BURNHAM GIBSON
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
133
Active participants
79,531
Total plan assets
$3.5B
Filings (rows)
135
Direct comp
$4.7M
Indirect comp
$825K
Aggregating 7 name variants under "BURNHAM GIBSON"
SERVICES PROVIDED
Advisor / Consultant97
Other38
Top plans served
Showing top 135 of 133 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ELEMENT MATERIALS TECHNOLOGY HOLDING USA INC. ELEMENT SAVINGS AND INVESTMENT PLAN | HUNTINGTON BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 2,686 | $261.4M | $75K |
| ELEMENT MATERIALS TECHNOLOGY HOLDING USA INC. ELEMENT SAVINGS AND INVESTMENT PLAN | HUNTINGTON BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 2,349 | $218.5M | $75K |
| HUMANGOOD NORCAL HUMANGOOD 401(K) PLAN | DUARTE, CA | Advisor / Consultant ADVISOR | 5,450 | $157.8M | $143K |
| VAIL HEALTH HOSPITAL VAIL HEALTH HOSPITAL RETIREMENT PLAN | VAIL, CO | Advisor / Consultant INVESTMENT ADVISORY | 1,744 | $157.2M | $0 |
| HUMANGOOD NORCAL HUMANGOOD 401(K) PLAN | DUARTE, CA | Advisor / Consultant ADVISOR | 5,047 | $135.0M | $111K |
| VAIL HEALTH HOSPITAL VAIL HEALTH HOSPITAL RETIREMENT PLAN | VAIL, CO | Advisor / Consultant INVESTMENT ADVISORY | 1,641 | $131.2M | $0 |
| TOYOTA OF ORANGE, INC. TOYOTA OF ORANGE 401(K) PLAN AND TRUST | ORANGE, CA | Advisor / Consultant INVESTMENT ADVISOR | 1,736 | $125.7M | $74K |
| HUMANGOOD NORCAL HUMANGOOD 401(K) PLAN | DUARTE, CA | Advisor / Consultant ADVISOR | 4,619 | $103.8M | $103K |
| TOYOTA OF ORANGE, INC. TOYOTA OF ORANGE 401(K) PLAN AND TRUST | ORANGE, CA | Advisor / Consultant INVESTMENT ADVISOR | 1,671 | $102.0M | $72K |
| ORANGE COAST TITLE COMPANY ORANGE COAST TITLE FAMILY OF COMPANIES EMPLOYEE SAVINGS PLAN | SANTA ANA, CA | Advisor / Consultant INVESTMENT ADVISOR | 630 | $66.1M | $91K |
| CREDIT UNION OF SOUTHERN CALIFORNIA CREDIT UNION OF SOUTHERN CALIFORNIA 401(K) PLAN AND TRUST | ANAHEIM, CA | Other PLAN SPONSOR | 429 | $55.2M | $44K |
| GRAYBILL MEDICAL GROUP, INC. GRAYBILL MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | ESCONDIDO, CA | Advisor / Consultant INVESTMENT ADVISOR | 84 | $51.2M | $17K |
| CALIFORNIA MEDICAL BUSINESS SERVICES, LLC CMBS PROFIT SHARING 401(K) PLAN | ARCADIA, CA | Other NONE | 287 | $47.1M | $62K |
| CREDIT UNION OF SOUTHERN CALIFORNIA CREDIT UNION OF SOUTHERN CALIFORNIA 401(K) PLAN AND TRUST | ANAHEIM, CA | Advisor / Consultant INVESTMENT ADVISOR | 397 | $45.8M | $10K |
| THE RAYMOND GROUP THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN | ORANGE, CA | Advisor / Consultant INVESTMENT ADVISOR | 111 | $43.9M | $75K |
| 5.11, INC. 5.11, INC. 401(K) PROFIT SHARING PLAN | COSTA MESA, CA | Advisor / Consultant ADVISOR | 866 | $41.9M | $91K |
| PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA 403(B) RETIREMENT PLAN | BURBANK, CA | Advisor / Consultant ADVISOR | 151 | $41.3M | $44K |
| CALIFORNIA MEDICAL BUSINESS SERVICES, LLC CMBS PROFIT SHARING 401(K) PLAN | ARCADIA, CA | Other NONE | 292 | $41.0M | $54K |
| RED.COM, INC. DBA RED DIGITAL CINEMA RED.COM 401(K) PLAN | FOOTHILL RANCH, CA | Advisor / Consultant ADVISOR | 206 | $39.5M | $51K |
| PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA 403(B) RETIREMENT PLAN | BURBANK, CA | Advisor / Consultant ADVISOR | 169 | $39.5M | $40K |
| CALIFORNIA MEDICAL BUSINESS SERVICES, LLC CMBS PROFIT SHARING 401(K) PLAN | ARCADIA, CA | Other NONE | 295 | $37.8M | $57K |
| SOUTHERN CALIFORNIA PRESBYTERIAN HOMES RETIREMENT PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES | DUARTE, CA | Advisor / Consultant INVESTMENT MANAGER | 197 | $35.6M | $72K |
| PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA 403(B) RETIREMENT PLAN | BURBANK, CA | Advisor / Consultant ADVISOR | 169 | $35.5M | $33K |
| PUMA BIOTECHNOLOGY, INC. PUMA BIOTECHNOLOGY, INC. 401(K) PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 184 | $34.9M | $57K |
| 5.11, INC. 5.11, INC. 401(K) PROFIT SHARING PLAN | IRVINE, CA | Advisor / Consultant ADVISOR | 792 | $34.1M | $90K |
| INTERNATIONAL EDUCATION CORPORATION INTERNATIONAL EDUCATION CORPORATION 401(K) PLAN | IRVINE, CA | Advisor / Consultant INVESTMENT ADVISORY | 2,141 | $32.3M | $0 |
| RED.COM, INC. DBA RED DIGITAL CINEMA RED.COM 401(K) PLAN | FOOTHILL RANCH, CA | Advisor / Consultant ADVISOR | 207 | $32.1M | $51K |
| SMA, INC. SMA, INC. 401(K) PLAN | IRVINE, CA | Other NONE | 171 | $31.9M | $77K |
| CUE HEALTH INC. CUE 401(K) PLAN | VOORHEES, NJ | Advisor / Consultant ADVISOR | 635 | $29.6M | $68K |
| SMA, INC. SMA, INC. 401(K) PLAN | IRVINE, CA | Other NONE | 169 | $29.2M | $66K |
| ASPEN SKILLED HEALTHCARE, INC. ASPEN SKILLED HEALTHCARE 401(K) PLAN | LAGUNA NIGUEL, CA | Other REGISTERED INVESTMENT ADV | 4,115 | $28.4M | $49K |
| ZWIFT, INC. ZWIFT, INC. 401(K) PLAN | LONG BEACH, CA | Advisor / Consultant ADVISOR | 316 | $27.9M | $66K |
| CORPORATION OF THE FINE ARTS MUSEUMS THE RETIREMENT INCOME PLAN OF THE CORPORATION OF FINE ARTS MUSEUMS | SAN FRANCISCO, CA | Advisor / Consultant INV. ADVISORY | 26 | $27.4M | $38K |
| TEACHER CREATED MATERIALS, INC TEACHER CREATED MATERIALS, INC. 401(K) PROFIT SHARING PLAN | HUNTINGTON BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 208 | $27.3M | $60K |
| FAIRMONT SCHOOLS, INC. FAIRMONT SCHOOLS, INC. 401(K) PROFIT SHARING PLAN | ANAHEIM, CA | Advisor / Consultant INVESTMENT ADVISOR | 436 | $27.2M | $66K |
| PUMA BIOTECHNOLOGY, INC. PUMA BIOTECHNOLOGY, INC. 401(K) PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 186 | $26.5M | $47K |
| CORPORATION OF THE FINE ARTS MUSEUMS THE RETIREMENT INCOME PLAN OF THE CORPORATION OF FINE ARTS MUSEUMS | SAN FRANCISCO, CA | Advisor / Consultant INV. ADVISORY | 29 | $26.3M | $39K |
| INTERNATIONAL EDUCATION CORPORATION INTERNATIONAL EDUCATION CORPORATION 401(K) PLAN | IRVINE, CA | Advisor / Consultant INVESTMENT ADVISORY | 2,239 | $26.0M | $0 |
| SMA, INC. SMA, INC. 401(K) PLAN | IRVINE, CA | Other NONE | 158 | $25.2M | $69K |
| SAC HEALTH SYSTEM SACHS RETIREMENT SAVINGS PLAN | SAN BERNARDINO, CA | Advisor / Consultant ADVISOR | 691 | $25.1M | $84K |
| AUDITBOARD, INC. AUDITBOARD, INC. 401(K) PLAN | CERRITOS, CA | Advisor / Consultant ADVISOR | 642 | $24.9M | $57K |
| VERITONE, INC. VERITONE, INC. 401(K) PLAN | DENVER, CO | Advisor / Consultant ADVISOR | 498 | $24.4M | $46K |
| SEMLER BROSSY CONSULTING GROUP, LLC SEMLER BROSSY CONSULTING GROUP, LLC 401(K) PROFIT SHARING PLAN | LOS ANGELES, CA | Other TRUST PARTNER | 99 | $24.3M | $42K |
| FAIRMONT SCHOOLS, INC. FAIRMONT SCHOOLS, INC. 401(K) PROFIT SHARING PLAN | ANAHEIM, CA | Advisor / Consultant INVESTMENT ADVISOR | 403 | $24.0M | $28K |
| SOUTHERN CALIFORNIA PRESBYTERIAN HOMES RETIREMENT PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES | DUARTE, CA | Advisor / Consultant INVESTMENT MANAGER | 21 | $23.7M | $120K |
| HANSEN & ADKINS AUTO TRANSPORT, INC HANSEN & ADKINS AUTO TRANSPORT, INC. 401(K) PROFIT SHARING PLAN & TRUST | LOS ALAMITOS, CA | Other NONE | 635 | $23.5M | $17K |
| THE CORPORATION OF FINE ARTS MUSEUMS THE CORPORATION OF FINE ARTS MUSEUMS 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 225 | $23.5M | $30K |
| TEACHER CREATED MATERIALS, INC TEACHER CREATED MATERIALS, INC. 401(K) PROFIT SHARING PLAN | HUNTINGTON BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 181 | $22.8M | $55K |
| ARCH HEALTH PARTNERS ARCH HEALTH PARTNERS 401(K) PLAN | POWAY, CA | Advisor / Consultant ADVISOR | 821 | $22.7M | $46K |
| HONOLULU FREIGHT SERVICE HONOLULU FREIGHT SERVICE 401K PLAN | SEATTLE, WA | Advisor / Consultant INVESTMENT ADVISOR | 236 | $20.8M | $51K |
| ASPEN SKILLED HEALTHCARE, INC. ASPEN SKILLED HEALTHCARE 401(K) PLAN | LAGUNA NIGUEL, CA | Other REGISTERED INVESTMENT ADV | 3,465 | $20.5M | $49K |
| SEMLER BROSSY CONSULTING GROUP, LLC SEMLER BROSSY CONSULTING GROUP, LLC 401(K) PROFIT SHARING PLAN | LOS ANGELES, CA | Other TRUST PARTNER | 100 | $19.7M | $26K |
| CUE HEALTH INC. CUE 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant ADVISOR | 1,470 | $19.7M | $42K |
| LMC ENTERPRISES LMC ENTERPRISES MONEY PURCHASE PENSION PLAN | PARAMOUNT, CA | Advisor / Consultant INVESTMENT ADVISOR | 117 | $19.5M | $44K |
| ZWIFT, INC. ZWIFT, INC. 401(K) PLAN | LONG BEACH, CA | Advisor / Consultant ADVISOR | 348 | $18.8M | $57K |
| THE CORPORATION OF FINE ARTS MUSEUMS THE CORPORATION OF FINE ARTS MUSEUMS 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 237 | $18.5M | $29K |
| G & M OIL CO., INC. G & M OIL CO., INC. RETIREMENT SAVINGS PLAN | HUNTINGTON BEACH, CA | Advisor / Consultant INVESTMENT ADVISORY | 1,123 | $18.4M | $0 |
| COSWAY COMPANY, INC. 401(K) PLAN OF COSWAY COMPANY, INC. | CARSON, CA | Other SERVICE PROVIDER | 162 | $18.1M | $0 |
| HONOLULU FREIGHT SERVICE HONOLULU FREIGHT SERVICE 401K PLAN | SEATTLE, WA | Advisor / Consultant INVESTMENT ADVISOR | 107 | $17.9M | $43K |
| SUNWEST BANK SUNWEST BANK 401(K) PROFIT SHARING PLAN | IRVINE, CA | Advisor / Consultant INVESTMENT ADVISORY | 262 | $17.9M | $50K |
| COSWAY COMPANY, INC. 401(K) PLAN OF COSWAY COMPANY, INC. | CARSON, CA | Other SERVICE PROVIDER | 161 | $17.2M | $0 |
| ARCH HEALTH PARTNERS ARCH HEALTH PARTNERS 401(K) PLAN | POWAY, CA | Advisor / Consultant ADVISOR | 771 | $17.1M | $8K |
| LMC ENTERPRISES LMC ENTERPRISES MONEY PURCHASE PENSION PLAN | PARAMOUNT, CA | Other SERVICE PROVIDER | 110 | $16.8M | $0 |
| LMC ENTERPRISES LMC ENTERPRISES MONEY PURCHASE PENSION PLAN | PARAMOUNT, CA | Advisor / Consultant INVESTMENT ADVISOR | 110 | $16.8M | $24K |
| HAPPY MONEY, INC. HAPPY MONEY 401(K) PLAN | TUSTIN, CA | Advisor / Consultant ADVISOR | 223 | $15.8M | $50K |
| G & M OIL CO., INC. G & M OIL CO., INC. RETIREMENT SAVINGS PLAN | HUNTINGTON BEACH, CA | Advisor / Consultant INVESTMENT ADVISORY | 1,041 | $15.7M | $0 |
| VERITONE, INC. VERITONE, INC. 401(K) PLAN | DENVER, CO | Advisor / Consultant ADVISOR | 458 | $15.6M | $50K |
| PEREGRINE PERMANENT MANAGEMENT, LLC PEREGRINE HOSPITALITY - WEST 401(K) PLAN | DENVER, CO | Other RETAINED BY CLIENT | 1,112 | $15.5M | $29K |
| INTERNATIONAL BAY CLUBS, LLC INTERNATIONAL BAY CLUBS, LLC SAVINGS AND RETIREMENT PLAN | NEWPORT BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 402 | $15.2M | $42K |
| LMC ENTERPRISES LMC ENTERPRISES 401(K) PLAN | PARAMOUNT, CA | Advisor / Consultant INVESTMENT ADVISOR | 125 | $14.4M | $32K |
| INTERNATIONAL BAY CLUBS, LLC INTERNATIONAL BAY CLUBS, LLC SAVINGS AND RETIREMENT PLAN | NEWPORT BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 359 | $14.0M | $42K |
| SUNWEST BANK SUNWEST BANK 401(K) PROFIT SHARING PLAN | IRVINE, CA | Other INVESTMENT/FINANCIAL ADVI | 225 | $13.8M | $47K |
| HAPPY MONEY, INC. HAPPY MONEY 401(K) PLAN | TUSTIN, CA | Advisor / Consultant ADVISOR | 459 | $13.8M | $46K |
| SUN WEST MORTGAGE COMPANY, INC. SUN WEST MORTGAGE CO., 401(K) PLAN | CERRITOS, CA | Advisor / Consultant ADVISOR | 329 | $13.5M | $43K |
| CODE FOR AMERICA LABS, INC. CODE FOR AMERICA 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 173 | $13.5M | $37K |
| SKY VENTURE MANAGEMENT, LLC IFLY 401(K) PLAN | AUSTIN, TX | Advisor / Consultant INVESTMENT ADVISORY | 617 | $13.1M | $0 |
| PEREGRINE PERMANENT MANAGEMENT, LLC PEREGRINE HOSPITALITY 401(K) PLAN | DENVER, CO | Other RETAINED BY EMPLOYER | 73 | $12.7M | $30K |
| PATRIOT COMMUNICATIONS LLC PATRIOT COMMUNICATIONS - US INTERNATIONAL MEDIA RETIREMENT PLAN | LOS ANGELES, CA | Advisor / Consultant INVESTMENT ADVISOR | 103 | $12.6M | $43K |
| CELERIUM INC. CELERIUM INC. 401(K) PLAN | TORRANCE, CA | Advisor / Consultant INVESTMENT ADVISOR | 40 | $12.6M | $39K |
| AUDITBOARD, INC. AUDITBOARD, INC. 401(K) PLAN | CERRITOS, CA | Advisor / Consultant ADVISOR | 545 | $12.2M | $41K |
| SUN WEST MORTGAGE COMPANY, INC. SUN WEST MORTGAGE CO., 401(K) PLAN | CERRITOS, CA | Advisor / Consultant ADVISOR | 359 | $12.0M | $53K |
| LMC ENTERPRISES LMC ENTERPRISES 401(K) PLAN | PARAMOUNT, CA | Other SERVICE PROVIDER | 125 | $12.0M | $0 |
| LMC ENTERPRISES LMC ENTERPRISES 401(K) PLAN | PARAMOUNT, CA | Advisor / Consultant INVESTMENT ADVISOR | 125 | $12.0M | $18K |
| AMWEST FUNDING CORP. AMWEST FUNDING CORP. 401(K) PLAN AND TRUST | BREA, CA | Other SERVICE PROVIDER | 138 | $11.5M | $0 |
| KSL/MS MANAGEMENT, LLC KSL RESORTS 401(K) PLAN | LA QUINTA, CA | Other RETAINED BY EMPLOYER | 47 | $11.5M | $27K |
| PATRIOT COMMUNICATIONS LLC PATRIOT COMMUNICATIONS - US INTERNATIONAL MEDIA RETIREMENT PLAN | LOS ANGELES, CA | Advisor / Consultant INVESTMENT ADVISOR | 113 | $11.5M | $42K |
| SSD MANAGEMENT II LLC KSL RESORTS - WEST 401(K) PLAN | SAN DIEGO, CA | Other RETAINED BY CLIENT | 975 | $10.8M | $18K |
| ARLOZOROV9, INC. ALMA 401(K) RETIREMENT PLAN AND TRUST | BROOKLYN, NY | Other INVESTMENT/FINANCIAL ADVI | 560 | $10.7M | $18K |
| GOLDEN RAIN FOUNDATION GOLDEN RAIN FOUNDATION 401(K) PLAN | SEAL BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 187 | $10.7M | $34K |
| SENTINEL OFFENDER SERVICES, LLC SENTINEL 401(K) AND PROFIT SHARING PLAN | ANAHEIM, CA | Advisor / Consultant INVESTMENT ADVISORY PLAN | 283 | $10.3M | $30K |
| SKY VENTURE MANAGEMENT, LLC IFLY 401(K) PLAN | AUSTIN, TX | Advisor / Consultant INVESTMENT ADVISORY | 663 | $10.2M | $0 |
| GOLDEN RAIN FOUNDATION GOLDEN RAIN FOUNDATION 401(K) PLAN | SEAL BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 170 | $9.5M | $37K |
| CODE FOR AMERICA LABS, INC. CODE FOR AMERICA 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 198 | $9.2M | $6K |
| AMWEST FUNDING CORP. AMWEST FUNDING CORP. 401(K) PLAN AND TRUST | BREA, CA | Other SERVICE PROVIDER | 140 | $9.2M | $0 |
| CODE FOR AMERICA LABS, INC. CODE FOR AMERICA 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 0 | $9.1M | $6K |
| SMARTSTOP STORAGE ADVISORS, LLC SMARTSTOP STORAGE ADVISORS 401(K) PLAN | LADERA RANCH, CA | Advisor / Consultant ADVISOR | 426 | $8.8M | $24K |
| SEABREEZE MANAGEMENT COMPANY, INC. SEABREEZE RETIREMENT SAVINGS PLAN | ALISO VIEJO, CA | Other NONE | 581 | $8.7M | $24K |
| KADIANT, LLC KADIANT'S LIVING YOUR ABSOLUTE BEST RETIREMENT LIFE 401(K) PLAN | PASADENA, CA | Advisor / Consultant ADVISOR | 589 | $8.3M | $49K |
| SENTINEL OFFENDER SERVICES, LLC SENTINEL 401(K) AND PROFIT SHARING PLAN | ANAHEIM, CA | Advisor / Consultant INVESTMENT ADVISORY PLAN | 287 | $8.2M | $28K |
| KADIANT, LLC LIVING YOUR BEST RETIREMENT LIFE 401(K) PLAN | LAKEWOOD, NJ | Advisor / Consultant ADVISOR | 1,237 | $8.0M | $21K |
| PEREGRINE PERMANENT MANAGEMENT, LLC PEREGRINE HOSPITALITY -EAST 401(K) PLAN | DENVER, CO | Other RETAINED BY EMPLOYER | 904 | $7.6M | $17K |
| SKY VENTURE MANAGEMENT, LLC IFLY 401(K) PLAN | AUSTIN, TX | Advisor / Consultant INVESTMENT ADVISORY | 559 | $7.4M | $0 |
| AGILITY DGS HOLDINGS, INC. AGILITY DGS 401K PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISORY | 29 | $7.4M | $11K |
| SOLHEIM LUTHERAN HOME SOLHEIM LUTHERAN HOME 403(B) RETIREMENT PLAN | LOS ANGELES, CA | Advisor / Consultant CONSULTANT | 158 | $7.2M | $17K |
| SOLHEIM LUTHERAN HOME SOLHEIM LUTHERAN HOME 403(B) RETIREMENT PLAN | LOS ANGELES, CA | Advisor / Consultant CONSULTANT | 134 | $6.9M | $22K |
| CMBK RESORT OPERATIONS, LLC CAMELBACK RESORT 401(K) PLAN | TANNERSVILLE, PA | Other RETAINED BY EMPLOYER | 800 | $6.3M | $14K |
| SEABREEZE MANAGEMENT COMPANY, INC. SEABREEZE RETIREMENT SAVINGS PLAN | ALISO VIEJO, CA | Advisor / Consultant INVESTMENT ADVISOR | 483 | $6.2M | $13K |
| SSD MANAGEMENT II LLC KSL RESORTS - WEST 401(K) PLAN | SAN DIEGO, CA | Other RETAINED BY CLIENT | 702 | $6.2M | $8K |
| SMARTSTOP STORAGE ADVISORS, LLC SMARTSTOP STORAGE ADVISORS 401(K) PLAN | LADERA RANCH, CA | Advisor / Consultant ADVISOR | 383 | $6.1M | $28K |
| ARLOZOROV9, INC. ALMA 401(K) RETIREMENT PLAN AND TRUST | BROOKLYN, NY | Other INVESTMENT/FINANCIAL ADVI | 617 | $6.0M | $10K |
| COAST SIGN, INC. COAST SIGN, INC. 401K PLAN | ANAHEIM, CA | Other INVESTMENT/FINANCIAL ADVI | 155 | $5.9M | $26K |
| AMEN CLINICS, INC. AMEN CLINICS, INC. 401(K) PLAN | COSTA MESA, CA | Advisor / Consultant INVESTMENT ADVISOR | 286 | $5.4M | $20K |
| CMBK RESORT OPERATIONS, LLC CAMELBACK RESORT 401(K) PLAN | TANNERSVILLE, PA | Other RETAINED BY EMPLOYER | 900 | $5.3M | $13K |
| TUBESCIENCE USA, INC. TUBESCIENCE USA, INC. 401K PLAN | LOS ANGELES, CA | Other SERVICE PROVIDER | 116 | $5.2M | $0 |
| COAST SIGN, INC. COAST SIGN, INC. 401K PLAN | ANAHEIM, CA | Other INVESTMENT/FINANCIAL ADVI | 144 | $5.2M | $22K |
| LINDORA WELLNESS INCORPORATED LINDORA WELLNESS, INC. 401(K) PLAN | IRVINE, CA | Advisor / Consultant ADVISOR | 161 | $4.9M | $24K |
| LINDORA WELLNESS INCORPORATED LINDORA WELLNESS, INC. 401(K) PLAN | IRVINE, CA | Advisor / Consultant ADVISOR | 187 | $4.7M | $28K |
| TUBESCIENCE USA, INC. TUBESCIENCE USA, INC. 401K PLAN | LOS ANGELES, CA | Other SERVICE PROVIDER | 124 | $4.2M | $0 |
| COAST SIGN, INC. COAST SIGN, INC. 401K PLAN | ANAHEIM, CA | Other INVESTMENT/FINANCIAL ADVI | 143 | $4.2M | $16K |
| ORDERMARK INC. NEXTBITE 401(K) PLAN | CULVER CITY, CA | Advisor / Consultant ADVISOR | 217 | $3.9M | $6K |
| PETERSEN AUTOMOTIVE MUSEUM FOUNDATION PETERSEN AUTOMOTIVE MUSEUM FOUNDATION 401K PLAN | LOS ANGELES, CA | Other NONE | 138 | $3.9M | $17K |
| GLEN IVY HOT SPRINGS GLEN IVY HOT SPRINGS RETIREMENT SAVINGS PLAN | CORONA, CA | Advisor / Consultant ADVISOR | 279 | $3.8M | $16K |
| AMEN CLINICS, INC. AMEN CLINICS, INC. 401(K) PLAN | COSTA MESA, CA | Advisor / Consultant INVESTMENT ADVISOR | 278 | $3.7M | $8K |
| SAN DIEGO SERVICES, LLC DBA PARAGON SERVICES ENGINEERING PARAGON SERVICES ENGINEERING 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant ADVISOR | 145 | $3.4M | $23K |
| INTERNATIONAL BAY CLUBS, LLC BALBOA BAY CLUB BARGAINING UNIT PLAN | NEWPORT BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 317 | $3.3M | $9K |
| TUBESCIENCE USA, INC. TUBESCIENCE USA, INC. 401K PLAN | LOS ANGELES, CA | Other SERVICE PROVIDER | 129 | $3.0M | $0 |
| GLEN IVY HOT SPRINGS GLEN IVY HOT SPRINGS RETIREMENT SAVINGS PLAN | CORONA, CA | Advisor / Consultant ADVISOR | 230 | $2.9M | $15K |
| INTERNATIONAL BAY CLUBS, LLC BALBOA BAY CLUB BARGAINING UNIT PLAN | NEWPORT BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 199 | $2.8M | $8K |
| WLC ARCHITECTS, INC. WLC ARCHITECTS, INC. 401(K) RETIREMENT PLAN | RANCHO CUCAMONGA, CA | Advisor / Consultant INVESTMENT ADVISORY | 82 | $2.7M | $0 |
| 25 7 MEDIA HOLDINGS LLC 25 7 MEDIA HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 42 | $2.5M | $13K |
| SCHEU MANAGEMENT CORPORATION SCHEU COMPANIES PROFIT SHARING 401(K) PLAN | UPLAND, CA | Other NONE | 32 | $2.5M | $20K |
| DAMATO ASSOCIATES, INC. DAMATO ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | SAN JUAN CAPISTRANO, CA | Advisor / Consultant INVESTMENT ADVISOR | 80 | $1.5M | $7K |
| CALIFORNIA EYE SPECIALISTS MED CALIFORNIA EYE SPECIALISTS 401 K PROFIT SHARING PLAN TRUST | CHINO, CA | Advisor / Consultant ADVISOR | 288 | $1.3M | $0 |
| LEVITY LIVE LLC LEVITY LIVE LLC 401(K) PROFIT SHARING PLAN & TRUST | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 605 | $798K | $8K |
| SOUTHERN CALIFORNIA PRESBYTERIAN HOMES RETIREMENT PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES | DUARTE, CA | Advisor / Consultant INVESTMENT MANAGER | 0 | $0 | $37K |