FLEXPATH STRATEGIES
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
137
Active participants
73,533
Total plan assets
$8.7B
Filings (rows)
137
Direct comp
$2.4M
Indirect comp
$0
SERVICES PROVIDED
Other86
Advisor / Consultant51
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| FLEXPATH STABLE VALUE CL I1 | 4 |
| FLEXPATH INDEX MODERAT 2035 R1 | 2 |
| FLEXPATH INDEX AGGRE 2055 R1 | 2 |
| FLEXPATH INDEX MODERAT 2045 R1 | 2 |
| FLEXPATH INDEX MODERAT 2025 R1 | 2 |
| FLEXPATH INDEX AGGRE RETIRE R1 | 2 |
| FLEXPATH INDEX CONSERV RET R1 | 2 |
| FLEXPATH INDEX MODERAT 2055 R1 | 2 |
| FLEXPATH INDEX AGGRE 2045 R1 | 2 |
| FLEXPATH INDEX MOD 2065 R1 | 2 |
| FLEXPATH INDEX CONSERV 2035 R1 | 2 |
| FLEXPATH INDEX CONSERV 2055 R1 | 2 |
| FLEXPATH INDEX CONSERV 2045 R1 | 2 |
| FLEXPATH INDEX AGGRE 2025 R1 | 2 |
| FLEXPATH INDEX CONSERV 2025 R1 | 2 |
| FLEXPATH INDEX AGGRE 2035 R1 | 2 |
| FLEXPATH INDEX MODERAT RET R1 | 2 |
| WILMINGTON STABLE VALUE FUND | 1 |
| FLEXPATH STABLE VALUE | 1 |
| INTELLECTUAL ENERGY GROUP DBA | 1 |
| FLEXPATH INDEX AGG 2065 R1 | 1 |
Top plans served
All 137 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ITHACA COLLEGE ITHACA COLLEGE 403(B) RETIREMENT PLAN | ITHACA, NY | Other NONE | 1,595 | $635.3M | $132K |
| ITHACA COLLEGE ITHACA COLLEGE 403(B) RETIREMENT PLAN | ITHACA, NY | Other NONE | 1,624 | $596.6M | $116K |
| ITHACA COLLEGE ITHACA COLLEGE 403(B) RETIREMENT PLAN | ITHACA, NY | Other NONE | 1,507 | $548.1M | $146K |
| DUQUESNE UNIVERSITY OF THE HOLY SPIRIT DUQUESNE UNIVERSITY 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | PITTSBURGH, PA | Other NONE | 2,843 | $488.3M | $81K |
| DUQUESNE UNIVERSITY OF THE HOLY SPIRIT DUQUESNE UNIVERSITY 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | PITTSBURGH, PA | Other NONE | 2,846 | $446.9M | $65K |
| DUQUESNE UNIVERSITY OF THE HOLY SPIRIT DUQUESNE UNIVERSITY 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | PITTSBURGH, PA | Other NONE | 2,280 | $402.3M | $11K |
| PENTEGRA SERVICES, INC THE 401(K) PLAN | WHITE PLAINS, NY | Advisor / Consultant OTHER, INVESTMENT ADVISO | 9,164 | $192.1M | $6K |
| NORWICH UNIVERSITY NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHFIELD, VT | Other NONE | 1,016 | $175.8M | $44K |
| NORWICH UNIVERSITY NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHFIELD, VT | Other NONE | 1,061 | $170.2M | $31K |
| ABILENE CHRISTIAN UNIVERSITY ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN | ABILENE, TX | Other NONE | 1,237 | $163.6M | $103K |
| THE FEDERATION OF AMERICAN SOCIETIES FOR EXPERIMENTAL BIOLOGY FEDERATION OF AMERICAN SOCIETIES FOR EXPERIMENTAL BIOLOGY DEFINED CONTRIBUTION PLAN | ROCKVILLE, MD | Other NONE | 292 | $159.0M | $25K |
| THE FEDERATION OF AMERICAN SOCIETIES FOR EXPERIMENTAL BIOLOGY FEDERATION OF AMERICAN SOCIETIES FOR EXPERIMENTAL BIOLOGY DEFINED CONTRIBUTION PLAN | ROCKVILLE, MD | Other NONE | 323 | $150.3M | $41K |
| FEDERATION OF AMERICAN SOCIETIES FOR EXPERIMENTAL BIOLOGY FEDERATION OF AMERICAN SOCIETIES FOR EXPERIMENTAL BIOLOGY DC PLAN | ROCKVILLE, MD | Other NONE | 275 | $144.1M | $23K |
| ABILENE CHRISTIAN UNIVERSITY ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN | ABILENE, TX | Other NONE | 1,192 | $142.7M | $84K |
| ABILENE CHRISTIAN UNIVERSITY ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN | ABILENE, TX | Other NONE | 996 | $123.6M | $75K |
| WILMINGTON UNIVERSITY, INC. WILMINGTON UNIVERSITY 403(B) DC PLAN | NEW CASTLE, DE | Other NONE | 2,063 | $118.3M | $60K |
| WILMINGTON UNIVERSITY, INC. WILMINGTON UNIVERSITY 403(B) DC PLAN | NEW CASTLE, DE | Other NONE | 1,982 | $105.3M | $47K |
| PRINCETON DAY SCHOOL PRINCETON DAY SCHOOL 403(B) PLAN | PRINCETON, NJ | Other NONE | 309 | $103.8M | $35K |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 403(B) DC-TDA | WASHINGTON, DC | Other NONE | 868 | $101.6M | $37K |
| PRINCETON DAY SCHOOL PRINCETON DAY SCHOOL 403(B) PLAN | PRINCETON, NJ | Other NONE | 307 | $97.2M | $10K |
| UNIVERSITY PEDIATRICIANS UNIVERSITY PEDIATRICIANS 401(K) PROFIT SHARING PLAN | DETROIT, MI | Other NONE | 446 | $97.2M | $38K |
| CHARLES E. SMITH JEWISH DAY SCHOOL CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN | ROCKVILLE, MD | Advisor / Consultant ADVISOR | 249 | $95.7M | $27K |
| WILMINGTON UNIVERSITY, INC. WILMINGTON UNIVERSITY 403(B) DC PLAN | NEW CASTLE, DE | Other NONE | 1,990 | $94.1M | $47K |
| CHARLES E. SMITH JEWISH DAY SCHOOL CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN | ROCKVILLE, MD | Advisor / Consultant ADVISOR | 264 | $89.0M | $11K |
| THE PEDDIE SCHOOL PEDDIE SCHOOL 403(B) TDA & DC PLAN | HIGHTSTOWN, NJ | Other NONE | 251 | $87.8M | $28K |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 403(B) DC-TDA | WASHINGTON, DC | Other NONE | 1,204 | $87.1M | $35K |
| THE PEDDIE SCHOOL PEDDIE SCHOOL 403(B) TDA & DC PLAN | HIGHTSTOWN, NJ | Other NONE | 331 | $79.4M | $23K |
| UNIVERSITY PEDIATRICIANS UNIVERSITY PEDIATRICIANS 401(K) PROFIT SHARING PLAN | DETROIT, MI | Other NONE | 398 | $78.2M | $46K |
| PINE CREST PREPARATORY SCHOOL, INC. PINE CREST PREPARATORY SCHOOL, INC. 403(B) PLAN | FORT LAUDERDALE, FL | Other NONE | 550 | $71.4M | $39K |
| THE PEDDIE SCHOOL PEDDIE SCHOOL 403(B) TDA & DC PLAN | HIGHTSTOWN, NJ | Other | 322 | $69.3M | $22K |
| PENTEGRA SERVICES, INC THE 401(K) PLAN | WHITE PLAINS, NY | Advisor / Consultant OTHER, INVESTMENT ADVISO | 1,970 | $68.0M | $14K |
| PINE CREST PREPARATORY SCHOOL, INC. PINE CREST PREPARATORY SCHOOL, INC. MONEY PURCHASE PENSION PLAN | FORT LAUDERDALE, FL | Other NONE | 343 | $68.0M | $34K |
| SOCIETY OF ACTUARIES RESEARCH INSTITUTE SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN | CHICAGO, IL | Other NONE | 155 | $67.2M | $41K |
| QUEENS UNIVERSITY OF CHARLOTTE QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN | CHARLOTTE, NC | Advisor / Consultant ADVISOR | 328 | $66.8M | $27K |
| PINE CREST PREPARATORY SCHOOL, INC. PINE CREST PREPARATORY SCHOOL, INC. MONEY PURCHASE PENSION PLAN | FORT LAUDERDALE, FL | Other NONE | 360 | $66.5M | $31K |
| QUEENS UNIVERSITY OF CHARLOTTE QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN | CHARLOTTE, NC | Advisor / Consultant ADVISOR | 334 | $65.7M | $4K |
| PINE CREST PREPARATORY SCHOOL, INC. PINE CREST PREPARATORY SCHOOL, INC. 403(B) PLAN | FORT LAUDERDALE, FL | Other NONE | 520 | $64.4M | $32K |
| NEUMANN UNIVERSITY NEUMANN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ASTON, PA | Advisor / Consultant INVESTMENT MANAGER | 452 | $63.4M | $28K |
| METHODIST UNIVERSITY METHODIST UNIVERSITY RETIREMENT PLAN | FAYETTEVILLE, NC | Advisor / Consultant ADVISOR | 387 | $63.4M | $19K |
| PINE CREST PREPARATORY SCHOOL, INC. PINE CREST PREPARATORY SCHOOL, INC. MONEY PURCHASE PENSION PLAN | FORT LAUDERDALE, FL | Other NONE | 378 | $62.5M | $24K |
| NEUMANN UNIVERSITY NEUMANN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ASTON, PA | Advisor / Consultant INVESTMENT MANAGER | 443 | $58.9M | $25K |
| METHODIST UNIVERSITY METHODIST UNIVERSITY RETIREMENT PLAN | FAYETTEVILLE, NC | Advisor / Consultant ADVISOR | 372 | $58.2M | $7K |
| THE HUN SCHOOL OF PRINCETON THE HUN SCHOOL OF PRINCETON RETIREMENT PLAN | PRINCETON, NJ | Other NONE | 177 | $58.1M | $22K |
| LINCOLN INSTITUTE OF LAND POLICY LINCOLN INSTITUTE OF LAND POLICY 403(B) RETIREMENT PLAN | CAMBRIDGE, MA | Other NONE | 171 | $58.0M | $23K |
| PINE CREST PREPARATORY SCHOOL, INC. PINE CREST PREPARATORY SCHOOL, INC. 403(B) PLAN | FORT LAUDERDALE, FL | Other NONE | 501 | $55.2M | $23K |
| THE HUN SCHOOL OF PRINCETON THE HUN SCHOOL OF PRINCETON RETIREMENT PLAN | PRINCETON, NJ | Other NONE | 166 | $54.4M | $9K |
| NEUMANN UNIVERSITY NEUMANN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ASTON, PA | Advisor / Consultant INVESTMENT MANAGER | 439 | $54.1M | $25K |
| PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION INC. PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION INC. PROFIT SHARING PLAN AND TRUST | BELTSVILLE, MD | Other NONE | 141 | $51.5M | $14K |
| SOUTHERN REGIONAL EDUCATION BOARD SREB RETIREMENT PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR | 127 | $51.1M | $18K |
| LINCOLN INSTITUTE OF LAND POLICY LINCOLN INSTITUTE OF LAND POLICY 403(B) RETIREMENT PLAN | CAMBRIDGE, MA | Other NONE | 166 | $49.8M | $17K |
| SOUTHERN REGIONAL EDUCATION BOARD SREB RETIREMENT PLAN | ATLANTA, GA | Other NONE | 119 | $48.7M | $15K |
| PUBLIC POLICY INSTITUTE OF CALIFORNIA PUBLIC POLICY INSTITUTE OF CA DC RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 98 | $47.2M | $1K |
| PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION INC. PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION INC. PROFIT SHARING PLAN AND TRUST | BELTSVILLE, MD | Other NONE | 139 | $46.8M | $9K |
| PLAN PROFESSIONALS, LLC YOUR 401(K) PLAN | SHREWSBURY, NJ | Other SERVICE PROVIDER | 7,922 | $46.1M | $6K |
| SOUTHERN REGIONAL EDUCATION BOARD SREB RETIREMENT PLAN | ATLANTA, GA | Other NONE | 110 | $43.6M | $14K |
| PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION INC. PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION INC. PROFIT SHARING PLAN AND TRUST | BELTSVILLE, MD | Advisor / Consultant INVESTMENT ADVISOR | 127 | $42.8M | $8K |
| URBAN SCHOOL OF SAN FRANCISCO URBAN SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 97 | $42.4M | $14K |
| WARREN WILSON COLLEGE, INC. WARREN WILSON COLLEGE 403(B) DC PLAN | ASHEVILLE, NC | Other NONE | 198 | $41.9M | $11K |
| LINCOLN INSTITUTE OF LAND POLICY LINCOLN INSTITUTE OF LAND POLICY 403(B) RETIREMENT PLAN | CAMBRIDGE, MA | Other NONE | 118 | $39.4M | $15K |
| URBAN SCHOOL OF SAN FRANCISCO URBAN SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 100 | $37.4M | $10K |
| HEALTHNET, INC. HEALTHNET, INC. 401(K) PLAN | INDIANAPOLIS, IN | Advisor / Consultant INVESTMENT ADVISOR | 587 | $32.9M | $16K |
| URBAN SCHOOL OF SAN FRANCISCO URBAN SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 100 | $31.3M | $7K |
| HEALTHNET, INC. HEALTHNET, INC. 401(K) PLAN | INDIANAPOLIS, IN | Advisor / Consultant INVESTMENT ADVISOR | 694 | $30.1M | $12K |
| LYCEE FRANCAIS DE SAN FRANCISCO LYCEE FRANCAIS DE SAN FRANCISCO 403(B) DC PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 133 | $29.8M | $3K |
| MINNEAPOLIS COLLEGE OF ART AND DESIGN MINNEAPOLIS COLLEGE OF ART AND DESIGN DEFINED CONTRIBUTION RETIREMENT PLAN | MINNEAPOLIS, MN | Other FUND MANAGER | 253 | $29.7M | $8K |
| NORTH CAROLINA WESLEYAN UNIVERSITY NORTH CAROLINA WESLEYAN UNIVERSITY RETIREMENT PLAN | ROCKY MOUNT, NC | Advisor / Consultant ADVISOR PARTICIPANT | 142 | $29.4M | $8K |
| CLEVELAND INSTITUTE OF ART CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | CLEVELAND, OH | Other NONE | 94 | $29.3M | $14K |
| CLEVELAND INSTITUTE OF ART CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | CLEVELAND, OH | Other NONE | 99 | $29.0M | $6K |
| PURVIS SYSTEMS INC PURVIS SYSTEMS, INC. RETIREMENT PLAN | MIDDLETOWN, RI | Other OTHER | 254 | $28.8M | $14K |
| FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH INC. FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH 403(B) DC PLAN | NORTH BETHESDA, MD | Advisor / Consultant ADVISOR | 119 | $27.4M | $11K |
| HOUSTON EAR, NOSE & THROAT CLINIC, LLP HOUSTON EAR NOSE & THROAT CLINIC 401(K) PROFIT SHARING PLAN | SUGARLAND, TX | Other OTHER | 110 | $27.0M | $12K |
| DEDHAM COUNTRY DAY SCHOOL DEDHAM COUNTRY DAY SCHOOL DC RETIREMENT PLAN | DEDHAM, MA | Other | 79 | $26.7M | $10K |
| NORTH CAROLINA WESLEYAN UNIVERSITY NORTH CAROLINA WESLEYAN UNIVERSITY RETIREMENT PLAN | ROCKY MOUNT, NC | Advisor / Consultant ADVISOR PARTICIPANT | 148 | $26.5M | $4K |
| AXA ASSISTANCE USA, INC. AXA ASSISTANCE USA, INC. 401(K) PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 204 | $26.5M | $12K |
| PURVIS SYSTEMS INC PURVIS SYSTEMS, INC. RETIREMENT PLAN | MIDDLETOWN, RI | Other OTHER | 225 | $25.8M | $12K |
| DEDHAM COUNTRY DAY SCHOOL DEDHAM COUNTRY DAY SCHOOL DC RETIREMENT PLAN | DEDHAM, MA | Other | 80 | $24.2M | $8K |
| PURVIS SYSTEMS INC PURVIS SYSTEMS, INC. RETIREMENT PLAN | MIDDLETOWN, RI | Other OTHER | 173 | $23.7M | $940 |
| HOUSTON EAR, NOSE & THROAT CLINIC, LLP HOUSTON EAR NOSE & THROAT CLINIC 401(K) PROFIT SHARING PLAN | SUGARLAND, TX | Other OTHER | 105 | $23.6M | $11K |
| THE STONY BROOK SCHOOL THE STONY BROOK SCHOOL DEFINED CONTRIBUTION PLAN | STONY BROOK, NY | Advisor / Consultant ADVISOR | 172 | $23.6M | $207 |
| HARBOR DAY SCHOOL THE HARBOR DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CORONA DEL MAR, CA | Advisor / Consultant ADVISOR | 84 | $23.5M | $5K |
| AXA ASSISTANCE USA, INC. AXA ASSISTANCE USA, INC. 401(K) PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 208 | $23.3M | $10K |
| HEALTHNET, INC. HEALTHNET, INC. 401(K) PLAN | INDIANAPOLIS, IN | Advisor / Consultant INVESTMENT ADVISOR | 683 | $23.2M | $12K |
| FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH INC. FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH 403(B) DC PLAN | NORTH BETHESDA, MD | Advisor / Consultant ADVISOR | 97 | $22.6M | $9K |
| PACIFIC RIDGE SCHOOL PACIFIC RIDGE SCHOOL 403(B) DC PLAN | CARLSBAD, CA | Advisor / Consultant ADVISOR | 138 | $22.4M | $15K |
| HARBOR DAY SCHOOL THE HARBOR DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CORONA DEL MAR, CA | Advisor / Consultant ADVISOR | 103 | $21.3M | $2K |
| DEDHAM COUNTRY DAY SCHOOL DEDHAM COUNTRY DAY SCHOOL DC RETIREMENT PLAN | DEDHAM, MA | Other | 81 | $21.1M | $8K |
| FEE, SMITH & SHARP, LLP FEE, SMITH & SHARP, LLP 401(K) PLAN | DALLAS, TX | Other OTHER | 113 | $19.1M | $9K |
| FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH INC. FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH 403(B) DC PLAN | NORTH BETHESDA, MD | Advisor / Consultant ADVISOR | 78 | $19.1M | $7K |
| PACIFIC RIDGE SCHOOL PACIFIC RIDGE SCHOOL 403(B) DC PLAN | CARLSBAD, CA | Advisor / Consultant ADVISOR | 138 | $19.0M | $12K |
| PENTEGRA RETIREMENT SERVICES THE TSG PEP | WHITE PLAINS, NY | Other OTHER | 624 | $19.0M | $661 |
| LOWELL SCHOOL, INC. LOWELL SCHOOL DEFINED CONTRIBUTION PLAN | WASHINGTON, DC | Other | 126 | $18.7M | $7K |
| AXA ASSISTANCE USA, INC. AXA ASSISTANCE USA, INC. 401(K) PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 203 | $18.5M | $10K |
| VIRGINIA EPISCOPAL SCHOOL VIRGINIA EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LYNCHBURG, VA | Advisor / Consultant ADVISOR | 83 | $16.9M | $5K |
| COMPASS MORTGAGE, INC. COMPASS MORTGAGE, INC. 401(K) PLAN | WARRENVILLE, IL | Other OTHER | 137 | $16.7M | $6K |
| FEE, SMITH & SHARP, LLP FEE, SMITH & SHARP, LLP 401(K) PLAN | DALLAS, TX | Other OTHER | 110 | $16.7M | $8K |
| VALLEYSTAR CREDIT UNION VALLEYSTAR CREDIT UNION 401(K) RETIREMENT PLAN | MARTINSVILLE, VA | Other NONE | 140 | $16.4M | $7K |
| AFFORDABLE ENGINEERING SERVICES, INC. AFFORDABLE ENGINEERING SERVICES, INC. 401(K) PLAN | SAN DIEGO, CA | Other OTHER | 410 | $15.9M | $3K |
| FEE, SMITH & SHARP, LLP FEE, SMITH & SHARP, LLP 401(K) PLAN | DALLAS, TX | Other OTHER | 119 | $15.5M | $8K |
| COMPASS MORTGAGE, INC. COMPASS MORTGAGE, INC. 401(K) PLAN | WARRENVILLE, IL | Advisor / Consultant INVESTMENT ADVISOR | 137 | $15.3M | $7K |
| VIRGINIA EPISCOPAL SCHOOL VIRGINIA EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LYNCHBURG, VA | Advisor / Consultant ADVISOR | 85 | $14.7M | $4K |
| COMPASS MORTGAGE, INC. COMPASS MORTGAGE, INC. 401(K) PLAN | WARRENVILLE, IL | Advisor / Consultant INVESTMENT ADVISOR | 168 | $14.5M | $6K |
| SPARTANBURG METHODIST COLLEGE SPARTANBURG METHODIST COLLEGE DC PLAN | SPARTANBURG, SC | Other NONE | 162 | $14.0M | $7K |
| SPARTAN METHODIST COLLEGE SPARTANBURG METHODIST COLLEGE 403(B) PLAN | SPARTANBURG, SC | Other N/A | 274 | $13.6M | $2K |
| AFFORDABLE ENGINEERING SERVICES, INC. AFFORDABLE ENGINEERING SERVICES, INC. 401(K) PLAN | SAN DIEGO, CA | Other OTHER | 313 | $13.2M | $6K |
| VIRGINIA EPISCOPAL SCHOOL VIRGINIA EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LYNCHBURG, VA | Advisor / Consultant ADVISOR | 77 | $12.1M | $4K |
| AFFORDABLE ENGINEERING SERVICES, INC. AFFORDABLE ENGINEERING SERVICES, INC. 401(K) PLAN | SAN DIEGO, CA | Other OTHER | 348 | $11.6M | $6K |
| MP GLOBAL PRODUCTS, LLC MP GLOBAL PRODUCTS, LLC 401(K) PLAN | NORFOLK, NE | Other OTHER | 136 | $7.8M | $3K |
| SAINT PAUL'S SCHOOL, INC. SAINT PAUL'S SCHOOL 403(B) DC PLAN | CLEARWATER, FL | Advisor / Consultant ADVISOR PARTICIPANT | 72 | $7.6M | $500 |
| MP GLOBAL PRODUCTS, LLC MP GLOBAL PRODUCTS, LLC 401(K) PLAN | NORFOLK, NE | Other OTHER | 157 | $7.1M | $3K |
| METSON MARINE SERVICES, INC. METSON MARINE SERVICES, INC. 401(K) PLAN & TRUST | VENTURA, CA | Other OTHER | 179 | $7.0M | $3K |
| METSON MARINE SERVICES, INC. METSON MARINE SERVICES, INC. 401(K) PLAN & TRUST | VENTURA, CA | Advisor / Consultant INVESTMENT ADVISOR | 167 | $6.1M | $3K |
| MP GLOBAL PRODUCTS, LLC MP GLOBAL PRODUCTS, LLC 401(K) PLAN | NORFOLK, NE | Other OTHER | 124 | $6.0M | $3K |
| PAC-MAC HOLDINGS, INC. PAC-MAC HOLDINGS, INC. 401(K) PLAN | FORT WORTH, TX | Advisor / Consultant INVESTMENT ADVISORY | 160 | $5.8M | $417 |
| MFOC HOLDCO, INC. MFOC HOLDCO, INC. 401(K) RETIREMENT SAVINGS PLAN | SALT LAKE CITY, UT | Other OTHER | 96 | $5.4M | $2K |
| B & J SPECIALTY, INC. B & J GROUP RETIREMENT PLAN | WAWAKA, IN | Advisor / Consultant INVESTMENT ADVISOR | 236 | $5.4M | $2K |
| METSON MARINE SERVICES, INC. METSON MARINE SERVICES, INC. 401(K) PLAN & TRUST | VENTURA, CA | Advisor / Consultant INVESTMENT ADVISOR | 190 | $5.2M | $3K |
| WENTWOOD COMPANIES, INC. WENTWOOD COMPANIES 401(K) PLAN | AUSTIN, TX | Other OTHER | 167 | $5.2M | $2K |
| DI OVERNITE, LLC DI OVERNITE 401(K) PLAN | ANAHEIM, CA | Other OTHER | 537 | $4.8M | $2K |
| PAC-MAC HOLDINGS, INC. PAC-MAC HOLDINGS, INC. 401(K) PLAN | FORT WORTH, TX | Advisor / Consultant INVESTMENT ADVISORY | 160 | $4.7M | $530 |
| B & J SPECIALTY, INC. B & J GROUP RETIREMENT PLAN | WAWAKA, IN | Advisor / Consultant INVESTMENT ADVISOR | 224 | $4.6M | $2K |
| WENTWOOD COMPANIES, INC. WENTWOOD COMPANIES 401(K) PLAN | AUSTIN, TX | Other OTHER | 174 | $4.5M | $2K |
| MRS. FIELDS' ORIGINAL COOKIES, LLC MRS. FIELDS' ORIGINAL COOKIES, LLC 401(K) RETIREMENT SAVINGS PLAN | SALT LAKE CITY, UT | Other OTHER | 104 | $4.3M | $2K |
| WENTWOOD COMPANIES, INC. WENTWOOD COMPANIES 401(K) PLAN | AUSTIN, TX | Other OTHER | 165 | $4.0M | $2K |
| DI OVERNITE, LLC DI OVERNITE 401(K) PLAN | ANAHEIM, CA | Other OTHER | 635 | $4.0M | $2K |
| MFOC HOLDCO, INC. MFOC HOLDCO, INC. 401(K) RETIREMENT SAVINGS PLAN | SALT LAKE CITY, UT | Other OTHER | 71 | $3.7M | $2K |
| B & J SPECIALTY, INC. B & J GROUP RETIREMENT PLAN | WAWAKA, IN | Advisor / Consultant INVESTMENT ADVISOR | 179 | $3.5M | $2K |
| INTERNATIONAL SCHOOL OF LOUISIANA INTERNATIONAL SCHOOL OF LOUISIANA 401(K) PLAN | NEW ORLEANS, LA | Other OTHER | 204 | $3.3M | $1K |
| MEDZED, LLC MEDZED, LLC 401K PS PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 210 | $3.1M | $1K |
| SPENCER CONSTRUCTION, LLC SPENCER CONSTRUCTION 401(K) PLAN | TUCSON, AZ | Other OTHER | 244 | $3.0M | $2K |
| DENCO FAMILY, INC. THE FAMILY 401(K) PLAN | WHITTIER, CA | Other OTHER | 1,055 | $2.6M | $1K |
| DENCO FAMILY, INC. THE FAMILY 401(K) PLAN | WHITTIER, CA | Other OTHER | 1,087 | $2.3M | $925 |
| INTERNATIONAL SCHOOL OF LOUISIANA INTERNATIONAL SCHOOL OF LOUISIANA 401(K) PLAN | NEW ORLEANS, LA | Other OTHER | 212 | $2.3M | $769 |
| MEDZED, LLC MEDZED, LLC 401K PS PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 232 | $2.1M | $1K |
| EIP MANUFACTURING, LLC THE MILLS GROUP EMPLOYEE RETIREMENT SAVINGS PLAN | EARLVILLE, IA | Advisor / Consultant INVESTMENT ADVISOR | 158 | $1.9M | $243 |
| INTERNATIONAL SCHOOL OF LOUISIANA INTERNATIONAL SCHOOL OF LOUISIANA 401(K) PLAN | NEW ORLEANS, LA | Other OTHER | 190 | $1.3M | $181 |
| SPENCER CONSTRUCTION, LLC SPENCER CONSTRUCTION 401(K) PLAN | TUCSON, AZ | Advisor / Consultant INVESTMENT ADVISOR | 255 | $880K | $347 |
| LOWELL SCHOOL, INC. LOWELL SCHOOL DEFINED CONTRIBUTION PLAN | WASHINGTON, DC | Other | 0 | $0 | $7K |