| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED HERITAGE FINANCIAL GROUP UNITED HERITAGE FINANCIAL GROUP 401(K) PLAN | MERIDIAN, ID | Advisor / Consultant INVESTMENT ADVISOR | 132 | $39.5M | $38K |
| UNITED HERITAGE FINANCIAL GROUP UNITED HERITAGE FINANCIAL GROUP 401(K) PLAN | MERIDIAN, ID | Advisor / Consultant INVESTMENT ADVISOR | 160 | $37.0M | $38K |
| CLF ONTARIO, INC. D/B/A SOLU TECHNOLOGY PARTNERS |
| VICTOR, NY |
Broker BROKER |
| 258 |
| $21.2M |
| $12K |
| SHUMAN PHYSICAL THERAPY ASSOCIATES, PC SHUMAN PHYSICAL THERAPY ASSOC. 401(K) PROFIT SHARING PLAN | ROCHESTER, NY | Advisor / Consultant ADVISORY SERVICES | 223 | $15.0M | — |
| B.T. CONSTRUCTION, INC. B. T. CONSTRUCTION, INC. PROFIT SHARING PLAN | HENDERSON, CO | Advisor / Consultant INVESTMENT ADVISORY | 161 | $14.5M | $22K |
| SHUMAN PHYSICAL THERAPY ASSOCIATES, PC SHUMAN PHYSICAL THERAPY ASSOC. 401(K) PROFIT SHARING PLAN | ROCHESTER, NY | Advisor / Consultant ADVISORY SERVICES | 210 | $12.5M | $11K |
| GOODWILL OF THE FINGER LAKES, INC. GOODWILL OF THE FINGER LAKES, INC. 403(B) PLAN | ROCHESTER, NY | Other | 771 | $10.6M | $24K |
| HUMANE SOCIETY OF ROCHESTER AND MONROE COUNTY, FOR THE P.C.A., INC. LOLLYPOP FARM, HUMANE SOCIETY OF GREATER ROCHESTER RETIREMENT PLAN | FAIRPORT, NY | Advisor / Consultant FINANCIAL ADVISOR | 153 | $6.6M | $16K |
