CADARET GRANT
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
142
Active participants
562,723
Total plan assets
$36.0B
Filings (rows)
146
Direct comp
$3.2M
Indirect comp
$1.5M
Aggregating 7 name variants under "CADARET GRANT"
SERVICES PROVIDED
Advisor / Consultant65
Other54
Broker24
Top plans served
Showing top 146 of 142 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 68,206 | $9.2B | $6K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 65,407 | $7.5B | $51K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 54,690 | $6.3B | $24K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.7B | $30K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.1B | $15K |
| PRINCIPAL LIFE INSURANCE COMPANY THRIVEWISE POOLED EMPLOYER PLAN | DES MOINES, IA | Advisor / Consultant CONSULTANT | 8,218 | $996.9M | $42K |
| PRINCIPAL LIFE INSURANCE COMPANY THRIVEWISE POOLED EMPLOYER PLAN | DES MOINES, IA | Advisor / Consultant CONSULTANT | 7,894 | $864.6M | $31K |
| PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISORY | 161,040 | $650.9M | $13K |
| PRINCIPAL LIFE INSURANCE COMPANY THRIVEWISE POOLED EMPLOYER PLAN | DES MOINES, IA | Advisor / Consultant CONSULTANT | 6,228 | $588.4M | $13K |
| PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISORY | 106,368 | $384.2M | $8K |
| BUFFALO MEDICAL GROUP P.C. BUFFALO MEDICAL GROUP, P.C. 401K PROFIT SHARING AND PENSION PLAN | BUFFALO, NY | Advisor / Consultant INVESTMENT ADVISOR | 977 | $217.9M | $10K |
| UNITED WHOLESALE MORTGAGE, LLC UNITED WHOLESALE MORTGAGE, LLC PROFIT SHARING PLAN AND TRUST | PONTIAC, MI | Advisor / Consultant ADVISOR | 9,098 | $195.0M | $157K |
| UNITED WHOLESALE MORTGAGE, LLC UNITED WHOLESALE MORTGAGE, LLC PROFIT SHARING PLAN AND TRUST | PONTIAC, MI | Advisor / Consultant ADVISOR | 6,182 | $149.8M | $120K |
| UNITED WHOLESALE MORTGAGE, LLC UNITED WHOLESALE MORTGAGE, LLC PROFIT SHARING PLAN AND TRUST | PONTIAC, MI | Advisor / Consultant ADVISOR | 5,814 | $111.3M | $111K |
| STARK TECH OPERATING COMPANY LLC STARK TECH 401(K) PROFIT SHARING PLAN | TONAWANDA, NY | Advisor / Consultant INVESTMENT ADVISOR | 591 | $72.9M | $83K |
| OSWEGO HEALTH OSWEGO HEALTH 403(B) RETIREMENT PLAN | OSWEGO, NY | Other NONE | 1,380 | $67.8M | $104K |
| STARK TECH OPERATING COMPANY LLC STARK TECH 401(K) PROFIT SHARING PLAN | TONAWANDA, NY | Advisor / Consultant INVESTMENT ADVISOR | 582 | $64.7M | $81K |
| OSWEGO HEALTH OSWEGO HEALTH 403(B) RETIREMENT PLAN | OSWEGO, NY | Other NONE | 1,255 | $58.3M | $120K |
| SOUTHERN CHAMPION TRAY, L P SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS AND RETIREMENT PLAN | CHATTANOOGA, TN | Other OTHER | 898 | $55.4M | $13K |
| STARK TECH OPERATING COMPANY LLC STARK TECH 401(K) PROFIT SHARING PLAN | TONAWANDA, NY | Advisor / Consultant INVESTMENT ADVISOR | 572 | $50.7M | $76K |
| SOUTHERN CHAMPION TRAY, L P SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS AND RETIREMENT PLAN | CHATTANOOGA, TN | Advisor / Consultant INVESTMENT ADVISOR | 914 | $49.1M | $47K |
| ROME MEMORIAL HOSPITAL, INC. RETIREMENT PLAN OF ROME MEMORIAL HOSPITAL, INC. | ROME, NY | Broker BROKER/ADVISER | 760 | $47.7M | $0 |
| COMPUNNEL SOFTWARE GROUP INC COMPUNNEL SOFTWARE GROUP INC 401(K) PLAN | PRINCETON, NJ | Other INVESTMENT/FINANCIAL ADVI | 2,340 | $44.9M | $93K |
| ROME MEMORIAL HOSPITAL, INC. RETIREMENT PLAN OF ROME MEMORIAL HOSPITAL, INC. | ROME, NY | Broker BROKER | 1,108 | $44.5M | $0 |
| BCTGM ATLANTIC PROFIT SHARING PLAN BCTGM ATLANTIC PROFIT SHARING FUND | HORSHAM, PA | Advisor / Consultant INVESTMENT ADVISOR | 1,170 | $43.8M | $85K |
| SCTRAY COMPANY SOUTHERN CHAMPION TRAY LP, 401K SAVINGS AND RETIREMENT PLAN | CHATTANOOGA, TN | Advisor / Consultant INVESTMENT ADVISOR | 862 | $42.1M | $22K |
| ROME MEMORIAL HOSPITAL, INC. RETIREMENT PLAN OF ROME MEMORIAL HOSPITAL, INC. | ROME, NY | Broker BROKER/ADVISER | 756 | $42.0M | $0 |
| BCTGM ATLANTIC PROFIT SHARING FUND BCTGM ATLANTIC PROFIT SHARING FUND | HORSHAM, PA | Advisor / Consultant INVESTMENT ADVISOR | 1,194 | $39.2M | $77K |
| COMPUNNEL SOFTWARE GROUP INC COMPUNNEL SOFTWARE GROUP INC 401(K) PROFIT SHARING PLAN | PLAINSBORO TOWNSHIP, NJ | Other INVESTMENT/FINANCIAL ADVI | 2,448 | $36.0M | $83K |
| TRUSTEES OF BCTGM ATLANTIC PROFIT SHARING FUND BCTGM ATLANTIC PROFIT SHARING FUND | HORSHAM, PA | Advisor / Consultant INVESTMENT ADVISOR | 1,335 | $33.4M | $74K |
| ADMA BIOLOGICS, INC. ADMA BIOLOGICS, INC. 401(K) PLAN | BOCA RATON, FL | Broker BROKER | 653 | $32.6M | $0 |
| BD OF TRUSTEES BCTGM LOCAL 53 HEALTH BENEFITS FUND BCTGM LOCAL 53 HEALTH BENEFITS FUND | CLIFTON, NJ | Other | 1,573 | $29.7M | $62K |
| TRIANGLE MANUFACTURING CO., INC. TRIANGLE MANUFACTURING CO., INC. SAVINGS AND INVESTMENT PLAN | UPPER SADDLE RIVER, NJ | Other INVESTMENT/FINANCIAL ADVI | 214 | $28.9M | $23K |
| CITIZEN ADVOCATES, INC. CITIZEN ADVOCATES, INC. 401(K) PLAN | MALONE, NY | Other SERVICE PROVIDER | 666 | $28.9M | $0 |
| ADMA BIOLOGICS, INC. ADMA BIOLOGICS, INC. 401(K) PLAN | BOCA RATON, FL | Broker BROKER | 612 | $27.1M | $0 |
| CANCER CARE NORTHWEST CENTERS, P.S. CANCER CARE NORTHWEST CENTERS, P.S. 401(K) PLAN | SPOKANE VALLEY, WA | Other OTHER SERVICES | 262 | $25.9M | $0 |
| CANCER CARE NORTHWEST CENTERS, P.S. CANCER CARE NORTHWEST CENTERS, P.S. 401(K) PLAN | SPOKANE VALLEY, WA | Other OTHER SERVICES | 259 | $25.2M | $0 |
| BD OF TRUSTEES BCTGM LOCAL 53 HEALTH BENEFITS FUND BCTGM LOCAL 53 HEALTH BENEFITS FUND | RUTHERFORD, NJ | Other | 1,685 | $25.0M | $55K |
| CITIZEN ADVOCATES, INC. CITIZEN ADVOCATES, INC. 401(K) PLAN | MALONE, NY | Other SERVICE PROVIDER | 721 | $24.5M | $0 |
| CANCER CARE NORTHWEST CENTERS, P.S. CANCER CARE NORTHWEST CENTERS, P.S. 401(K) PLAN | SPOKANE VALLEY, WA | Other OTHER SERVICES | 255 | $21.9M | $0 |
| ADMA BIOLOGICS, INC. ADMA BIOLOGICS, INC. 401(K) PLAN | BOCA RATON, FL | Broker BROKER | 596 | $20.7M | $0 |
| PINE PHARMACY AND HOME CARE PRODUCTS CENTER INC DBA PINE PHARMACY PINE COMPANIES 401(K) PLAN | TONAWANDA, NY | Broker BROKER/ADVISO R | 167 | $18.3M | — |
| PINE PHARMACY AND HOME CARE PRODUCTS CENTER INC DBA PINE PHARMACY PINE COMPANIES 401(K) PLAN | TONAWANDA, NY | Advisor / Consultant INVESTMENT ADVISORY | 167 | $18.3M | $0 |
| I.D. SYSTEMS, INC. I.D. SYSTEMS, INC. 401K PLAN | WOODCLIFF LAKE, NJ | Other INVESTMENT/FINANCIAL ADVI | 144 | $18.1M | $39K |
| BOARD OF TRUSTEES BCTGM ATLANTIC HEALTH AND WELFARE FUND BCTGM ATLANTIC HEALTH AND WELFARE FUND | OZONE PARK, NY | Advisor / Consultant INVESTMENT MANAGER | 434 | $18.1M | $167K |
| BD OF TRUSTEES BCTGM LOCAL 53 HEALTH BENEFITS FUND BCTGM LOCAL 53 HEALTH BENEFITS FUND | RUTHERFORD, NJ | Other | 1,633 | $17.9M | $15K |
| PORT IMPERIAL FERRY CORP. PORT IMPERIAL FERRY CORP. 401(K) PLAN | WEEHAWKEN, NJ | Other INVESTMENT/FINANCIAL ADVI | 168 | $16.4M | $26K |
| MORTGAGE INDUSTRY ADVISORY CORPORATION MIAC ANALYTICS 401(K) PLAN | NEW YORK, NY | Other NONE | 89 | $16.3M | $52K |
| MASCHMEYER CONCRETE COMPANY OF FLORIDA MASCHMEYER CONCRETE COMPANY 401(K) PLAN | LAKE PARK, FL | Other SERVICE PROVIDER | 653 | $15.5M | $0 |
| T.L. CANNON CORPORATION T.L. CANNON 401(K) PLAN | PONTE VEDRA BEACH, FL | Advisor / Consultant ADVISOR | 1,475 | $15.5M | $0 |
| PINE PHARMACY AND HOME CARE PRODUCTS CENTER INC. DBA PINE PHARMACY PINE COMPANIES 401(K) PLAN | TONAWANDA, NY | Broker BROKER/ADVISO R | 220 | $15.1M | $0 |
| I.D. SYSTEMS, INC. I.D. SYSTEMS, INC. 401(K) PLAN | WOODCLIFF LAKE, NJ | Other INVESTMENT/FINANCIAL ADVI | 115 | $14.9M | $32K |
| HANES SUPPLY, INC. HANES SUPPLY, INC. 401(K) PLAN | BUFFALO, NY | Other INVESTMENT/FINANCIAL ADVI | 180 | $14.7M | $8K |
| ORVILLE'S APPLIANCE, INC. ORVILLE'S APPLIANCE, INC. 401(K) PLAN | LANCASTER, NY | Advisor / Consultant ADVISOR | 166 | $14.6M | $0 |
| NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. ERISA 403(B) PLAN | PULASKI, NY | Advisor / Consultant INVESTMENT ADVISOR | 305 | $14.5M | $30K |
| MORTGAGE INDUSTRY ADVISORY CORPORATION MIAC ANALYTICS 401(K) PLAN | NEW YORK, NY | Other NONE | 81 | $14.5M | $50K |
| C & J INDUSTRIES, INC. C & J INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | MEADVILLE, PA | Advisor / Consultant ADVISOR | 271 | $14.4M | $13K |
| BOARD OF TRUSTEES BCTGM ATLANTIC HEALTH AND WELFARE FUND BCTGM ATLANTIC HEALTH AND WELFARE FUND | OZONE PARK, NY | Advisor / Consultant INVESTMENT MANAGER | 422 | $14.2M | $145K |
| PIPP MOBILE STORAGE SYSTEMS, INC PIPP MOBILE STORAGE SYSTEMS 401(K) RETIREMENT PLAN | WALKER, MI | Advisor / Consultant ADVISOR | 143 | $14.2M | $0 |
| PORT IMPERIAL FERRY CORP. PORT IMPERIAL FERRY CORP. 401(K) PLAN | WEEHAWKEN, NJ | Other INVESTMENT/FINANCIAL ADVI | 161 | $13.7M | $24K |
| SIMUTECH GROUP, INC. SIMUTECH GROUP, INC. 401(K) PLAN | ROCHESTER, NY | Broker BROKER/ADVISER | 110 | $13.7M | $0 |
| WIRELESS VISION, LLC WIRELESS VISION, LLC 401(K) PLAN | BLOOMFIELD HILLS, MI | Advisor / Consultant INVESTMENT ADVISORY | 2,083 | $13.7M | $0 |
| TAYLOR DEVICES, INC. TAYLOR DEVICES, INC. 401(K) PLAN | NORTH TONAWANDA, NY | Advisor / Consultant ADVISOR | 126 | $12.9M | $8K |
| WIRELESS VISION, LLC WIRELESS VISION, LLC 401(K) PLAN | BLOOMFIELD HILLS, MI | Advisor / Consultant INVESTMENT ADVISORY | 1,663 | $12.8M | $0 |
| PORT IMPERIAL FERRY CORP. PORT IMPERIAL FERRY CORP. 401(K) PLAN | WEEHAWKEN, NJ | Other INVESTMENT/FINANCIAL ADVI | 165 | $12.7M | $25K |
| BROTHERS OF MERCY NURSING HOME COMPANY, INC. DBA BROTHERS OF MERCY NUR BROTHERS OF MERCY RETIREMENT SAVINGS PLAN | CLARENCE, NY | Broker BROKER/DEALER | 541 | $12.5M | — |
| C & J INDUSTRIES, INC. C & J INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | MEADVILLE, PA | Advisor / Consultant ADVISOR | 282 | $12.5M | $11K |
| PIPP MOBILE STORAGE SYSTEMS, INC PIPP MOBILE STORAGE SYSTEMS 401(K) RETIREMENT PLAN | WALKER, MI | Advisor / Consultant ADVISOR | 156 | $12.4M | $0 |
| I.D. SYSTEMS, INC. I.D. SYSTEMS, INC. 401(K) PLAN | WOODCLIFF LAKE, NJ | Other INVESTMENT/FINANCIAL ADVI | 123 | $12.3M | $34K |
| MORTGAGE INDUSTRY ADVISORY CORP MIAC ANALYTICS 401(K) PLAN | NEW YORK, NY | Other NONE | 135 | $12.2M | $50K |
| MASCHMEYER CONCRETE COMPANY OF FLORIDA MASCHMEYER CONCRETE COMPANY 401(K) PLAN | LAKE PARK, FL | Other SERVICE PROVIDER | 577 | $12.0M | $0 |
| SIMUTECH GROUP, INC. SIMUTECH GROUP, INC. 401(K) PLAN | ROCHESTER, NY | Broker BROKER/ADVISER | 103 | $11.7M | $0 |
| CHEER PACK NORTH AMERICA LLC CHEER PACK NORTH AMERICA 401(K) PLAN | WEST BRIDGEWATER, MA | Other OTHER SERVICES | 221 | $11.4M | $0 |
| NORTHERN OSWEGO COUNTY HEALTH SERVICES NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. ERISA 403(B) PLAN | PULASKI, NY | Advisor / Consultant INVESTMENT ADVISOR | 215 | $11.4M | $27K |
| BROTHERS OF MERCY NURSING HOME COMPANY, INC. DBA BROTHERS OF MERCY NUR BROTHERS OF MERCY RETIREMENT SAVINGS PLAN | CLARENCE, NY | Broker BROKER/DEALER | 434 | $11.3M | $0 |
| PREMIO FOODS, INC. PREMIO FOODS, INC. 401(K) PLAN | HAWTHORNE, NJ | Other INVESTMENT/FINANCIAL ADVI | 591 | $11.2M | $25K |
| C & J INDUSTRIES, INC. C & J INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | MEADVILLE, PA | Advisor / Consultant ADVISOR | 236 | $11.2M | $12K |
| MED EXCEL USA, INC. MED EXCEL USA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW WINDSOR, NY | Broker BROKER/DEALER | 340 | $11.1M | — |
| CLEVELAND BAKERS AND AFFILIATED UNIONS 401(K) PLAN CLEVELAND BAKERS AND AFFILIATED UNIONS 401(K) PLAN | VALLEY VIEW, OH | Advisor / Consultant INVESTMENT MANAGER | 3,301 | $10.9M | $75K |
| BOARD OF TRUSTEES BCTGM ATLANTIC HEALTH AND WELFARE FUND BCTGM ATLANTIC HEALTH AND WELFARE FUND | OZONE PARK, NY | Advisor / Consultant INVESTMENT MANAGER | 416 | $10.9M | $131K |
| BROTHERS OF MERCY NURSING HOME COMPANY, INC. DBA BROTHERS OF MERCY NUR BROTHERS OF MERCY RETIREMENT SAVINGS PLAN | CLARENCE, NY | Broker BROKER/DEALER | 414 | $10.8M | — |
| PINE PHARMACY AND HOME CARE PRODUCTS CENTER INC. DBA PINE PHARMACY PINE COMPANIES 401(K) PLAN | WILLIAMSVILLE, NY | Broker BROKER/ADVISO R | 181 | $10.6M | $0 |
| MED EXCEL USA, INC. MED EXCEL USA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW WINDSOR, NY | Broker BROKER/DEALER | 341 | $10.5M | $0 |
| ARIES GLOBAL LOGISTICS, INC. ARIES GLOBAL LOGISTICS, INC. 401(K) PLAN | FRANKLIN SQUARE, NY | Other INVESTMENT PROVIDER | 193 | $10.2M | $0 |
| FIRST CONSULTING, INC. FIRST CONSULTING, INC. 401(K) SAVINGS PLAN | ROCHESTER, NY | Broker BROKER/DEALER | 87 | $10.1M | $0 |
| SIMUTECH GROUP, INC. SIMUTECH GROUP, INC. 401(K) PLAN | ROCHESTER, NY | Broker BROKER/ADVISER | 103 | $10.0M | $0 |
| PIPP MOBILE STORAGE SYSTEMS, INC PIPP MOBILE STORAGE SYSTEMS 401(K) RETIREMENT PLAN | WALKER, MI | Advisor / Consultant ADVISOR | 135 | $9.9M | $0 |
| PREMIO FOODS, INC. PREMIO FOODS, INC. 401(K) PLAN | HAWTHORNE, NJ | Other INVESTMENT/FINANCIAL ADVI | 657 | $9.7M | $15K |
| RITZ SAFETY LLC RITZ SAFETY LLC 401 K PROFIT SHARING PLAN TRUST | DAYTON, OH | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 262 | $9.7M | $5K |
| UNITED HELPERS MANAGEMENT COMPANY, INC. UNITED HELPERS 401(K) RETIREMENT PLAN | OGDENSBURG, NY | Broker BROKER | 566 | $8.7M | $0 |
| CLEVELAND BAKERS AND AFFILIATED UNION 401(K) PLAN CLEVELAND BAKERS AND AFFILIATED UNIONS 401(K) PLAN | VALLEY VIEW, OH | Advisor / Consultant INVESTMENT MANAGER | 1,835 | $8.6M | $52K |
| MASCHMEYER CONCRETE COMPANY OF FLORIDA MASCHMEYER CONCRETE COMPANY 401(K) PLAN | LAKE PARK, FL | Other SERVICE PROVIDER | 477 | $8.6M | $0 |
| ACCOUNTINGDEPARTMENT.COM, LLC ACCOUNTINGDEPARTMENT.COM, LLC 401(K) PLAN | NAPLES, FL | Other NONE | 172 | $8.3M | $0 |
| AREA AGENCY ON AGING DISTRICT 7 AREA AGENCY ON AGING DISTRICT 7 403B PLAN | JACKSON, OH | Other INVESTMENT | 193 | $8.3M | $39K |
| ICM CONTROLS CORP ICM CORP. 401(K) PROFIT SHARING PLAN | NORTH SYRACUSE, NY | Advisor / Consultant ADVISOR | 192 | $8.0M | $9K |
| UNITED HELPERS MANAGEMENT COMPANY, INC. UNITED HELPERS 401(K) RETIREMENT PLAN | OGDENSBURG, NY | Broker BROKER | 527 | $7.9M | $0 |
| ICM CONTROLS CORP ICM CORP. 401(K) PROFIT SHARING PLAN | NORTH SYRACUSE, NY | Advisor / Consultant ADVISOR | 141 | $7.8M | $9K |
| RELIANCE PARTNERS, LLC RELIANCE PARTNERS, LLC | CHATTANOOGA, TN | Broker BROKER | 242 | $7.5M | $0 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 403(B) PLAN | STATEN ISLAND, NY | Other NONE | 350 | $7.2M | $0 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 403(B) PLAN | STATEN ISLAND, NY | Other NONE | 350 | $7.2M | $0 |
| ICM CONTROLS CORP ICM CORP. 401(K) PROFIT SHARING PLAN | NORTH SYRACUSE, NY | Advisor / Consultant ADVISOR | 142 | $7.1M | $20K |
| HAMISTER GROUP, LLC HAMISTER GROUP, LLC 401(K) CO-WORKERS RETIREMENT PLAN | BUFFALO, NY | Other OTHER SERVICES | 615 | $7.0M | $0 |
| ULMA FORM WORKS, INC ULMA FORM WORKS 401(K) PLAN | FAIRLAWN, NJ | Other INVESTMENT/FINANCIAL ADVI | 145 | $6.9M | $25K |
| ECHELON GROUP, LLC, DBA OPOC.US OPOC.US 401(K) PROFIT SHARING PLAN | WORTHINGTON, OH | Advisor / Consultant INVESTMENT ADVISORY | 129 | $6.7M | $4K |
| NTC MARKETING, INC NTC MARKETING INC 401(K) PROFIT SHARING PLAN & TRUST | WILLIAMSVILLE, NY | Advisor / Consultant ADVISOR | 217 | $6.7M | $15K |
| CLEVELAND BAKERS & AFFILIATED UNIONS 401 (K) PLAN CLEVELAND BAKERS AND AFFILIATED UNIONS 401(K) PLAN | VALLEY VIEW, OH | Advisor / Consultant INVESTMENT MANAGER | 1,216 | $6.6M | $50K |
| ACCOUNTINGDEPARTMENT.COM, LLC ACCOUNTINGDEPARTMENT.COM, LLC 401(K) PLAN | NAPLES, FL | Other NONE | 173 | $6.6M | $0 |
| ADIRONDACK TRANSIT LINES, INC. ADIRONDACK TRANSIT LINES UNION EMPLOYEE'S RETIREMENT PLAN | HURLEY, NY | Other INVESTMENT/FINANCIAL ADVI | 73 | $6.4M | $6K |
| SPRUCE TECHNOLOGY, INC. SPRUCE TECHNOLOGY, INC. 401(K) PLAN | CLIFTON, NJ | Other INVESTMENT/FINANCIAL ADVI | 195 | $6.1M | $13K |
| KLINGENSMITH DRUG, INC. KLINGENSMITH DRUG, INC. 401(K) PROFIT SHARING PLAN | FORD CITY, PA | Other | 74 | $6.1M | $0 |
| ULMA FORM WORKS, INC ULMA FORM WORKS 401(K) PLAN | FAIR LAWN, NJ | Other INVESTMENT/FINANCIAL ADVI | 129 | $5.9M | $20K |
| ULMA FORM WORKS, INC ULMA FORM WORKS 401(K) PLAN | FAIR LAWN, NJ | Other INVESTMENT/FINANCIAL ADVI | 129 | $5.9M | $20K |
| WEB RUNNERS, INC. DBA W3R CONSULTING W3R CONSULTING 401(K) PLAN | SOUTHFIELD, MI | Advisor / Consultant FINANCIAL ADVISOR | 210 | $5.9M | $0 |
| NTC MARKETING, INC NTC MARKETING INC 401(K) PROFIT SHARING PLAN & TRUST | WILLIAMSVILLE, NY | Advisor / Consultant ADVISOR | 213 | $5.8M | $13K |
| SPRUCE TECHNOLOGY, INC. SPRUCE TECHNOLOGY, INC. 401(K) PLAN | CLIFTON, NJ | Other INVESTMENT/FINANCIAL ADVI | 246 | $5.1M | $7K |
| RELIANCE PARTNERS, LLC RELIANCE PARTNERS, LLC | CHATTANOOGA, TN | Broker BROKER/DEALER | 235 | $4.9M | $0 |
| NTC MARKETING, INC NTC MARKETING INC 401(K) PROFIT SHARING PLAN & TRUST | WILLIAMSVILLE, NY | Advisor / Consultant ADVISOR | 199 | $4.8M | $13K |
| ULMA FORM WORKS, INC ULMA FORM WORKS 401(K) PLAN | FAIRLAWN, NJ | Other INVESTMENT/FINANCIAL ADVI | 115 | $4.8M | $21K |
| ACCOUNTINGDEPARTMENT.COM, LLC ACCOUNTINGDEPARTMENT.COM, LLC 401(K) PLAN | NAPLES, FL | Other NONE | 175 | $4.6M | $0 |
| BUFFALO ENGINE COMPONENTS, INC. BUFFALO ENGINE COMPONENTS, INC. RETIREMENT PLAN | BUFFALO, NY | Advisor / Consultant INVESTMENT ADVISOR | 73 | $4.5M | $4K |
| HOPEPHL HOPEPHL 401(K) PLAN | PHILADELPHIA, PA | Other SERVICE PROVIDER | 149 | $4.2M | $0 |
| FUSION TRANSPORT, LLC FUSION TRANSPORT, LLC 401(K) PLAN | RUTHERFORD, NJ | Other INVESTMENT/FINANCIAL ADVI | 328 | $3.8M | $12K |
| HOPEPHL HOPEPHL 401(K) PLAN | PHILADELPHIA, PA | Other SERVICE PROVIDER | 145 | $3.6M | $0 |
| BOARD OF TRUSTEES LOCAL 18 PENSION FUND LOCAL 18 INTERNATIONAL UNION OF POLICE & PROTECTION EMPLOYEES - ISOPGU PENSION FUND | ORLANDO, FL | Advisor / Consultant INVESTMENT ADVISOR | — | $3.6M | $5K |
| BOARD OF TRUSTEES LOCAL 18 PENSION FUND LOCAL 18 INTERNATIONAL UNION OF POLICE & PROTECTION EMPLOYEES - ISOPGU PENSION FUND | ORLANDO, FL | Advisor / Consultant INVESTMENT ADVISOR | — | $3.5M | $8K |
| PEOPLE'S EMERGENCY CENTER PEOPLE'S EMERGENCY CENTER 401(K) PLAN | PHILADELPHIA, PA | Other SERVICE PROVIDER | 72 | $3.5M | $0 |
| BOARD OF TRUSTEES LOCAL 18 PENSION FUND LOCAL 18 INTERNATIONAL UNION OF POLICE & PROTECTION EMPLOYEES - ISOPGU PENSION FUND | OCALA, FL | Advisor / Consultant INVESTMENT ADVISOR | 0 | $3.4M | $7K |
| FUSION TRANSPORT, LLC FUSION TRANSPORT, LLC 401(K) PLAN | RUTHERFORD, NJ | Other INVESTMENT/FINANCIAL ADVI | 293 | $3.3M | $8K |
| FUSION TRANSPORT, LLC FUSION TRANSPORT, LLC 401(K) PLAN | RUTHERFORD, NJ | Other INVESTMENT/FINANCIAL ADVI | 293 | $3.3M | $8K |
| LOCAL 18 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 18 INTERNATIONAL UNION OF OPERATING ENGINEERS 401(K) PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 613 | $3.2M | $23K |
| QUALITY MANAGEMENT ASSOCIATES QUALITY MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | PALMYRA, NJ | Other INVESTMENT/FINANCIAL ADVI | 119 | $3.0M | $10K |
| RJJ MANAGEMENT COMPANY, LLC GREGG'S RESTAURANTS 401(K) SAVINGS PLAN | EAST GREENWICH, RI | Advisor / Consultant ADVISOR | 147 | $2.7M | $0 |
| ENDOT INDUSTRIES LLC ENDOT INDUSTRIES LLC 401(K) PLAN | ROCKAWAY, NJ | Other INVESTMENT/FINANCIAL ADVI | 113 | $2.5M | $12K |
| BEST TRANSPORTATION SERVICES LLC BEST TRANSPORTATION SERVICES LLC 401K PLAN | NEWARK, NJ | Other INVESTMENT/FINANCIAL ADVI | 85 | $2.5M | $11K |
| EMMI DESSERTS USA, LLC EMMI DESSERTS USA, LLC 401(K) PLAN | KENILWORTH, NJ | Advisor / Consultant ADVISOR | 619 | $2.4M | $0 |
| PLUM MARKET CORPORATION, INC. PLUM MARKET 401(K) PLAN | FARMINGTON HILLS, MI | Advisor / Consultant ADVISOR | 486 | $2.4M | $0 |
| MERCANTILE ADJUSTMENT BUREAU, LLC MERCANTILE ADJUSTMENT BUREAU 401(K) PLAN | WILLIAMSVILLE, NY | Other OTHER SERVICES | 112 | $2.3M | $0 |
| NORTHERN TIER COUNSELING, INC NORTHERN TIER COUNSELING, INC. TAX DEFERRED ANNUITY PLAN | TOWANDA, PA | Broker BROKER/ADVISER | 104 | $2.1M | $0 |
| BERGEN AUTO ENTERPRISES, LLC DBA AUTOMOTIVE EMPLOYEE 401(K) PLAN | WAYNE, NJ | Advisor / Consultant ADVISOR | 178 | $1.8M | $0 |
| BREWDOG BREWING COMPANY LLC BREWDOG BREWING COMPANY LLC 401(K) PLAN | CANAL WINCHESTER, OH | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 409 | $1.7M | $7K |
| NORTHERN TIER COUNSELING, INC NORTHERN TIER COUNSELING, INC. TAX DEFERRED ANNUITY PLAN | TOWANDA, PA | Broker BROKER/ADVISER | 93 | $1.7M | $0 |
| MUELLER SERVICES, INC. MUELLER SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TONAWANDA, NY | Advisor / Consultant INVEST. ADVISOR | 1,014 | $1.5M | $4K |
| PREVENTION LINKS PREVENTION LINKS 401(K) PLAN | KENILWORTH, NJ | Advisor / Consultant ADVISOR | 115 | $1.5M | $0 |
| GAETA RECYCLING CO. INC GAETA RECYCLING CO.INC, 401(K) PROFIT SHARING PLAN AND TRUST | PATERSON, NJ | Other INVESTMENT/FINANCIAL ADVI | 156 | $1.2M | $5K |
| EMMI DESSERTS USA, LLC EMMI DESSERTS USA, LLC 401(K) PLAN | KENILWORTH, NJ | Advisor / Consultant ADVISOR | 648 | $1.1M | $0 |
| EMMI DESSERTS USA, LLC EMMI DESSERTS USA, LLC 401(K) PLAN | KENILWORTH, NJ | Advisor / Consultant ADVISOR | 655 | $332K | $0 |