| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| ELEMENT MATERIALS TECHNOLOGY HOLDING USA INC. ELEMENT SAVINGS AND INVESTMENT PLAN | HUNTINGTON BEACH, CA | Advisor / Consultant | 3,289 | $341.3M | $75K | $0 |
| CARLTON FIELDS, P.A. PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS | TAMPA, FL | Other service providers | 666 | $315.7M | $8K | $0 |
| DWWTO TOYOTA OF ORANGE 401(K) PLAN | ORANGE, CA | Advisor / Consultant | 1,620 | $135.1M | $90K | $0 |
| MAG DS CORP. MAG DS CORP. 401K PLAN | FAIRFAX, VA | Investment manager | 875 | $114.0M | $16K | $0 |
| LA PETITE ACADEMY, INC. LEARNING CARE GROUP RETIREMENT SAVINGS PLAN | CAROL STREAM, MI | Advisor / Consultant | 19,717 | $101.4M | $8K | $0 |
| ORANGE COAST TITLE COMPANY ORANGE COAST TITLE FAMILY OF COMPANIES EMPLOYEE SAVINGS PLAN | SANTA ANA, CA | Advisor / Consultant | 625 | $73.2M | $102K | $0 |
| CREDIT UNION OF SOUTHERN CALIFORNIA CREDIT UNION OF SOUTHERN CALIFORNIA 401(K) PLAN AND TRUST | ANAHEIM, CA | Advisor / Consultant | 429 | $55.2M | $57K | $0 |
| 5.11, INC. 5.11, INC. 401(K) PROFIT SHARING PLAN | COSTA MESA, CA | Advisor / Consultant | 1,003 | $48.5M | $90K | $0 |
| THE RAYMOND GROUP THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN | ORANGE, CA | Advisor / Consultant | 117 | $44.7M | $83K | $0 |
| RED.COM, INC. DBA RED DIGITAL CINEMA RED.COM 401(K) PLAN | FOOTHILL RANCH, CA | Advisor / Consultant | 203 | $43.9M | $61K | $0 |
| AUDITBOARD, INC. AUDITBOARD, INC. 401(K) PLAN | CERRITOS, CA | Advisor / Consultant | 704 | $41.4M | $74K | $0 |
| PUMA BIOTECHNOLOGY, INC. PUMA BIOTECHNOLOGY, INC. 401(K) PLAN | LOS ANGELES, CA | Advisor / Consultant | 170 | $41.3M | $72K | $0 |
| REWARDSTYLE, INC. D/B/A LTK LTK 401(K) PLAN | DALLAS, TX | Advisor / Consultant | 587 | $33.3M | $71K | $0 |
| TEACHER CREATED MATERIALS, INC TEACHER CREATED MATERIALS, INC. 401(K) PROFIT SHARING PLAN | HUNTINGTON BEACH, CA | Advisor / Consultant | 217 | $31.7M | $69K | $0 |
| VERITONE, INC. VERITONE, INC. 401(K) PLAN | IRVINE, CA | Advisor / Consultant | 323 | $29.9M | $65K | $0 |
| ZWIFT, INC. ZWIFT, INC. 401(K) PLAN | LONG BEACH, CA | Advisor / Consultant | 204 | $29.9M | $71K | $0 |
| THE CORPORATION OF FINE ARTS MUSEUMS THE CORPORATION OF FINE ARTS MUSEUMS 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant | 240 | $27.4M | $36K | $0 |
| ARCH HEALTH PARTNERS ARCH HEALTH PARTNERS 401(K) PLAN | POWAY, CA | Advisor / Consultant | 549 | $26.3M | $59K | $0 |
| CUE HEALTH INC. CUE 401(K) PLAN | VOORHEES, NJ | Advisor / Consultant | 6 | $24.0M | $77K | $0 |
| ST. PAUL'S EPISCOPAL HOME, INC. ST. PAUL'S EPISCOPAL HOME'S EMPLOYEE RETIREMENT PLAN | SAN DIEGO, CA | Advisor / Consultant | 752 | $23.2M | $12K | $0 |
| SAYRES AND ASSOCIATES LLC SAYRES AND ASSOCIATES LLC 401K RETIREMENT PLAN | WASHINGTON, DC | Other service providers | 240 | $23.0M | $0 | $43K |
| SUNWEST BANK SUNWEST BANK 401(K) PROFIT SHARING PLAN | IRVINE, CA | Advisor / Consultant | 273 | $22.9M | $70K | $6 |
| HONOLULU FREIGHT SERVICE HONOLULU FREIGHT SERVICE 401K PLAN | SEATTLE, WA | Advisor / Consultant | 233 | $22.3M | $52K | $0 |
| LMC ENTERPRISES LMC ENTERPRISES MONEY PURCHASE PENSION PLAN | PARAMOUNT, CA | Other service providers | 121 | $22.0M | $40K | $0 |
| G & M OIL CO., INC. G & M OIL CO., INC. RETIREMENT SAVINGS PLAN | HUNTINGTON BEACH, CA | Advisor / Consultant | 1,215 | $20.2M | $0 | $64K |
| COSWAY COMPANY, INC. 401(K) PLAN OF COSWAY COMPANY, INC. | CARSON, CA | Investment manager | 168 | $19.9M | $0 | $42K |
| INTERNATIONAL BAY CLUBS, LLC INTERNATIONAL BAY CLUBS, LLC SAVINGS AND RETIREMENT PLAN | NEWPORT BEACH, CA | Advisor / Consultant | 440 | $17.7M | $49K | $0 |
| BOLD NORTH AMERICA, LLC BOLD NORTH AMERICA, LLC 401(K) PLAN | DELRAY BEACH, FL | Advisor / Consultant | 208 | $17.5M | $33K | $0 |
| LMC ENTERPRISES LMC ENTERPRISES 401(K) PLAN | PARAMOUNT, CA | Advisor / Consultant | 134 | $17.1M | $30K | $0 |
| HAPPY MONEY, INC. HAPPY MONEY 401(K) PLAN | TUSTIN, CA | Advisor / Consultant | 125 | $17.0M | $57K | $0 |
| CORE ONE SOLUTIONS LLC CORE ONE SOLUTIONS 401(K) PLAN | STERLING, VA | Advisor / Consultant | 172 | $16.8M | $10K | $0 |
| SUN WEST MORTGAGE COMPANY, INC. SUN WEST MORTGAGE CO., 401(K) PLAN | CERRITOS, CA | Advisor / Consultant | 271 | $16.2M | $47K | $0 |
| CODE FOR AMERICA LABS, INC. CODE FOR AMERICA 401(K) PLAN | OAKLAND, CA | Advisor / Consultant | 161 | $16.0M | $50K | $0 |
| USIM US INTERNATIONAL MEDIA 401(K) PLAN | LOS ANGELES, CA | Advisor / Consultant | 102 | $14.1M | $32K | $0 |
| AMWEST FUNDING CORP. AMWEST FUNDING CORP. 401(K) PLAN AND TRUST | BREA, CA | Investment manager | 128 | $13.9M | $0 | $41K |
| SENTINEL OFFENDER SERVICES, LLC SENTINEL 401(K) AND PROFIT SHARING PLAN | ANAHEIM, CA | Advisor / Consultant | 294 | $11.9M | $38K | $0 |
| GOLDEN RAIN FOUNDATION GOLDEN RAIN FOUNDATION 401(K) PLAN | SEAL BEACH, CA | Advisor / Consultant | 190 | $10.9M | $38K | $0 |
| SEABREEZE MANAGEMENT COMPANY, INC. SEABREEZE RETIREMENT SAVINGS PLAN | ALISO VIEJO, CA | Investment manager | 677 | $10.7M | $31K | $0 |
| OCEANAIR FEDERAL CREDIT UNION OCEANAIR FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | OXNARD, CA | Advisor / Consultant | 126 | $8.6M | $23K | $0 |
| PD SYSTEMS, LLC PD SYSTEMS, LLC 401(K) PLAN | SPRINGFIELD, VA | Advisor / Consultant | 164 | $7.6M | $33K | $0 |
| SOLHEIM LUTHERAN HOME SOLHEIM LUTHERAN HOME 403(B) RETIREMENT PLAN | LOS ANGELES, CA | Advisor / Consultant | 161 | $7.5M | $18K | $0 |
| AMEN CLINICS, INC. AMEN CLINICS, INC. 401(K) PLAN | COSTA MESA, CA | Advisor / Consultant | 319 | $7.0M | $29K | $0 |
| ASPIRE GENERAL INSURANCE SERVICES LLC ASPIRE GENERAL INSURANCE 401(K) PROFIT SHARING PLAN AND TRUST | RANCHO CUCAMONGA, CA | Advisor / Consultant | 389 | $6.4M | $26K | $0 |
| KROS-WISE, INC. KROS-WISE 401(K) PROFIT SHARING PLAN & TRUST | SAN MARCOS, CA | Advisor / Consultant | 99 | $5.8M | $25K | $0 |
| PENTEGRA SERVICES, INC THE BALDWIN GROUP PEP | WHITE PLAINS, NY | Advisor / Consultant | 2,400 | $5.5M | $12K | $0 |
| LWI, INC. LWI, INC. 401(K) PLAN | IRVINE, CA | Advisor / Consultant | 269 | $5.3M | $25K | $0 |
| FEDWRITERS, INC. FEDWRITERS 401(K) PLAN | FAIRFAX, VA | Advisor / Consultant | 300 | $5.1M | $21K | $0 |
| OM GROUP, INC. OM GROUP 401(K) PLAN | PISCATAWAY, NJ | Advisor / Consultant | 56 | $4.7M | $23K | $0 |
| GLEN IVY HOT SPRINGS GLEN IVY HOT SPRINGS RETIREMENT SAVINGS PLAN | CORONA, CA | Advisor / Consultant | 274 | $4.5M | $20K | $0 |
| AMVETS NATIONAL AMVETS 401(K) PLAN | LANHAM, MD | Advisor / Consultant | 250 | $4.4M | $19K | $0 |
| INTERNATIONAL BAY CLUBS, LLC BALBOA BAY CLUB BARGAINING UNIT PLAN | NEWPORT BEACH, CA | Advisor / Consultant | 191 | $3.7M | $10K | $0 |
| HARDIN ENTERPRISES, INC. HARDIN AUTO GROUP 401(K) PLAN | ANAHEIM, CA | Investment manager | 273 | $2.6M | $0 | $9K |
| GRAPHIC SOLUTIONS GROUP, INC. GRAPHIC SOLUTIONS GROUP, INC. EMPLOYEE BENEFIT PLAN | DALLAS, TX | Broker | 290 | — | $94K | $0 |
| MUSCULOSKELETAL INSTITUTE INC. FLORIDA ORTHOPAEDIC INSTITUTE FLORIDA ORTHOPAEDIC INSTITUTES EMPLOYEE BENEFITS PLAN | TEMPLE TERRACE, FL | Broker | 360 | — | $7K | $0 |
| KAISER ALUMINUM FABRICATED PRODUCTS, LLC KAISER ALUMINUM INVESTMENTS COMPANY CONSOLIDATED WELFARE BENEFITS PLAN | FRANKLIN, TN | Other service providers | 3,567 | — | $0 | $489K |
| SCOTT & ASSOCIATES, PC SCOTT & ASSOCIATES, PC HEALTH AND WELFARE PLAN | CARROLLTON, TX | Other service providers | 236 | — | $64K | $0 |
| TISTA SCIENCE AND TECHNOLOGY CORPORATION TISTA SCIENCE AND TECHNOLOGY CORPORATION EMPLOYEE BENEFITS PLAN | ROCKVILLE, MD | Broker | 831 | — | $187K | $0 |
| K9S FOR WARRIORS INC. K9S FOR WARRIORS INC. WELFARE BENEFIT PLAN | PONTE VEDRA, FL | Broker | 212 | — | $37K | $0 |
| HELIOS TECHNOLOGIES HELIOS TECHNOLOGIES, INC. WELFARE BENEFITS PLAN | SARASOTA, FL | Broker | 1,023 | — | $4K | $0 |
| LINK SOLUTIONS, INC. LINK SOLUTIONS, INC. WELFARE BENEFIT PLAN | MCLEAN, VA | Broker | 100 | — | $45K | $0 |
| DUVAL HOLDINGS, INC. DUVAL HOLDINGS, INC. WELFARE BENEFIT PLAN | JACKSONVILLE, FL | Broker | 323 | — | $6K | $0 |
| THERAGENICS CORPORATION THERAGENICS CORPORATION HEALTH AND WELFARE BENEFIT PLAN | BUFORD, GA | Broker | 374 | — | $64K | $0 |
| DUVAL HOLDINGS, INC. DUVAL HOLDINGS, INC. WELFARE BENEFIT PLAN | JACKSONVILLE, FL | Broker | 361 | — | $8K | $0 |
| LAND TITLE GUARANTEE COMPANY LAND TITLE GUARANTEE COMPANY HEALTH AND WELFARE BENEFIT PLAN | DENVER, CO | Broker | 546 | — | $108K | $0 |
| 12 OAKS MANAGEMENT SERVICES 12 OAKS MANAGEMENT SERVICES, INC. EMPLOYEE BENEFIT PLAN | DALLAS, TX | Broker | 790 | — | $183K | $0 |
| TISTA SCIENCE AND TECHNOLOGY CORPORATION TISTA SCIENCE AND TECHNOLOGY CORPORATION EMPLOYEE BENEFITS PLAN | ROCKVILLE, MD | Broker | 1,234 | — | $206K | $0 |
| PUZZLE SOLUTIONS, LLC PUZZLE SOLUTIONS, LLC HEALTH AND WELFARE BENEFITS | TAMPA, FL | Broker | 481 | — | $3K | $250 |
| KOBIE MARKETING, INC. KOBIE MARKETING, INC. WELFARE BENEFITS PLAN | ST PETERSBURG, FL | Broker | 313 | — | $44K | $0 |
| LRE FOUNDATION REPAIR LLC LRE FOUNDATION REPAIR, LLC WELFARE BENEFITS PLAN | BROOKSVILLE, FL | Broker | 127 | — | $9K | $250 |
