CBIZ FINANCIAL
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
108
Active participants
71,935
Total plan assets
$4.2B
Filings (rows)
109
Direct comp
$3.8M
Indirect comp
$737K
Aggregating 4 name variants under "CBIZ FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant73
Other29
Broker6
Top plans served
Showing top 109 of 108 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. SAVINGS AND SECURITY PLAN | ST. CLAIRSVILLE, OH | Advisor / Consultant INVESTMENT ADVISOR | 1,918 | $255.8M | $159K |
| SEABOARD CORPORATION RETIREMENT SAVINGS PLAN FOR SEABOARD CORPORATION | MERRIAM, KS | Advisor / Consultant CONSULTANT | 2,693 | $211.0M | $49K |
| AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. SAVINGS AND SECURITY PLAN | ST. CLAIRSVILLE, OH | Advisor / Consultant INVESTMENT ADVISOR | 1,913 | $210.7M | $98K |
| THIRD FEDERAL SAVINGS AND LOAN ASSOCIATION OF CLEVELAND THIRD FEDERAL 401(K) SAVINGS PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT MANAGEMENT | 973 | $194.0M | $53K |
| BALDWIN WALLACE UNIVERSITY BALDWIN WALLACE UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED SAVINGS | BEREA, OH | Other OTHER SERVICES | 692 | $193.5M | $6K |
| NEW LIBERTY HOSPITAL CORPORATION NEW LIBERTY HOSPITAL CORPORATION RETIREMENT INCOME PLAN | LIBERTY, MO | Advisor / Consultant INVESTMENT ADVISOR | 1,979 | $171.4M | $23K |
| THIRD FEDERAL SAVINGS AND LOAN ASSOCIATION OF CLEVELAND THIRD FEDERAL 401(K) SAVINGS PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT MANAGEMENT | 1,021 | $164.9M | $0 |
| A. DUDA & SONS, INC. A. DUDA & SONS, INC. RETIREMENT AND SAVINGS PLAN | OVIEDO, FL | Other NONE | 1,179 | $114.5M | $9K |
| FOND DU LAC RESERVATION BUSINESS COMMITTEE FOND DU LAC EMPLOYEE RETIREMENT PLAN | CLOQUET, MN | Broker BROKER | 1,675 | $110.7M | $133K |
| MOUNT SAINT MARY'S UNIVERSITY MOUNT SAINT MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | EMMITSBURG, MD | Other SERVICE PROVIDER | 1,034 | $104.3M | $8K |
| MOUNT SAINT MARY'S UNIVERSITY MOUNT SAINT MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | EMMITSBURG, MD | Other SERVICE PROVIDER | 1,044 | $97.8M | $7K |
| FOND DU LAC RESERVATION BUSINESS COMMITTEE FOND DU LAC EMPLOYEE RETIREMENT PLAN | CLOQUET, MN | Broker BROKER | 1,578 | $96.6M | $115K |
| CITIZENS MEMORIAL HOSPITAL DISTRICT CITIZENS MEMORIAL HEALTH CARE SYSTEM MATCHED SAVINGS PLAN | BOLIVAR, MO | Advisor / Consultant ADVISORS | 2,410 | $91.2M | $46K |
| PRESBYTERIAN HOMES AND SERVICES PRESBYTERIAN HOMES AND SERVICES TAX DEFERRED ANNUITY PLAN | ROSEVILLE, MN | Other NONE | 7,397 | $86.6M | $0 |
| MOUNT SAINT MARY'S UNIVERSITY MOUNT SAINT MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | EMMITSBURG, MD | Other SERVICE PROVIDER | 474 | $85.3M | $7K |
| FOND DU LAC RESERVATION BUSINESS COMMITTEE FOND DU LAC EMPLOYEE RETIREMENT PLAN | CLOQUET, MN | Broker BROKER | 1,490 | $82.1M | $130K |
| FORESIGHT ENERGY LLC FORESIGHT ENERGY LLC 401(K) PLAN | ST. LOUIS, MO | Advisor / Consultant INVESTMENT ADVISOR | 788 | $68.0M | $73K |
| PRESBYTERIAN HOMES AND SERVICES PRESBYTERIAN HOMES AND SERVICES EMPLOYEES RETIREMENT SAVINGS AND INVESTMENT PLAN | ROSEVILLE, MN | Other NONE | 7,392 | $66.5M | $0 |
| FORESIGHT ENERGY LLC FORESIGHT ENERGY LLC 401(K) PLAN | ST. LOUIS, MO | Advisor / Consultant INVESTMENT ADVISOR | 813 | $58.8M | $71K |
| MAGNIFI FINANCIAL CREDIT UNION MAGNIFI FINANCIAL 401(K) PLAN & TRUST | MELROSE, MN | Advisor / Consultant INVESTMENT ADVISOR | 386 | $57.7M | $100K |
| FRONTIER TECHNOLOGY, INC. FRONTIER TECHNOLOGY, INC. 401(K) PLAN | BEAVERCREEK, OH | Advisor / Consultant FINANCIAL ADVISORS | 449 | $57.4M | $107K |
| GRAMMER INC. GRAMMER 401(K) PLAN | TOLEDO, OH | Advisor / Consultant INVESTMENT ADVISOR | 970 | $52.6M | $23K |
| FRONTIER TECHNOLOGY, INC. FRONTIER TECHNOLOGY, INC. 401(K) PLAN | BEAVERCREEK, OH | Advisor / Consultant FINANCIAL ADVISORS | 538 | $51.0M | $87K |
| MAGNIFI FINANCIAL CREDIT UNION MAGNIFI FINANCIAL 401(K) PLAN & TRUST | MELROSE, MN | Advisor / Consultant INVESTMENT ADVISOR | 382 | $48.5M | $92K |
| FORESIGHT ENERGY LLC FORESIGHT ENERGY LLC 401(K) PLAN | ST. LOUIS, MO | Advisor / Consultant INVESTMENT ADVISOR | 748 | $46.3M | $69K |
| ALITA CARE HOLDINGS LLC ALITA CARE & AFFILIATES 401(K) PLAN | PHOENIX, AZ | Other RETAINED BY EMPLOYER | 1,122 | $45.6M | $80K |
| FIRST UNITED CORPORATION FIRST UNITED CORPORATION 401(K) PROFIT SHARING PLAN | OAKLAND, MD | Advisor / Consultant INVESTMENT ADVISOR | 320 | $43.3M | $13K |
| ADVANCED CHEMICAL TRANSPORT LLC ADVANCED CHEMICAL TRANSPORT LLC RETIREMENT SAVINGS | SAN JOSE, CA | Advisor / Consultant ADVISOR | 807 | $41.7M | $0 |
| CITIZENS MEMORIAL HOSPITAL DISTRICT CITIZENS MEMORIAL HEALTH CARE SYSTEM PROFIT SHARING PLAN | BOLIVAR, MO | Advisor / Consultant ADVISOR | 2,410 | $40.9M | $32K |
| CITIZENS MEMORIAL HOSPITAL DISTRICT CITIZENS MEMORIAL HEALTH CARE SYSTEM PROFIT SHARING PLAN | BOLIVAR, MO | Advisor / Consultant ADVISOR | 2,252 | $40.7M | $73K |
| ALITA CARE HOLDINGS LLC ALITA CARE & AFFILIATES 401(K) PLAN | PHOENIX, AZ | Other RETAINED BY EMPLOYER | 1,214 | $40.3M | $31K |
| ADVANCE AMERICA CASH ADVANCE CENTERS INC ADVANCE AMERICA, CASH ADVANCE CENTERS, INC. RETIREMENT SAVINGS 401(K) PLAN | GREENVILLE, SC | Advisor / Consultant ADVISOR | 2,506 | $39.7M | $9K |
| MAGNIFI FINANCIAL CREDIT UNION MAGNIFI FINANCIAL 401(K) PLAN & TRUST | MELROSE, MN | Advisor / Consultant INVESTMENT ADVISOR | 383 | $38.9M | $87K |
| BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 DEFINED CONTRIBUTION PLA PLUMBERS LOCAL UNION NO. 16 DEFINED CONTRIBUTION PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISORY | 282 | $37.5M | $32K |
| CITIZENS MEMORIAL HOSPITAL DISTRICT CITIZENS MEMORIAL HEALTH CARE SYSTEM PROFIT SHARING PLAN | BOLIVAR, MO | Advisor / Consultant ADVISOR | 2,136 | $36.4M | $92K |
| SPAREFOOT, INC. SPAREFOOT, INC. 401(K) PLAN | AUSTIN, TX | Advisor / Consultant ADVISOR | 588 | $36.2M | $75K |
| DELTA DENTAL OF KANSAS, INC. DELTA DENTAL OF KANSAS, INC. 401(K) RETIREMENT PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISOR | 121 | $36.0M | $71K |
| NEW LIBERTY HOSPITAL CORPORATION NEW LIBERTY HOSPITAL CORPORATION RETIREMENT INCOME PLAN | LIBERTY, MO | Advisor / Consultant INVESTMENT ADVISOR | 463 | $34.3M | $10K |
| ADVANCED CHEMICAL TRANSPORT LLC ADVANCED CHEMICAL TRANSPORT INC | SAN JOSE, CA | Advisor / Consultant ADVISOR | 700 | $33.6M | $0 |
| ALITA CARE HOLDINGS LLC ALITA CARE & AFFILIATES 401(K) PLAN | PHOENIX, AZ | Other RETAINED BY EMPLOYER | 1,071 | $32.9M | $36K |
| DELTA DENTAL OF KANSAS, INC. DELTA DENTAL OF KANSAS, INC. 401(K) RETIREMENT PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISOR | 112 | $32.0M | $53K |
| CATAMOUNT CONSTRUCTORS, INC. CATAMOUNT CONSTRUCTORS, INC. 401(K) PROFIT SHARING PLAN & TRUST | LAKEWOOD, CO | Advisor / Consultant INVESTMENT ADVISOR | 344 | $30.3M | $0 |
| BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 DEFINED CONTRIBUTION PLA PLUMBERS LOCAL UNION NO. 16 DEFINED CONTRIBUTION PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISORY | 272 | $29.7M | $56K |
| RYAN LAWN & TREE, INC. RYAN LAWN & TREE, INC. SAVINGS PLAN | MERRIAM, KS | Other NONE | 501 | $27.6M | $23K |
| SPAREFOOT, INC. SPAREFOOT, INC. 401(K) PLAN | AUSTIN, TX | Advisor / Consultant ADVISOR | 494 | $27.4M | $57K |
| CATAMOUNT CONSTRUCTORS, INC. CATAMOUNT CONSTRUCTORS, INC. 401(K) PROFIT SHARING PLAN & TRUST | LAKEWOOD, CO | Advisor / Consultant INVESTMENT ADVISOR | 315 | $26.4M | $0 |
| NEW LIBERTY HOSPITAL CORPORATION NEW LIBERTY HOSPITAL CORPORATION RETIREMENT INCOME PLAN | LIBERTY, MO | Advisor / Consultant INVESTMENT ADVISOR | 410 | $26.2M | $10K |
| DELTA DENTAL OF KANSAS, INC. DELTA DENTAL OF KANSAS, INC. 401(K) RETIREMENT PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISOR | 113 | $26.0M | $53K |
| ADVANCED CHEMICAL TRANSPORT, INC. ADVANCED CHEMICAL TRANSPORT, INC. RETIREMENT SAVINGS PLAN | SAN JOSE, CA | Advisor / Consultant ADVISOR | 647 | $24.4M | $0 |
| RYAN LAWN & TREE, INC. RYAN LAWN & TREE, INC. SAVINGS PLAN | MERRIAM, KS | Other NONE | 464 | $24.1M | $85K |
| THE MILLCRAFT PAPER COMPANY THE MILLCRAFT PAPER COMPANY SAVINGS & INVESTMENT PLAN | INDEPENDENCE, OH | Advisor / Consultant INVESTMENT ADVISOR | 261 | $22.9M | $47K |
| THE MILLCRAFT PAPER COMPANY THE MILLCRAFT PAPER COMPANY SAVINGS & INVESTMENT PLAN | INDEPENDENCE, OH | Advisor / Consultant INVESTMENT ADVISOR | 261 | $20.8M | $47K |
| SPAREFOOT, INC. SPAREFOOT, INC. 401(K) PLAN | AUSTIN, TX | Advisor / Consultant ADVISOR | 233 | $20.5M | $33K |
| CATAMOUNT CONSTRUCTORS, INC. CATAMOUNT CONSTRUCTORS, INC. 401(K) PROFIT SHARING PLAN & TRUST | LAKEWOOD, CO | Advisor / Consultant INVESTMENT ADVISOR | 281 | $20.5M | $0 |
| RYAN LAWN & TREE, INC. RYAN LAWN & TREE, INC. SAVINGS PLAN | MERRIAM, KS | Other NONE | 438 | $19.8M | $40K |
| THE MILLCRAFT PAPER COMPANY THE MILLCRAFT PAPER COMPANY SAVINGS & INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 256 | $16.9M | $44K |
| ENZA ZADEN NORTH AMERICA, INC. ENZA ZADEN NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | SALINAS, CA | Other SERVICE PROVIDER | 94 | $16.4M | $19K |
| LA POSADA AT PARK CENTRE, INC. LA POSADA EMPLOYEE SAVINGS AND RETIREMENT PLAN | GREEN VALLEY, AZ | Advisor / Consultant ADVISOR | 499 | $16.3M | $22K |
| SCI ENGINEERING, INC. SCI ENGINEERING, INC. 401(K) RETIREMENT PLAN | SAINT CHARLES, MO | Advisor / Consultant INVESTMENT ADVISOR | 173 | $15.6M | $36K |
| NOTRE DAME HIGH SCHOOL NOTRE DAME HIGH SCHOOL 401(K) RETIREMENT PLAN | SAN JOSE, CA | Advisor / Consultant ADVISOR/INVESTMENT ADVIS | 104 | $15.5M | $33K |
| CPG PROPERTY SERVICES LLC CP GROUP 401(K) PLAN | BOCA RATON, FL | Advisor / Consultant ADVISOR | 248 | $15.4M | $37K |
| SCI ENGINEERING, INC. SCI ENGINEERING, INC. 401(K) RETIREMENT PLAN | SAINT CHARLES, MO | Advisor / Consultant INVESTMENT ADVISOR | 166 | $14.2M | $30K |
| OHIO FARM BUREAU OHIO FARM BUREAU FEDERATION RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 52 | $13.7M | $103K |
| ENZA ZADEN NORTH AMERICA, INC. ENZA ZADEN NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | SALINAS, CA | Other SERVICE PROVIDER | 91 | $13.2M | $18K |
| CAMBRIDGE MEMORIAL HOSPITAL, INC. DBA TRI VALLEY HEALTH SYSTEM TRI VALLEY HEALTH SYSTEM RETIREMENT PLAN | CAMBRIDGE, NE | Advisor / Consultant INVESTMENT ADVISOR | 187 | $13.0M | $47K |
| CPG PROPERTY SERVICES LLC CP GROUP 401(K) PLAN | BOCA RATON, FL | Advisor / Consultant ADVISOR | 233 | $12.8M | $30K |
| CAMBRIDGE MEMORIAL HOSPITAL, INC. DBA TRI VALLEY HEALTH SYSTEM TRI VALLEY HEALTH SYSTEM RETIREMENT PLAN | CAMBRIDGE, NE | Advisor / Consultant INVESTMENT ADVISOR | 189 | $12.1M | $40K |
| SCI ENGINEERING, INC. SCI ENGINEERING, INC. 401(K) RETIREMENT PLAN | SAINT CHARLES, MO | Advisor / Consultant INVESTMENT ADVISOR | 141 | $11.4M | $31K |
| THE FARMERS NATIONAL BANK OF EMLENTON THE FARMERS NATIONAL BANK 401(K) PLAN | EMLENTON, PA | Advisor / Consultant ADVISOR | 133 | $11.0M | $42K |
| MACINNIS GROUP, LLC MACINNIS GROUP, LLC 401(K) PLAN | ROARING SPRINGS, PA | Advisor / Consultant INVESTMENT ADVISOR | 129 | $10.5M | $23K |
| GRAMMER INC. GRAMMER COLLECTIVE BARGAINED RETIREMENT PLAN | TOLEDO, OH | Advisor / Consultant INVESTMENT ADVISOR | 703 | $9.9M | $4K |
| CP PROPERTY MANAGEMENT LLC CP GROUP 401(K) PLAN | BOCA RATON, FL | Advisor / Consultant ADVISOR | 220 | $9.8M | $28K |
| FIRST FLORIDA CONSTRUCTORS, LLC FIRST FLORIDA CONSTRUCTORS, LLC PROFIT SHARING PLAN | MIAMI, FL | Broker BROKER/ADVISER | 109 | $9.8M | $0 |
| CONSUMERS NATIONAL BANK CONSUMERS NATIONAL BANK 401(K) SAVINGS AND RETIREMENT PLAN | MINERVA, OH | Other RETAINED BY EMPLOYER | 180 | $9.7M | $6K |
| CAMBRIDGE MEMORIAL HOSPITAL, INC. DBA TRI VALLEY HEALTH SYSTEM TRI VALLEY HEALTH SYSTEM RETIREMENT PLAN | CAMBRIDGE, NE | Advisor / Consultant INVESTMENT ADVISOR | 182 | $9.6M | $38K |
| FOOD SCIENCES CORPORATION FOOD SCIENCES CORPORATION RETIREMENT PLAN | MOUNT LAUREL, NJ | Advisor / Consultant ADVISOR | 125 | $9.4M | $17K |
| KEYFACTOR, INC. KEYFACTOR, INC. 401(K) PLAN | INDEPENDENCE, OH | Other SERVICE PROVIDER | 226 | $9.2M | $5K |
| GOODMANS INTERIOR STRUCTURES GOODMANS, INC. 401(K) SAVINGS PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISOR | 150 | $9.1M | $11K |
| MACINNIS GROUP, LLC MACINNIS GROUP, LLC 401(K) PLAN | ROARING SPRINGS, PA | Advisor / Consultant INVESTMENT ADVISOR | 129 | $8.7M | $18K |
| FOOD SCIENCES CORPORATION FOOD SCIENCES CORPORATION RETIREMENT PLAN | MOUNT LAUREL, NJ | Advisor / Consultant ADVISOR | 128 | $8.4M | $17K |
| RADIX WIRE & CABLE, LLC RADIX WIRE & CABLE, LLC 401K PLAN | GLENWILLOW, OH | Other INVESTMENT/FINANCIAL ADVI | 84 | $8.1M | $24K |
| MARYHAVEN INC. THE MARYHAVEN RETIREMENT PLAN | COLUMBUS, OH | Other SERVICE PROVIDER | 283 | $8.1M | $23K |
| FIRST FLORIDA CONSTRUCTORS, LLC FIRST FLORIDA CONSTRUCTORS, LLC PROFIT SHARING PLAN | MIAMI, FL | Broker BROKER/ADVISER | 125 | $7.9M | $0 |
| PAT OBRIEN, JR. CHEVROLET, INC. PAT OBRIEN CHEVROLET 401K PLAN | VERMILLION, OH | Other SERVICE PROVIDER | 68 | $7.6M | $7K |
| RADIX WIRE & CABLE, LLC RADIX WIRE & CABLE, LLC 401K PLAN | GLENWILLOW, OH | Other INVESTMENT/FINANCIAL ADVI | 85 | $7.3M | $19K |
| MARYHAVEN INC. THE MARYHAVEN RETIREMENT PLAN | COLUMBUS, OH | Other SERVICE PROVIDER | 235 | $7.3M | $20K |
| NME3, LLC NME3, LLC 401(K) PLAN | TUCSON, AZ | Advisor / Consultant INVESTMENT ADVISOR | 136 | $7.0M | $23K |
| MACINNIS GROUP, LLC MACINNIS GROUP, LLC 401(K) PLAN | ROARING SPRINGS, PA | Advisor / Consultant INVESTMENT ADVISOR | 123 | $6.8M | $17K |
| OHIO FARM BUREAU OHIO FARM BUREAU FEDERATION RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 51 | $6.2M | $104K |
| RADIX WIRE & CABLE, LLC RADIX WIRE & CABLE, LLC 401K PLAN | GLENWILLOW, OH | Other INVESTMENT/FINANCIAL ADVI | 84 | $6.0M | $19K |
| WINDSOR CAPITAL GROUP, INC. WINDSOR CAPITAL GROUP 401(K) SAVINGS PROGRAM | SANTA MONICA, CA | Broker BROKER/ADVISER | 570 | $5.9M | $8K |
| VARMOUR NETWORKS, INC. VARMOUR NETWORKS, INC. 401(K) PLAN | LOS ALTOS, CA | Advisor / Consultant ADVISOR | 48 | $5.9M | $22K |
| ARJ INFUSION SERVICES, INC ARJ INFUSION SERVICES, INC. EMPLOYEES SAVINGS TRUST | LENEXA, KS | Other SERVICE PROVIDER | 99 | $5.9M | $14K |
| EXCEL MSO, LLC EXCEL MSO, LLC 401(K) PLAN | MINNETONKA, MN | Advisor / Consultant ADVISOR | 124 | $5.9M | $0 |
| EVERGREEN HOME HEALTH, INC. EVERGREEN HOME HEALTH, INC. 401K PLAN | CERRITOS, CA | Advisor / Consultant FINANCIAL ADVISOR | 95 | $5.5M | $0 |
| SIFCO INDUSTRIES, INC. THE STEEL IMPROVEMENT BOILERMAKERS & BLACKSMITHS PENSION PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISORY | 105 | $5.2M | $7K |
| HOPE HOSPICE, INC. HOPE HOSPICE, INC. RETIREMENT PLAN | PLEASANTON, CA | Advisor / Consultant INVESTMENT ADVISOR | 72 | $4.7M | $16K |
| HOPE HOSPICE, INC. HOPE HOSPICE, INC. RETIREMENT PLAN | DUBLIN, CA | Advisor / Consultant INVESTMENT ADVISOR | 90 | $4.3M | $13K |
| COMMERCIAL VEHICLE GROUP, INC. COMMERCIAL VEHICLE GROUP, INC. MAYFLOWER LEGACY PENSION PLAN | NEW ALBANY, OH | Other NONE | 0 | $4.0M | $75K |
| EUCLID SYSTEMS CORPORATION EUCLID SYSTEMS CORPORATION 401(K) PLAN | STERLING, VA | Advisor / Consultant FINANCIAL ADVISOR | 182 | $3.8M | $0 |
| HOPE HOSPICE, INC. HOPE HOSPICE, INC. RETIREMENT PLAN | DUBLIN, CA | Advisor / Consultant INVESTMENT ADVISOR | 94 | $3.7M | $11K |
| HOGLUND COMPANIES HOGLUND COMPANIES 401(K) PLAN | MONTICELLO, MN | Other SERVICE PROVIDER | 160 | $2.5M | $12K |
| WESTERN MANAGEMENT LLC WESTERN MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | SAN JOSE, CA | Advisor / Consultant ADVISOR | 112 | $1.9M | $8K |
| WESTERN MANAGEMENT LLC WESTERN MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | SAN JOSE, CA | Advisor / Consultant ADVISOR | 110 | $1.6M | $7K |
| J.P. INDUSTRIES, INC. J.P. INDUSTRIES INC. 401(K) PROFIT SHARING PLAN AND TRUST | TUCSON, AZ | Advisor / Consultant INVESTMENT ADVISOR | — | $1.6M | $6K |
| GRS MANAGEMENT ASSOCIATES, INC. GRS MANAGEMENT ASSOCIATES 401(K) PLAN | LAKE WORTH, FL | Advisor / Consultant ADVISOR | 221 | $1.6M | $694 |
| J.P. INDUSTRIES, INC. J.P. INDUSTRIES INC. 401(K) PROFIT SHARING PLAN AND TRUST | TUCSON, AZ | Advisor / Consultant INVESTMENT ADVISOR | 151 | $1.4M | $2K |
| FOLIOT FURNITURE PACIFIC, INC. FOLIOT FURNITURE 401K PLAN | LAS VEGAS, NV | Other SERVICE PROVIDER | 124 | $377K | $1K |
| FOLIOT FURNITURE PACIFIC, INC. FOLIOT FURNITURE 401K PLAN | LAS VEGAS, NV | Other SERVICE PROVIDER | 124 | $377K | $2K |