INDEPENDENT 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
254
Active participants
212,289
Total plan assets
$104.5B
Filings (rows)
256
Direct comp
$5.6M
Indirect comp
$968K
Aggregating 8 name variants under "INDEPENDENT FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant127
Other111
Broker14
TPA / Administrator2
Top plans served
Showing top 256 of 254 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $10K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $6K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $7K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $29K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 11,221 | $9.1B | $8K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $13K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 9,692 | $7.6B | $7K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $9K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,078 | $5.6B | $8K |
| CROWN CASTLE INC. CROWN CASTLE INC. 401(K) PLAN | HOUSTON, TX | Other NONE | 4,745 | $1.1B | $6K |
| BAPTIST HEALTH BAPTIST HEALTH RETIREMENT SAVINGS PLAN MASTER TRUST | LITTLE ROCK, AR | Other NONE | — | $972.6M | $9K |
| SCRIPPS CLINIC MEDICAL GROUP, INC. SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | LA JOLLA, CA | Other NONE | 1,073 | $962.1M | $31K |
| FRONTIER AIRLINES, INC. FRONTIER AIRLINES, INC. 401(K) RETIREMENT PLAN | DENVER, CO | Other NONE | 7,716 | $961.9M | $5K |
| CROWN CASTLE INC. CROWN CASTLE INC. 401(K) PLAN | HOUSTON, TX | Other NONE | 5,302 | $918.8M | $11K |
| SCRIPPS CLINIC MEDICAL GROUP, INC. SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | LA JOLLA, CA | Other NONE | 1,136 | $834.8M | $25K |
| BAPTIST HEALTH BAPTIST HEALTH RETIREMENT SAVINGS PLAN MASTER TRUST | LITTLE ROCK, AR | Other NONE | — | $814.9M | $6K |
| BAPTIST HEALTH BAPTIST HEALTH RETIREMENT SAVINGS PLAN MASTER TRUST | LITTLE ROCK, AR | Other NONE | — | $681.6M | $9K |
| SCRIPPS CLINIC MEDICAL GROUP, INC. SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | LA JOLLA, CA | Other NONE | 1,102 | $661.1M | $28K |
| AERA ENERGY SERVICES COMPANY AERA ENERGY SERVICES COMPANY CASH BALANCE PLAN | BAKERSFIELD, CA | Other NONE | 790 | $423.8M | $14K |
| AERA ENERGY SERVICES COMPANY AERA ENERGY SERVICES COMPANY CASH BALANCE PLAN | BAKERSFIELD, CA | Other NONE | 915 | $390.2M | $14K |
| AERA ENERGY SERVICES COMPANY AERA ENERGY SERVICES COMPANY CASH BALANCE PLAN | BAKERSFIELD, CA | Other NONE | 609 | $355.3M | $68K |
| ALPHASTAFF GROUP, INC. ALPHASTAFF RETIREMENT SAVINGS PLAN | SUNRISE, FL | Other NONE | 5,869 | $234.8M | $6K |
| ALPHASTAFF GROUP, INC. ALPHASTAFF RETIREMENT SAVINGS PLAN | SUNRISE, FL | Other NONE | 6,541 | $183.3M | $7K |
| FAMILY CARE NETWORK, PLLC NEW DIRECTIONS RETIREMENT SAVINGS PLAN FOR FAMILY CARE NETWORK | BELLINGHAM, WA | Other NONE | 510 | $108.8M | $88K |
| FAMILY CARE NETWORK, PLLC NEW DIRECTIONS RETIREMENT SAVINGS PLAN FOR FAMILY CARE NETWORK | BELLINGHAM, WA | Other NONE | 481 | $92.9M | $91K |
| FAMILY CARE NETWORK, PLLC NEW DIRECTIONS RETIREMENT SAVINGS PLAN FOR FAMILY CARE NETWORK | BELLINGHAM, WA | Other NONE | 455 | $77.8M | $84K |
| APPVION, LLC APPVION, LLC RETIREMENT SAVINGS PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT ADVISORY | 307 | $76.3M | $35K |
| APPVION, LLC APPVION, LLC RETIREMENT SAVINGS PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT ADVISORY | 339 | $72.2M | $33K |
| APPVION, LLC APPVION, LLC RETIREMENT SAVINGS PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT ADVISORY | 339 | $72.2M | $11K |
| DREAM FINDERS HOMES, LLC DREAM FINDERS HOMES 401(K) PLAN | JACKSONVILLE, FL | Advisor / Consultant RIA | 1,015 | $69.4M | $79K |
| BANK FIRST CORPORATION BANK FIRST RETIREMENT PLAN | MANITOWOC, WI | Advisor / Consultant INVESTMENT ADVISORY | 366 | $67.9M | $79K |
| APPVION, LLC APPVION, LLC RETIREMENT SAVINGS PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT ADVISORY | 349 | $66.1M | $33K |
| APPVION, LLC APPVION, LLC RETIREMENT SAVINGS PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT ADVISORY | 349 | $66.1M | $11K |
| BANK FIRST CORPORATION BANK FIRST RETIREMENT PLAN | MANITOWOC, WI | Advisor / Consultant INVESTMENT ADVISORY | 396 | $63.6M | $74K |
| BANK FIRST CORPORATION BANK FIRST RETIREMENT PLAN | MANITOWOC, WI | TPA / Administrator CONTRACT ADMINISTRATOR | 346 | $60.8M | $72K |
| DREAM FINDERS HOMES, LLC DREAM FINDERS HOMES 401(K) PLAN | JACKSONVILLE, FL | Advisor / Consultant RIA | 1,036 | $60.2M | $53K |
| GFR SERVICES, LLC GFR RETIREMENT SAVINGS PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 370 | $55.3M | $105K |
| TRITON MANAGEMENT SERVICES, LLC TRITON MANAGEMENT SERVICES, LLC 401(K) PLAN | CARLSBAD, CA | Other NONE | 593 | $46.5M | $13K |
| FIT ELECTRONICS, INC. FIT ELECTRONICS, INC. 401(K) PLAN | IRVINE, CA | Other INVESTMENT/FINANCIAL ADVI | 121 | $45.1M | $23K |
| BST CONSULTANTS. INC. BST CONSULTANTS. INC. 401 (K) PLAN | TAMPA, FL | Advisor / Consultant RIA | 188 | $44.3M | $74K |
| TRITON MANAGEMENT SERVICES, LLC TRITON MANAGEMENT SERVICES, LLC 401(K) PLAN | CARLSBAD, CA | Other NONE | 571 | $41.5M | $13K |
| ADCS CLINICS, LLC, DBA ADVANCED DERMATOLOGY AND COSMETIC SURGERY ADCS CLINICS, LLC, 401(K) RETIREMENT PLAN | MAITLAND, FL | Advisor / Consultant RIA AND IA | 2,055 | $40.8M | $78K |
| FIT ELECTRONICS, INC. FIT ELECTRONICS, INC. 401(K) PLAN | IRVINE, CA | Other INVESTMENT/FINANCIAL ADVI | 115 | $40.7M | $10K |
| COLLEGIS, LLC COLLEGIS LLC 401(K) PLAN | OAK BROOK, IL | Advisor / Consultant INVESTMENT ADVISORY | 474 | $38.8M | $53K |
| BST CONSULTANTS. INC. BST CONSULTANTS. INC. 401 (K) PLAN | TAMPA, FL | Advisor / Consultant RIA | 161 | $37.8M | $63K |
| WEBBER METAL PRODUCTS, INC. WEBBER METAL PRODUCTS, INC. 401(K) PROFIT SHARING TRUST | CASCADE, IA | Broker BROKERAGE | 90 | $36.1M | $44K |
| THE JAEB CENTER FOR HEALTH RESEARCH, INC. THE JAEB CENTER FOR HEALTH RESEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TAMPA, FL | Advisor / Consultant RIA | 173 | $35.8M | $50K |
| FIT ELECTRONICS, INC. FIT ELECTRONICS, INC. 401(K) PLAN | IRVINE, CA | Other INVESTMENT/FINANCIAL ADVI | 112 | $35.8M | $14K |
| TRITON MANAGEMENT SERVICES, LLC TRITON MANAGEMENT SERVICES, LLC 401(K) PLAN | CARLSBAD, CA | Other NONE | 575 | $35.4M | $40K |
| COLLEGIS, LLC COLLEGIS LLC 401(K) PLAN | OAK BROOK, IL | Advisor / Consultant INVESTMENT ADVISORY | 536 | $34.5M | $17K |
| B.S.T. CONSULTANTS, INC. BST CONSULTANTS, INC. 401(K) PLAN | TAMPA, FL | Advisor / Consultant RIA | 159 | $33.1M | $60K |
| THE JAEB CENTER FOR HEALTH RESEARCH, INC. THE JAEB CENTER FOR HEALTH RESEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TAMPA, FL | Advisor / Consultant RIA | 156 | $29.8M | $40K |
| DFS HOLDING COMPANY, LLC DFS HOLDING COMPANY, LLC 401(K) PLAN | MT. PROSPECT, IL | Advisor / Consultant FINANCIAL ADVISOR | 553 | $27.7M | $52K |
| ATLANTIC TOMORROWSOFFICE ATLANTIC TOMORROWSOFFICE 401(K) PLAN | NEW YORK, NY | Other OTHER SERVICES | 378 | $26.3M | $96K |
| HEBREW HOME FOR THE AGED AT RIVERDALE HEBREW HOME FOR THE AGED AT RIVERDALE RETIREMENT INCOME PLAN | RIVERDALE, NY | Advisor / Consultant INVESTMENT ADVISORY | 54 | $25.6M | $0 |
| VC3, INC. VC3, INC. 401(K) PLAN | COLUMBIA, SC | Advisor / Consultant ADVISOR | 431 | $24.2M | $13K |
| SAN FERNANDO VALLEY COMMUNITY MENTAL HEALTH CENTER, INC. SFVCMHC, INC. 403(B) PLAN | VAN NUYS, CA | Other NONE | 417 | $24.0M | $63K |
| DFS HOLDING COMPANY, LLC DFS HOLDING COMPANY, LLC 401(K) PLAN | MT. PROSPECT, IL | Advisor / Consultant FINANCIAL ADVISOR | 541 | $23.9M | $49K |
| THE JAEB CENTER FOR HEALTH RESEARCH, INC. THE JAEB CENTER FOR HEALTH RESEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TAMPA, FL | Advisor / Consultant RIA | 150 | $23.9M | $36K |
| COMMUNITY 1ST CREDIT UNION COMMUNITY 1ST CREDIT UNION 401(K) PLAN | OTTUMWA, IA | Other NONE | 280 | $23.5M | $68K |
| W. W. WOOD PRODUCTS, INC. W.W. WOOD PRODUCTS, INC. 401K PLAN | DUDLEY, MO | Broker BROKER | 1,285 | $23.2M | $0 |
| PORT WASHINGTON STATE BANK PORT WASHINGTON STATE BANK EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | PORT WASHINGTON, WI | Other NONE | 111 | $22.9M | $57K |
| IOWA LIMESTONE COMPANY DBA ILC RESOURCES IOWA LIMESTONE COMPANY PROFIT SHARING PLAN | URBANDALE, IA | Advisor / Consultant INVESTMENT ADVISORY | 164 | $22.8M | $5K |
| HEBREW HOME FOR THE AGED AT RIVERDALE HEBREW HOME FOR THE AGED AT RIVERDALE RETIREMENT INCOME PLAN | RIVERDALE, NY | Advisor / Consultant INVESTMENT ADVISORY | 44 | $21.5M | $0 |
| SAN FERNANDO VALLEY COMMUNITY MENTAL HEALTH CENTER, INC. SFVCMHC, INC. 403(B) PLAN | VAN NUYS, CA | Other NONE | 411 | $21.5M | $55K |
| HEBREW HOME FOR THE AGED AT RIVERDALE HEBREW HOME FOR THE AGED AT RIVERDALE RETIREMENT INCOME PLAN | RIVERDALE, NY | Advisor / Consultant INVESTMENT ADVISORY | 38 | $21.4M | $0 |
| SOUTHEAST ORTHOPEDIC SPECIALISTS, LLC SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN AND TRUST | JACKSONVILLE, FL | Other SERVICE PROVIDER | 127 | $20.7M | $8K |
| BLOOD BANK OF SAN BERNARDINO AND RIVERSIDE COUNTIES DBA LIFESTREAM LIFESTREAM 403(B) PLAN | SAN BERNARDINO, CA | Advisor / Consultant INVESTMENT ADVISOR | 406 | $20.5M | $9K |
| IOWA LIMESTONE COMPANY DBA ILC RESOURCES IOWA LIMESTONE COMPANY PROFIT SHARING PLAN | URBANDALE, IA | Advisor / Consultant INVESTMENT ADVISORY | 158 | $20.4M | $25K |
| BAKER ELECTRIC & RENEWABLES LLC BAKER ELECTRIC 401(K) RETIREMENT SAVINGS PLAN V | ESCONDIDO, CA | Advisor / Consultant INVESTMENT ADVISORY | 313 | $20.3M | $0 |
| SELLARS ABSORBENT MATERIALS, INC. SELLARS ABSORBENT MATERIALS 401(K) PROFIT SHARING PLAN | MILWAUKEE, WI | Other NONE | 176 | $20.2M | $47K |
| SUIZA DAIRY CORP. PLAN DE PARTICIPACION DE GANANCIAS PARA LOS EMPLEADOS DE SUIZA DAIRY Y SUS AFILIADAS | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 670 | $20.2M | $51K |
| NEKOOSA COATED PRODUCTS, LLC NEKOOSA RETIREMENT SAVINGS PLAN | NEKOOSA, WI | TPA / Administrator CONTRACT ADMINISTRATOR | 280 | $20.2M | $13K |
| SUIZA DAIRY CORP. PLAN DE PARTICIPACION DE GANANCIAS PARA LOS | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 683 | $19.9M | $84K |
| KOAM ENGINEERING SYSTEMS, INC. KOAM ENGINEERING SYSTEMS, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 153 | $19.6M | $0 |
| SAN FERNANDO VALLEY COMMUNITY MENTAL HEALTH CENTER, INC. SFVCMHC, INC. 403(B) PLAN | VAN NUYS, CA | Other NONE | 404 | $19.4M | $48K |
| PORT WASHINGTON STATE BANK PORT WASHINGTON STATE BANK EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | PORT WASHINGTON, WI | Other NONE | 100 | $19.4M | $50K |
| COMMUNITY 1ST CREDIT UNION COMMUNITY 1ST CREDIT UNION 401(K) PLAN | OTTUMWA, IA | Other NONE | 268 | $19.3M | $57K |
| SUIZA DAIRY CORP. PLAN DE PARTICIPACION DE GANANCIAS PARA LOS EMPLEADOS DE SUIZA DAIRY Y SUS AFILIADAS | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 670 | $18.7M | $55K |
| TELEVICENTRO DE PR RETIREMENT PLAN TELEVICENTRO DE PUERTO RICO RETIREMENT PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 252 | $18.1M | $45K |
| WIRTZ HOLDING COMPANY, INC. WIRTZ HOLDING COMPANY, INC PROFIT SHARING RETIREMENT&401K PLAN | PORT HURON, MI | Broker BROKER/ADVISER | 121 | $18.1M | $0 |
| SUIZA DAIRY CORP. PLAN DE PARTICIPACION DE GANANCIAS PARA LOS EMPLEADOS DE SUIZA DAIRY Y SUS AFILIADAS | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 284 | $18.0M | $56K |
| BLOOD BANK OF SAN BERNARDINO AND RIVERSIDE COUNTIES DBA LIFESTREAM LIFESTREAM 403(B) PLAN | SAN BERNARDINO, CA | Advisor / Consultant INVESTMENT ADVISOR | 417 | $17.7M | $12K |
| COLVILLE TRIBAL FEDERAL CORPORATION COLVILLE TRIBAL ENTERPRISES CORP. RETIREMENT PLAN | NESPELEM, WA | Advisor / Consultant ADVISOR | 656 | $17.5M | $14K |
| PORT WASHINGTON STATE BANK PORT WASHINGTON STATE BANK EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | PORT WASHINGTON, WI | Other NONE | 99 | $17.5M | $51K |
| PARAGON BANK PARAGON BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | MEMPHIS, TN | Advisor / Consultant RIA | 122 | $17.4M | $34K |
| W. W. WOOD PRODUCTS, INC. W.W. WOOD PRODUCTS, INC. 401K PLAN | DUDLEY, MO | Broker BROKER | 1,327 | $17.4M | $0 |
| SISKIYOU COMMUNITY HEALTH CENTER SISKIYOU COMMUNITY HEALTH CENTER, INC. 403(B) PLAN | GRANTS PASS, OR | Advisor / Consultant INVESTMENT ADVISORY | 238 | $17.1M | $0 |
| KOAM ENGINEERING SYSTEMS, INC. KOAM ENGINEERING SYSTEMS, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 250 | $17.1M | $0 |
| SOUTHEAST ORTHOPEDIC SPECIALISTS, INC. SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN AND TRUST | JACKSONVILLE, FL | Other SERVICE PROVIDER | 108 | $16.7M | $30K |
| SELLARS ABSORBENT MATERIALS, INC. SELLARS ABSORBENT MATERIALS 401(K) PROFIT SHARING PLAN | MILWAUKEE, WI | Other NONE | 187 | $16.7M | $46K |
| GFR MEDIA, LLC GFR MEDIA, LLC RETIREMENT SAVINGS PLAN FOR UNION EMPLOYEES | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 122 | $16.2M | $31K |
| GFR MEDIA, LLC GFR MEDIA, LLC RETIREMENT SAVINGS PLAN FOR UNION EMPLOYEES | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 114 | $15.9M | $30K |
| CHICAGO DRYER COMPANY CHICAGO DRYER COMPANY RETIREMENT PLAN | CHICAGO, IL | Other NONE | 175 | $15.9M | $20K |
| BAKER ELECTRIC & RENEWABLES LLC BAKER ELECTRIC 401(K) RETIREMENT SAVINGS PLAN V | ESCONDIDO, CA | Advisor / Consultant INVESTMENT ADVISORY | 296 | $15.7M | $0 |
| COLVILLE TRIBAL FEDERAL CORPORATION COLVILLE TRIBAL ENTERPRISES CORP. RETIREMENT PLAN | NESPELEM, WA | Advisor / Consultant ADVISOR | 633 | $15.5M | $14K |
| COMMUNITY 1ST CREDIT UNION COMMUNITY 1ST CREDIT UNION 401(K) PLAN | OTTUMWA, IA | Other NONE | 255 | $15.2M | $50K |
| PARAGON BANK PARAGON BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | MEMPHIS, TN | Advisor / Consultant RIA | 109 | $14.1M | $27K |
| SISKIYOU COMMUNITY HEALTH CENTER SISKIYOU COMMUNITY HEALTH CENTER, INC. 403(B) PLAN | GRANTS PASS, OR | Advisor / Consultant INVESTMENT ADVISORY | 228 | $14.0M | $0 |
| CHICAGO DRYER COMPANY CHICAGO DRYER COMPANY RETIREMENT PLAN | CHICAGO, IL | Other NONE | 162 | $13.7M | $18K |
| SMITH-EMERY INTERNATIONAL, INC. SMITH-EMERY INTERNATIONAL, INC. 401K PLAN | LOS ANGELES, CA | Broker BROKER/ADVISER | 159 | $13.5M | $0 |
| BURKHARDT DISTRIBUTING COMPANY, INC. BURKHARDT DISTRIBUTING COMPANY, INC. PROFIT SHARING PLAN AND TRUST | ST. AUGUSTINE, FL | Advisor / Consultant RIA | 122 | $13.5M | $38K |
| CHICAGO DRYER COMPANY CHICAGO DRYER COMPANY RETIREMENT PLAN | CHICAGO, IL | Other NONE | 152 | $13.1M | $21K |
| VC3, INC. VC3, INC. 401(K) PLAN | COLUMBIA, SC | Advisor / Consultant ADVISOR | 220 | $13.1M | $17K |
| BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC. BIRTCHER ANDERSON & DAVIS 401(K) PLAN | SAN JUAN CAPISTRANO, CA | Other NONE | 95 | $12.9M | $32K |
| SMITH-EMERY INTERNATIONAL, INC. SMITH-EMERY INTERNATIONAL, INC. 401K PLAN | LOS ANGELES, CA | Broker BROKER/ADVISER | 155 | $12.8M | $0 |
| VORTEQ COIL FINISHERS, LLC VORTEQ COIL FINISHERS, LLC PROFIT SHARING AND SAVINGS PLAN | OAKMONT, PA | Other NONE | 299 | $12.7M | $42K |
| TELEVICENTRO DE PR RETIREMENT PLAN TELEVICENTRO DE PUERTO RICO RETIREMENT PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 315 | $12.4M | $31K |
| FIRST HOSPITAL PANAMERICANO, INC. FIRST HOSPITAL PANAMERICANO 401K SAVINGS PLAN | KING OF PRUSSIA, PA | Advisor / Consultant INVESTMENT ADVISOR | 425 | $12.3M | $29K |
| BAKER ELECTRIC & RENEWABLES LLC BAKER ELECTRIC 401(K) RETIREMENT SAVINGS PLAN V | ESCONDIDO, CA | Advisor / Consultant INVESTMENT ADVISORY | 288 | $12.1M | $0 |
| BADILLO SAATCHI & SAATCHI, INC. BADILLO SAATCHI & SAATCHI, INC. EMPLOYEES SAVINGS PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 89 | $12.1M | $50K |
| CHINATOWN SERVICE CENTERS CHINATOWN SERVICE CENTER 403(B) | LOS ANGELES, CA | Other OTHER SERVICES | 353 | $12.0M | $0 |
| PARAGON BANK PARAGON BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | MEMPHIS, TN | Advisor / Consultant RIA | 102 | $12.0M | $8K |
| CAST PRODUCTS INC CPI EMPLOYEE RETIREMENT PLAN | NORRIDGE, IL | Advisor / Consultant INVESTMENT ADVISORY | 107 | $11.7M | $0 |
| 3 DEGREES GROUP, INC. 3 DEGREES GROUP, INC. 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 209 | $11.4M | $54K |
| SMITH-EMERY INTERNATIONAL, INC. SMITH-EMERY INTERNATIONAL, INC. 401K PLAN | LOS ANGELES, CA | Broker BROKER/ADVISER | 138 | $11.4M | $0 |
| SISKIYOU COMMUNITY HEALTH CENTER SISKIYOU COMMUNITY HEALTH CENTER, INC. 403(B) PLAN | GRANTS PASS, OR | Advisor / Consultant INVESTMENT ADVISORY | 210 | $11.4M | $0 |
| FIRST HOSPITAL PANAMERICANO, INC. FIRST HOSPITAL PANAMERICANO 401K SAVINGS PLAN | KING OF PRUSSIA, PA | Advisor / Consultant INVESTMENT ADVISOR | 451 | $11.2M | $26K |
| BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC. BIRTCHER ANDERSON & DAVIS 401(K) PLAN | SAN JUAN CAPISTRANO, CA | Other NONE | 100 | $11.2M | $27K |
| VORTEQ COIL FINISHERS, LLC VORTEQ COIL FINISHERS, LLC PROFIT SHARING AND SAVINGS PLAN | OAKMONT, PA | Other NONE | 283 | $11.0M | $37K |
| GLOBAL BENEFITS GROUP INC. GBG, INC. 401(K) PLAN | FOOTHILL RANCH, CA | Other NONE | 209 | $10.9M | $10K |
| LTC PHARMACY MANAGEMENT, LLC LTC PHARMACY MANAGEMENT, LLC 401(K) PLAN | ALEXANDRIA, LA | Advisor / Consultant INVESTMENT ADVISOR | 196 | $10.8M | $37K |
| ON WITH LIFE, INC. ON WITH LIFE, INC. 401(K) PLAN | ANKENY, IA | Other NONE | 235 | $10.8M | $0 |
| BADILLO SAATCHI & SAATCHI, INC. BADILLO SAATCHI & SAATCHI, INC. EMPLOYEES SAVINGS PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 89 | $10.7M | $44K |
| TELEVICENTRO DE PR RETIREMENT PLAN TELEVICENTRO DE PUERTO RICO RETIREMENT PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 287 | $10.7M | $31K |
| FIRST HOSPITAL PANAMERICANO, INC. FIRST HOSPITAL PANAMERICANO 401K SAVINGS PLAN | KING OF PRUSSIA, PA | Advisor / Consultant INVESTMENT ADVISOR | 438 | $10.2M | $27K |
| ON WITH LIFE, INC. ON WITH LIFE, INC. 401(K) PLAN | ANKENY, IA | Other NONE | 266 | $10.1M | $9K |
| GOLDEN ARCH DEVELOPMENT LLC GOLDEN ARCH DEVELOPMENT LLC SAVINGS AND PROFIT SHARING PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 296 | $9.7M | $27K |
| VORTEQ COIL FINISHERS, LLC VORTEQ COIL FINISHERS, LLC PROFIT SHARING AND SAVINGS PLAN | OAKMONT, PA | Other NONE | 300 | $9.4M | $37K |
| NUTS.COM, INC. NUTS.COM 401(K) PLAN | JERSEY CITY, NJ | Other NONE | 550 | $9.3M | $18K |
| BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC. BIRTCHER ANDERSON & DAVIS 401(K) PLAN | SAN JUAN CAPISTRANO, CA | Other NONE | 101 | $9.3M | $29K |
| BADILLO SAATCHI & SAATCHI, INC. BADILLO SAATCHI & SAATCHI, INC. EMPLOYEES SAVINGS PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 94 | $9.2M | $38K |
| MENARINI SILICON BIOSYSTEMS, INC. MENARINI SILICON BIOSYSTEMS 401(K) PROFIT SHARING PLAN | HUNTINGDON VALLEY, PA | Advisor / Consultant INVESTMENT ADVISORY | 76 | $9.1M | $0 |
| L.T. HAMPEL CORP HAMPEL 401(K) SAVINGS PLAN | GERMANTOWN, WI | Other NONE | 149 | $9.0M | $37K |
| EMPRESAS BERRIOS, INC. MUEBLERIAS BERRIOS RETIREMENT PLAN | CIDRA, PR | Advisor / Consultant INVESTMENT ADVISOR | 696 | $9.0M | $27K |
| PRESBYTERIAN COMMUNITY HOSPITAL, INC. PLAN 1081. 01(D) DE ASHFORD PRESBYTERIAN COMMUNITY HOSPITAL | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 442 | $8.8M | $21K |
| HENNING CONSTRUCTION COMPANY HENNING CONSTRUCTION COMPANY 401(K) PLAN | JOHNSTON, IA | Broker BROKERAGE | 122 | $8.8M | $5K |
| DINWIDDIE-HINES CONSTRUCTION, INC. DINWIDDIE-HINES CONSTRUCTION, INC. 401(K) PLAN | SACRAMENTO, CA | Other NONE | 108 | $8.5M | $0 |
| CHINATOWN SERVICE CENTERS CHINATOWN SERVICE CENTER 403(B) | LOS ANGELES, CA | Other OTHER SERVICES | 285 | $8.5M | $0 |
| PRESBYTERIAN COMMUNITY HOSPITAL, INC. PLAN 1081. 01(D) DE ASHFORD PRESBYTERIAN COMMUNITY HOSPITAL | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 417 | $8.4M | $20K |
| L.T. HAMPEL CORP HAMPEL 401(K) SAVINGS PLAN | GERMANTOWN, WI | Other NONE | 116 | $8.4M | $38K |
| ANASTASIA BEVERLY HILLS, LLC ANASTASIA BEVERLY HILLS LLC 401(K) PLAN | BEVERLY HILLS, CA | Other NONE | 208 | $8.4M | $13K |
| GOLDEN ARCH DEVELOPMENT LLC GOLDEN ARCH DEVELOPMENT LLC SAVINGS AND PROFIT SHARING PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 309 | $8.3M | $23K |
| LOS ANGELES REGIONAL FOOD BANK LOS ANGELES REGIONAL FOOD BANK 403(B) PLAN | LOS ANGELES, CA | Other NONE | 234 | $8.3M | $26K |
| SCHILLING PARADISE CORP. SCHILLING PARADISE CORP. 401(K) PREVAILING WAGE PLAN | EL CAJON, CA | Other OTHER SERVICES | 320 | $8.2M | $0 |
| DINWIDDIE-HINES CONSTRUCTION, INC. DINWIDDIE-HINES CONSTRUCTION, INC. 401(K) PLAN | SACRAMENTO, CA | Other NONE | 120 | $8.2M | $0 |
| LTC PHARMACY MANAGEMENT, LLC LTC PHARMACY MANAGEMENT, LLC 401(K) PLAN | SHREVEPORT, LA | Advisor / Consultant RIA | 174 | $8.2M | $34K |
| PILGRIM PLACE IN CLAREMONT PILGRIM PLACE IN CLAREMONT 403(B) PLAN | CLAREMONT, CA | Other NONE | 237 | $8.1M | $27K |
| PRESBYTERIAN COMMUNITY HOSPITAL, INC. PLAN 1081. 01(D) DE ASHFORD PRESBYTERIAN COMMUNITY HOSPITAL | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 431 | $7.8M | $21K |
| EMPRESAS BERRIOS, INC. MUEBLERIAS BERRIOS RETIREMENT PLAN | CIDRA, PR | Advisor / Consultant INVESTMENT ADVISOR | 687 | $7.7M | $23K |
| L.T. HAMPEL CORP HAMPEL 401(K) SAVINGS PLAN | GERMANTOWN, WI | Other NONE | 133 | $7.7M | $37K |
| MIDSTATE ORTHOPAEDIC & SPORTS MEDICINE CENTER, INC. MIDSTATE ORTHO 401(K) PLAN | ALEXANDRIA, LA | Advisor / Consultant INVESTMENT ADVISOR | 110 | $7.7M | $22K |
| ROGER'S GARDENS NEWPORT BEACH ROGER'S GARDENS 401(K) PROFIT SHARING PLAN | CORONA DEL MAR, CA | Advisor / Consultant FINANCIAL ADVISOR | 92 | $7.7M | $22K |
| MENARINI SILICON BIOSYSTEMS, INC. MENARINI SILICON BIOSYSTEMS 401(K) PROFIT SHARING PLAN | HUNTINGDON VALLEY, PA | Advisor / Consultant INVESTMENT ADVISORY | 80 | $7.6M | $0 |
| VILLA ESPERANZA SERVICES VILLA ESPERANZA 403(B) RETIREMENT SAVINGS PLAN | PASADENA, CA | Advisor / Consultant ADVISOR | 329 | $7.6M | $27K |
| NEC NETWORKS, LLC NEC NETWORKS, LLC 401(K) PLAN | SAN ANTONIO, TX | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 109 | $7.6M | $10K |
| PILGRIM PLACE IN CLAREMONT PILGRIM PLACE IN CLAREMONT 403(B) PLAN | CLAREMONT, CA | Other NONE | 206 | $7.5M | $24K |
| ROGER'S GARDENS NEWPORT BEACH ROGER'S GARDENS 401(K) PROFIT SHARING PLAN | CORONA DEL MAR, CA | Advisor / Consultant FINANCIAL ADVISOR | 89 | $7.4M | $20K |
| PUERTO RICO WASTE MANAGEMENT GROUP CORP. PUERTO RICO WASTE MANAGEMENT GROUP CORP. 1165(E) PLAN | GURABO, PR | Advisor / Consultant INVESTMENT ADVISOR | 1,239 | $7.4M | $33K |
| DINWIDDIE-HINES CONSTRUCTION, INC. DINWIDDIE-HINES CONSTRUCTION, INC. 401(K) PLAN | SACRAMENTO, CA | Other NONE | 130 | $7.4M | $0 |
| ROGER'S GARDENS NEWPORT BEACH ROGER'S GARDENS 401(K) PROFIT SHARING PLAN | CORONA DEL MAR, CA | Advisor / Consultant FINANCIAL ADVISOR | 86 | $7.3M | $19K |
| ANASTASIA BEVERLY HILLS, LLC ANASTASIA BEVERLY HILLS LLC 401(K) PLAN | BEVERLY HILLS, CA | Other NONE | 212 | $7.2M | $9K |
| NUTS.COM, INC. NUTS.COM 401(K) PLAN | JERSEY CITY, NJ | Other NONE | 429 | $7.2M | $27K |
| GOLDEN ARCH DEVELOPMENT LLC GOLDEN ARCH DEVELOPMENT LLC SAVINGS AND PROFIT SHARING PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 333 | $7.1M | $22K |
| COMPANIA CERVECERA DE PUERTO RICO, INC. COMPANIA CERVECERA DE PUERTO RICO RETIREMENT PLAN - ADMINISTRATIVE | MAYAGUEZ, PR | Advisor / Consultant INVESTMENT ADVISOR | 109 | $7.1M | $16K |
| KILLION INDUSTRIES, INC. KILLION INDUSTRIES, INC. 401(K) PLAN | VISTA, CA | Advisor / Consultant INVESTMENT ADVISORY | 84 | $7.0M | $0 |
| NB BAKER ELECTRIC, INC. DBA BAKER ELECTRIC HOME ENERGY NB BAKER ELECTRIC, INC. 401(K) PLAN | ESCONDIDO, CA | Advisor / Consultant INVESTMENT ADVISORY | 155 | $6.7M | $0 |
| LOS ANGELES REGIONAL FOOD BANK LOS ANGELES REGIONAL FOOD BANK 403(B) PLAN | LOS ANGELES, CA | Other NONE | 206 | $6.7M | $20K |
| INTERNATIONAL COMMERCE & MARKETING CORPORATION INTERNATIONAL COMMERCE & MARKETING CORP. 401(K) PLAN | MILWAUKEE, WI | Other NONE | 155 | $6.7M | $31K |
| SCHILLING PARADISE CORP. SCHILLING PARADISE CORP. 401(K) PREVAILING WAGE PLAN | EL CAJON, CA | Other OTHER SERVICES | 300 | $6.6M | $0 |
| SPENUZZA, INC. IMPERIAL 401(K)/PROFIT SHARING PLAN | CORONA, CA | Advisor / Consultant ADVISOR | 86 | $6.5M | $34K |
| CCL PUERTO RICO, INC. CCL LABEL DE PUERTO RICO, INC. RETIREMENT & SAVINGS PLAN | SABANA GRANDE, PR | Advisor / Consultant INVESTMENT ADVISOR | 204 | $6.5M | $24K |
| VILLA ESPERANZA SERVICES VILLA ESPERANZA 403(B) RETIREMENT SAVINGS PLAN | PASADENA, CA | Advisor / Consultant ADVISOR | 312 | $6.5M | $22K |
| EMPRESAS BERRIOS, INC. MUEBLERIAS BERRIOS RETIREMENT PLAN | CIDRA, PR | Advisor / Consultant INVESTMENT ADVISOR | 641 | $6.5M | $21K |
| REDFISH LABS, INC. REDFISH LABS 401(K) PLAN | SAN FRANCISCO, CA | Other INVESTMENT/FINANCIAL ADVI | 61 | $6.4M | $31K |
| PILGRIM PLACE IN CLAREMONT PILGRIM PLACE IN CLAREMONT 403(B) PLAN | CLAREMONT, CA | Other NONE | 217 | $6.3M | $25K |
| MENTOR TECHNICAL GROUP CORP. MENTOR TECHNICAL GROUP CORP. PROFIT SHARING AND SAVINGS PLAN | CAGUAS, PR | Broker BROKER/ADVISER | 482 | $6.3M | $18K |
| KNIGHT ENTERPRISES MANAGEMENT, LLC KNIGHT ENTERPRISES MANAGEMENT, LLC 401(K) PLAN | TITUSVILLE, FL | Other SERVICE PROVIDER | 278 | $6.3M | $24K |
| COOPERATIVA DE AHORRO Y CREDITO ORIENTAL COOPERATIVA DE AHORRO Y CREDITO ORIENTAL RETIREMENT PLAN | HUMACAO, PR | Advisor / Consultant INVESTMENT ADVISOR | 121 | $6.2M | $14K |
| PUERTO RICO WASTE MANAGEMENT GROUP CORP. PUERTO RICO WASTE MANAGEMENT GROUP CORP. 1165(E) PLAN | GURABO, PR | Advisor / Consultant INVESTMENT ADVISOR | 1,037 | $6.2M | $26K |
| COMPANIA CERVECERA DE PUERTO RICO, INC. COMPANIA CERVECERA DE PUERTO RICO RETIREMENT PLAN - ADMINISTRATIVE | MAYAGUEZ, PR | Advisor / Consultant INVESTMENT ADVISOR | 111 | $6.1M | $13K |
| BERT SMITH OLDSMOBILE, INC. BERT SMITH OLDSMOBILE, INC. SALARY SAVINGS PLAN | ST PETERSBURG, FL | Advisor / Consultant INVESTMENT ADVISORY | 126 | $6.1M | $9K |
| ALL-TEX, INC. INLINE DISTRIBUTING COMPANY 401(K) PROFIT SHARING PLAN | SYLMAR, CA | Other NONE | 124 | $6.0M | $18K |
| COREDUX, USA LLC COREDUX, USA LLC 401(K) PLAN | SAN DIEGO, CA | Broker BROKER | 107 | $5.9M | $0 |
| REDFISH LABS, INC. REDFISH LABS 401(K) PLAN | SAN FRANCISCO, CA | Other INVESTMENT/FINANCIAL ADVI | 96 | $5.8M | $6K |
| LTC PHARMACY MANAGEMENT, LLC LTC PHARMACY MANAGEMENT, LLC 401(K) PLAN | SHREVEPORT, LA | Advisor / Consultant RIA | 174 | $5.7M | $27K |
| L.A. FAMILY HOUSING CORP. L.A. FAMILY HOUSING RETIREMENT PLAN | NORTH HOLLYWOOD, CA | Other NONE | 527 | $5.7M | $10K |
| FULL SPECTRUM GROUP, LLC. FULL SPECTRUM GROUP, LLC 401(K) PLAN | LAGUNA HILLS, CA | Advisor / Consultant INVESTMENT ADVISOR | 93 | $5.6M | $27K |
| NB BAKER ELECTRIC, INC. DBA BAKER ELECTRIC HOME ENERGY NB BAKER ELECTRIC, INC. 401(K) PLAN | ESCONDIDO, CA | Advisor / Consultant INVESTMENT ADVISORY | 192 | $5.5M | $0 |
| SCHILLING PARADISE CORP. SCHILLING PARADISE CORP. 401(K) PREVAILING WAGE PLAN | EL CAJON, CA | Other OTHER SERVICES | 285 | $5.5M | $0 |
| CCL PUERTO RICO, INC. CCL LABEL DE PUERTO RICO, INC. RETIREMENT & SAVINGS PLAN | SABANA GRANDE, PR | Advisor / Consultant INVESTMENT ADVISOR | 195 | $5.4M | $19K |
| MENTOR TECHNICAL GROUP CORP. MENTOR TECHNICAL GROUP CORP. PROFIT SHARING AND SAVINGS PLAN | CAGUAS, PR | Broker BROKER/ADVISER | 495 | $5.3M | $15K |
| COMPANIA CERVECERA DE PR, INC. COMPANIA CERVECERA DE P. R. RETIREMENT PLAN-UNION | MAYAGUEZ, PR | Advisor / Consultant INVESTMENT ADVISOR | 125 | $5.3M | $12K |
| PYRAMID PRECISION MACHINE, INC. PYRAMID PRECISION MACHINE, INC. 401(K) PLAN | SAN DIEGO, CA | Broker BROKER | 114 | $5.2M | $0 |
| VILLA ESPERANZA SERVICES VILLA ESPERANZA 403(B) RETIREMENT SAVINGS PLAN | PASADENA, CA | Other NONE | 330 | $5.2M | $18K |
| COOPERATIVA DE AHORRO Y CREDITO ORIENTAL COOPERATIVA DE AHORRO Y CREDITO ORIENTAL RETIREMENT PLAN | HUMACAO, PR | Advisor / Consultant INVESTMENT ADVISOR | 116 | $5.1M | $12K |
| SMITH-EMERY INTERNATIONAL, INC. SMITH-EMERY INTERNATIONAL, INC. UNION 401K PLAN | LOS ANGELES, CA | Advisor / Consultant BROKER/ADVISOR | 137 | $5.1M | $0 |
| COMPANIA CERVECERA DE PUERTO RICO, INC. COMPANIA CERVECERA DE PUERTO RICO RETIREMENT PLAN - ADMINISTRATIVE | MAYAGUEZ, PR | Advisor / Consultant INVESTMENT ADVISOR | 111 | $5.1M | $13K |
| LOS ANGELES REGIONAL FOOD BANK LOS ANGELES REGIONAL FOOD BANK 403(B) PLAN | LOS ANGELES, CA | Other NONE | 186 | $5.0M | $16K |
| L.A. FAMILY HOUSING CORP. L.A. FAMILY HOUSING RETIREMENT PLAN | NORTH HOLLYWOOD, CA | Other NONE | 556 | $4.9M | $24K |
| PUERTO RICO WASTE MANAGEMENT GROUP CORP. PUERTO RICO WASTE MANAGEMENT GROUP CORP. 1165(E) PLAN | GURABO, PR | Advisor / Consultant INVESTMENT ADVISOR | 734 | $4.8M | $26K |
| COMPANIA CERVECERA DE PR, INC. COMPANIA CERVECERA DE P. R. RETIREMENT PLAN-UNION | MAYAGUEZ, PR | Advisor / Consultant INVESTMENT ADVISOR | 120 | $4.7M | $10K |
| MENTOR TECHNICAL GROUP CORP. MENTOR TECHNICAL GROUP CORP. PROFIT SHARING AND SAVINGS PLAN | CAGUAS, PR | Broker BROKER/ADVISER | 403 | $4.7M | $16K |
| COOPERATIVA DE AHORRO Y CREDITO ORIENTAL COOPERATIVA DE AHORRO Y CREDITO ORIENTAL RETIREMENT PLAN | HUMACAO, PR | Advisor / Consultant INVESTMENT ADVISOR | 110 | $4.5M | $12K |
| TERRAFIRMA FOUNDATION REPAIR, IN TERRA FIRMA FOUNDATION REPAIR, INC. RETIREMENT SAVINGS PLAN | ROSEBURG, OR | Other INVESTMENT/FINANCIAL ADVI | 165 | $4.3M | $15K |
| CCL PUERTO RICO, INC. CCL LABEL DE PUERTO RICO, INC. RETIREMENT & SAVINGS PLAN | SABANA GRANDE, PR | Advisor / Consultant INVESTMENT ADVISOR | 175 | $4.3M | $19K |
| SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES 403(B) PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 106 | $4.1M | $8K |
| PYRAMID PRECISION MACHINE, INC. PYRAMID PRECISION MACHINE, INC. 401(K) PLAN | SAN DIEGO, CA | Broker BROKER | 105 | $4.1M | $0 |
| COMPANIA CERVECERA DE PR, INC. COMPANIA CERVECERA DE P. R. RETIREMENT PLAN-UNION | MAYAGUEZ, PR | Advisor / Consultant INVESTMENT ADVISOR | 124 | $4.1M | $10K |
| MAVAL INDUSTRIES, LLC MAVAL INDUSTRIES, LLC 401(K) PLAN | TWINSBURG, OH | Other NONE | 108 | $4.0M | $10K |
| NB BAKER ELECTRIC, INC. DBA BAKER ELECTRIC HOME ENERGY NB BAKER ELECTRIC, INC. 401(K) PLAN | ESCONDIDO, CA | Advisor / Consultant INVESTMENT ADVISORY | 206 | $3.8M | $0 |
| L.A. FAMILY HOUSING CORP. L.A. FAMILY HOUSING RETIREMENT PLAN | NORTH HOLLYWOOD, CA | Other NONE | 506 | $3.8M | $20K |
| DANIEL MEMORIAL, INC. DANIEL RETIREMENT PLAN | JACKSONVILLE, FL | Advisor / Consultant INVESTMENT ADVISORY | 242 | $3.7M | $20K |
| SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES 403(B) PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 120 | $3.5M | $14K |
| TERRAFIRMA FOUNDATION REPAIR, IN TERRA FIRMA FOUNDATION REPAIR, INC. RETIREMENT SAVINGS PLAN | ROSEBURG, OR | Other INVESTMENT/FINANCIAL ADVI | 147 | $3.5M | $12K |
| 21ST CENTURY PERSONNEL, LLC 21ST CENTURY PERSONNEL, LLC 401(K) PLAN | BURBANK, CA | Other NONE | 105 | $3.4M | $12K |
| MAVAL INDUSTRIES, LLC MAVAL INDUSTRIES, LLC 401(K) PLAN | TWINSBURG, OH | Other NONE | 111 | $3.4M | $10K |
| BURDICK PAINTING BURDICK PAINTING 401(K) RETIREMENT PLAN | SANTA CLARA, CA | Other OTHER SERVICES | 180 | $3.3M | $0 |
| CABINETRY HOLDINGS CORP. CABINETRY HOLDINGS CORP. 401(K) PLAN | HALEYVILLE, AL | Other NONE | 570 | $3.3M | $7K |
| CHICAGO MORTGAGE SOLUTIONS LLC D/B/A INTERFIRST MORTGAGE COMPANY CHICAGO MORTGAGE SOLUTIONS LLC D/B/A INTERFIRST MORTGAGE COMPANY 401(K) PLAN | ROSEMONT, IL | Advisor / Consultant INVESTMENT ADVISORY | 169 | $3.1M | $0 |
| NEUROSCIENCE & SPINE ASSOCIATES, P.L. NEUROSCIENCE & SPINE ASSOCIATES, P.L. 401(K) PLAN | NAPLES, FL | Other NONE | 166 | $3.0M | $7K |
| CHICAGO MORTGAGE SOLUTIONS LLC D/B/A INTERFIRST MORTGAGE COMPANY CHICAGO MORTGAGE SOLUTIONS LLC D/B/A INTERFIRST MORTGAGE COMPANY 401(K) PLAN | ROSEMONT, IL | Advisor / Consultant INVESTMENT ADVISORY | 47 | $3.0M | $0 |
| TERRAFIRMA FOUNDATION REPAIR, IN TERRA FIRMA FOUNDATION REPAIR, INC. RETIREMENT SAVINGS PLAN | ROSEBURG, OR | Other INVESTMENT/FINANCIAL ADVI | 181 | $2.9M | $11K |
| BURDICK PAINTING BURDICK PAINTING 401(K) RETIREMENT PLAN | SANTA CLARA, CA | Other OTHER SERVICES | 210 | $2.9M | $0 |
| HOF'S HUT RESTAURANTS, INC. HOF'S HUT RESTAURANTS, INC. 401(K) RETIREMENT PLAN | SIGNAL HILL, CA | Other NONE | 222 | $2.8M | $9K |
| CONSERVATION LEGACY CONSERVATION LEGACY 403(B) RETIREMENT PLAN | DURANGO, CO | Other NONE | 325 | $2.8M | $13K |
| THE GLENRIDGE ON PALMER RANCH, INC. THE GLENRIDGE ON PALMER RANCH 401(K) PLAN | SARASOTA, FL | Other NONE | 325 | $2.5M | $6K |
| CHICAGO MORTGAGE SOLUTIONS LLC D/B/A INTERFIRST MORTGAGE COMPANY CHICAGO MORTGAGE SOLUTIONS LLC D/B/A INTERFIRST MORTGAGE COMPANY 401(K) PLAN | SCHAUMBURG, IL | Advisor / Consultant INVESTMENT ADVISORY | 18 | $2.4M | $0 |
| NATIONAL VITAMIN CO., INC. NATIONAL VITAMIN CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST | CASA GRANDE, AZ | Other OTHER FEES | 176 | $2.4M | $0 |
| BURDICK PAINTING BURDICK PAINTING 401(K) RETIREMENT PLAN | SANTA CLARA, CA | Other OTHER SERVICES | 184 | $2.3M | $0 |
| AMERICAN PREMIER SERVICES, INC. VALOR ENVIRONMENTAL 401(K) PLAN | WINTER SPRINGS, FL | Advisor / Consultant ADVISOR | 272 | $2.3M | $12K |
| TOTAL TRANSPORTATION & DISTRIBUTION, INC. TOTAL TRANSPORTATION & DISTRIBUTION, INC. PROFIT SHARING 401(K) PLAN | FULLERTON, CA | Other TRUST PARTNER | 158 | $2.1M | $8K |
| CABINETRY HOLDINGS CORP. CABINETRY HOLDINGS CORP. 401(K) PLAN | HALEYVILLE, AL | Other NONE | 626 | $2.1M | $4K |
| CONSERVATION LEGACY CONSERVATION LEGACY 403(B) RETIREMENT PLAN | DURANGO, CO | Other NONE | 300 | $2.1M | $11K |
| ASSOCIATED GENERAL CONTRACTORS OF AMERICA, SAN DIEGO CHAPTER, INC. ASSOCIATED GENERAL CONTRACTORS OF AMERICA,SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND | SAN DIEGO, CA | Other N/A | — | $2.1M | $9K |
| CENTURION CONTAINER LLC CENTURION CONTAINER 401(K) PLAN | SOUTH HOLLAND, IL | Other NONE | 231 | $2.0M | $14K |
| C.T. RADIOLOGY COMPLEX C.T. RADIOLOGY COMPLEX RETIREMENT PLAN | BAYAMON, PR | Advisor / Consultant INVESTMENT ADVISOR | 93 | $1.9M | $9K |
| CONSERVATION LEGACY CONSERVATION LEGACY 403(B) RETIREMENT PLAN | DURANGO, CO | Other NONE | 265 | $1.8M | $9K |
| ASSOCIATED GENERAL CONTRACTORS OF AMERICA, SAN DIEGO CHAPTER, INC. ASSOCIATED GENERAL CONTRACTORS OF AMERICA,SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND | SAN DIEGO, CA | Other N/A | — | $1.7M | $5K |
| IMPERIAL MANAGEMENT SERVICES GROUP, INC. IMPERIAL MANAGEMENT ADMINISTRATORS 401(K) PLAN | PASADENA, CA | Other NONE | 173 | $1.4M | $7K |
| AIRPORT AVIATION SERVICES MGI RETIREMENT & SAVINGS PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 388 | $1.3M | $8K |
| CIMMARUSTI HOLDINGS, LLC CIMMARUSTI HOLDINGS, LLC & RELATED AFFILIATES 401(K) RETIREMENT PLAN | LOS ANGELES, CA | Other NONE | 193 | $1.2M | $5K |
| UMP, INC. UPM, INC. EMPLOYEES' 401(K) SAVINGS PLAN | BALDWIN PARK, CA | Advisor / Consultant INVESTMENT ADVISOR | 132 | $1.1M | $6K |
| PUERTO RICO HOSPITAL SUPPLY, INC. PUERTO RICO HOSPITAL SUPPLY RETIREMENT PLAN | CAROLINA, PR | Advisor / Consultant INVESTMENT ADVISOR | 99 | $1.0M | $4K |
| CABINETRY HOLDINGS CORP. CABINETRY HOLDINGS CORP. 401(K) PLAN | HALEYVILLE, AL | Other NONE | 584 | $1.0M | $2K |
| H. C. A. S. OF FLORIDA DBA CALL4HEALTH CALL4HEALTH 401(K) PROFIT SHARING PLAN | DELRAY BEACH, FL | Advisor / Consultant RIA | 445 | $837K | $4K |
| RENT EXPRESS BY BERRIOS, INC. RENT EXPRESS RETIREMENT & SAVINGS PLAN | CIDRA, PR | Advisor / Consultant INVESTMENT ADVISOR | 168 | $568K | $3K |
| CENTRO DE SALUD FAMILIAR DR. JULIOMPALMIERI FERRI, INC. PLAN DE RETIRO DEL CENTRO DE SALUD FAMILIAR D. J. P. F. | ARROYO, PR | Advisor / Consultant INVESTMENT ADVISOR | 135 | $568K | $4K |
| RENT EXPRESS BY BERRIOS, INC. RENT EXPRESS RETIREMENT & SAVINGS PLAN | CIDRA, PR | Advisor / Consultant INVESTMENT ADVISOR | 153 | $467K | $2K |
| RENT EXPRESS BY BERRIOS, INC. RENT EXPRESS RETIREMENT & SAVINGS PLAN | CIDRA, PR | Advisor / Consultant INVESTMENT ADVISOR | 144 | $324K | $1K |
| MIDSTATE ORTHOPAEDIC & SPORTS MEDICINE CENTER, INC. MIDSTATE ORTHO 401(K) PLAN | ALEXANDRIA, LA | Advisor / Consultant INVESTMENT ADVISOR | 0 | $46 | $17K |
| FK INTERMEDIATE, LLC FKI SECURITY GROUP, LLC SALARIED EMPLOYEE 401(K) PROFIT SHARING PLAN | NEW ALBANY, IN | Advisor / Consultant FINANCIAL ADVISOR | 0 | $0 | $32K |
| ORNUA (WHITEHALL) INGREDIENTS, INC DBA ORNUA INGREDIENTS NORTH AMERICA ORNUA (WHITEHALL) INGREDIENTS, INC. DBA ORNUA INGREDIENTS NORTH AMERICA EMPLOYEE SAVINGS & RETIREMENT 401(K) PLAN | WHITEHALL, WI | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 0 | $0 | $43K |
| SYMBIONT SCIENCE, ENGINEERING AND CONSTRUCTION, INC. SYMBIONT 401K PLAN | WEST ALLIS, WI | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $34K |
| FULL SPECTRUM GROUP, LLC. FULL SPECTRUM GROUP, LLC 401(K) PLAN | LAGUAN HILLS, CA | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $7K |
| SPENUZZA, INC. IMPERIAL 401(K)/PROFIT SHARING PLAN | CORONA, CA | Advisor / Consultant ADVISOR | 0 | $0 | $15K |