| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CARDIOLOGY CONSULTANTS, P.A. CARDIOLOGY CONSULTANTS, P.A. PROFIT SHARING PLAN AND TRUST | SPARTANBURG, SC | Advisor / Consultant INVESTMENT ADVISORY PLAN | 14 | $30.7M | $14K |
| JOERNS HEALTHCARE, LLC JOERNS HEALTHCARE LLC RETIREMENT PLAN | CHARLOTTE, NC | Advisor / Consultant INVESTMENT ADVISORY | 398 | $20.0M | $38K |
| JOERNS, LLC |
| CHARLOTTE, NC |
Advisor / Consultant INVESTMENT ADVISORY |
| 763 |
| $19.5M |
| $43K |
| JOERNS HEALTHCARE, LLC JOERNS HEALTHCARE LLC RETIREMENT PLAN | CHARLOTTE, NC | Advisor / Consultant INVESTMENT ADVISORY | 140 | $17.6M | $35K |
| LOLLY THERAPEUTICS LLC PEDIATRIC ADVANCED THERAPY 401(K) PROFIT SHARING PLAN AND TRUST | MOORESVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 142 | $786K | $2K |
| LOLLY THERAPEUTICS LLC PEDIATRIC ADVANCED THERAPY 401(K) PROFIT SHARING PLAN AND TRUST | MOORESVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 105 | $749K | $1K |
