BENEFIT PLAN

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

1,218

Active participants

1,035,685

Total plan assets

$64.2B

Filings (rows)

1,227

Direct comp

$79.0M

Indirect comp

$1.5M

Aggregating 45 name variants under "BENEFIT PLAN"

BENEFIT PLANS ADMIN SERVICES386 BENEFIT PLANS PLUS207 BENEFIT PLANS150 BENEFIT PLAN ADMIN SERVICES91 BENEFIT PLAN ADMINISTRATORS68 BENEFIT PLANS ADMINISTRATIVE SVCS50 BENEFIT PLANS ADMINISTRATIVE SERVIC40

SERVICES PROVIDED

Other740

TPA / Administrator396

Recordkeeper81

Advisor / Consultant4

CITs / DFEs sponsored by this firm

Fund / entity	Plans holding
AMERICAN CENTURY RET HYBRID 2025 TR	214
AMERICAN CENTURY RD HYBRID 2055 CL	150
AMERICAN CENTURY RD HYBRID 2045 CL	149
AMERICAN CENTURY RD HYBRID 2050 CL	147
AMERICAN CENTURY RD HYBRID 2060 CL	143
AMERICAN CENTURY RD HYBRID 2040 CL	140
AMERICAN CENTURY RD HYBRID 2030 CL	139
AMERICAN CENTURY RET HYBRID 2030 TR	138
AMERICAN CENTURY RD HYBRID IN RET C	138
AMERICAN CENTURY RD HYBRID 2025 CL	136
AMERICAN CENTURY RD HYBRID 2035 CL	129
AMERICAN CENTURY RET HYBRID 2035 TR	129

Top plans served

Showing top 500 of 1,218 (largest by assets)

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND SHEET METAL WORKERS' NATIONAL PENSION FUND	FALLS CHURCH, VA	Other NONE	66,166	$8.9B	$17K
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND SHEET METAL WORKERS' NATIONAL PENSION FUND	FALLS CHURCH, VA	Other NONE	63,530	$8.3B	$15K
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND