| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| THE CLUB MANAGEMENT ASSOCIATION OF AMERICA CLUB RETIREMENT PLAN | ALEXANDRIA, VA | Advisor / Consultant | 6,392 | $220.7M | $2K | $0 |
| CLUB MANAGERS ASSOCIATION OF AMERICA, INC. CLUB RETIREMENT PLAN | ALEXANDRIA, VA | Advisor / Consultant | 4,884 | $169.4M | $297K | $0 |
| OCEAN REEF CLUB, INC. OCEAN REEF CLUB EMPLOYEE SAVINGS AND RETIREMENT PLAN | KEY LARGO, FL | Advisor / Consultant | 976 | $32.6M | $40K | $0 |
| PHYSICIANS PRIMARY CARE OF SOUTHWEST FLORIDA, P.L. PHYSICIANS PRIMARY CARE OF SOUTHWEST FLORIDA, P.L. 401(K) PROFIT SHARING PLAN AND TRUST | FORT MYERS, FL | Advisor / Consultant | 209 | $27.2M | $20K | $0 |
| COMMUNITY SCHOOL OF NAPLES COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN | NAPLES, FL | Other service providers | 254 | $26.2M | $15K | $0 |
| PHYSICIANS PRIMARY CARE OF SOUTHWEST FLORIDA, P.L. PHYSICIANS PRIMARY CARE OF SOUTHWEST FLORIDA, P.L. 401(K) PROFIT SHARING PLAN AND TRUST | FORT MYERS, FL | Advisor / Consultant | 210 | $25.6M | $42K | $0 |
| HOPE HOPE HOSPICE AND COMMUNITY SERVICES, INC. 403(B) PLAN | FT MYERS, FL | Advisor / Consultant | 876 | $24.6M | $24K | $0 |
| COMMUNITY SCHOOL OF NAPLES COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN | NAPLES, FL | Other service providers | 273 | $22.1M | $30K | $0 |
| THE CANTERBURY SCHOOL, INC. CANTERBURY SCHOOL, INC. 403(B) RETIREMENT PLAN | FORT MYERS, FL | Other service providers | 112 | $17.9M | $26K | $0 |
| JOHNSON ENGINEERING, INC. JOHNSON ENGINEERING, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN | FORT MYERS, FL | Other service providers | 125 | $16.3M | $9K | $0 |
| JOHNSON ENGINEERING, INC. JOHNSON ENGINEERING, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN | FORT MYERS, FL | Other service providers | 122 | $16.2M | $28K | $0 |
| ANCHOR PARTNERS, LLC ANCHOR PARTNERS 401(K) PROFIT SHARING PLAN | SOUTHLAKE, TX | Advisor / Consultant | 827 | $14.8M | $28K | $0 |
| HOPE HOPE HOSPICE AND COMMUNITY SERVICES, INC. RETIREMENT PLAN | FT MYERS, FL | Advisor / Consultant | 795 | $11.0M | $12K | $0 |
| SUNCOAST BEVERAGE SALES, LLLP SUNCOAST BEVERAGE SALES 401(K) PROFIT SHARING PLAN & TRUST | FORT MYERS, FL | Advisor / Consultant | 315 | $10.8M | $17K | $0 |
| DICK DEVOE BUICK-CADILLAC, INC. DEVOE AUTOMOTIVE 401(K) SALARY SAVINGS PLAN | NAPLES, FL | Advisor / Consultant | 149 | $9.6M | $9K | $0 |
| CROWTHER ROOFING COMPANY, INC. CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST | FORT MYERS, FL | Advisor / Consultant | 515 | $6.2M | $16K | $0 |
| SAM GALLOWAY FORD, INC. SAM GALLOWAY FORD, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN | FORT MYERS, FL | Advisor / Consultant | 284 | $3.6M | $8K | $0 |
| CROWTHER ROOFING AND SHEET METAL OF FLORIDA, INC. CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST | FORT MYERS, FL | Advisor / Consultant | 717 | — | $12K | $0 |
