IMA WEALTH
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
141
Active participants
64,142
Total plan assets
$3.8B
Filings (rows)
143
Direct comp
$3.3M
Indirect comp
$915K
Aggregating 3 name variants under "IMA WEALTH"
SERVICES PROVIDED
Advisor / Consultant76
Other47
Broker20
Top plans served
Showing top 143 of 141 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TRUSTEES OF THE IBEW LOCAL UNION NO 271 NECA 401(K)RETIREMENT PLAN IBEW LOCAL UNION 271 NECA 401(K) RETIREMENT PLAN | WICHITA, KS | Other OTHER SERVICES | 719 | $170.6M | $90K |
| HERZOG CONTRACTING CORP. HERZOG CONTRACTING CORP. 401(K) PLAN | ST JOSEPH, MO | Other NONE | 1,593 | $154.0M | $50K |
| TRUSTEES OF THE IBEW LOCAL UNION NO 271 NECA 401(K)RETIREMENT PLAN IBEW LOCAL UNION 271 NECA 401(K) RETIREMENT PLAN | WICHITA, KS | Other OTHER SERVICES | 699 | $149.3M | $90K |
| GLOBAL HEALTHCARE EXCHANGE, INC. GLOBAL HEALTHCARE EXCHANGE 401(K) AND DEFINED CONTRIBUTION PLAN | LOUISVILLE, CO | Advisor / Consultant ADVISOR | 1,004 | $137.9M | $61K |
| TRUSTEES OF THE IBEW LOCAL UNION NO 271 NECA 401(K)RETIREMENT PLAN IBEW LOCAL UNION 271 NECA 401(K) RETIREMENT PLAN | WICHITA, KS | Other OTHER SERVICES | 673 | $136.9M | $0 |
| HERZOG CONTRACTING CORP. HERZOG CONTRACTING CORP. 401(K) PLAN | ST JOSEPH, MO | Other NONE | 1,404 | $126.3M | $50K |
| ISEC, INC. ISEC, INC. 401(K) SAVINGS PLAN | GREENWOOD VILLAGE, CO | Other NONE | 793 | $118.2M | $50K |
| GLOBAL HEALTHCARE EXCHANGE, INC. GLOBAL HEALTHCARE EXCHANGE 401(K) AND DEFINED CONTRIBUTION PLAN | LOUISVILLE, CO | Advisor / Consultant ADVISOR | 1,117 | $115.9M | $50K |
| ISEC, INC. ISEC, INC. 401(K) SAVINGS PLAN | GREENWOOD VILLAGE, CO | Other NONE | 880 | $102.6M | $50K |
| HERZOG CONTRACTING CORP. HERZOG CONTRACTING CORP. 401(K) PLAN | ST JOSEPH, MO | Other NONE | 1,355 | $101.6M | $50K |
| PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS | OAK BROOK, IL | Advisor / Consultant INVESTMENT ADVISOR | 1,476 | $99.4M | $80K |
| PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS | OAK BROOK, IL | Advisor / Consultant INVESTMENT ADVISOR | 1,299 | $85.5M | $80K |
| PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS | OAK BROOK, IL | Advisor / Consultant INVESTMENT ADVISORY | 1,239 | $75.2M | $87K |
| ALLOSOURCE ALLOSOURCE EMPLOYEES' RETIREMENT PLAN | CENTENNIAL, CO | Advisor / Consultant INVESTMENT ADVISOR | 512 | $62.8M | $38K |
| ALLOSOURCE ALLOSOURCE EMPLOYEES' RETIREMENT PLAN | CENTENNIAL, CO | Advisor / Consultant INVESTMENT ADVISOR | 486 | $56.9M | $50K |
| SAUNDERS CONSTRUCTION INC SAUNDERS CONSTRUCTION, INC. 401(K) PLAN | ENGLEWOOD, CO | Advisor / Consultant ADVISOR | 358 | $53.4M | $49K |
| EATING RECOVERY CENTER LLC EATING RECOVERY CENTER 401(K) PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISORY | 2,096 | $53.2M | $29K |
| SAUNDERS CONSTRUCTION INC SAUNDERS CONSTRUCTION, INC. 401(K) PLAN | ENGLEWOOD, CO | Advisor / Consultant ADVISOR | 408 | $49.8M | $35K |
| HASELDEN CONSTRUCTION LLC HASELDEN CONSTRUCTION LLC 401(K) SAVINGS PLAN | CENTENNIAL, CO | Advisor / Consultant ADVISOR | 365 | $48.7M | $50K |
| ALLOSOURCE ALLOSOURCE EMPLOYEES' RETIREMENT PLAN | CENTENNIAL, CO | Advisor / Consultant INVESTMENT ADVISOR | 480 | $48.2M | $45K |
| TABLE MOUNTAIN RANCHERIA BAND OF INDIANS TABLE MOUNTAIN RANCHERIA 401(K) PLAN | FRIANT, CA | Advisor / Consultant INVESTMENT ADVISORY | 1,164 | $45.3M | $74K |
| INTEGRAL CONSULTING INC. INTEGRAL CONSULTING INC. 401(K) PROFIT SHARING PLAN | BOULDER, CO | Other NONE | 242 | $43.1M | $50K |
| SAUNDERS CONSTRUCTION INC SAUNDERS CONSTRUCTION, INC. 401(K) PLAN | ENGLEWOOD, CO | Advisor / Consultant ADVISOR | 425 | $40.8M | $35K |
| HASELDEN CONSTRUCTION LLC HASELDEN CONSTRUCTION LLC 401(K) SAVINGS PLAN | CENTENNIAL, CO | Advisor / Consultant ADVISOR | 351 | $39.7M | $50K |
| TABLE MOUNTAIN RANCHERIA BAND OF INDIANS TABLE MOUNTAIN RANCHERIA 401(K) PLAN | FRIANT, CA | Broker BROKER | 1,067 | $37.4M | $0 |
| METAL-FAB, INC. METAL-FAB INC. EMPLOYEES RETIREMENT PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISORY | 246 | $37.3M | $0 |
| INTEGRAL CONSULTING INC. INTEGRAL CONSULTING INC. 401(K) PROFIT SHARING PLAN | BOULDER, CO | Other NONE | 220 | $35.7M | $48K |
| STANDARD RETIREMENT SERVICES, INC. IMA WEALTH POOLED EMPLOYER PLAN | PORTLAND, OR | Other NONE | 2,334 | $34.7M | $25K |
| CAERUS OPERATING LLC CAERUS OPERATING LLC 401(K) PLAN | DENVER, CO | Advisor / Consultant ADVISOR | 311 | $34.6M | $55K |
| METAL-FAB, INC. METAL-FAB INC. EMPLOYEES RETIREMENT PLAN | WICHITA, KS | Other OTHER SERVICES | 243 | $34.5M | $0 |
| UNITED POWER, INC. UNITED POWER, INC. 401(K) PLAN | BRIGHTON, CO | Broker BROKER/ADVISER | 191 | $32.8M | $0 |
| METAL-FAB, INC. METAL-FAB INC. EMPLOYEES RETIREMENT PLAN | WICHITA, KS | Other OTHER SERVICES | 247 | $31.5M | $0 |
| APPLIED CONTROL MANAGEMENT, INC. APPLIED CONTROL EQUIPMENT 401(K) PLAN | ENGLEWOOD, CO | Advisor / Consultant INVESTMENT ADVISORY | 217 | $31.0M | $58K |
| TABLE MOUNTAIN RANCHERIA BAND OF INDIANS TABLE MOUNTAIN RANCHERIA 401(K) PLAN | FRIANT, CA | Broker BROKER | 844 | $30.9M | $0 |
| TRUSTEES-IBEW 661 RETIREMENT PLAN LOCAL NO. 661 RETIREMENT PLAN | HUTCHINSON, KS | Advisor / Consultant INVESTMENT ADVISORY | 238 | $29.6M | $0 |
| INTEGRAL CONSULTING INC. INTEGRAL CONSULTING INC. 401(K) PROFIT SHARING PLAN | SEATTLE, WA | Other SERVICE PROVIDER | 179 | $29.0M | $30K |
| UNITED POWER, INC. UNITED POWER, INC. 401(K) PLAN | BRIGHTON, CO | Broker BROKER/ADVISER | 191 | $28.3M | $0 |
| APPLIED CONTROL MANAGEMENT, INC. APPLIED CONTROL EQUIPMENT 401(K) PLAN | ENGLEWOOD, CO | Advisor / Consultant INVESTMENT ADVISORY | 213 | $27.8M | $69K |
| DELTA DENTAL OF COLORADO DELTA DENTAL OF COLORADO SAVINGS AND RETIREMENT PLAN | CENTENNIAL, CO | Advisor / Consultant INVESTMENT ADVISORY | 233 | $27.7M | $40K |
| THE LARAMAR GROUP, LLC LARAMAR CONSOLIDATED GROUP 401(K) PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISORY | 38 | $26.9M | $37K |
| THE LARAMAR GROUP, LLC LARAMAR CONSOLIDATED GROUP 401(K) PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISORY | 379 | $26.9M | $30K |
| THE LARAMAR GROUP, LLC LARAMAR CONSOLIDATED GROUP 401(K) PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISORY | 341 | $26.7M | $30K |
| MGMA-ACMPE MEDICAL GROUP MANAGEMENT ASSOCIATION 401(K) PLAN | ENGLEWOOD, CO | Advisor / Consultant ADVISOR | 126 | $26.6M | $46K |
| CAERUS OPERATING LLC CAERUS OPERATING LLC 401(K) PLAN | DENVER, CO | Advisor / Consultant ADVISOR | 294 | $26.3M | $49K |
| TRUSTEES-IBEW 661 RETIREMENT PLAN LOCAL NO. 661 RETIREMENT PLAN | HUTCHINSON, KS | Advisor / Consultant INVESTMENT ADVISORY | 232 | $26.2M | $0 |
| BOULDER SCIENTIFIC COMPANY BOULDER SCIENTIFIC COMPANY 401(K) SAVINGS & RETIREMENT PLAN | MEAD, CO | Broker BROKER/ADVISER | 205 | $25.5M | $0 |
| BOULDER SCIENTIFIC COMPANY BOULDER SCIENTIFIC COMPANY 401(K) SAVINGS & RETIREMENT PLAN | MEAD, CO | Advisor / Consultant INVESTMENT ADVISOR | 205 | $25.5M | $4K |
| BONAKEMI USA, INC. BONAKEMI USA, INC. 401K PLAN | ENGLEWOOD, CO | Other SERVICE PROVIDER | 271 | $25.2M | $0 |
| DELTA DENTAL OF COLORADO DELTA DENTAL OF COLORADO SAVINGS AND RETIREMENT PLAN | CENTENNIAL, CO | Advisor / Consultant INVESTMENT ADVISORY | 235 | $23.2M | $40K |
| THE LARAMAR GROUP, LLC LARAMAR CONSOLIDATED GROUP 401(K) PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISORY | 481 | $23.1M | $30K |
| ENERGY SERVICES GROUP, LLC. ENERGY SERVICES GROUP, LLC 401(K) PLAN | NORWELL, MA | Other NONE | 146 | $22.9M | $22K |
| WICHITA UROLOGY GROUP, P.A. WICHITA UROLOGY GROUP, P.A. SAVINGS PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISOR | 91 | $22.8M | $18K |
| DIVERSUS HEALTH, INC. DIVERSUS HEALTH, INC. 401(K) RETIREMENT PLAN | SARASOTA, FL | Advisor / Consultant INVESTMENT ADVISORY | 398 | $22.3M | $42K |
| TRUSTEES-IBEW 661 RETIREMENT PLAN LOCAL NO. 661 RETIREMENT PLAN | HUTCHINSON, KS | Other OTHER SERVICES | 223 | $22.3M | $0 |
| BOULDER SCIENTIFIC COMPANY BOULDER SCIENTIFIC COMPANY 401(K) SAVINGS & RETIREMENT PLAN | MEAD, CO | Broker BROKER/ADVISER | 185 | $21.9M | $0 |
| MGMA-ACMPE MEDICAL GROUP MANAGEMENT ASSOCIATION 401(K) PLAN | ENGLEWOOD, CO | Advisor / Consultant ADVISOR | 124 | $21.3M | $59K |
| BONAKEMI USA, INC. BONAKEMI USA, INC. 401K PLAN | ENGLEWOOD, CO | Broker BROKER/DEALER | 207 | $20.4M | $0 |
| INDUS TECHNOLOGY, INC. INDUS TECHNOLOGY, INC. 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISORY | 469 | $20.2M | $58K |
| DIVERSUS HEALTH, INC. DIVERSUS HEALTH, INC. 401(K) RETIREMENT PLAN | SARASOTA, FL | Advisor / Consultant INVESTMENT ADVISORY | 400 | $20.2M | $37K |
| TRANSITAMERICA SERVICES, INC. TRANSITAMERICA SERVICES, INC. 401(K) PLAN - UNION | SAN JOSE, CA | Other NONE | 436 | $20.1M | $13K |
| PINKARD CONSTRUCTION CO. PINKARD CONSTRUCTION CO. EMPLOYEE PROFIT-SHARING AND 401(K) PLAN | LAKEWOOD, CO | Advisor / Consultant INVESTMENT ADVISORY | 99 | $20.0M | $30K |
| THE LARAMAR GROUP, LLC LARAMAR CONSOLIDATED GROUP 401(K) PLAN | DENVER, CO | Other OTHER SERVICES | 453 | $20.0M | $0 |
| DAVIS-MOORE AUTOMOTIVE, INC. DAVIS-MOORE AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISORY | 167 | $19.8M | $0 |
| DAVIS-MOORE AUTOMOTIVE, INC. DAVIS-MOORE AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISORY | 151 | $18.5M | $0 |
| DAVIS-MOORE AUTOMOTIVE, INC. DAVIS-MOORE AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISORY | 155 | $18.3M | $0 |
| PINKARD CONSTRUCTION CO. PINKARD CONSTRUCTION CO. EMPLOYEE PROFIT-SHARING AND 401(K) PLAN | LAKEWOOD, CO | Advisor / Consultant INVESTMENT ADVISORY | 111 | $17.9M | $30K |
| INDUS TECHNOLOGY, INC. INDUS TECHNOLOGY, INC. 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 312 | $16.7M | $41K |
| TRANSITAMERICA SERVICES, INC. TRANSITAMERICA SERVICES, INC. 401(K) PLAN - UNION | SAN JOSE, CA | Other NONE | 429 | $16.4M | $11K |
| AUGUSTA ONCOLOGY ASSOCIATES, P.C. AUGUSTA ONCOLOGY ASSOCIATES, P.C. PROFIT SHARING PLAN | AUGUSTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 126 | $16.2M | $2K |
| LDF SUPPORT GROUP, INC. THE LDF COMPANIES RETIREMENT SAVINGS PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISOR | 327 | $15.5M | $37K |
| GOODWILL OF COLORADO GOODWILL OF COLORADO RETIREMENT SAVINGS 403(B) PLAN | COLORADO SPRINGS, CO | Advisor / Consultant INVESTMENT ADVISORY | 3,330 | $15.0M | $35K |
| LDF SUPPORT GROUP, INC. THE LDF COMPANIES RETIREMENT SAVINGS PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISOR | 302 | $15.0M | $39K |
| MEADOWS & OHLY, LLC MEADOWS & OHLY, LLC 401(K) PROFIT SHARING PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 165 | $15.0M | $32K |
| PARTNERS PEO, LLC PARTNERS PEO 401(K) PLAN | GREENWOOD VILLAGE, CO | Advisor / Consultant INVESTMENT ADVISORY- PLAN | 1,315 | $14.5M | $47K |
| HERZOG TRANSIT SERVICES, INC. HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION | IRVING, TX | Other NONE | 360 | $14.3M | $9K |
| THE GEOLOGICAL SOCIETY OF AMERICA THE GEOLOGICAL SOCIETY OF AMERICA RETIREMENT PLAN | BOULDER, CO | Other OTHER SERVICES | 66 | $14.3M | $0 |
| THE GEOLOGICAL SOCIETY OF AMERICA THE GEOLOGICAL SOCIETY OF AMERICA RETIREMENT PLAN | BOULDER, CO | Advisor / Consultant INVESTMENT ADVISORY | 72 | $14.2M | $25K |
| TUCOWS (DELAWARE) INC. TUCOWS (DELAWARE) INC. 401(K) PLAN | CHARLOTTESVILLE, VA | Advisor / Consultant INVESTMENT ADVISOR | 404 | $13.7M | $16K |
| TRANSITAMERICA SERVICES, INC. TRANSITAMERICA SERVICES, INC. 401(K) PLAN - UNION | SAN JOSE, CA | Other NONE | 395 | $13.0M | $10K |
| MEADOWS & OHLY, LLC MEADOWS & OHLY, LLC 401(K) PROFIT SHARING PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 126 | $12.7M | $29K |
| GOODWILL OF COLORADO GOODWILL RETIREMENT SAVINGS 403(B) PLAN | COLORADO SPRINGS, CO | Advisor / Consultant INVESTMENT ADVISORY | 3,296 | $12.7M | $42K |
| MID-AMERICA ORTHOPEDICS, L.L.C. MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISOR | 135 | $12.4M | $26K |
| WOLFE ELECTRIC, INC. WOLFE ELECTRIC, INC. PROFIT SHARING/401(K) PLAN AND TRUST | WICHITA, KS | Broker BROKER/ADVISER | 125 | $12.2M | $0 |
| VIRIDIAN THERAPEUTICS, INC. VIRIDIAN THERAPEUTICS, INC. 401(K) PLAN | WALTHAM, MA | Other NONE | 139 | $11.6M | $8K |
| HERZOG TRANSIT SERVICES, INC. HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION | IRVING, TX | Other NONE | 303 | $11.5M | $6K |
| WOLFE ELECTRIC, INC. WOLFE ELECTRIC, INC. PROFIT SHARING/401(K) PLAN AND TRUST | WICHITA, KS | Broker BROKER/ADVISER | 125 | $11.1M | $0 |
| MID-AMERICA ORTHOPEDICS, L.L.C. MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISOR | 118 | $10.7M | $26K |
| UNITED SKIN SPECIALISTS LLC UNITED SKIN SPECIALISTS LLC 401(K) PLAN | NEW YORK, NY | Other INVESTMENT AD VISORY - PL | 115 | $10.2M | $7K |
| UNWIRED BROADBAND HOLDINGS UNWIRED BROADBAND HOLDINGS 401(K) PLAN | FRESNO, CA | Other NONE | 224 | $10.1M | $7K |
| IBEX GLOBAL SOLUTIONS, INC. TRG 401(K) PLAN | WASHINGTON, DC | Advisor / Consultant INVESTMENT ADVISORY | 1,924 | $9.9M | $34K |
| GOODNIGHT MIDSTREAM, LLC GOODNIGHT MIDSTREAM 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 135 | $9.8M | $23K |
| TRANSAXLE LLC TRANSAXLE LLC 401(K) PROFIT SHARING PLAN | CINNAMINSON, NJ | Advisor / Consultant INVESTMENT ADVISOR | 239 | $9.3M | $1K |
| LIGHTNING VENTURES, INC. LIGHTNING VENTURES, INC. 401(K) SAVINGS PLAN | ENGLEWOOD, CO | Broker BROKER/ADVISER | 167 | $8.8M | $0 |
| THE LEGACY SENIOR COMMUNITIES, INC. THE LEGACY SENIOR COMMUNITIES 403(B) PLAN | DALLAS, TX | Other NONE | 698 | $8.7M | $12K |
| TUCOWS (DELAWARE) INC. TUCOWS (DELAWARE) INC. 401(K) PLAN | CHARLOTTESVILLE, VA | Advisor / Consultant INVESTMENT ADVISOR | 375 | $8.6M | $11K |
| RESOURCE MANAGEMENT SYSTEMS, I RESOURCE MANAGEMENT SYSTEMS, INC. RETIREMENT SAVINGS PLAN | GREENWOOD VILLAGE, CO | Advisor / Consultant INVESTMENT ADVISORY | 1,269 | $8.5M | $29K |
| GOODNIGHT MIDSTREAM, LLC GOODNIGHT MIDSTREAM 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 137 | $8.4M | $43K |
| RESOURCE MANAGEMENT SYSTEMS, I RESOURCE MANAGEMENT SYSTEMS, INC. RETIREMENT SAVINGS PLAN | GREENWOOD VILLAGE, CO | Advisor / Consultant INVESTMENT ADVISORY | 511 | $8.2M | $42K |
| LIGHTNING VENTURES, INC. LIGHTNING VENTURES, INC. 401(K) SAVINGS PLAN | ENGLEWOOD, CO | Broker BROKER/ADVISER | 169 | $8.2M | $0 |
| UNITED SKIN SPECIALISTS LLC UNITED SKIN SPECIALISTS LLC 401(K) PLAN | PLYMOUTH, MN | Other INVESTMENT AD VISORY - PL | 112 | $8.1M | $35K |
| SAN LUIS VALLEY BEHAVIORAL HEALTH GROUP, INC. SLV BEHAVIORAL HEALTH GROUP, INC. 401(K) PLAN | ALAMOSA, CO | Other NONE | 142 | $8.1M | $25K |
| INTERVENTIONAL PARTNERS, PLLC STRIDE HEALTHCARE MANAGEMENT, LLC 401(K) PLAN | DALLAS, TX | Other INVESTMENT ADV | 466 | $8.1M | $19K |
| VIRIDIAN THERAPEUTICS, INC. VIRIDIAN THERAPEUTICS, INC. 401(K) PLAN | WALTHAM, MA | Other NONE | 94 | $8.0M | $10K |
| JERRITT CANYON GOLD LLC JERRITT CANYON GOLD LLC 401(K) PLAN | ELKO, NV | Advisor / Consultant ADVISOR | 299 | $8.0M | $24K |
| JERRITT CANYON GOLD LLC JERRITT CANYON GOLD LLC 401(K) PLAN | ELKO, NV | Advisor / Consultant ADVISOR | 341 | $7.5M | $26K |
| IBEX GLOBAL SOLUTIONS, INC. TRG 401(K) PLAN | WASHINGTON, DC | Advisor / Consultant INVESTMENT ADVISORY | 2,315 | $7.4M | $28K |
| THE LEGACY SENIOR COMMUNITIES, INC. THE LEGACY SENIOR COMMUNITIES 403(B) PLAN | DALLAS, TX | Other NONE | 893 | $7.4M | $8K |
| SAN LUIS VALLEY BEHAVIORAL HEALTH GROUP, INC. SLV BEHAVIORAL HEALTH GROUP, INC. 401(K) PLAN | ALAMOSA, CO | Other NONE | 154 | $7.3M | $22K |
| CDMM CORP WORKPLACE RESOURCE 401K RETIREMENT PLAN | DENVER, CO | Other SERVICE PROVIDER | 64 | $7.2M | $0 |
| CDMM CORP WORKPLACE RESOURCE 401K RETIREMENT PLAN | DENVER, CO | Other SERVICE PROVIDER | 84 | $6.4M | $0 |
| UNITED SKIN SPECIALISTS LLC UNITED SKIN SPECIALISTS LLC 401(K) PLAN | PLYMOUTH, MN | Other INVESTMENT AD VISORY - PL | 118 | $6.2M | $32K |
| INTERVENTIONAL PARTNERS, PLLC STRIDE HEALTHCARE MANAGEMENT, LLC 401(K) PLAN | DALLAS, TX | Other INVESTMENT ADV | 576 | $6.1M | $19K |
| SAN LUIS VALLEY BEHAVIORAL HEALTH GROUP, INC. SLV BEHAVIORAL HEALTH GROUP, INC. 401(K) PLAN | ALAMOSA, CO | Other NONE | 163 | $6.0M | $35K |
| KSS IMMERSION SCHOOL, INC. KSS INC. 401(K) PLAN | OAKLAND, CA | Other NONE | 205 | $5.7M | $20K |
| THE LEGACY SENIOR COMMUNITIES, INC. THE LEGACY SENIOR COMMUNITIES 403(B) PLAN | DALLAS, TX | Other NONE | 796 | $5.6M | $9K |
| THE TRANSITIONS GROUP THE TRANSITIONS GROUP 401(K) PLAN | WICHITA, KS | Other OTHER SERVICES | 97 | $5.6M | $0 |
| STAFFSCAPES, INC STAFFSCAPES, INC. 401(K) PROFIT SHARING PLAN | WESTMINSTER, CO | Other SHAREHOLDER SERVICE PROV | 401 | $5.4M | $0 |
| SOUTHEAST BEHAVIORAL HEALTH GROUP DBA SOUTHEAST HEALTH GROUP SOUTHEAST HEALTH GROUP RETIREMENT PLAN | LA JUNTA, CO | Advisor / Consultant INVESTMENT ADVISORY | 121 | $5.4M | $25K |
| CDMM CORP WORKPLACE RESOURCE 401K RETIREMENT PLAN | DENVER, CO | Broker BROKER/DEALER | 85 | $5.3M | $14K |
| LINIGER, INC. LINIGER, INC. 401(K) PROFIT SHARING PLAN | LITTLETON, CO | Broker BROKER/DEALER | 162 | $5.2M | $0 |
| ARVADA CENTER FOR THE ARTS AND HUMANITIES ARVADA CENTER FOR THE ARTS AND HUMANITIES 401(K) PLAN | ARVADA, CO | Broker BROKER/ADVISER | 246 | $4.8M | $0 |
| ARVADA CENTER FOR THE ARTS AND HUMANITIES ARVADA CENTER FOR THE ARTS AND HUMANITIES 401(K) PLAN | ARVADA, CO | Advisor / Consultant INVESTMENT ADVISOR | 246 | $4.8M | $5K |
| KSS IMMERSION SCHOOL, INC. KSS INC. 401(K) PLAN | OAKLAND, CA | Other NONE | 224 | $4.7M | $5K |
| UNITED STATES WELDING, INC. UNITED STATES WELDING, INC. 401(K) PLAN | DENVER, CO | Broker BROKER/ADVISER | 66 | $4.6M | $0 |
| DELINE BOX COMPANY DELINE BOX 401(K) PLAN | DENVER, CO | Advisor / Consultant ADVISOR | 127 | $4.5M | $15K |
| ARVADA CENTER FOR THE ARTS AND HUMANITIES ARVADA CENTER FOR THE ARTS AND HUMANITIES 401(K) PLAN | ARVADA, CO | Broker BROKER/ADVISER | 231 | $4.2M | $0 |
| RME LTD, LLC DBA ELITE SURFACE INFRASTRUCTURE ELITE SURFACE INFRASTRUCTURE 401(K) PLAN | ENGLEWOOD, CO | Broker BROKER/ADVISER | 217 | $4.0M | $0 |
| RME LTD, LLC DBA ELITE SURFACE INFRASTRUCTURE ELITE SURFACE INFRASTRUCTURE 401(K) PLAN | ENGLEWOOD, CO | Broker BROKER/ADVISER | 217 | $4.0M | $0 |
| JERRITT CANYON GOLD LLC JERRITT CANYON GOLD LLC 401(K) PLAN | ELKO, NV | Advisor / Consultant ADVISOR | 288 | $3.8M | $8K |
| SUMMUS HEALTH CARE, LLC SUMMUS HEALTH CARE 401(K) PLAN | LEWISVILLE, TX | Advisor / Consultant INVESTMENT ADVISOR | 136 | $3.4M | $12K |
| RME LTD, LLC DBA ELITE SURFACE INFRASTRUCTURE ELITE SURFACE INFRASTRUCTURE 401(K) PROFIT SHARING PLAN | ENGLEWOOD, CO | Broker BROKER/ADVISER | 259 | $3.3M | $0 |
| RME LTD, LLC DBA ELITE SURFACE INFRASTRUCTURE ELITE SURFACE INFRASTRUCTURE 401(K) PROFIT SHARING PLAN | ENGLEWOOD, CO | Broker BROKER/ADVISER | 259 | $3.3M | $0 |
| COLORADO NONPROFIT DEVELOPMENT CENTER COLORADO NONPROFIT DEVELOPMENT CENTER 401(K) PLAN | DENVER, CO | Other NONE | 61 | $3.2M | $16K |
| JERRITT CANYON GOLD LLC JERRITT CANYON GOLD LLC 401(K) PLAN | ELKO, NV | Advisor / Consultant ADVISOR | 343 | $2.9M | $14K |
| MENTAL HEALTH ASSOCIATION OF SOUTH CENTRAL KANSAS MENTAL HEALTH ASSOCIATION OF SOUTH CENTRAL KANSAS 401(K) PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISOR | 154 | $2.8M | $5K |
| SUMMUS HEALTH CARE, LLC SUMMUS HEALTH CARE 401(K) PLAN | LEWISVILLE, TX | Advisor / Consultant INVESTMENT ADVISORY | 131 | $2.7M | $12K |
| MENTAL HEALTH ASSOCIATION OF SOUTH CENTRAL KANSAS MENTAL HEALTH ASSOCIATION OF SOUTH CENTRAL KANSAS 401(K) PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISOR | 189 | $2.7M | $6K |
| JERRITT CANYON GOLD LLC JERRITT CANYON GOLD LLC 401(K) PLAN | ELKO, NV | Advisor / Consultant ADVISOR | 283 | $2.7M | $14K |
| FIX-IT GROUP, LLC FIX-IT GROUP, LLC 401K PLAN | GOLDEN, CO | Other SERVICE PROVIDER | 367 | $2.2M | $0 |
| CCNG, INC. CCNG, INC. 401(K) PLAN | BEE CAVE, TX | Other OTHER SERVICES | 120 | $1.6M | $0 |
| COLORADO ASPHALT SERVICES, LLC COLORADO ASPHALT SERVICES, LLC 401(K) PLAN | COMMERCE CITY, CO | Advisor / Consultant BROKER/ADVISOR | 71 | $730K | $0 |
| SOUTHEAST BEHAVIORAL HEALTH GROUP DBA SOUTHEAST HEALTH GROUP SOUTHEAST HEALTH GROUP RETIREMENT PLAN | LA JUNTA, CO | Advisor / Consultant INVESTMENT ADVISORY | 3 | $225K | $12K |
| NATIONWIDE HOTEL MANAGEMENT COMPANY, LLC NATIONWIDE HOTEL MANAGEMENT COMPANY, LLC 401(K) PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $8K |
