| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| FRANKLIN COVEY CO. FRANKLIN COVEY CO. 401(K) PLAN | DRAPER, UT | Advisor / Consultant |
| 918 |
| $139.5M |
| $30K |
| $0 |
| FRANKLIN COVEY CO. FRANKLIN COVEY CO. 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant | 904 | $125.1M | $23K | $0 |
| ADVISORTRUST, INC. 401(K) SIMPLIFIED FLEXIBLE | SIOUX FALLS, SD | Advisor / Consultant | 3,007 | $75.5M | $128K | $0 |
| ADVISORTRUST, INC. 401(K) SIMPLIFIED FLEXIBLE | SIOUX FALLS, SD | Advisor / Consultant | 1,736 | $33.5M | $71K | $0 |
| PREMIER FAMILY MEDICAL, LLC PREMIER FAMILY MEDICAL, LLC 401(K) RETIREMENT PLAN | LINDON, UT | Advisor / Consultant | 279 | $18.2M | $21K | $0 |
| PREMIER FAMILY MEDICAL, LLC PREMIER FAMILY MEDICAL, LLC 401(K) RETIREMENT PLAN | PLEASANT GROVE, UT | Advisor / Consultant | 243 | $14.6M | $20K | $0 |
| BROTHERS NATIONAL, LLC BROTHERS NATIONAL 401(K) PLAN | WARRENTON, VA | Advisor / Consultant | 808 | $8.9M | $17K | $0 |
| PAYDAY BENEFITS, LLC PAYDAY BENEFITS RETIREMENT PLAN | LEHI, UT | Advisor / Consultant | 1,385 | $6.9M | $5K | $0 |
| ELECTRIC POWER SYSTEMS INC ELECTRIC POWER SYSTEMS INC. 401(K) PLAN | NORTH LOGAN, UT | Other service providers | 79 | $3.9M | $13K | $0 |
| PREMIER FAMILY MEDICAL, LLC PREMIER FAMILY MEDICAL, LLC 401(K) RETIREMENT PLAN | PLEASANT GROVE, UT | Advisor / Consultant | 0 | $1.2M | $6K | $0 |
| BROTHERS NATIONAL, LLC BROTHERS NATIONAL 401(K) PLAN | WARRENTON, VA | Advisor / Consultant | 0 | $0 | $45K | $0 |