CAPITAL STRATEGIES
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
121
Active participants
326,961
Total plan assets
$35.7B
Filings (rows)
121
Direct comp
$6.9M
Indirect comp
$354K
Aggregating 10 name variants under "CAPITAL STRATEGIES"
SERVICES PROVIDED
Advisor / Consultant69
Other51
TPA / Administrator1
Top plans served
All 121 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| REYES HOLDINGS, L.L.C. REYES HOLDINGS RETIREMENT PLAN | ROSEMONT, IL | Other NONE | 23,445 | $2.1B | $208K |
| ENDEAVOR HEALTH ENDEAVOR HEALTH 401(K) PLAN | EVANSTON, IL | Advisor / Consultant INVESTMENT MANAGEMENT | 28,727 | $1.9B | $60K |
| REYES HOLDINGS, L.L.C. REYES HOLDINGS RETIREMENT PLAN | ROSEMONT, IL | Other NONE | 23,010 | $1.8B | $261K |
| IAC INC. IAC INC. RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 7,788 | $1.6B | $175K |
| REYES HOLDINGS, L.L.C. REYES HOLDINGS RETIREMENT PLAN | ROSEMONT, IL | Other NONE | 32,089 | $1.5B | $195K |
| IAC INC. IAC INC. RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 8,787 | $1.4B | $178K |
| TOYOTA INDUSTRIES NORTH AMERICA, INC. TOYOTA INDUSTRIES NORTH AMERICA GROUP ASSOCIATES' 401(K) RETIREMENT PLAN | COLUMBUS, IN | Advisor / Consultant CONSULTANT | 16,222 | $1.4B | $113K |
| IAC INC. IAC INC. RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 7,264 | $1.2B | $60K |
| TOYOTA INDUSTRIES NORTH AMERICA, INC. TOYOTA INDUSTRIES NORTH AMERICA GROUP ASSOCIATES' 401(K) RETIREMENT PLAN | COLUMBUS, IN | Advisor / Consultant CONSULTANT | 15,089 | $1.1B | $75K |
| USG CORPORATION USG CORPORATION INVESTMENT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 6,416 | $1.0B | $77K |
| ANSYS, INC. ANSYS, INC. EMPLOYEES' RETIREMENT PROGRAM | CANONSBURG, PA | Advisor / Consultant CONSULTANT | 2,487 | $945.3M | $65K |
| EDWARD-ELMHURST HEALTHCARE EDWARD- ELMHURST HEALTHCARE RETIREMENT SAVINGS PLAN | NAPERVILLE, IL | Advisor / Consultant INVESTMENT MANAGEMENT | 9,302 | $938.8M | $60K |
| TOYOTA INDUSTRIES NORTH AMERICA, INC. TOYOTA INDUSTRIES NORTH AMERICA GROUP ASSOCIATES' 401(K) RETIREMENT PLAN | COLUMBUS, IN | Advisor / Consultant CONSULTANT | 13,808 | $908.1M | $75K |
| USG CORPORATION USG CORPORATION INVESTMENT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 6,127 | $889.4M | $75K |
| ANSYS, INC. ANSYS, INC. EMPLOYEES' RETIREMENT PROGRAM | CANONSBURG, PA | Advisor / Consultant CONSULTANT | 2,458 | $820.0M | $65K |
| USG CORPORATION USG CORPORATION INVESTMENT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 5,865 | $766.1M | $75K |
| ANSYS, INC. ANSYS, INC. EMPLOYEES' RETIREMENT PROGRAM | CANONSBURG, PA | Advisor / Consultant CONSULTANT | 2,309 | $677.6M | $58K |
| RGA REINSURANCE COMPANY RGA SAVINGS PLAN | CHESTERFIELD, MO | Advisor / Consultant INVESTMENT ADVISOR | 2,257 | $669.8M | $60K |
| RGA REINSURANCE COMPANY RGA SAVINGS PLAN | CHESTERFIELD, MO | Advisor / Consultant CONSULTANT | 2,042 | $567.5M | $24K |
| THE NASSAU COMPANIES OF NEW YORK THE NASSAU COMPANIES OF NEW YORK EMPLOYEE PENSION PLAN | HARTFORD, CT | Other NONE | 142 | $486.9M | $80K |
| ALI GROUP NORTH AMERICA CORPORATION ALI GROUP RETIREMENT PLAN | VERNON HILLS, IL | Other NONE | 4,141 | $479.3M | $75K |
| THE NASSAU COMPANIES OF NEW YORK THE NASSAU COMPANIES OF NEW YORK EMPLOYEE PENSION PLAN | HARTFORD, CT | Other NONE | 150 | $477.4M | $80K |
| RGA REINSURANCE COMPANY RGA SAVINGS PLAN | CHESTERFIELD, MO | Advisor / Consultant CONSULTANT | 1,916 | $467.6M | $48K |
| ALI GROUP NORTH AMERICA CORPORATION ALI GROUP RETIREMENT PLAN | VERNON HILLS, IL | Other NONE | 4,102 | $446.0M | $56K |
| JUMP OPERATIONS, LLC JUMP OPERATIONS, LLC EMPLOYEE 401(K) PLAN | CHICAGO, IL | Other NONE | 1,006 | $405.1M | $40K |
| ZURN LLC ZURN ELKAY 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISORY | 1,777 | $367.4M | $75K |
| EXCELA HEALTH EXCELA HEALTH 403(B) RETIREMENT PLAN | GREENSBURG, PA | Advisor / Consultant ADVISOR | 3,712 | $364.9M | $13K |
| HIBU INC. HIBU INC. 401(K) PROFIT SHARING PLAN TRUST | CEDAR RAPIDS, IA | Advisor / Consultant CONSULTANT | 1,709 | $352.0M | $55K |
| JUMP OPERATIONS, LLC JUMP OPERATIONS, LLC EMPLOYEE 401(K) PLAN | CHICAGO, IL | Other NONE | 1,010 | $322.7M | $40K |
| HIBU INC. HIBU INC. 401(K) PROFIT SHARING PLAN TRUST | CEDAR RAPIDS, IA | Advisor / Consultant CONSULTANT | 1,288 | $316.3M | $55K |
| HIBU INC. HIBU INC. 401(K) PROFIT SHARING PLAN TRUST | CEDAR RAPIDS, IA | Advisor / Consultant CONSULTANT | 1,273 | $286.2M | $55K |
| RUAN TRANSPORT CORPORATION RUAN EMPLOYEES' 401(K) SAVINGS PLAN | DES MOINES, IA | Advisor / Consultant CONSULTANT | 5,548 | $271.6M | $50K |
| JUMP OPERATIONS, LLC JUMP OPERATIONS, LLC EMPLOYEE 401(K) PLAN | CHICAGO, IL | Other NONE | 995 | $232.3M | $50K |
| RUAN TRANSPORT CORPORATION RUAN EMPLOYEES' 401(K) SAVINGS PLAN | DES MOINES, IA | Advisor / Consultant CONSULTANT | 5,578 | $230.6M | $77K |
| THE NASSAU FINANCIAL GROUP THE NASSAU COMPANIES OF NEW YORK SAVINGS AND INVESTMENT PLAN | HARTFORD, CT | Advisor / Consultant INVESTMENT ADVISOR | 554 | $228.7M | $65K |
| ATI HOLDINGS, LLC ATI HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | BOLINGBROOK, IL | TPA / Administrator CONTRACT ADMINISTRATOR | 6,380 | $228.2M | $25K |
| GREAT LAKES DREDGE & DOCK COMPANY, LLC GREAT LAKES DREDGE & DOCK COMPANY, LLC 401(K) SAVINGS PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 389 | $217.3M | $50K |
| THE NASSAU FINANCIAL GROUP THE NASSAU COMPANIES OF NEW YORK SAVINGS AND INVESTMENT PLAN | HARTFORD, CT | Advisor / Consultant INVESTMENT ADVISOR | 506 | $210.9M | $80K |
| KNOWLES CORPORATION KNOWLES CORPORATION 401(K) PLAN | ITASCA, IL | Other NONE | 1,194 | $204.5M | $60K |
| ZURN LLC ZURN 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISORY | 1,965 | $201.4M | $125K |
| RGA REINSURANCE COMPANY RGA REINSURANCE COMPANY PERFORMANCE PENSION PLAN | CHESTERFIELD, MO | Advisor / Consultant INV. ADVISORY | 1,095 | $195.5M | $127K |
| GREAT LAKES DREDGE & DOCK COMPANY, LLC GREAT LAKES DREDGE & DOCK COMPANY, LLC 401(K) SAVINGS PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 365 | $195.0M | $50K |
| THE NASSAU COMPANIES OF NEW YORK THE NASSAU COMPANIES OF NEW YORK SAVINGS AND INVESTMENT PLAN | HARTFORD, CT | Advisor / Consultant INVESTMENT ADVISOR | 468 | $190.5M | $81K |
| KNOWLES CORPORATION KNOWLES CORPORATION 401(K) PLAN | ITASCA, IL | Other NONE | 999 | $183.3M | $60K |
| ATI HOLDINGS, LLC ATI HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | BOLINGBROOK, IL | Advisor / Consultant INVESTMENT ADVISORY | 5,886 | $183.2M | $25K |
| RGA REINSURANCE COMPANY RGA REINSURANCE COMPANY PERFORMANCE PENSION PLAN | CHESTERFIELD, MO | Advisor / Consultant INV. ADVISORY | 1,183 | $180.3M | $186K |
| KNAUF INSULATION, INC. KNAUF INSULATION RETIREMENT PLAN | SHELBYVILLE, IN | Advisor / Consultant INVESTMENT ADVISOR | 1,398 | $179.9M | $43K |
| GREATAMERICA FINANCIAL SERVICES CORPORATION GREATAMERICA FINANCIAL SERVICES CORPORATION 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS, IA | Advisor / Consultant CONSULTANT | 751 | $178.6M | $51K |
| RGA REINSURANCE COMPANY RGA REINSURANCE COMPANY PERFORMANCE PENSION PLAN | CHESTERFIELD, MO | Other RETAINED BY EMPLOYER | 1,259 | $171.1M | $53K |
| GREAT LAKES DREDGE & DOCK COMPANY, LLC GREAT LAKES DREDGE & DOCK COMPANY, LLC 401(K) SAVINGS PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 424 | $171.1M | $50K |
| EXCELA HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN FOR THE EMPLOYEES OF EXCELA HEALTH HOLDING COMPANIES | GREENSBURG, PA | Other PLAN SPONSOR | 1,200 | $169.6M | $6K |
| KNOWLES CORPORATION KNOWLES CORPORATION 401(K) PLAN | ITASCA, IL | Other NONE | 1,071 | $164.3M | $51K |
| KNAUF INSULATION, INC. KNAUF INSULATION RETIREMENT PLAN | SHELBYVILLE, IN | Other NONE | 1,163 | $159.9M | $71K |
| GREATAMERICA FINANCIAL SERVICES CORPORATION GREATAMERICA FINANCIAL SERVICES CORPORATION 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS, IA | Advisor / Consultant CONSULTANT | 752 | $154.5M | $48K |
| SYNTHOMER INC. SYNTHOMER SAVINGS PLAN | BEACHWOOD, OH | Advisor / Consultant INVESTMENT ADVISOR | 828 | $153.3M | $28K |
| ACCO BRANDS CORPORATION ACCO BRANDS CORPORATION PENSION PLAN | LAKE ZURICH, IL | Other NONE | 289 | $151.3M | $132K |
| OMNOVA SOLUTIONS INC. SYNTHOMER SAVINGS PLAN | BEACHWOOD, OH | Advisor / Consultant INVESTMENT ADVISOR | 1,397 | $147.0M | $14K |
| ACCO BRANDS CORPORATION ACCO BRANDS CORPORATION PENSION PLAN | LAKE ZURICH, IL | Other NONE | 530 | $142.0M | $164K |
| KNAUF INSULATION, INC. KNAUF INSULATION RETIREMENT PLAN | SHELBYVILLE, IN | Other NONE | 1,109 | $141.0M | $59K |
| ROEHL TRANSPORT, INC. ROEHL TRANSPORT, INC. 401(K) PROFIT SHARING PLAN | MARSHFIELD, WI | Advisor / Consultant INVESTMENT ADVISOR | 2,383 | $138.7M | $27K |
| THE RAYMOND CORPORATION THE RAYMOND CORPORATION PENSION PLAN | GREENE, NY | Advisor / Consultant INVESTMENT MANAGER | 278 | $128.1M | $40K |
| ROEHL TRANSPORT, INC. ROEHL TRANSPORT, INC. 401(K) PROFIT SHARING PLAN | MARSHFIELD, WI | Other NONE | 2,450 | $126.4M | $50K |
| GREATAMERICA FINANCIAL SERVICES CORPORATION GREATAMERICA FINANCIAL SERVICES CORPORATION 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS, IA | Advisor / Consultant CONSULTANT | 695 | $126.0M | $48K |
| AMERICAN ARBITRATION ASSOCIATION, INC. THE AMERICAN ARBITRATION ASSOCIATION, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN | NEW YORK, NY | Other NONE | 750 | $120.7M | $45K |
| BETHPAGE FEDERAL CREDIT UNION BETHPAGE FEDERAL CREDIT UNION PENSION PLAN | BETHPAGE, NY | Other NONE | 152 | $113.6M | $26K |
| INTERNATIONAL CODE COUNCIL ICC EMPLOYEES 401(K) PROFIT SHARING PLAN | COUNTRY CLUB HILLS, IL | Advisor / Consultant INVESTMENT ADVISOR | 703 | $106.9M | $20K |
| ROEHL TRANSPORT, INC. ROEHL TRANSPORT, INC. 401(K) PROFIT SHARING PLAN | MARSHFIELD, WI | Other NONE | 2,417 | $105.8M | $50K |
| AMERICAN ARBITRATION ASSOCIATION, INC. THE AMERICAN ARBITRATION ASSOCIATION, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN | NEW YORK, NY | Other NONE | 629 | $105.4M | $22K |
| LONG IRON SERVICES, LLC HENIFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN | OAK BROOK, IL | Advisor / Consultant INVESTMENT ADVISOR | 1,587 | $102.2M | $74K |
| SENTINEL TECHNOLOGIES, INC. SENTINEL TECHNOLOGIES RETIREMENT PLAN AND TRUST | DOWNERS GROVE, IL | Advisor / Consultant CONSULTANT | 710 | $100.3M | $61K |
| LONG IRON SERVICES LLC HENIFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN | OAK BROOK, IL | Other NONE | 1,484 | $97.2M | $104K |
| SCHURZ COMMUNICATIONS, INC. SCHURZ COMMUNICATIONS, INC. 401(K) PLAN | MISHAWAKA, IN | Advisor / Consultant INVESTMENT ADVISOR | 504 | $94.7M | $32K |
| INTERNATIONAL CODE COUNCIL ICC EMPLOYEES 401(K) PROFIT SHARING PLAN | COUNTRY CLUB HILLS, IL | Advisor / Consultant INVESTMENT ADVISOR | 638 | $90.4M | $40K |
| THE MARTIN BROWER COMPANY, L.L.C. THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN | ROSEMONT, IL | Other RETAINED BY CLIENT | 1,036 | $89.1M | $36K |
| THE MARTIN BROWER COMPANY, L.L.C. THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN | ROSEMONT, IL | Other RETAINED BY CLIENT | 1,136 | $88.8M | $39K |
| SENTINEL TECHNOLOGIES, INC. SENTINEL TECHNOLOGIES RETIREMENT PLAN AND TRUST | DOWNERS GROVE, IL | Advisor / Consultant CONSULTANT | 724 | $88.1M | $53K |
| AMERICAN ARBITRATION ASSOCIATION, INC. THE AMERICAN ARBITRATION ASSOCIATION, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN | NEW YORK, NY | Other NONE | 591 | $88.0M | $34K |
| LONG IRON SERVICES LLC HENIFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN | OAK BROOK, IL | Other NONE | 1,477 | $86.8M | $62K |
| SCHURZ COMMUNICATIONS, INC. SCHURZ COMMUNICATIONS, INC. 401(K) PLAN | MISHAWAKA, IN | Advisor / Consultant INVESTMENT ADVISOR | 505 | $86.0M | $24K |
| VIMEO.COM, INC. VIMEO 401(K) RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 613 | $82.3M | $13K |
| SCHURZ COMMUNICATIONS, INC. SCHURZ COMMUNICATIONS, INC. 401(K) PLAN | MISHAWAKA, IN | Advisor / Consultant INVESTMENT ADVISOR | 502 | $78.5M | $24K |
| SENTINEL TECHNOLOGIES, INC. SENTINEL TECHNOLOGIES RETIREMENT PLAN AND TRUST | DOWNERS GROVE, IL | Advisor / Consultant CONSULTANT | 673 | $72.7M | $52K |
| ATLAS WORLD GROUP, INC. ATLAS WORLD GROUP, INC. RETIREMENT PLAN | EVANSVILLE, IN | Other NONE | 485 | $72.3M | $42K |
| ROXUL USA INC. ROXUL USA RETIREMENT AND SAVINGS PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 646 | $70.3M | $33K |
| ATLAS WORLD GROUP, INC. ATLAS WORLD GROUP, INC. RETIREMENT PLAN | EVANSVILLE, IN | Other NONE | 528 | $67.9M | $42K |
| ROXUL USA INC. ROXUL USA RETIREMENT AND SAVINGS PLAN | CHICAGO, IL | Other NONE | 675 | $66.3M | $30K |
| VIMEO.COM, INC. VIMEO 401(K) RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 741 | $60.0M | $13K |
| ATLAS WORLD GROUP, INC. ATLAS WORLD GROUP, INC. RETIREMENT PLAN | EVANSVILLE, IN | Other NONE | 531 | $58.6M | $34K |
| ROXUL USA INC. ROXUL USA RETIREMENT AND SAVINGS PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 659 | $55.3M | $38K |
| KNAUF INSULATION, INC. KNAUF 401(K) PLAN FOR UNION EMPLOYEES | SHELBYVILLE, IN | Advisor / Consultant INVESTMENT ADVISOR | 511 | $50.6M | $5K |
| GOHEALTH HOLDINGS, LLC GOHEALTH 401(K) PROFIT SHARING PLAN AND TRUST | CHICAGO, IL | Advisor / Consultant CONSULTANT | 2,147 | $49.3M | $33K |
| GELBER GROUP, LLC GELBER GROUP 401(K) PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADV/CONSULTANT | 200 | $47.8M | $44K |
| CHARLES L. CRANE AGENCY COMPANY CHARLES L. CRANE AGENCY COMPANY 401(K) PLAN | CHESTERFIELD, MO | Advisor / Consultant INVESTMENT ADVISOR | 231 | $47.7M | $74K |
| CHARLES L. CRANE AGENCY COMPANY CHARLES L. CRANE AGENCY COMPANY 401(K) PLAN | CHESTERFIELD, MO | Advisor / Consultant INVESTMENT ADVISOR | 233 | $45.4M | $64K |
| KNAUF INSULATION, INC. KNAUF 401(K) PLAN FOR UNION EMPLOYEES | SHELBYVILLE, IN | Other NONE | 481 | $44.8M | $7K |
| C & C NORTH AMERICA INC. C & C NORTH AMERICA INC. 401(K) PROFIT SHARING PLAN AND TRUST | MIAMI, FL | Other CONSULTING | 1,278 | $41.3M | $38K |
| KNAUF INSULATION, INC. KNAUF 401(K) PLAN FOR UNION EMPLOYEES | SHELBYVILLE, IN | Other NONE | 482 | $40.3M | $5K |
| GELBER GROUP, LLC GELBER GROUP 401(K) PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 195 | $39.9M | $40K |
| CHARLES L. CRANE AGENCY COMPANY CHARLES L. CRANE AGENCY COMPANY 401(K) PLAN | SAINT LOUIS, MO | Advisor / Consultant INVESTMENT ADVISOR | 247 | $39.4M | $74K |
| KNAUF INSULATION INC KNAUF RETIREMENT PLAN FOR UNION EMPLOYEES | SHELBYVILLE, IN | Other NONE | 103 | $33.7M | $40K |
| GELBER GROUP, LLC GELBER GROUP 401(K) PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 200 | $32.2M | $40K |
| COVENANT HOUSE, INC. DEFINED BENEFIT PENSION PLAN OF COVENANT HOUSE, INC. | NEW YORK, NY | Advisor / Consultant CONSULTANT | 90 | $31.0M | $38K |
| KNAUF INSULATION INC KNAUF RETIREMENT PLAN FOR UNION EMPLOYEES | SHELBYVILLE, IN | Other | 108 | $29.9M | $42K |
| COVENANT HOUSE, INC. DEFINED BENEFIT PENSION PLAN OF COVENANT HOUSE, INC. | NEW YORK, NY | Advisor / Consultant CONSULTANT | 99 | $28.7M | $50K |
| CLIFFORD CHANCE US LLP CLIFFORD CHANCE US LLP PARTNER PENSION PLAN II | NEW YORK, NY | Other NONE | 92 | $28.1M | $72K |
| CLIFFORD CHANCE US LLP CLIFFORD CHANCE US LLP PARTNER PENSION PLAN I | NEW YORK, NY | Other NONE | 92 | $28.1M | $72K |
| CLIFFORD CHANCE US LLP CLIFFORD CHANCE US LLP PARTNER PENSION PLAN II | NEW YORK, NY | Other NONE | 87 | $26.5M | $69K |
| CLIFFORD CHANCE US LLP CLIFFORD CHANCE US LLP PARTNER PENSION PLAN I | NEW YORK, NY | Other NONE | 87 | $26.5M | $69K |
| REYES HOLDINGS, L.L.C. GREAT LAKES COCA-COLA DISTRIBUTION UNION PENSION PLAN | ROSEMONT, IL | Other RETAINED BY EMPLOYER | 506 | $24.1M | $37K |
| REYES HOLDINGS, L.L.C. GREAT LAKES COCA-COLA DISTRIBUTION UNION PENSION PLAN | ROSEMONT, IL | Other RETAINED BY EMPLOYER | 492 | $23.6M | $36K |
| REYES HOLDINGS, L.L.C. GREAT LAKES COCA-COLA DISTRIBUTION UNION PENSION PLAN | ROSEMONT, IL | Other RETAINED BY EMPLOYER | 488 | $21.7M | $35K |
| FAST PACE MEDICAL CLINICAL, PLLC FAST PACE MEDICAL CLINIC, PLLC 401(K) PLAN | FRANKLIN, TN | Advisor / Consultant INVESTMENT ADVISOR | 2,730 | $19.7M | $25K |
| HEADCO INDUSTRIES, INC. HEADCO INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN | BROADVIEW, IL | Advisor / Consultant INVESTMENT ADVISOR | 237 | $18.5M | $3K |
| HEADCO INDUSTRIES, INC. HEADCO INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN | BROADVIEW, IL | Advisor / Consultant INVESTMENT ADVISOR | 240 | $17.3M | $13K |
| HEADCO INDUSTRIES, INC. HEADCO INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN | BROADVIEW, IL | Advisor / Consultant INVESTMENT ADVISOR | 243 | $14.9M | $13K |
| FAST PACE MEDICAL CLINICAL, PLLC FAST PACE MEDICAL CLINIC, PLLC 401(K) PLAN | FRANKLIN, TN | Advisor / Consultant INVESTMENT ADVISOR | 2,558 | $13.2M | $25K |
| FAST PACE MEDICAL CLINICAL, PLLC FAST PACE MEDICAL CLINIC, PLLC 401(K) PLAN | FRANKLIN, TN | Advisor / Consultant INVESTMENT ADVISOR | 2,608 | $7.4M | $19K |
| INSIGHTS CONSULTING INC. INSIGHTS CONSULTING 401(K) PLAN | INDIANAPOLIS, IN | Advisor / Consultant INVESTMENT ADVISOR | 0 | $2.0M | $14K |
| SCHURZ COMMUNICATIONS, INC. SCHURZ COMMUNICATIONS, INC. RETIREMENT PLAN | MISHAWAKA, IN | Advisor / Consultant INVESTMENT ADVISOR | 0 | $910K | $10K |
| THE MARTIN BROWER COMPANY, L.L.C. THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN | ROSEMONT, IL | Other RETAINED BY CLIENT | 0 | $66K | $19K |
| HILLROM INC. HILL-ROM, INC. SAVINGS PLAN | BATESVILLE, IN | Advisor / Consultant CONSULTANT | 0 | $0 | $85K |