IFP ADVISORS
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
107
Active participants
1,182,265
Total plan assets
$6.6B
Filings (rows)
107
Direct comp
$3.2M
Indirect comp
$272K
Aggregating 7 name variants under "IFP ADVISORS"
SERVICES PROVIDED
Advisor / Consultant72
Other30
Broker4
TPA / Administrator1
Top plans served
All 107 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISORY (PART | 621,703 | $1.8B | $7K |
| PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISORY (PART | 503,539 | $1.1B | $7K |
| CCC INTELLIGENT SOLUTIONS INC. CCC INTELLIGENT SOLUTIONS INC. 401(K) RETIREMENT SAVINGS & INVESTMENT PLAN | CHICAGO, IL | Other NONE | 2,025 | $373.5M | $59K |
| CCC INTELLIGENT SOLUTIONS INC. CCC INTELLIGENT SOLUTIONS INC. 401(K) RETIREMENT SAVINGS & INVESTMENT PLAN | CHICAGO, IL | Other NONE | 2,041 | $328.6M | $59K |
| CCC INTELLIGENT SOLUTIONS INC. CCC INTELLIGENT SOLUTIONS 401(K) RETIREMENT SAVING & INVESTMENT PLAN | CHICAGO, IL | Other NONE | 2,028 | $273.0M | $74K |
| THE PEPPER COMPANIES, INC. THE PEPPER COMPANIES, INC. RETIREMENT AND SAVINGS PLAN | BARRINGTON, IL | Other NONE | 689 | $164.7M | $54K |
| THE PEPPER COMPANIES, INC. THE PEPPER COMPANIES, INC. RETIREMENT AND SAVINGS PLAN | BARRINGTON, IL | Other NONE | 665 | $146.7M | $49K |
| CAVCO INDUSTRIES, INC. CAVCO INDUSTRIES, INC. 401(K) PLAN | PHOENIX, AZ | Other OTHER | 4,661 | $139.5M | $1 |
| QUALUS CORP QUALUS 401(K) PLAN | LAKE MARY, FL | Advisor / Consultant INVESTMENT ADVISOR | 1,461 | $96.1M | $81K |
| QUALUS CORP QUALUS 401(K) PLAN | LAKE MARY, FL | Advisor / Consultant INVESTMENT ADVISOR | 921 | $73.5M | $64K |
| MDWEST ONE, P.C. MDWEST ONE, P. C. PROFIT SHARING PLAN | OMAHA, NE | Other NONE | 204 | $67.2M | $45K |
| QUALUS CORP QUALUS 401(K) PLAN | LAKE MARY, FL | Advisor / Consultant INVESTMENT ADVISOR | 794 | $60.5M | $61K |
| MDWEST ONE, P.C. MDWEST ONE, P. C. PROFIT SHARING PLAN | OMAHA, NE | Other NONE | 204 | $57.2M | $37K |
| AEP HOLDINGS, INC. ARROWHEAD ENGINEERED PRODUCTS 401(K) PLAN | BLAINE, MN | Other NONE | 1,383 | $53.2M | $73K |
| THE CYPRESS COMPANIES, INC. THE CYPRESS COMPANIES, INC. RETIREMENT AND PROFIT SHARING PLAN | AKRON, OH | Advisor / Consultant ADVISOR | 610 | $52.3M | $75K |
| RHR INTERNATIONAL LLP RHR INTERNATIONAL LLP SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 150 | $52.0M | $14K |
| ROBERTSON HEATING SUPPLY COMPANY OF OHIO ROBERTSON HEATING SUPPLY COMPANY 401(K) PROFIT SHARING PLAN | ALLIANCE, OH | Advisor / Consultant ADVISOR | 379 | $48.4M | $55K |
| AEP HOLDINGS, INC. ARROWHEAD ENGINEERED PRODUCTS 401(K) PLAN | BLAINE, MN | Other NONE | 1,415 | $47.7M | $56K |
| VISUAL EDGE TECHNOLOGY, INC. VISUAL EDGE TECHNOLOGY, INC. 401(K) SAVINGS AND RETIREMENT PLAN | NORTH CANTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 1,039 | $46.5M | $65K |
| BLEVINS, INC. BLEVINS, INC. RETIREMENT PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 509 | $46.4M | $66K |
| THE CYPRESS COMPANIES, INC. THE CYPRESS COMPANIES, INC. RETIREMENT AND PROFIT SHARING PLAN | AKRON, OH | Advisor / Consultant ADVISOR | 668 | $46.4M | $70K |
| MDWEST ONE, P.C. MDWEST ONE, P. C. PROFIT SHARING PLAN | OMAHA, NE | Other NONE | 178 | $46.3M | $35K |
| RHR INTERNATIONAL LLP RHR INTERNATIONAL LLP SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 147 | $45.2M | $11K |
| COLLEGIS, LLC COLLEGIS LLC 401(K) PLAN | OAK BROOK, IL | Advisor / Consultant INVESTMENT ADVISORY | 409 | $44.1M | $56K |
| ROBERTSON HEATING SUPPLY COMPANY OF OHIO ROBERTSON HEATING SUPPLY COMPANY 401(K) PROFIT SHARING PLAN | ALLIANCE, OH | Advisor / Consultant ADVISOR | 340 | $43.5M | $51K |
| GREAT BAY DISTRIBUTORS, INC. SAVINGS AND RETIREMENT PLAN FOR EMPLOYEES OF GREAT BAY DISTRIBUTORS, INC. | ST. PETERSBURG, FL | Advisor / Consultant INVESTMENT ADVISOR | 354 | $42.8M | $15K |
| THE CYPRESS COMPANIES, INC. THE CYPRESS COMPANIES, INC. RETIREMENT AND PROFIT SHARING PLAN | AKRON, OH | Advisor / Consultant ADVISOR | 655 | $41.4M | $70K |
| BLEVINS, INC. BLEVINS, INC. RETIREMENT PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 520 | $41.2M | $53K |
| GREAT BAY DISTRIBUTORS, INC. SAVINGS AND RETIREMENT PLAN FOR EMPLOYEES OF GREAT BAY DISTRIBUTORS, INC. | ST PETERSBURG, FL | Advisor / Consultant INVESTMENT ADVISOR | 356 | $41.2M | $44K |
| VICTOR ENVELOPE COMPANY VICTOR ENVELOPE COMPANY SALARY REDUCTION 401(K) PLAN AND TRUST | BENSENVILLE, IL | Advisor / Consultant INVESTMENT ADVISORY | 238 | $39.9M | $0 |
| VISUAL EDGE TECHNOLOGY, INC. VISUAL EDGE TECHNOLOGY, INC. 401(K) SAVINGS AND RETIREMENT PLAN | NORTH CANTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 1,047 | $39.2M | $65K |
| VICTOR ENVELOPE COMPANY VICTOR ENVELOPE COMPANY SALARY REDUCTION 401(K) PLAN AND TRUST | BENSENVILLE, IL | Advisor / Consultant INVESTMENT ADVISORY | 235 | $37.8M | $0 |
| RHR INTERNATIONAL LLP RHR INTERNATIONAL LLP SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 147 | $37.1M | $12K |
| GREAT BAY DISTRIBUTORS, INC. SAVINGS AND RETIREMENT PLAN FOR EMPLOYEES OF GREAT BAY DISTRIBUTORS, INC. | ST PETERSBURG, FL | Advisor / Consultant INVESTMENT ADVISOR | 351 | $36.0M | $26K |
| ROBERTSON HEATING SUPPLY COMPANY OF OHIO ROBERTSON HEATING SUPPLY COMPANY 401(K) PROFIT SHARING PLAN | ALLIANCE, OH | Advisor / Consultant ADVISOR | 303 | $35.8M | $50K |
| CARROLL COUNTY BANCSHARES, INC. CARROLL COUNTY BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CARROLL, IA | Other NONE | 180 | $35.2M | $31K |
| WEBBER METAL PRODUCTS, INC. WEBBER METAL PRODUCTS, INC. 401(K) PROFIT SHARING TRUST | CASCADE, IA | Broker BROKERAGE | 92 | $33.8M | $38K |
| VICTOR ENVELOPE COMPANY VICTOR ENVELOPE COMPANY SALARY REDUCTION 401(K) PLAN AND TRUST | BENSENVILLE, IL | Advisor / Consultant INVESTMENT ADVISORY | 225 | $32.2M | $0 |
| SENIOR LIFESTYLE CORPORATION SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY- PLAN | 6,989 | $31.1M | $55K |
| VISUAL EDGE TECHNOLOGY, INC. VISUAL EDGE TECHNOLOGY, INC. 401(K) SAVINGS AND RETIREMENT PLAN | NORTH CANTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 1,003 | $31.0M | $65K |
| EDPO, LLC EDPO, LLC EMPLOYEES SAVINGS TRUST | CHICAGO, IL | Advisor / Consultant ADVISOR | 795 | $30.4M | $51K |
| WEBBER METAL PRODUCTS, INC. WEBBER METAL PRODUCTS, INC. 401(K) PROFIT SHARING TRUST | CASCADE, IA | Broker BROKERAGE | 86 | $30.3M | $38K |
| OEC GRAPHICS, INC. OEC GRAPHICS, INC. RETIREMENT PLAN | OSHKOSH, WI | Advisor / Consultant INVESTMENT ADVISOR | 194 | $28.5M | $4K |
| AEP HOLDINGS, INC. ARROWHEAD ENGINEERED PRODUCTS 401(K) PLAN | BLAINE, MN | Advisor / Consultant INVESTMENT ADVISORY | 717 | $28.1M | $0 |
| TSG CENNOX, LLC TSG CENNOX, LLC 401(K) PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 660 | $27.0M | $7K |
| SENIOR LIFESTYLE CORPORATION SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY- PLAN | 5,752 | $26.1M | $56K |
| EDPO, LLC EDPO, LLC EMPLOYEES SAVINGS TRUST | CHICAGO, IL | Advisor / Consultant ADVISOR | 617 | $25.3M | $46K |
| COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA, P.A. COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA 401(K) PROFIT SHARING PLAN | BRADENTON, FL | Other NONE | 214 | $25.2M | $51K |
| TAYLOR, WELLONS, POLITZ & DUHE LLC TAYLOR, WELLONS, POLITZ & DUHE LLC 401(K) PROFIT SHARING PLAN | NEW ORLEANS, LA | TPA / Administrator CONTRACT ADMIN | 129 | $24.8M | $13K |
| OEC GRAPHICS, INC. OEC GRAPHICS, INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN & TRUST | OSHKOSH, WI | Advisor / Consultant INVESTMENT ADVISOR | 217 | $24.2M | $48K |
| A.L.P. LIGHTING COMPONENTS, INC. A.L.P. LIGHTING & CEILING PRODUCTS, INC.401(K) PLAN | NILES, IL | Advisor / Consultant ADVISOR | 170 | $23.4M | $40K |
| MDWEST ONE, P.C. MDWEST ONE, P.C. CASH BALANCE PENSION PLAN | OMAHA, NE | Other NONE | 168 | $23.1M | $0 |
| MDWEST ONE, P.C. MDWEST ONE, P.C. CASH BALANCE PENSION PLAN | OMAHA, NE | Other NONE | 148 | $21.6M | $15K |
| A.L.P. LIGHTING COMPONENTS, INC. A.L.P. LIGHTING & CEILING PRODUCTS, INC.401(K) PLAN | NILES, IL | Advisor / Consultant ADVISOR | 250 | $20.9M | $40K |
| EDPO, LLC EDPO, LLC EMPLOYEES SAVINGS TRUST | CHICAGO, IL | Advisor / Consultant ADVISOR | 600 | $20.1M | $48K |
| COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA, P.A. COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA 401(K) PROFIT SHARING PLAN | BRADENTON, FL | Other NONE | 219 | $19.5M | $46K |
| CRANE 1 SERVICES, INC. CRANE 1 SERVICES, INC. RETIREMENT SAVINGS PLAN | WEST CHESTER, OH | Advisor / Consultant ADVISOR | 506 | $19.0M | $48K |
| DRUM WORKSHOP, INC. DRUM WORKSHOP, INC. 401(K) PROFIT SHARING PLAN | OXNARD, CA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 184 | $17.9M | $18K |
| VEIN CLINICS OF AMERICA, INC. VEIN CLINICS OF AMERICA 401(K) PLAN | FOXBOROUGH, MA | Advisor / Consultant ADVISOR | 15 | $16.9M | $10K |
| MDWEST ONE, P.C. MDWEST ONE, P.C. CASH BALANCE PENSION PLAN | OMAHA, NE | Other NONE | 149 | $16.9M | $13K |
| CRANE 1 SERVICES, INC. CRANE 1 SERVICES, INC. RETIREMENT SAVINGS PLAN | WEST CHESTER, OH | Advisor / Consultant ADVISOR | 371 | $16.8M | $39K |
| COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA, P.A. COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA 401(K) PROFIT SHARING PLAN | BRADENTON, FL | Other NONE | 197 | $15.7M | $56K |
| HERITAGE BANK, INC. HERITAGE BANK, INC. 401(K) PLAN | BURLINGTON, KY | Advisor / Consultant INVESTMENT ADVISOR | 210 | $15.7M | $2K |
| DRUM WORKSHOP, INC. DRUM WORKSHOP, INC. 401(K) PROFIT SHARING PLAN | OXNARD, CA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 203 | $15.2M | $30K |
| CAST PRODUCTS INC CPI EMPLOYEE RETIREMENT PLAN | NORRIDGE, IL | Advisor / Consultant INVESTMENT ADVISORY | 111 | $13.6M | $0 |
| PROSPECT MOLD AND DIE COMPANY PROSPECT MOLD AND DIE COMPANY THRIFT INCENTIVE PLAN | CUYAHOGA FALLS, OH | Advisor / Consultant INVESTMENT ADVISOR | 125 | $12.9M | $31K |
| BEST VERSION MEDIA, LLC BEST VERSION MEDIA | BROOKFIELD, WI | Advisor / Consultant ADVISOR | 247 | $12.9M | $44K |
| HERITAGE BANK, INC. HERITAGE BANK, INC. 401(K) PLAN | BURLINGTON, KY | Advisor / Consultant INVESTMENT ADVISOR | 207 | $12.8M | $12K |
| CRANE 1 SERVICES, INC. CRANE 1 SERVICES, INC. RETIREMENT SAVINGS PLAN | MIAMISBURG, OH | Advisor / Consultant ADVISOR | 392 | $12.2M | $36K |
| PROSPECT MOLD AND DIE COMPANY PROSPECT MOLD AND DIE COMPANY THRIFT INCENTIVE PLAN | CUYAHOGA FALLS, OH | Advisor / Consultant INVESTMENT ADVISOR | 116 | $11.9M | $30K |
| PROSPECT MOLD AND DIE COMPANY PROSPECT MOLD AND DIE COMPANY THRIFT INCENTIVE PLAN | CUYAHOGA FALLS, OH | Advisor / Consultant INVESTMENT ADVISOR | 113 | $11.9M | $31K |
| DRUM WORKSHOP, INC. DRUM WORKSHOP, INC. 401(K) PROFIT SHARING PLAN | OXNARD, CA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 206 | $11.9M | $30K |
| CAST PRODUCTS INC CPI EMPLOYEE RETIREMENT PLAN | NORRIDGE, IL | Advisor / Consultant INVESTMENT ADVISORY | 107 | $11.7M | $0 |
| LNPRODUCTION, INC. INPRODUCTION, INC. RETIREMENT SAVINGS PLAN | WARRENVILLE, IL | Advisor / Consultant INVESTMENT ADVISOR | 571 | $11.4M | $11K |
| EDGERTON HOSPITAL AND HEALTH SERVICES EDGERTON HOSPITAL AND HEALTH SERVICES 401(K) PLAN & TRUST | EDGERTON, WI | Advisor / Consultant INVESTMENT ADVISOR | 198 | $10.7M | $34K |
| SOUTHERN MAIL SERVICE, INC. SOUTHERN MAIL SERVICE, INC. RETIREMENT PLAN | CONROE, TX | Other NONE | 776 | $10.7M | $12K |
| SOUTHERN MAIL SERVICE, INC. SOUTHERN MAIL SERVICE, INC. RETIREMENT PLAN | CONROE, TX | Other NONE | 762 | $10.0M | $54K |
| AGRI-KING, INC. AGRI-KING, INC. 401(K) PLAN | FULTON, IL | Other NONE | 168 | $9.4M | $21K |
| BEST VERSION MEDIA, LLC BEST VERSION MEDIA | BROOKFIELD, WI | Advisor / Consultant ADVISOR | 202 | $9.2M | $30K |
| EDGERTON HOSPITAL AND HEALTH SERVICES EDGERTON HOSPITAL AND HEALTH SERVICES 401(K) PLAN & TRUST | EDGERTON, WI | Advisor / Consultant INVESTMENT ADVISOR | 214 | $8.7M | $27K |
| AGRI-KING, INC. AGRI-KING, INC. 401(K) PLAN | FULTON, IL | Other NONE | 165 | $8.4M | $23K |
| PHASETRONICS, INC. PHASETRONICS 401(K) PLAN | CLEARWATER, FL | Advisor / Consultant ADVISOR | 88 | $7.9M | $19K |
| PADDLE ACQUISITION INC. CONFLUENCE OUTDOOR, INC. 401(K) PLAN | GREENVILLE, SC | Other NONE | 154 | $7.3M | $19K |
| HENNING CONSTRUCTION COMPANY HENNING CONSTRUCTION COMPANY 401(K) PLAN | JOHNSTON, IA | Broker BROKERAGE | 108 | $7.1M | $5K |
| EDGERTON HOSPITAL AND HEALTH SERVICES EDGERTON HOSPITAL AND HEALTH SERVICES 401(K) PLAN & TRUST | EDGERTON, WI | Advisor / Consultant INVESTMENT ADVISOR | 193 | $7.0M | $25K |
| GARY THOMPSON AGENCY, INC. GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN | RED CLOUD, NE | Advisor / Consultant INVESTMENT ADVISOR | 147 | $7.0M | $31K |
| BEST VERSION MEDIA, LLC BEST VERSION MEDIA | BROOKFIELD, WI | Advisor / Consultant ADVISOR | 176 | $6.6M | $8K |
| PADDLE ACQUISITION INC. CONFLUENCE OUTDOOR, INC. 401(K) PLAN | GREENVILLE, SC | Other NONE | 362 | $6.5M | $17K |
| SUBURBAN DRYWALL INC SUBURBAN DRYWALL INC 401(K) PROFIT SHARING PLAN & TRUST | LAKE MILLS, WI | Advisor / Consultant ADVISOR | 231 | $5.9M | $26K |
| C. BLACKBURN INC. C. BLACKBURN INC. RETIREMENT PLAN | ELIZAVILLE, NY | Advisor / Consultant INVESTMENT ADVISOR | 158 | $5.8M | $2K |
| HENNING CONSTRUCTION COMPANY HENNING CONSTRUCTION COMPANY 401(K) PLAN | JOHNSTON, IA | Broker BROKERAGE | 98 | $5.5M | $4K |
| C. BLACKBURN INC. C. BLACKBURN INC. RETIREMENT PLAN | ELIZAVILLE, NY | Advisor / Consultant INVESTMENT ADVISOR | 174 | $5.3M | $26K |
| MCT GROUP, LLC MCT GROUP RETIREMENT PLAN | MURFREESBORO, TN | Other NONE | 620 | $4.7M | $25K |
| PADDLE ACQUISITION INC. CONFLUENCE OUTDOOR, INC. 401(K) PLAN | GREENVILLE, SC | Other NONE | 262 | $4.5M | $19K |
| SUBURBAN DRYWALL INC SUBURBAN DRYWALL INC 401(K) PROFIT SHARING PLAN & TRUST | WAUKESHA, WI | Advisor / Consultant ADVISOR | 208 | $4.5M | $19K |
| MCRAES U.S. MAIL SERVICE, INC. MCRAE'S U.S. MAIL SERVICE, INC. 401(K) PLAN | RICHFIELD, WI | Other NONE | 273 | $3.4M | $1K |
| ROTH TRUCKING, INC. ROTH TRUCKING, INC. 401(K) RETIREMENT PLAN | GRAND RAPIDS, MI | Other NONE | 131 | $3.4M | $18K |
| MCRAES U.S. MAIL SERVICE, INC. MCRAE'S U.S. MAIL SERVICE, INC. 401(K) PLAN | RICHFIELD, WI | Other NONE | 238 | $3.0M | $14K |
| VISUAL AWARENESS TECHNOLOGIES & CONSULTING, INC VATC 401(K) PROFIT SHARING PLAN | TAMPA, FL | Advisor / Consultant ADVISOR | 0 | $2.7M | $13K |
| MONUMENT REAL ESTATE SERVICES, LLC MONUMENT REAL ESTATE SERVICES, LLC 401(K) PLAN | CORAL GABLES, FL | Advisor / Consultant ADVISOR | 101 | $1.8M | $11K |
| COMPASS ROSE FOUNDATION INC COMPASS ROSE FOUNDATION INC 401(K) PROFIT SHARING PLAN & TRUST | JACKSONVILLE, FL | Advisor / Consultant ADVISOR | 74 | $1.2M | $6K |
| KEHE MONTERREY PROVISIONS, LLC KEHE MONTERREY PROVISIONS LLC 401(K)PLAN | SAN DIEGO, CA | Other NONE | 124 | $1.2M | $3K |
| KEHE MONTERREY PROVISIONS, LLC KEHE MONTERREY PROVISIONS LLC 401(K)PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISORS | 37 | $659K | $3K |
| VEIN CLINICS OF AMERICA, INC. VEIN CLINICS OF AMERICA 401(K) PLAN | FOXBOROUGH, MA | Advisor / Consultant ADVISOR | 0 | $610K | $10K |
| GARY THOMPSON AGENCY, INC. GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN | RED CLOUD, NE | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $16K |
| CHAVES HEATING & AIR CONDITIONING, INC. ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO CHAVES HEATING & AIR CONDITIONING, INC. | HUDSON, MA | Advisor / Consultant INVESTMENT ADVISOR | 0 | — | $1K |
| HURLEY AND DAVID, INC. ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO HURLEY & DAVID, INC. | SPRINGFILED, MA | Advisor / Consultant INVESTMENT ADVISOR | 0 | — | $1K |