EVERHART 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
197
Active participants
111,019
Total plan assets
$5.4B
Filings (rows)
199
Direct comp
$6.2M
Indirect comp
$377K
Aggregating 4 name variants under "EVERHART FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant144
Other54
Top plans served
Showing top 199 of 197 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CPS SOLUTIONS, LLC CPS SOLUTIONS, LLC 401(K) PLAN | MINNETONKA, MN | Advisor / Consultant ADVISOR | 2,638 | $292.4M | $48K |
| THE CLUB MANAGEMENT ASSOCIATION OF AMERICA CLUB RETIREMENT PLAN | ALEXANDRIA, VA | Other OTHER | 7,235 | $262.7M | $18K |
| THE CLUB MANAGEMENT ASSOCIATION OF AMERICA CLUB RETIREMENT PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISORS | 7,235 | $262.7M | $470K |
| CPS SOLUTIONS, LLC CPS SOLUTIONS, LLC 401(K) PLAN | MINNETONKA, MN | Advisor / Consultant ADVISOR | 2,738 | $257.9M | $48K |
| THE CLUB MANAGEMENT ASSOCIATION OF AMERICA CLUB RETIREMENT PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISORS | 6,392 | $220.7M | $362K |
| COMPREHENSIVE PHARMACY SERVICES, LLC COMPREHENSIVE PHARMACY SERVICES 401(K) PLAN | DUBLIN, OH | Advisor / Consultant ADVISOR | 2,657 | $214.3M | $48K |
| CLUB MANAGERS ASSOCIATION OF AMERICA, INC. CLUB RETIREMENT PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISORS | 4,884 | $169.4M | $49K |
| MEDVET, INC. MEDVET, INC. EMPLOYEES SAVINGS TRUST | WORTHINGTON, OH | Advisor / Consultant ADVISOR | 3,503 | $146.7M | $111K |
| MEDVET, INC. MEDVET, INC. EMPLOYEES SAVINGS TRUST | WORTHINGTON, OH | Advisor / Consultant ADVISOR | 3,315 | $117.7M | $95K |
| QUANTUM HEALTH, INC. QUANTUM HEALTH, INC. 401(K) PLAN | DUBLIN, OH | Advisor / Consultant ADVISOR | 2,257 | $109.0M | $98K |
| QUANTUM HEALTH, INC. QUANTUM HEALTH, INC. 401(K) PLAN | DUBLIN, OH | Advisor / Consultant ADVISOR | 2,281 | $88.1M | $69K |
| MEDVET, INC. MEDVET, INC. EMPLOYEES SAVINGS TRUST | WORTHINGTON, OH | Advisor / Consultant ADVISOR | 3,250 | $86.3M | $91K |
| F & P AMERICA MANUFACTURING, INC. F & P AMERICA MANUFACTURING, INC. RETIREMENT SAVINGS PLAN | TROY, OH | Advisor / Consultant ADVISOR | 1,776 | $79.5M | $75K |
| ANCHOR HOCKING HOLDINGS, INC. ANCHOR HOCKING 401K PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 2,057 | $72.4M | $16K |
| F & P AMERICA MANUFACTURING, INC. F & P AMERICA MANUFACTURING, INC. RETIREMENT SAVINGS PLAN | TROY, OH | Advisor / Consultant ADVISOR | 991 | $71.4M | $71K |
| QUANTUM HEALTH, INC. QUANTUM HEALTH, INC. 401(K) PLAN | DUBLIN, OH | Advisor / Consultant ADVISOR | 1,776 | $63.4M | $59K |
| F & P AMERICA MANUFACTURING, INC. F & P AMERICA MANUFACTURING, INC. RETIREMENT SAVINGS PLAN | TROY, OH | Advisor / Consultant ADVISOR | 1,047 | $63.0M | $73K |
| KEGLER, BROWN, HILL & RITTER CO., L.P.A. KEGLER, BROWN, HILL & RITTER EMPLOYEES' 401(K) RETIREMENT PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 108 | $62.1M | $41K |
| MCGOHAN/BRABENDER AGENCY, INC. MCGOHAN BRABENDER 401(K) PROFIT SHARING PLAN | MORAINE, OH | Advisor / Consultant INVESTMENT ADVISORY | 348 | $61.6M | $25K |
| MCGOHAN BRABENDER AGENCY INC. MCGOHAN BRABENDER 401(K) PROFIT SHARING PLAN | DAYTON, OH | Other NONE | 335 | $55.4M | $50K |
| SETEX, INC. SETEX, INC. TAX DEFERRED SAVINGS PLAN AND TRUST | SAINT MARYS, OH | Advisor / Consultant ADVISOR | 354 | $52.5M | $51K |
| SETEX, INC. SETEX, INC. TAX DEFERRED SAVINGS PLAN AND TRUST | SAINT MARYS, OH | Advisor / Consultant ADVISOR | 369 | $52.4M | $46K |
| CONTRACT LUMBER, INC. CONTRACT LUMBER, INC. RETIREMENT PLAN | PATASKALA, OH | Advisor / Consultant ADVISOR | 753 | $49.9M | $59K |
| SETEX, INC. SETEX, INC. TAX DEFERRED SAVINGS PLAN AND TRUST | SAINT MARYS, OH | Advisor / Consultant ADVISOR | 373 | $48.3M | $47K |
| MCGOHAN BRABENDER AGENCY INC. MCGOHAN BRABENDER 401(K) PROFIT SHARING PLAN | DAYTON, OH | Other NONE | 280 | $46.6M | $58K |
| ANCHOR HOCKING HOLDINGS, INC. ANCHOR HOCKING 401K PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 742 | $41.8M | $15K |
| ROCKY BRANDS, INC. ROCKY BRANDS, INC. 401(K) PLAN AND TRUST | NELSONVILLE, OH | Other NONE | 490 | $40.9M | $9K |
| RUDOLPH FOODS COMPANY, INC. RUDOLPH FOODS COMPANY, INC. 401(K) RETIREMENT PLAN | LIMA, OH | Advisor / Consultant ADVISOR | 824 | $40.8M | $53K |
| ATALYS LLC ATALYS 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISOR | 361 | $39.9M | $22K |
| CONTRACT LUMBER, INC. CONTRACT LUMBER, INC. RETIREMENT PLAN | PATASKALA, OH | Advisor / Consultant ADVISOR | 508 | $39.9M | $54K |
| ANCHOR HOCKING HOLDINGS, INC. ANCHOR HOCKING 401K PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 743 | $39.4M | $18K |
| ODW LOGISTICS, INC. ODW LOGISTICS, INC. 401(K) RETIREMENT PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 1,772 | $38.9M | $45K |
| AREA ENERGY & ELECTRIC, INC. AREA ENERGY & ELECTRIC, INC. PROFIT SHARING PLAN | SIDNEY, OH | Advisor / Consultant INVESTMENT ADVISOR | 352 | $38.6M | $37K |
| OCEAN REEF CLUB, INC. OCEAN REEF CLUB EMPLOYEE SAVINGS AND RETIREMENT PLAN | KEY LARGO, FL | Advisor / Consultant INVESTMENT ADVISOR | 1,033 | $38.4M | $40K |
| RUDOLPH FOODS COMPANY, INC. RUDOLPH FOODS COMPANY, INC. 401(K) RETIREMENT PLAN | LIMA, OH | Advisor / Consultant ADVISOR | 684 | $35.0M | $46K |
| AREA ENERGY & ELECTRIC, INC. AREA ENERGY & ELECTRIC, INC. PROFIT SHARING PLAN | SIDNEY, OH | Advisor / Consultant INVESTMENT ADVISOR | 356 | $34.0M | $31K |
| UNITED GRINDING NORTH AMERICA IN UNITED GRINDING NORTH AMERICA, INC. 401(K) PLAN | MIAMISBURG, OH | Other INVESTMENT/FINANCIAL ADVI | 138 | $32.1M | $41K |
| RUDOLPH FOODS COMPANY, INC. RUDOLPH FOODS COMPANY, INC. 401(K) RETIREMENT PLAN | LIMA, OH | Advisor / Consultant ADVISOR | 598 | $30.9M | $48K |
| CONTRACT LUMBER, INC. CONTRACT LUMBER, INC. RETIREMENT PLAN | PATASKALA, OH | Advisor / Consultant ADVISOR | 429 | $30.3M | $53K |
| VENTRA HEALTH, INC. VENTRA HEALTH RETIREMENT PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISORY | 555 | $30.0M | $0 |
| PHYSICIANS PRIMARY CARE OF SOUTHWEST FLORIDA, P.L. PHYSICIANS PRIMARY CARE OF SOUTHWEST FLORIDA, P.L. 401(K) PROFIT SHARING PLAN AND TRUST | FORT MYERS, FL | Advisor / Consultant INVESTMENT ADVISOR | 225 | $29.8M | $44K |
| CTL ENGINEERING, INC. CTL ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 371 | $29.3M | $38K |
| HORIZON TELCOM HORIZON TELCOM 401(K) PLAN | CHILLICOTHE, OH | Advisor / Consultant ADVISOR | 248 | $29.1M | $31K |
| AREA ENERGY & ELECTRIC, INC. AREA ENERGY & ELECTRIC, INC. PROFIT SHARING PLAN | SIDNEY, OH | Advisor / Consultant INVESTMENT ADVISOR | 350 | $28.9M | $27K |
| UNITED GRINDING NORTH AMERICA IN UNITED GRINDING NORTH AMERICA, INC. 401(K) PLAN | DAYTON, OH | Other INVESTMENT/FINANCIAL ADVI | 145 | $28.6M | $35K |
| AIDA-AMERICA CORPORATION AIDA-AMERICA CORPORATION SAVINGS PLAN | DAYTON, OH | Advisor / Consultant ADVISOR | 147 | $27.8M | $29K |
| CORE MOLDING TECHNOLOGIES, INC. CORE MOLDING TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN | COLUMBUS, OH | Other NONE | 280 | $27.3M | $14K |
| PHYSICIANS PRIMARY CARE OF SOUTHWEST FLORIDA, P.L. PHYSICIANS PRIMARY CARE OF SOUTHWEST FLORIDA, P.L. 401(K) PROFIT SHARING PLAN AND TRUST | FORT MYERS, FL | Advisor / Consultant INVESTMENT ADVISOR | 209 | $27.2M | $20K |
| J. E. GROTE COMPANY, INC. J. E. GROTE COMPANY 401(K) PROFIT SHARING PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 381 | $27.0M | $44K |
| SAWDEY SOLUTION SERVICES, INC. SAWDEY SOLUTION SERVICES, INC. 401(K) RETIREMENT PLAN | BEAVERCREEK, OH | Other SERVICE PROVIDER | 268 | $26.7M | $0 |
| HORIZON TELCOM HORIZON TELCOM 401(K) PLAN | CHILLICOTHE, OH | Advisor / Consultant ADVISOR | 246 | $25.3M | $31K |
| UNITED GRINDING NORTH AMERICA IN UNITED GRINDING NORTH AMERICA, INC. 401(K) PLAN | MIAMISBURG, OH | Other INVESTMENT/FINANCIAL ADVI | 138 | $25.3M | $44K |
| CTL ENGINEERING, INC. CTL ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 226 | $25.1M | $34K |
| HOPE HOPE HOSPICE AND COMMUNITY SERVICES, INC. 403(B) PLAN | FT MYERS, FL | Advisor / Consultant INVESTMENT ADVISOR | 876 | $24.6M | $16K |
| ADENA CORPORATION ADENA CORPORATION & AMCRETE 401(K) PLAN | MANSFIELD, OH | Advisor / Consultant INVESTMENT ADVISOR | 448 | $24.2M | $44K |
| ODW LOGISTICS, INC. ODW LOGISTICS, INC. 401(K) RETIREMENT PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 1,446 | $24.2M | $34K |
| REVLOCAL, LLC REVLOCAL, LLC PROFIT SHARING & 401(K) PLAN | WESTERVILLE, OH | Other INVESTMENT/FINANCIAL ADVI | 300 | $24.0M | $46K |
| CORE MOLDING TECHNOLOGIES, INC. CORE MOLDING TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN | COLUMBUS, OH | Other NONE | 362 | $23.7M | $14K |
| SAWDEY SOLUTION SERVICES, INC. SAWDEY SOLUTION SERVICES, INC. 401(K) RETIREMENT PLAN | BEAVERCREEK, OH | Other SERVICE PROVIDER | 272 | $23.5M | $0 |
| AIDA-AMERICA CORPORATION AIDA-AMERICA CORPORATION SAVINGS PLAN | DAYTON, OH | Advisor / Consultant ADVISOR | 168 | $23.4M | $25K |
| J. E. GROTE COMPANY, INC. J. E. GROTE COMPANY 401(K) PROFIT SHARING PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 284 | $22.8M | $40K |
| ANCHOR PARTNERS, LLC ANCHOR PARTNERS 401(K) PROFIT SHARING PLAN | SOUTHLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 949 | $22.8M | $41K |
| CTL ENGINEERING, INC. CTL ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 233 | $22.5M | $40K |
| YUSA CORPORATION YUSA CORPORATION 401(K) PLAN | WASHINGTON COURT HOUSE, OH | Advisor / Consultant ADVISOR | 353 | $22.3M | $41K |
| HOPE HOSPICE AND COMMUNITY SERVICES, INC. HOPE HOSPICE AND COMMUNITY SERVICES, INC. 403(B) PLAN | FT MYERS, FL | Advisor / Consultant INVESTMENT ADVISOR | 625 | $21.9M | $34K |
| SAWDEY SOLUTION SERVICES, INC. SAWDEY SOLUTION SERVICES, INC. 401(K) RETIREMENT PLAN | BEAVERCREEK, OH | Other SERVICE PROVIDER | 280 | $21.2M | $0 |
| REVLOCAL, LLC REVLOCAL, LLC PROFIT SHARING & 401(K) PLAN | WESTERVILLE, OH | Other INVESTMENT/FINANCIAL ADVI | 364 | $21.1M | $34K |
| SPECIALIZED ALTERNATIVES EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES | DELPHOS, OH | Other INVESTMENT/FINANCIAL ADVI | 446 | $21.0M | $43K |
| AIDA-AMERICA CORPORATION AIDA-AMERICA CORPORATION SAVINGS PLAN | DAYTON, OH | Advisor / Consultant ADVISOR | 169 | $20.7M | $27K |
| HFI, LLC HFI, LLC SAVINGS PLAN | CANAL WINCHESTER, OH | Advisor / Consultant ADVISOR | 352 | $20.7M | $33K |
| NORTHWOODS CONSULTING PARTNERS, INC . NORTHWOODS CONSULTING PARTNERS, INC. 401(K) PLAN | DUBLIN, OH | Advisor / Consultant INVESMENT ADVISOR | 87 | $20.7M | $38K |
| YUSA CORPORATION YUSA CORPORATION 401(K) PLAN | WASHINGTON COURT HOUSE, OH | Advisor / Consultant ADVISOR | 292 | $20.5M | $36K |
| GLASSTECH, INC. EMPLOYEES' SAVINGS PLAN OF GLASSTECH, INC. | PERRYSBURG, OH | Advisor / Consultant ADVISOR | 60 | $19.9M | $25K |
| NORTHWOODS CONSULTING PARTNERS, INC . NORTHWOODS CONSULTING PARTNERS, INC. 401(K) PLAN | DUBLIN, OH | Advisor / Consultant INVESMENT ADVISOR | 124 | $19.8M | $33K |
| BOWSER-MORNER, INC BOWSER-MORNER, INC. SAVINGS PLAN | DAYTON, OH | Other NONE | 106 | $19.3M | $34K |
| DOROTHY LANE MARKET, INC DOROTHY LANE MARKET, INC. 401(K) RETIREMENT PLAN | DAYTON, OH | Other SERVICE PROVIDER | 686 | $19.2M | $0 |
| ADENA CORPORATION ADENA CORPORATION & AMCRETE 401(K) PLAN | MANSFIELD, OH | Advisor / Consultant INVESTMENT ADVISOR | 418 | $19.1M | $40K |
| DONATOS PIZZERIA, LLC DONATOS PIZZERIA 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 856 | $19.1M | $87K |
| J. E. GROTE COMPANY, INC. J. E. GROTE COMPANY 401(K) PROFIT SHARING PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 288 | $18.9M | $40K |
| LIFESTYLE COMMUNITIES, LTD LIFESTYLE COMMUNITIES, LTD. AND AFFILIATES 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 392 | $18.8M | $20K |
| LIFESTYLE COMMUNITIES, LTD LIFESTYLE COMMUNITIES, LTD. AND AFFILIATES 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 392 | $18.8M | $10K |
| CORE MOLDING TECHNOLOGIES, INC. CORE MOLDING TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN | COLUMBUS, OH | Other NONE | 358 | $18.7M | $13K |
| ADVOCATE RCM, LLC ADVOCATE RCM HOLDING COMPANY, LLC 401(K) SAVINGS PLAN | DUBLIN, OH | Advisor / Consultant INVESTMENT ADVISOR | 195 | $18.7M | $36K |
| SPECIALIZED ALTERNATIVES EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES | DELPHOS, OH | Other INVESTMENT/FINANCIAL ADVI | 415 | $18.5M | $36K |
| HFI, LLC HFI, LLC SAVINGS PLAN | CANAL WINCHESTER, OH | Advisor / Consultant ADVISOR | 373 | $17.9M | $31K |
| DONATOS PIZZERIA, LLC DONATOS PIZZERIA 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 870 | $17.9M | $50K |
| ODW LOGISTICS, INC. ODW LOGISTICS, INC. 401(K) RETIREMENT PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 1,218 | $17.8M | $32K |
| ADVOCATE RCM, LLC ADVOCATE RCM HOLDING COMPANY, LLC 401(K) SAVINGS PLAN | DUBLIN, OH | Advisor / Consultant INVESTMENT ADVISOR | 351 | $17.7M | $31K |
| YUSA CORPORATION YUSA CORPORATION 401(K) PLAN | WASHINGTON COURT HOUSE, OH | Advisor / Consultant ADVISOR | 304 | $17.3M | $37K |
| BOWSER-MORNER, INC BOWSER-MORNER, INC. SAVINGS PLAN | DAYTON, OH | Other NONE | 104 | $17.0M | $25K |
| COMMUNITY FIRST SOLUTIONS COMMUNITY FIRST SOLUTIONS 401(K) PLAN | HAMILTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 606 | $16.9M | $34K |
| COULTER VENTURES LLC DBA ROGUE FITNESS ROGUE FITNESS 401(K) PLAN | COLUMBUS, OH | Other NONE | 562 | $16.8M | $36K |
| MILES-MCCLELLAN CONSTRUCTION COMPANY, INC. MILES-MCCLELLAN CONSTRUCTION COMPANY, INC. 401(K) SALARY DEFERRAL PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 264 | $16.7M | $33K |
| ANCHOR PARTNERS, LLC ANCHOR PARTNERS 401(K) PROFIT SHARING PLAN | SOUTHLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 887 | $16.5M | $27K |
| NORTHWOODS CONSULTING PARTNERS, INC . NORTHWOODS CONSULTING PARTNERS, INC. 401(K) PLAN | DUBLIN, OH | Advisor / Consultant INVESMENT ADVISOR | 123 | $16.3M | $32K |
| JOHNSON ENGINEERING, INC. JOHNSON ENGINEERING, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN | FORT MYERS, FL | Other | 125 | $16.3M | $19K |
| TRIAD TECHNOLOGIES, LLC TRIAD TECHNOLOGIES, LLC 401(K) PLAN | VANDALIA, OH | Other SERVICE PROVIDER | 240 | $16.2M | $0 |
| WELLS BROTHERS, INC. WELLS BROTHERS, INC. / PANEL CONTROL, INC. 401(K) PLAN | ANNA, OH | Advisor / Consultant INVESTMENT ADVISOR | 133 | $15.9M | $0 |
| HFI, LLC HFI, LLC SAVINGS PLAN | CANAL WINCHESTER, OH | Advisor / Consultant ADVISOR | 327 | $15.7M | $32K |
| SPECIALIZED ALTERNATIVES EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES FOR FAM | DELPHOS, OH | Other INVESTMENT/FINANCIAL ADVI | 415 | $15.7M | $36K |
| DONATOS PIZZERIA, LLC DONATOS PIZZERIA 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 917 | $15.4M | $39K |
| REVLOCAL, LLC REVLOCAL, LLC PROFIT SHARING & 401(K) PLAN | GRANVILLE, OH | Other INVESTMENT/FINANCIAL ADVI | 422 | $15.4M | $28K |
| ACCURATE INVENTORY AND CALCULATING SERVICE, INC. ACCURATE INVENTORY AND CALCULATING SERVICE, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 138 | $15.2M | $22K |
| LIFESTYLE COMMUNITIES, LTD. LIFESTYLE COMMUNITIES, LTD. AND AFFILIATES 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 371 | $15.1M | $26K |
| STOELZLE GLASS USA, INC. STOELZLE GLASS USA, INC. 401(K) PLAN | MONACA, PA | Advisor / Consultant ADVISOR | 354 | $15.0M | $6K |
| JOHNSON ENGINEERING, LLC JOHNSON ENGINEERING, LLC EMPLOYEE 401(K) PROFIT SHARING PLAN | FORT MYERS, FL | Other | 134 | $14.9M | $13K |
| ANCHOR PARTNERS, LLC ANCHOR PARTNERS 401(K) PROFIT SHARING PLAN | SOUTHLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 827 | $14.8M | $9K |
| OHIO MEDICAL TRANSPORTATION, INC. MEDFLIGHT 401(K) RETIREMENT SAVINGS PLAN | COLUMBUS, OH | Other NONE | 449 | $14.8M | $36K |
| ERNIE GREEN INDUSTRIES, INC. ERNIE GREEN INDUSTRIES, INC. 401(K) SAVINGS PLAN | CIRCLEVILLE, OH | Advisor / Consultant INVESTMENT ADVISOR | 303 | $14.7M | $20K |
| STOELZLE GLASS USA, INC. STOELZLE GLASS USA, INC. 401(K) PLAN | MONACA, PA | Advisor / Consultant ADVISOR | 301 | $14.7M | $5K |
| UNITED PRODUCERS, INC. UNITED PRODUCERS, INC. SAVINGS PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 207 | $14.7M | $14K |
| OHIO MEDICAL TRANSPORTATION, INC. MEDFLIGHT 401(K) RETIREMENT SAVINGS PLAN | COLUMBUS, OH | Other NONE | 468 | $14.7M | $14K |
| MEACHAM & APEL ARCHITECTS, INC. MEACHAM & APEL ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS, OH | Other INVESTMENT PROFESSIONAL | 99 | $14.7M | $34K |
| CHARLES PENZONE, INC. CHARLES PENZONE, INC. 401(K) PLAN AND TRUST | DUBLIN, OH | Other INVESTMENT/FINANCIAL ADVI | 307 | $14.6M | $34K |
| SUNCOAST BEVERAGE SALES, LLC SUNCOAST BEVERAGE SALES 401(K) PROFIT SHARING PLAN & TRUST | FORT MYERS, FL | Advisor / Consultant INVESTMENT ADVISOR | 349 | $14.4M | $33K |
| COULTER VENTURES LLC DBA ROGUE FITNESS ROGUE FITNESS 401(K) PLAN | COLUMBUS, OH | Other NONE | 581 | $14.4M | $30K |
| COMMUNITY FIRST SOLUTIONS COMMUNITY FIRST SOLUTIONS 401(K) PLAN | HAMILTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 537 | $14.1M | $29K |
| ADVOCATE RCM, LLC ADVOCATE RCM HOLDING COMPANY, LLC 401(K) SAVINGS PLAN | DUBLIN, OH | Advisor / Consultant INVESTMENT ADVISOR | 302 | $14.1M | $28K |
| MEACHAM & APEL ARCHITECTS, INC. MEACHAM & APEL ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS, OH | Other INVESTMENT PROFESSIONAL | 88 | $14.0M | $28K |
| STOELZLE GLASS USA, INC. STOELZLE GLASS USA, INC. 401(K) PLAN | MONACA, PA | Advisor / Consultant ADVISOR | 366 | $13.9M | $6K |
| LIFESTYLE COMMUNITIES, LTD. LIFESTYLE COMMUNITIES, LTD. AND AFFILIATES 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 354 | $13.9M | $27K |
| ALLIED MINERAL PRODUCTS HOLDING INC ALLIED MINERAL PRODUCTS 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 523 | $13.7M | $28K |
| WELLS BROTHERS, INC. WELLS BROTHERS, INC. / PANEL CONTROL, INC. 401(K) PLAN | ANNA, OH | Advisor / Consultant INVESTMENT ADVISOR | 174 | $13.5M | $0 |
| CHARLES PENZONE, INC. CHARLES PENZONE, INC. 401(K) PLAN AND TRUST | DUBLIN, OH | Other INVESTMENT/FINANCIAL ADVI | 299 | $13.0M | $28K |
| OHIO MEDICAL TRANSPORTATION, INC. MEDFLIGHT 401(K) RETIREMENT SAVINGS PLAN | COLUMBUS, OH | Other NONE | 525 | $12.9M | $30K |
| SUNCOAST BEVERAGE SALES, LLC SUNCOAST BEVERAGE SALES 401(K) PROFIT SHARING PLAN & TRUST | FORT MYERS, FL | Advisor / Consultant INVESTMENT ADVISOR | 344 | $12.8M | $28K |
| UNITED PRODUCERS, INC. UNITED PRODUCERS, INC. SAVINGS PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 177 | $12.7M | $12K |
| COMMUNITY FIRST SOLUTIONS COMMUNITY FIRST SOLUTIONS 401(K) PLAN | HAMILTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 401 | $12.6M | $29K |
| ALLIED MINERAL PRODUCTS HOLDING INC ALLIED MINERAL PRODUCTS 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 571 | $12.5M | $25K |
| MILES-MCCLELLAN CONSTRUCTION COMPANY, INC. MILES-MCCLELLAN CONSTRUCTION COMPANY, INC. 401(K) SALARY DEFERRAL PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 220 | $12.5M | $27K |
| COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS 403(B) PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 787 | $12.5M | $16K |
| ATALYS LLC ATALYS 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISOR | 238 | $11.7M | $9K |
| COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS 403(B) PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 891 | $11.7M | $18K |
| DICK DEVOE BUICK-CADILLAC, INC. DEVOE AUTOMOTIVE 401(K) SALARY SAVINGS PLAN | NAPLES, FL | Advisor / Consultant INVESTMENT ADVISOR | 163 | $11.3M | $26K |
| HOPE HOSPICE AND COMMUNITY SERVICES, INC. HOPE HOSPICE AND COMMUNITY SERVICES, INC. RETIREMENT PLAN | FT MYERS, FL | Advisor / Consultant INVESTMENT ADVISOR | 547 | $11.2M | $23K |
| MEACHAM & APEL ARCHITECTS, INC. MEACHAM & APEL ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS, OH | Other INVESTMENT PROFESSIONAL | 123 | $11.2M | $23K |
| WELLS BROTHERS, INC. WELLS BROTHERS, INC. / PANEL CONTROL, INC. 401(K) PLAN | ANNA, OH | Advisor / Consultant INVESTMENT ADVISOR | 147 | $11.0M | $0 |
| COULTER VENTURES LLC DBA ROGUE FITNESS ROGUE FITNESS 401(K) PLAN | COLUMBUS, OH | Other NONE | 686 | $11.0M | $29K |
| HOPE HOPE HOSPICE AND COMMUNITY SERVICES, INC. RETIREMENT PLAN | FT MYERS, FL | Advisor / Consultant INVESTMENT ADVISOR | 795 | $11.0M | $4K |
| SUNCOAST BEVERAGE SALES, LLLP SUNCOAST BEVERAGE SALES 401(K) PROFIT SHARING PLAN & TRUST | FORT MYERS, FL | Advisor / Consultant INVESTMENT ADVISOR | 315 | $10.8M | $10K |
| CHARLES PENZONE, INC. CHARLES PENZONE, INC. 401(K) PLAN AND TRUST | DUBLIN, OH | Other INVESTMENT/FINANCIAL ADVI | 281 | $10.8M | $29K |
| DICK DEVOE BUICK-CADILLAC, INC. DEVOE AUTOMOTIVE 401(K) SALARY SAVINGS PLAN | NAPLES, FL | Advisor / Consultant INVESTMENT ADVISOR | 162 | $10.3M | $24K |
| ALLIED MINERAL PRODUCTS HOLDING INC ALLIED MINERAL PRODUCTS 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 549 | $10.2M | $24K |
| MODULAR ASSEMBLY INNOVATIONS MODULAR ASSEMBLY INNOVATIONS, LLC 401(K) PLAN | DUBLIN, OH | Other INVESTMENT/FINANCIAL ADVI | 178 | $9.9M | $22K |
| DICK DEVOE BUICK-CADILLAC, INC. DEVOE AUTOMOTIVE 401(K) SALARY SAVINGS PLAN | NAPLES, FL | Advisor / Consultant INVESTMENT ADVISOR | 149 | $9.6M | $16K |
| MILES-MCCLELLAN CONSTRUCTION COMPANY, INC. MILES-MCCLELLAN CONSTRUCTION COMPANY, INC. 401(K) SALARY DEFERRAL PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 180 | $9.5M | $27K |
| ATLAS CAPITAL SERVICES, INC. ATLAS BUTLER 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 142 | $9.4M | $25K |
| KEOWEE, LLC KEOWEE, LLC 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISOR | 236 | $9.2M | $2K |
| YSK CORPORATION YSK CORPORATION RETIREMENT AND SAVINGS PLAN | CHILLICOTHE, OH | Advisor / Consultant INVESTMENT ADVISOR | 164 | $8.2M | $16K |
| ATLAS CAPITAL SERVICES, INC. ATLAS BUTLER 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 148 | $8.2M | $23K |
| MODULAR ASSEMBLY INNOVATIONS MODULAR ASSEMBLY INNOVATIONS, LLC 401(K) PLAN | DUBLIN, OH | Other INVESTMENT/FINANCIAL ADVI | 174 | $8.1M | $17K |
| YSK CORPORATION YSK CORPORATION RETIREMENT AND SAVINGS PLAN | CHILLICOTHE, OH | Advisor / Consultant INVESTMENT ADVISOR | 127 | $8.1M | $16K |
| ATLAS CAPITAL SERVICES, INC. ATLAS BUTLER 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 141 | $7.1M | $25K |
| CRAWFORD HOYING, LTD. CRAWFORD HOYING 401(K) PLAN | DUBLIN, OH | Other INVESTMENT/FINANCIAL ADVI | 174 | $7.1M | $21K |
| ADENA COMMERCIAL LLC ADENA COMMERCIAL LLC 401-K SAVINGS PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 104 | $6.8M | $12K |
| RESIDENTIAL MANAGEMENT SYSTEMS, INC. THE RMS 401(K) PLAN | WORTHINGTON, OH | Advisor / Consultant ADVISOR | 187 | $6.7M | $19K |
| PGI HOLDINGS, LLC PGI HOLDINGS, LLC RETIREMENT PLAN | SABINA, OH | Other INVESTMENT/FINANCIAL ADVI | 146 | $6.5M | $15K |
| SOURCEPOINT SOURCEPOINT MATCHED SAVINGS PLAN | DELAWARE, OH | Advisor / Consultant INVESTMENT ADVISORY | 97 | $6.4M | $5K |
| MODULAR ASSEMBLY INNOVATIONS MODULAR ASSEMBLY INNOVATIONS, LLC 401(K) PLAN | DUBLIN, OH | Other INVESTMENT/FINANCIAL ADVI | 189 | $6.3M | $16K |
| JEFFERSON SOUTHERN CORPORATION JEFFERSON SOUTHERN 401(K) PLAN | ROCKMART, GA | Advisor / Consultant INVESTMENT ADVISOR | 295 | $6.1M | $16K |
| THE CHAMPION COMPANY AND ADDITIONAL SUBSCRIBERS SPRINGFIELD INDUSTRIAL SERVICES 401(K) RETIREMENT PLAN | SPRINGFIELD, OH | Advisor / Consultant INVESTMENT ADVISOR | 87 | $6.0M | $11K |
| JEFFERSON SOUTHERN CORPORATION JEFFERSON SOUTHERN 401(K) PLAN | ROCKMART, GA | Advisor / Consultant INVESTMENT ADVISOR | 283 | $5.4M | $13K |
| PGI HOLDINGS, LLC PGI HOLDINGS, LLC RETIREMENT PLAN | SABINA, OH | Other INVESTMENT/FINANCIAL ADVI | 164 | $5.3M | $12K |
| LIFECARE ALLIANCE LIFECARE ALLIANCE 403(B) RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 276 | $5.3M | $17K |
| CRAWFORD HOYING, LTD. CRAWFORD HOYING 401(K) PLAN | DUBLIN, OH | Other INVESTMENT/FINANCIAL ADVI | 154 | $5.3M | $16K |
| ADENA COMMERCIAL LLC ADENA COMMERCIAL LLC 401-K SAVINGS PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 104 | $5.1M | $16K |
| FACILITIES MANAGEMENT EXPRESS, LLC. FACILITIES MANAGEMENT EXPRESS, LLC.401K PLAN | GRANDVIEW HEIGHTS, OH | Other NONE | 139 | $5.0M | $12K |
| LIFECARE ALLIANCE LIFECARE ALLIANCE 403(B) RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 270 | $4.9M | $15K |
| UNIPRES ALABAMA, INC. UNIPRES ALABAMA 401(K) PLAN | STEELE, AL | Advisor / Consultant INVESTEMENT ADVISOR | 207 | $4.7M | $15K |
| HOMEWOOD CORPORATION HOMEWOOD & ASSOCIATES 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 109 | $4.5M | $17K |
| PENNANT MOLDINGS, INC. HTTPS//WWW.SGC02.COM/5500CLIENT/SI PENNANT MOLDINGS, INC. RETIREMENT PLAN | SABINA, OH | Other INVESTMENT/FINANCIAL ADVI | 186 | $4.5M | $12K |
| MANAGEMENT & NETWORK SERVICES, LLC MNS 401(K) PROFIT SHARING PLAN | DUBLIN, OH | Advisor / Consultant ADVISOR | 80 | $4.3M | $14K |
| LIFECARE ALLIANCE LIFECARE ALLIANCE 403(B) RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 251 | $4.3M | $17K |
| HILLANDALE COMMUNITIES HILLANDALE COMMUNITIES 401(K) PLAN | WEST CHESTER, OH | Advisor / Consultant INVESTMENT ADVISOR | 71 | $4.3M | $17K |
| CRAWFORD HOYING, LTD. CRAWFORD HOYING 401(K) PLAN | DUBLIN, OH | Other INVESTMENT/FINANCIAL ADVI | 123 | $4.0M | $15K |
| ADENA COMMERCIAL LLC ADENA COMMERCIAL LLC 401-K SAVINGS PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 113 | $3.9M | $13K |
| FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. WESTERWOOD 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 282 | $3.7M | $11K |
| UNIPRES ALABAMA, INC. UNIPRES ALABAMA 401(K) PLAN | STEELE, AL | Advisor / Consultant INVESTEMENT ADVISOR | 217 | $3.7M | $14K |
| CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY 401(K) PLAN | DAYTON, OH | Other SERVICE PROVIDER | 99 | $3.2M | $0 |
| GOODWILL COLUMBUS GOODWILL COLUMBUS 403(B) RETIREMENT PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISORY | 1,249 | $3.2M | $8K |
| UNIPRES ALABAMA, INC. UNIPRES ALABAMA 401(K) PLAN | STEELE, AL | Advisor / Consultant INVESTEMENT ADVISOR | 195 | $3.1M | $15K |
| BUFFALO WINGS AND RINGS, LLC BUFFALO WINGS AND RINGS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | LOVELAND, OH | Other SERVICE PROVIDER | 184 | $2.9M | $0 |
| FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. WESTERWOOD 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 291 | $2.8M | $9K |
| FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. WESTERWOOD 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 221 | $2.6M | $4K |
| INTEGRAL MANUFACTURING, INC. INTEGRAL MANUFACTURING 401(K) PLAN | TROY, OH | Advisor / Consultant ADVISOR | 78 | $2.6M | $11K |
| YSK CORPORATION YSK CORPORATION MONEY PURCHASE PENSION PLAN | CHILLICOTHE, OH | Advisor / Consultant INVESTMENT ADVISOR | 124 | $2.1M | $4K |
| YSK CORPORATION YSK CORPORATION MONEY PURCHASE PENSION PLAN | CHILLICOTHE, OH | Advisor / Consultant INVESTMENT ADVISOR | 102 | $2.0M | $4K |
| LIGHTHOUSE BEHAVIORAL HEALTH SOLUTIONS LIGHTHOUSE BEHAVIORAL HEALTH SOLUTIONS 401(K) | COLUMBUS, OH | Other NONE | 295 | $1.9M | $11K |
| BROOKVILLE ENTERPRISES BROOKVILLE ENTERPRISES 401(K) PLAN | BROOKVILLE, OH | Advisor / Consultant INVESTMENT ADVISOR | 115 | $1.8M | $0 |
| BROOKVILLE ENTERPRISES BROOKVILLE ENTERPRISES 401(K) PLAN | BROOKVILLE, OH | Advisor / Consultant INVESTMENT ADVISOR | 111 | $1.6M | $0 |
| SANDYS TOWING & TRUCK SERVICES, INC. SANDY'S TOWING 401(K) RETIREMENT PLAN | DAYTON, OH | Other SERVICE PROVIDER | 123 | $1.5M | $0 |
| MACINTOSH MANAGEMENT COMPANY, LLC MACINTOSH MANAGEMENT COMPANY, LLC 401(K) PLAN | HILLIARD, OH | Advisor / Consultant ADVISOR/CONSULTANT | 0 | $49K | $26K |
| ERNIE GREEN INDUSTRIES, INC. ERNIE GREEN INDUSTRIES, INC. 401(K) SAVINGS PLAN | DUBLIN, OH | Advisor / Consultant INVESTMENT ADVISOR | 0 | $29K | $8K |
| CREATIVE EXTRUDED PRODUCTS, LLC CREATIVE EXTRUDED PRODUCTS, LLC 401(K) PLAN | TIPP CITY, OH | Advisor / Consultant INVESTMENT ADVISOR | 0 | $25 | $9K |
| HOPE HOSPICE AND COMMUNITY SERVICES, INC. HOPE HOSPICE AND COMMUNITY SERVICES, INC. 403(B) PLAN | FORT MYERS, FL | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $684 |
| HORIZON TELCOM HORIZON TELCOM 401(K) PLAN | CHILLICOTHE, OH | Advisor / Consultant ADVISOR | 0 | $0 | $23K |
| AIR FORCE ONE, LLC AIR FORCE ONE, LLC 401(K) PROFIT SHARING PLAN | DUBLIN, OH | Advisor / Consultant ADVISOR | 0 | $0 | $35K |
| CROWTHER ROOFING AND SHEET METAL OF FLORIDA, INC. CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST | FORT MYERS, FL | Advisor / Consultant INVESTMENT ADVISOR | 717 | — | $3K |
| CROWTHER ROOFING AND SHEET METAL OF FLORIDA, INC. CROWTHER ROOFING COMPANY, INC., 401(K) PROFIT SHARING PLAN AND TRUST | FORT MYERS, FL | Advisor / Consultant INVESTMENT ADVISOR | 734 | — | $22K |