| 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 |
| COMMUNITY SCHOOL OF NAPLES COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN | NAPLES, FL | Other service providers | 254 | $26.2M | $15K | $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 |
| 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 |
| 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 |
