| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| JACKSON THORNTON & CO., P.C. JACKSON THORNTON & CO., P.C. 401(K) PLAN | MONTGOMERY, AL | Advisor / Consultant | 239 | $119.9M | $16K | $0 |
| JACKSON THORNTON & CO., P.C. JACKSON THORNTON & CO., P.C. 401(K) PLAN | MONTGOMERY, AL | Advisor / Consultant | 209 | $110.4M | $14K | $0 |
| KIRTON MCCONKIE KIRTON MCCONKIE RETIREMENT PLAN | SALT LAKE CITY, UT | Investment manager | 297 | $108.7M | $203K | $0 |
| C&S WORLDWIDE HOLDINGS, INC. C & S COMPANIES 401(K) PLAN | SYRACUSE, NY | Investment manager | 582 | $106.0M | $55K | $0 |
| KIRTON MCCONKIE KIRTON MCCONKIE RETIREMENT PLAN | SALT LAKE CITY, UT | Investment manager | 230 | $100.0M | $175K | $0 |
| JACKSON THORNTON & CO., P.C. JACKSON THORNTON & CO., P.C. 401(K) PLAN | MONTGOMERY, AL | Advisor / Consultant | 205 | $95.9M | $14K | $0 |
| C&S WORLDWIDE HOLDINGS, INC. C & S COMPANIES 401(K) PLAN | SYRACUSE, NY | Investment manager | 564 | $92.3M | $80K | $0 |
| KIRTON MCCONKIE KIRTON MCCONKIE RETIREMENT PLAN | SALT LAKE CITY, UT | Investment manager | 215 | $86.1M | $169K | $0 |
| DEAN DORTON ALLEN FORD, PLLC DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN | LEXINGTON, KY | Investment manager | 539 | $85.7M | $48K | $0 |
| C&S WORLDWIDE HOLDINGS, INC. C & S COMPANIES 401(K) PLAN | SYRACUSE, NY | Investment manager | 534 | $76.9M | $31K | $0 |
| DEAN DORTON ALLEN FORD, PLLC DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN | LEXINGTON, KY | Investment manager | 361 | $46.8M | $31K | $0 |
| HERBEIN AND COMPANY, INC. HERBEIN AND COMPANY, INC. PROFIT SHARING PLAN | READING, PA | Investment manager | 254 | $39.3M | $28K | $0 |
| A.W. HOLDINGS LLC D/B/A BENCHMARK HUMAN SERVICES AWS 401(K) PROFIT SHARING PLAN | FORT WAYNE, IN | Investment manager | 2,562 | $35.4M | $93K | $0 |
| DEAN DORTON ALLEN FORD, PLLC DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN | LEXINGTON, KY | Investment manager | 335 | $34.9M | $26K | $0 |
| INOVA DIAGNOSTICS, INC. INOVA DIAGNOSTICS, INC. SALARY SAVINGS PLAN | SAN DIEGO, CA | Investment manager | 320 | $33.2M | $63K | $0 |
| SECURITY STATE BANK & TRUST SECURITY STATE BANK & TRUST 401(K) & PROFIT SHARING PLAN | FREDERICKSBURG, TX | Investment manager | 289 | $28.0M | $7K | $0 |
| TIDAL BASIN HOLDCO LLC TIDAL BASIN HOLDCO LLC 401(K) RETIREMENT SAVINGS PLAN | UTICA, NY | Investment manager | 599 | $20.0M | $21K | $0 |
| KREBER GRAPHICS, INC. KREBER GRAPHICS, INC. 401(K) PLAN | COLUMBUS, OH | Investment manager | 107 | $19.4M | $18K | $0 |
| W.G. TOMKO, INCORPORATED W.G. TOMKO, INCORPORATED PROFIT SHARING PLAN | FINLEYVILLE, PA | Investment manager | 118 | $18.8M | $44K | $0 |
| PACIFIC INTERNATIONAL VEGETABLE MARKETING, INC. PACIFIC INTERNATIONAL VEGETABLE MARKETING, INC. 401(K) PROFIT SHARING PLAN | SALINAS, CA | Advisor / Consultant | 86 | $18.3M | $34K | $0 |
| W.G. TOMKO, INCORPORATED W.G. TOMKO, INCORPORATED PROFIT SHARING PLAN | FINLEYVILLE, PA | Investment manager | 116 | $17.3M | $42K | $0 |
| RISING PHOENIX HOLDINGS CORPORATION RISING PHOENIX HOLDINGS CORPORATION 401(K) RETIREMENT SAVINGS PLAN | UTICA, NY | Investment manager | 809 | $16.8M | $37K | $0 |
| W.G. TOMKO, INCORPORATED W.G. TOMKO, INCORPORATED PROFIT SHARING PLAN | FINLEYVILLE, PA | Investment manager | 113 | $16.3M | $20K | $0 |
| PACIFIC INTERNATIONAL VEGETABLE MARKETING, INC. PACIFIC INTERNATIONAL VEGETABLE MARKETING, INC. 401(K) PROFIT SHARING PLAN | SALINAS, CA | Advisor / Consultant | 90 | $16.0M | $26K | $0 |
| METRO IMAGING, LLC METRO IMAGING, LLC RETIREMENT PLAN | ST. LOUIS, MO | Investment manager | 85 | $15.7M | $36K | $0 |
| METRO IMAGING, LLC METRO IMAGING, LLC RETIREMENT PLAN | CREVE COEUR, MO | Investment manager | 77 | $15.7M | $32K | $0 |
| PACIFIC INTERNATIONAL VEGETABLE MARKETING, INC. PACIFIC INTERNATIONAL VEGETABLE MARKETING, INC. 401(K) PROFIT SHARING PLAN | SALINAS, CA | Advisor / Consultant | 91 | $15.3M | $18K | $0 |
| METRO IMAGING, LLC METRO IMAGING, LLC RETIREMENT PLAN | CREVE COEUR, MO | Investment manager | 70 | $13.6M | $34K | $0 |
| RISING PHOENIX HOLDINGS CORPORATION RISING PHOENIX HOLDINGS CORPORATION 401(K) RETIREMENT SAVINGS PLAN | UTICA, NY | Investment manager | 739 | $13.3M | $31K | $0 |
| DIXIE ELECTRIC COMPANY, INC. DIXIE ELECTRIC COMPANY, INC. 401(K) PLAN | MONTGOMERY, AL | Advisor / Consultant | 361 | $9.5M | $45K | $0 |
| SAPAUGH MOTORS, INC. SAPAUGH MOTORS RETIREMENT PLAN | HERCULANEUM, MO | Investment manager | 147 | $8.4M | $10K | $0 |
| DIXIE ELECTRIC COMPANY, INC. DIXIE ELECTRIC COMPANY, INC. 401(K) PLAN | MONTGOMERY, AL | Advisor / Consultant | 311 | $7.8M | $37K | $0 |
| SAPAUGH MOTORS, INC. SAPAUGH MOTORS RETIREMENT PLAN | HERCULANEUM, MO | Investment manager | 135 | $7.8M | $10K | $0 |
| HEALTHTRIO LLC HEALTHTRIO LLC 401(K) PLAN | TUCSON, AZ | Investment manager | 164 | $7.2M | $30K | $0 |
| CLEARWATER SOLUTIONS, LLC CLEARWATER SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN & TRUST | AUBURN, AL | Advisor / Consultant | 617 | $7.1M | $41K | $0 |
| CLEARWATER SOLUTIONS, LLC CLEARWATER SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN & TRUST | AUBURN, AL | Advisor / Consultant | 349 | $6.6M | $35K | $0 |
| DIXIE ELECTRIC COMPANY, INC. DIXIE ELECTRIC COMPANY, INC. 401(K) PLAN | MONTGOMERY, AL | Advisor / Consultant | 236 | $5.6M | $34K | $0 |
| HAYNES MANAGEMENT SERVICES, INC. HAYNES MANAGEMENT SERVICES, INC. 401(K) PLAN | WETUMPKA, AL | Advisor / Consultant | 522 | $4.7M | $27K | $0 |
| HAYNES MANAGEMENT SERVICES, INC. HAYNES MANAGEMENT SERVICES, INC. 401(K) PLAN | WETUMPKA, AL | Advisor / Consultant | 535 | $4.7M | $31K | $0 |
| HAYNES MANAGEMENT SERVICES, INC. HAYNES MANAGEMENT SERVICES, INC. 401(K) PLAN | WETUMPKA, AL | Advisor / Consultant | 460 | $4.1M | $25K | $0 |
| D.W. TOOL, INC. D.W. TOOL, INC. SAVINGS PLAN | JACKSON, MO | Advisor / Consultant | 131 | $3.2M | $5K | $0 |
| D.W. TOOL, INC. D.W. TOOL, INC. SAVINGS PLAN | JACKSON, MO | Advisor / Consultant | 116 | $3.1M | $19K | $0 |
| SPORCLE INC SPORCLE INC 401(K) PROFIT SHARING PLAN & TRUST | SEATTLE, WA | Advisor / Consultant | 683 | $2.8M | $16K | $0 |
| D.W. TOOL, INC. D.W. TOOL, INC. SAVINGS PLAN | JACKSON, MO | Advisor / Consultant | 110 | $2.5M | $17K | $0 |
| SPORCLE INC SPORCLE INC 401(K) PROFIT SHARING PLAN & TRUST | SEATTLE, WA | Advisor / Consultant | 771 | $2.3M | $13K | $0 |
| PATIENT ENGAGEMENT ADVISORS, LLC PATIENT ENGAGEMENT ADVISORS 401(K) PLAN | BIRMINGHAM, AL | Advisor / Consultant | 82 | $848K | $7K | $0 |
| SUN COAST RESOURCES, INC. SUN COAST RESOURCES, INC. RETIREMENT SAVINGS PLAN | HOUSTON, TX | Advisor / Consultant | 0 | $0 | $29K | $0 |
