONE
2,068$802.4M$224K
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
SAN JUAN, PR
Other
NONE
1,468$800.4M$1.0M
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
SAN JUAN, PR
Other
NONE
1,291$797.4M$1.1M
LINCOLN NATIONAL CORPORATION
LINCOLN NATIONAL CORPORATION RETIREMENT PLAN FOR EMPLOYEES HIRED PRIOR TO JANUARY 1 2008
RADNOR, PA
Other
NONE
1,859$795.4M$190K
CARRIER GLOBAL CORPORATION
CARRIER RETIREMENT SAVINGS PLAN
PALM BEACH GARDENS, FL
Other
NONE
12,184$791.0M$77K
LINCOLN NATIONAL CORPORATION
LINCOLN NATIONAL CORPORATION RETIREMENT PLAN FOR EMPLOYEES HIRED PRIOR TO JANUARY 1 2008
RADNOR, PA
Other
NONE
1,400$761.9M$185K
BD OF TRUSTEES PDC PENSION FUND
PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 PENSION FUND
ROSLINDALE, MA
Other
NONE
2,342$761.1M$67K
BD OF TRUSTEES PDC PENSION FUND
PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 PENSION FUND
ROSLINDALE, MA
Other
NONE
2,329$700.4M$60K
CARRIER GLOBAL CORPORATION
CARRIER RETIREMENT SAVINGS PLAN
PALM BEACH GARDENS, FL
Other
NONE
12,104$527.6M$92K
BUCHANAN INGERSOLL & ROONEY PC
BUCHANAN INGERSOLL & ROONEY PC RETIREMENT SAVINGS PLAN
PITTSBURGH, PA
Other
NONE
793$484.1M$28K
OTIS WORLDWIDE CORPORATION
OTIS RETIREMENT SAVINGS PLAN
FARMINGTON, CT
Other
NONE
4,149$475.5M$86K
DINSMORE & SHOHL LLP
THE DINSMORE & SHOHL LLP SAVINGS AND INVESTMENT PLAN
CINCINNATI, OH
Advisor / Consultant
INVESTMENT ADVISOR
1,461$472.2M$6K
PAINTERS ANNUITY COUNCIL NO. 35 ANNUITY FUND
PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO.35 ANNUITY FUND
ROSLINDALE, MA
Other
NONE
2,917$445.1M$17K
NORTHERN NEW ENGLAND BENEFIT TRUST DBA ALLEGIANT CARE
NORTHERN NEW ENGLAND BENEFIT TRUST DBA ALLEGIANT CARE
MANCHESTER, NH
Other
INVESTMENT MGMT
12,287$369.7M$85K
OTIS WORLDWIDE CORPORATION
OTIS RETIREMENT SAVINGS PLAN
FARMINGTON, CT
Other
NONE
4,304$364.2M$120K
DINSMORE & SHOHL LLP
THE DINSMORE & SHOHL, LLP SAVINGS AND INVESTMENT PLAN
CINCINNATI, OH
Advisor / Consultant
INVESTMENT ADVISOR
1,373$362.8M$30K
HUGHES HUBBARD & REED LLP
HUGHES HUBBARD & REED DEFINED CONTRIBUTION RETIREMENT PLAN
NEW YORK, NY
Advisor / Consultant
ADVISOR
296$289.1M$53K
STEVENS & LEE
STEVENS & LEE SAVINGS PLAN
READING, PA
Other
NONE
385$281.2M$0
HUGHES HUBBARD & REED LLP
HUGHES HUBBARD & REED DEFINED CONTRIBUTION RETIREMENT PLAN
NEW YORK, NY
Advisor / Consultant
ADVISOR
298$266.2M$49K
STEVENS & LEE
STEVENS & LEE SAVINGS PLAN
READING, PA
Other
NONE
374$254.3M$0
OTIS WORLDWIDE CORPORATION
OTIS RETIREMENT SAVINGS PLAN
FARMINGTON, CT
Other
NONE
4,160$241.7M$152K
HUGHES HUBBARD & REED LLP
HUGHES HUBBARD & REED DEFINED CONTRIBUTION RETIREMENT PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
312$235.2M$40K
STEVENS & LEE
STEVENS & LEE SAVINGS PLAN
READING, PA
Other
NONE
343$224.5M$0
HOLLAND & KNIGHT LLP
HOLLAND & KNIGHT CASH BALANCE PLAN - 2019
BRANDON, FL
Other
NONE
808$216.5M$314K
GOODFELLOW CIVIL CORP.
GOODFELLOW BROS., LLC PROFIT SHARING AND 401(K) PLAN
WENATCHEE, WA
Other
NONE
422$174.3M$48K
HOLLAND & KNIGHT LLP
HOLLAND & KNIGHT CASH BALANCE PLAN - 2019
BRANDON, FL
Other
NONE
765$164.9M$108K
GOODFELLOW CIVIL CORP.
GOODFELLOW BROS., LLC PROFIT SHARING AND 401(K) PLAN
WENATCHEE, WA
Other
NONE
420$155.3M$57K
GOODFELLOW BROS., LLC.
GOODFELLOW BROS., LLC PROFIT SHARING AND 401(K) PLAN
WENATCHEE, WA
Other
NONE
395$126.1M$58K
WOOD MACKENZIE, INC.
WOOD MACKENZIE, INC. 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISORY
558$122.9M$76K
GRAHAM HEALTH SERVICES, LLC
GRAHAM HEALTHCARE GROUP 401(K) PROFIT SHARING PLAN
TROY, MI
Advisor / Consultant
INVESTMENT ADVISOR
3,649$117.3M$118K
HOLLAND & KNIGHT LLP
HOLLAND & KNIGHT CASH BALANCE PLAN - 2019
BRANDON, FL
Other
NONE
630$109.6M$44K
PAINTERS DISTRICT COUNCIL NO. 35 HEALTH BENEFITS FUND
PAINTERS AND ALLIED TRADES DC 35 HEALTH BENEFITS FUND
ROSLINDALE, MA
Other
NONE
1,875$107.5M$24K
MONUMENT HEALTH, INC.
MONUMENT HEALTH, INC. PENSION PLAN
RAPID CITY, SD
Other
NONE
2,726$106.1M$9K
KEY ENERGY SERVICES, INC.
KEY ENERGY SERVICES 401(K) SAVINGS & RETIREMENT PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISOR
1,438$99.9M$75K
GRAHAM HEALTH SERVICES, LLC
GRAHAM HEALTHCARE GROUP 401(K) PROFIT SHARING PLAN
TROY, MI
Advisor / Consultant
INVESTMENT ADVISOR
3,251$94.7M$91K
AEA INVESTORS LP
AEA INVESTORS LP 401(K) SAVINGS PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
184$94.6M$130K
KEY ENERGY SERVICES, INC.
KEY ENERGY SERVICES 401(K) SAVINGS & RETIREMENT PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISOR
1,313$92.4M$17K
WOOD MACKENZIE, INC.
WOOD MACKENZIE, INC. 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISORY
516$91.1M$119K
ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, PC
ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN
FORT COLLINS, CO
Advisor / Consultant
INVESTMENT ADVISORY
625$87.6M$51K
AEA INVESTORS LP
AEA INVESTORS LP 401(K) SAVINGS PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
176$83.7M$107K
MAMMOET USA SOUTH, INC
MAMMOET USA SOUTH, INC 401(K) PROFIT SHARING PLAN AND TRUST
ROSHARON, TX
Other
NONE
377$82.0M$93K
HIGHLINE WARREN LLC
HIGHLINE WARREN LLC 401(K) PLAN
MEMPHIS, TN
Advisor / Consultant
INVESTMENT ADVISOR
1,378$80.5M$113K
MAMMOET USA SOUTH, INC
MAMMOET USA SOUTH, INC 401(K) PROFIT SHARING PLAN AND TRUST
ROSHARON, TX
Advisor / Consultant
INVESTMENT ADVISOR
365$79.5M$118K
HIGHLINE WARREN LLC
HIGHLINE WARREN LLC 401(K)PLAN
MEMPHIS, TN
Advisor / Consultant
INVESTMENT ADVISOR
1,379$77.0M$99K
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES
SAN JUAN, PR
Other
NONE
1$76.6M$61K
WOOD MACKENZIE, INC.
WOOD MACKENZIE, INC. 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISORY
512$76.4M$117K
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES
SAN JUAN, PR
Other
NONE
1$72.1M$99K
GRAHAM HEALTH SERVICES, LLC
GRAHAM HEALTHCARE GROUP 401(K) PROFIT SHARING PLAN
TROY, MI
Advisor / Consultant
INVESTMENT ADVISOR
2,810$70.2M$54K
AEA INVESTORS LP
AEA INVESTORS LP 401(K) SAVINGS PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
162$68.2M$34K
HIGHLINE WARREN LLC
HIGHLINE WARREN LLC 401(K)PLAN
MEMPHIS, TN
Advisor / Consultant
INVESTMENT ADVISOR
1,430$63.8M$120K
GOULSTON & STORRS PC
GOULSTON & STORRS CASH BALANCE PLAN FOR DIRECTORS
BOSTON, MA
Other
NONE
114$59.9M$103K
ACCESS SUPPORTS FOR LIVING INC.
ACCESS SUPPORTS FOR LIVING INC. 403(B) RETIREMENT PLAN
MIDDLETOWN, NY
Advisor / Consultant
INVESTMENT ADVISOR
2,611$55.4M$85K
ROTH CAPITAL PARTNERS, LLC
ROTH CAPITAL PARTNERS, LLC 401(K) PLAN
NEWPORT BEACH, CA
Advisor / Consultant
ADVISOR
208$54.7M$17K
CROSS RIVER BANK
CROSS RIVER BANK 401(K) PLAN
FORT LEE, NJ
Advisor / Consultant
INVESTMENT ADVISOR
661$53.3M$86K
ENNIS, INC.
PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC.
MIDLOTHIAN, TX
Other
NONE
172$51.8M$9K
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES
SAN JUAN, PR
Other
NONE
1$50.1M$58K
ACCESS SUPPORTS FOR LIVING INC.
ACCESS SUPPORTS FOR LIVING INC. 403(B) RETIREMENT PLAN
MIDDLETOWN, NY
Advisor / Consultant
INVESTMENT ADVISOR
2,439$49.8M$70K
ENNIS, INC.
PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC.
MIDLOTHIAN, TX
Other
NONE
181$49.2M$12K
THOMAS, THOMAS & HAFER, LLP
THOMAS, THOMAS & HAFER, LLP RETIREMENT PLAN
CAMP HILL, PA
Other
NONE
147$46.3M$0
DIGESTIVE HEALTHCARE OF GEORGIA, P.C.
DIGESTIVE HEALTHCARE OF GEORGIA, P.C. 401(K) PROFIT SHARING PLAN
ATLANTA, GA
Advisor / Consultant
INVESTMENT ADVISOR
313$43.2M$57K
HUGHES HUBBARD & REED LLP
HUGHES HUBBARD & REED ASSOCIATES' SECTION 401(K) PLAN
NEW YORK, NY
Advisor / Consultant
ADVISOR
89$43.2M$8K
DIGESTIVE HEALTHCARE OF GEORGIA, P.C.
DIGESTIVE HEALTHCARE OF GEORGIA, P.C. 401(K) PROFIT SHARING PLAN
ATLANTA, GA
Advisor / Consultant
INVESTMENT ADVISOR
316$42.4M$74K
THOMAS, THOMAS & HAFER, LLP
THOMAS, THOMAS & HAFER, LLP RETIREMENT PLAN
CAMP HILL, PA
Other
NONE
146$41.6M$0
THOMAS, THOMAS & HAFER, LLP
THOMAS, THOMAS & HAFER, LLP RETIREMENT PLAN
CAMP HILL, PA
Other
NONE
129$41.4M$0
HUGHES HUBBARD & REED LLP
HUGHES HUBBARD & REED ASSOCIATES' SECTION 401(K) PLAN
NEW YORK, NY
Advisor / Consultant
ADVISOR
92$40.8M$7K
ACCESS SUPPORTS FOR LIVING INC.
ACCESS SUPPORTS FOR LIVING INC. 403(B) RETIREMENT PLAN
MIDDLETOWN, NY
Advisor / Consultant
INVESTMENT ADVISOR
1,939$40.5M$81K
ADVANCED SOLUTIONS INTERNATIONAL, INC.
ADVANCED SOLUTIONS INTERNATIONAL, INC. 401(K) RETIREMENT PLAN
AUSTIN, TX
Other
NONE
184$39.7M$0
DIGESTIVE HEALTHCARE OF GEORGIA, P.C.
DIGESTIVE HEALTHCARE OF GEORGIA, P.C. 401(K) PROFIT SHARING PLAN
ATLANTA, GA
Advisor / Consultant
INVESTMENT ADVISOR
302$38.3M$47K
TRUSTEES OF THE AMALGAMATED RETAIL RETIREMENT FUND
AMALGAMATED RETAIL RETIREMENT FUND
NEW YORK, NY
Other
NONE
18$36.9M$18K
TRUSTEES OF THE AMALGAMATED RETAIL RETIREMENT FUND
AMALGAMATED RETAIL RETIREMENT FUND
NEW YORK, NY
Other
NONE
19$35.4M$4K
HUGHES HUBBARD & REED LLP
HUGHES HUBBARD & REED ASSOCIATES' SECTION 401(K) PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
93$35.0M$6K
ADVANCED SOLUTIONS INTERNATIONAL INC.
ADVANCED SOLUTIONS INTERNATIONAL INC. 401(K) RETIREMENT PLAN
AUSTIN, TX
Other
NONE
181$34.8M$0
MARON MARVEL BRADLEY ANDERSON & TARDY LLC
MARON MARVEL BRADLEY ANDERSON & TARDY LLC 401(K) PROFIT SHARING PLAN
WILMINGTON, DE
Advisor / Consultant
INVESTMENT ADVISOR
190$34.2M$33K
AUGEO AFFINITY MARKETING, INC.
AUGEO AFFINITY MARKETING MULTIPLE EMPLOYER PLAN
ST. PAUL, MN
Advisor / Consultant
INVESTMENT ADVISOR
496$33.9M$53K
LISTRAK INC.
LISTRAK, INC. 401(K) PLAN
LITITZ, PA
Advisor / Consultant
INVESTMENT ADVISOR
337$33.6M$59K
TRUSTEES OF THE AMALGAMATED RETAIL RETIREMENT FUND
AMALGAMATED RETAIL RETIREMENT FUND
NEW YORK, NY
Other
NONE
20$33.3M$0
ADVANCED SOLUTIONS INTERNATIONAL INC.
ADVANCED SOLUTIONS INTERNATIONAL INC. 401(K) RETIREMENT PLAN
AUSTIN, TX
Other
NONE
168$29.7M$0
LISTRAK INC.
LISTRAK, INC. 401(K) PLAN
LITITZ, PA
Advisor / Consultant
INVESTMENT ADVISOR
372$27.5M$56K
GUNNISON CONSULTING GROUP, INC.
GUNNISON CONSULTING GROUP, INC. 401(K) PLAN
MCLEAN, VA
Advisor / Consultant
INVESTMENT ADVISOR
315$26.5M$61K
GUNNISON CONSULTING GROUP, INC.
GUNNISON CONSULTING GROUP, INC. 401(K) PLAN
FAIRFAX, VA
Advisor / Consultant
INVESTMENT ADVISOR
282$22.7M$48K
HAMILTON CARDIOLOGY ASSOCIATES, P.A.
HAMILTON CARDIOLOGY ASSOCIATES, P.A. 401(K) PLAN
HAMILTON TOWNSHIP, NJ
Advisor / Consultant
INVESTMENT ADVISOR
87$20.4M$47K
LISTRAK INC.
LISTRAK, INC. 401(K) PLAN
LITITZ, PA
Advisor / Consultant
INVESTMENT ADVISOR
394$19.9M$46K
HAMILTON CARDIOLOGY ASSOCIATES, P.A.
HAMILTON CARDIOLOGY ASSOCIATES, P.A. 401(K) PLAN
HAMILTON TOWNSHIP, NJ
Advisor / Consultant
INVESTMENT ADVISOR
100$19.5M$21K
SWARTZ CAMPBELL LLC
SWARTZ CAMPBELL LLC RETIREMENT PLAN
PHILADELPHIA, PA
Other
INVESTMENT ADV.
18$18.6M$97K
GUNNISON CONSULTING GROUP, INC.
GUNNISON CONSULTING GROUP, INC. 401(K) PLAN
FAIRFAX, VA
Advisor / Consultant
INVESTMENT ADVISOR
196$18.6M$41K
MILHOUSE ENGINEERING AND CONSTRUCTION, INC.
MILHOUSE ENGINEERING AND CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
211$18.3M$40K
MILHOUSE ENGINEERING AND CONSTRUCTION, INC.
MILHOUSE ENGINEERING AND CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
300$17.9M$39K
MONTCLAIR RADIOLOGICAL ASSOCIATES, PA
M.R.A. PROFIT SHARING PLAN
UPPER MONTCLAIR, NJ
Advisor / Consultant
INVESTMENT ADVISOR
14$16.6M$76K
HAMILTON CARDIOLOGY ASSOCIATES, P.A.
HAMILTON CARDIOLOGY ASSOCIATES, P.A. 401(K) PLAN
HAMILTON TOWNSHIP, NJ
Advisor / Consultant
INVESTMENT ADVISOR
88$16.1M$76K
SWARTZ CAMPBELL LLC
SWARTZ CAMPBELL LLC RETIREMENT PLAN
PHILADELPHIA, PA
Other
INVESTMENT ADV.
19$15.8M$82K
MILHOUSE ENGINEERING AND CONSTRUCTION, INC.
MILHOUSE ENGINEERING AND CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
335$15.0M$45K
AMBASSADOR HOME IMPROVEMENTS, INC.
AMBASSADOR HOME IMPROVEMENTS, INC. 401(K) PROFIT SHARING PLAN
MECHANICSBURG, PA
Advisor / Consultant
INVESTMENT ADVISOR
261$14.7M$25K
JEFFERSON CAPITAL SYSTEMS, LLC
JEFFERSON CAPITAL SYSTEMS, LLC 401(K) PLAN
SARTELL, MN
Advisor / Consultant
INVESTMENT ADVISOR
215$13.8M$29K
KRISH ACTUARIAL, INC.
KRISH ACTUARIAL, INC. 401(K) PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
166$13.8M$31K
KRISH ACTUARIAL, INC.
KRISH ACTUARIAL, INC. 401(K) PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
175$13.3M$28K
AMBASSADOR HOME IMPROVEMENTS, INC.
AMBASSADOR HOME IMPROVEMENTS, INC. 401(K) PROFIT SHARING PLAN
MECHANICSBURG, PA
Advisor / Consultant
INVESTMENT ADVISOR
288$12.9M$38K
RADIA, INC., P.S.
RADIA, INC., P.S. CASH BALANCE PLAN
LYNNWOOD, WA
Other
NONE
152$12.8M$59K
BUDGET DUMPSTER
BUDGET DUMPSTER 401(K) PLAN
WESTLAKE, OH
Advisor / Consultant
INVESTMENT ADVISOR
287$12.4M$9K
NASHVILLE SYMPHONY ASSOCIATION
NASHVILLE SYMPHONY ASSOCIATION RETIREMENT PLAN
NASHVILLE, TN
Advisor / Consultant
INVESTMENT ADVISOR
236$12.3M$31K
JEFFERSON CAPITAL SYSTEMS, LLC
JEFFERSON CAPITAL SYSTEMS, LLC 401(K) PLAN
SARTELL, MN
Advisor / Consultant
INVESTMENT ADVISOR
190$11.1M$21K
NASHVILLE SYMPHONY ASSOCIATION
NASHVILLE SYMPHONY ASSOCIATION RETIREMENT PLAN
NASHVILLE, TN
Advisor / Consultant
INVESTMENT ADVISOR
170$10.9M$28K
KRISH ACTUARIAL, INC.
KRISH ACTUARIAL, INC. 401(K) PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
183$10.6M$40K
RADIA, INC., P.S.
RADIA, INC., P.S. CASH BALANCE PLAN
LYNNWOOD, WA
Other
NONE
143$10.3M$44K
CROSSROADS RHODE ISLAND
CROSSROADS RHODE ISLAND 401K RETIREMENT PLAN
PROVIDENCE, RI
Other
NONE
168$10.1M$0
ZANDER GROUP HOLDINGS, INC.
ZANDER GROUP HOLDINGS, INC. 401(K) PLAN
NASHVILLE, TN
Advisor / Consultant
INVESTMENT ADVISOR
174$10.0M$9K
INNOVIM, LLC
INNOVIM, LLC 401(K) PLAN
SILVER SPRING, MD
Advisor / Consultant
INVESTMENT ADVISOR
109$9.7M$23K
JEFFERSON CAPITAL SYSTEMS LLC
JEFFERSON CAPITAL SYSTEMS, LLC 401(K) PLAN
COULD, MN
Advisor / Consultant
INVESTMENT ADVISOR
198$9.6M$26K
TRISALUS LIFE SCIENCES, INC.
TRISALUS LIFE SCIENCES, INC. 401(K) PLAN
WESTMINSTER, CO
Advisor / Consultant
INVESTMENT ADVISOR
116$9.3M$23K
CLIFF BERRY, INC.
CBI RETIREMENT PLAN
FT. LAUDERDALE, FL
Advisor / Consultant
INVESTMENT ADVISOR
169$9.0M$14K
NEIL HUFFMAN VOLKSWAGEN, INC.
NEIL HUFFMAN VOLKSWAGEN, INC. 401(K) PROFIT SHARING PLAN & TRUST
LOUISVILLE, KY
Advisor / Consultant
INVESTMENT ADVISOR
225$8.9M$23K
ATTENTI US, INC
ATTENTI US, INC RETIREMENT PLAN
ODESSA, FL
Other
NONE
0$8.5M$0
DOWN-LITE PRODUCTS INTERNATIONAL, INC.
DOWN-LITE INTERNATIONAL, INC. PROFIT SHARING PLAN
MASON, OH
Advisor / Consultant
INVESTMENT ADVISOR
268$8.3M$25K
HOLLOMAN HOLDINGS CORPORATION
HOLLOMAN HOLDINGS CORPORATION 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISOR
235$8.3M$22K
NEIL HUFFMAN VOLKSWAGEN, INC.
NEIL HUFFMAN VOLKSWAGEN, INC. 401(K) PROFIT SHARING PLAN & TRUST
LOUISVILLE, KY
Advisor / Consultant
INVESTMENT ADVISOR
220$7.8M$19K
THE INTELLEKT GROUP
THE INTELLEKT GROUP 401(K) PROFIT SHARING PLAN AND TRUST
SAN ANTONIO, TX
Advisor / Consultant
ADVISOR
187$7.4M$24K
KING PLASTIC CORPORATION
KING PLASTIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
NORTH PORT, FL
Advisor / Consultant
INVESTMENT ADVISOR
139$7.3M$19K
RADIA, INC., P.S.
RADIA, INC., P.S. CASH BALANCE PLAN
LYNNWOOD, WA
Other
NONE
144$6.8M$19K
HOLLOMAN HOLDINGS CORPORATION
HOLLOMAN HOLDINGS CORPORATION 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISOR
178$6.6M$17K
ORTHOPAEDIC MULTISPECIALTY NETWORK, INC.
THE ORTHOPAEDIC MULTISPECIALTY NETWORKS, INC. CASH BALANCE PENSION PLAN AND TRUST
CANTON, OH
Advisor / Consultant
ADVISOR
104$6.6M$13K
NEIL HUFFMAN VOLKSWAGEN, INC.
NEIL HUFFMAN VOLKSWAGEN, INC. 401(K) PROFIT SHARING PLAN & TRUST
LOUISVILLE, KY
Advisor / Consultant
INVESTMENT ADVISOR
183$6.1M$15K
THE INTELLEKT GROUP
THE INTELLEKT GROUP 401(K) PROFIT SHARING PLAN AND TRUST
SAN ANTONIO, TX
Advisor / Consultant
ADVISOR
161$5.8M$6K
HOLLOMAN HOLDINGS CORPORATION
HOLLOMAN HOLDINGS CORPORATION 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISOR
156$5.1M$15K
HNN MANAGEMENT, INC. DBA HNN COMMUNITIES
HNN COMMUNITIES RETIREMENT PLAN
BELLEVUE, WA
Advisor / Consultant
INVESTMENT ADVISOR
288$3.9M$15K
MCDERMOTT CENTER DBA HAYMARKET CENTER
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF HAYMARKET CENTER
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
363$3.1M$10K
EXTRUSIONS, INC.
EXTRUSIONS, INC., ANODIZING, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN
FORT SCOTT, KS
Other
NONE
104$2.5M$0
MCDERMOTT CENTER DBA HAYMARKET CENTER
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF HAYMARKET CENTER
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
302$1.2M$4K
ATTENTI US, INC
ATTENTI US, INC RETIREMENT PLAN
NEW YORK, NY
Other
NONE
0$0$0
ORTHOPAEDIC MULTISPECIALTY NETWORK, INC.
THE ORTHOPAEDIC MULTISPECIALTY NETWORKS, INC. CASH BALANCE PENSION PLAN AND TRUST
CANTON, OH
Advisor / Consultant
ADVISOR
0$0$7K