| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp |
|---|
| Indirect comp |
|---|
| CORNERSTONE CAPITAL BANK CORNERSTONE CAPITAL BANK, SSB 401(K) PLAN | HOUSTON, TX | Advisor / Consultant | 1,434 | $136.2M | $110K | $0 |
| CORNERSTONE CAPITAL BANK CORNERSTONE CAPITAL BANK, SSB 401(K) PLAN | HOUSTON, TX | Advisor / Consultant | 1,434 | $123.9M | $110K | $0 |
| CORNERSTONE CAPITAL BANK, SSB CORNERSTONE CAPITAL BANK, SSB 401(K) PLAN | HOUSTON, TX | Advisor / Consultant | 1,693 | $110.5M | $29K | $0 |
| TIB, INC. TIB EMPLOYEE SAVINGS PLAN | FARMERS BRANCH, TX | Advisor / Consultant | 239 | $76.5M | $48K | $0 |
| INDEPENDENT BANKERS FINANCIAL CORPORATION TIB EMPLOYEE SAVINGS PLAN | FARMERS BRANCH, TX | Advisor / Consultant | 236 | $68.0M | $24K | $0 |
| MOREGROUP HOLDINGS MOREGROUP HOLDINGS 401(K) PLAN | FORT WORTH, TX | Advisor / Consultant | 654 | $62.5M | $120K | $0 |
| HUCKABEE & ASSOCIATES, INC. HUCKABEE & ASSOCIATES, INC. 401(K) PLAN | FORT WORTH, TX | Advisor / Consultant | 384 | $32.3M | $62K | $0 |
| HUCKABEE & ASSOCIATES, INC. HUCKABEE & ASSOCIATES, INC. 401(K) PLAN | FORT WORTH, TX | Advisor / Consultant | 233 | $18.2M | $46K | $0 |
| CONETRIX, LLC CONETRIX 401(K) PLAN | LUBBOCK, TX | Investment manager | 128 | $13.7M | $6K | $0 |
| NORTH TEXAS CONTRACTING, INC. NORTH TEXAS CONTRACTING, INC 401(K) SAVINGS PLAN | KELLER, TX | Advisor / Consultant | 934 | $13.7M | $6K | $0 |
| NORTH TEXAS CONTRACTING, INC. NORTH TEXAS CONTRACTING, INC 401(K) SAVINGS PLAN | KELLER, TX | Advisor / Consultant | 812 | $11.0M | $4K | $0 |
| WESTERN BANK CIRCLE I EMPLOYEE BENEFIT PLAN | LUBBOCK, TX | Advisor / Consultant | 119 | $10.3M | $24K | $0 |
| NORTHWOOD CLUB, INC. NORTHWOOD CLUB 401(K) PLAN | DALLAS, TX | Advisor / Consultant | 143 | $6.4M | $6K | $0 |
| GREATER SOUTHWEST BANCSHARES, INC. GREATER SOUTHWEST BANCSHARES 401(K) PLAN | GRAPEVINE, TX | Advisor / Consultant | 113 | $6.2M | $3K | $0 |
| NORTH TEXAS CONTRACTING, INC. NORTH TEXAS CONTRACTING, INC 401(K) SAVINGS PLAN | KELLER, TX | Advisor / Consultant | 665 | $5.7M | $2K | $0 |
| NORTHWOOD CLUB, INC. NORTHWOOD CLUB 401(K) PLAN | DALLAS, TX | Advisor / Consultant | 118 | $5.6M | $5K | $0 |
| NORTHWOOD CLUB, INC. NORTHWOOD CLUB 401(K) PLAN | DALLAS, TX | Advisor / Consultant | 113 | $4.5M | $4K | $0 |
| E4H - ENVIRONMENTS FOR HEALTH, LLC E4H - ENVIRONMENTS FOR HEALTH, LLC 401(K) PLAN | WILLISTON, VT | Advisor / Consultant | 0 | $0 | $22K | $0 |
