| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| R.E. SWEENEY COMPANY, INC. R.E. SWEENEY COMPANY, INC. STOCK BONUS PROFIT SHARING PLAN AND TRUST | FORT WORTH, TX | Investment manager | 160 | $19.5M | $5K | $0 |
| SYNERGY ENTERPRISES, INC. |
| FARMERS BRANCH, TX |
Investment manager |
| 81 |
| $19.4M |
| $9K |
| $0 |
| R.E. SWEENEY COMPANY, INC. R.E. SWEENEY COMPANY, INC. STOCK BONUS PROFIT SHARING PLAN AND TRUST | FORT WORTH, TX | Investment manager | 160 | $19.2M | $4K | $0 |
| SYNERGY ENTERPRISES, INC. SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | FARMERS BRANCH, TX | Investment manager | 70 | $16.8M | $9K | $0 |
| SYNERGY ENTERPRISES, INC. SYNERGY ENTERPRISES 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | FARMERS BRANCH, TX | Investment manager | 69 | $14.8M | $9K | $0 |
