| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| AMWEST FUNDING CORP. AMWEST FUNDING CORP. 401(K) PLAN AND TRUST | BREA, CA | Investment manager | 128 | $13.9M | $0 | $41K |
| 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 |
| PD SYSTEMS, LLC PD SYSTEMS, LLC 401(K) PLAN | SPRINGFIELD, VA | Advisor / Consultant | 164 | $7.6M | $33K | $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 |
