INTELLICENTS INVESTMENT
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
191
Active participants
127,852
Total plan assets
$12.1B
Filings (rows)
191
Direct comp
$5.5M
Indirect comp
$216K
Aggregating 7 name variants under "INTELLICENTS INVESTMENT"
SERVICES PROVIDED
Advisor / Consultant113
Other78
Top plans served
All 191 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BVH, INC. BLACK & VEATCH RETIREMENT PROGRAM | OVERLAND PARK, KS | Other NONE | 7,022 | $3.0B | $5K |
| OPTION CARE HEALTH, INC. OPTION CARE HEALTH 401(K) PLAN | BANNOCKBURN, IL | Advisor / Consultant INVESTMENT ADVISOR | 7,984 | $412.6M | $45K |
| AVI SYSTEMS, INC. AVI SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | LENEXA, KS | Other NONE | 1,191 | $399.5M | $20K |
| METROPOLITAN ANESTHESIA NETWORK, LLP METROPOLITAN ANESTHESIA NETWORK PROFIT SHARING PLAN | PLYMOUTH, MN | Other NONE | 554 | $391.1M | $17K |
| OPTION CARE HEALTH, INC. OPTION CARE HEALTH 401(K) PLAN | BANNOCKBURN, IL | Advisor / Consultant INVESTMENT ADVISOR | 7,820 | $353.4M | $45K |
| METROPOLITAN ANESTHESIA NETWORK, LLP METROPOLITAN ANESTHESIA NETWORK PROFIT SHARING PLAN | PLYMOUTH, MN | Other NONE | 534 | $330.2M | $15K |
| AVI SYSTEMS, INC. AVI SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | LENEXA, KS | Other NONE | 1,013 | $324.6M | $18K |
| OPTION CARE HEALTH, INC. OPTION CARE HEALTH 401(K) PLAN | BANNOCKBURN, IL | Advisor / Consultant INVESTMENT ADVISOR | 6,134 | $292.7M | $45K |
| METROPOLITAN ANESTHESIA NETWORK, LLP METROPOLITAN ANESTHESIA NETWORK PROFIT SHARING PLAN | PLYMOUTH, MN | Other NONE | 529 | $274.0M | $6K |
| AVI SYSTEMS, INC. AVI SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | LENEXA, KS | Other NONE | 828 | $251.8M | $20K |
| FLINT HILLS RESOURCES PINE BEND, LLC FLINT HILLS RESOURCES UNION EMPLOYEES 401(K) PLAN | WICHITA, KS | Other NONE | 591 | $248.4M | $197K |
| FIRST PREMIER BANK PREMIER 401(K) PLAN | SIOUX FALLS, SD | Other NONE | 1,625 | $240.6M | $217K |
| TRUE MFG. CO., INC. TRUE MANUFACTURING COMPANY, INC. 401(K) PLAN | O FALLON, MO | Advisor / Consultant INVESTMENT ADVISORY | 2,908 | $227.0M | $96K |
| FLINT HILLS RESOURCES PINE BEND, LLC FLINT HILLS RESOURCES UNION EMPLOYEES 401(K) PLAN | WICHITA, KS | Other NONE | 570 | $217.3M | $167K |
| FIRST PREMIER BANK PREMIER 401(K) PLAN | SIOUX FALLS, SD | Other NONE | 1,807 | $216.0M | $193K |
| TRUE MFG. CO., INC. TRUE MANUFACTURING COMPANY, INC. 401(K) PLAN | O FALLON, MO | Advisor / Consultant INVESTMENT ADVISORY | 2,817 | $198.1M | $96K |
| FIRST PREMIER BANK PREMIER 401(K) PLAN | SIOUX FALLS, SD | Advisor / Consultant INVESTMENT ADVISOR | 1,894 | $183.9M | $200K |
| FLINT HILLS RESOURCES PINE BEND, LLC FLINT HILLS RESOURCES UNION EMPLOYEES 401(K) PLAN | WICHITA, KS | Other NONE | 528 | $179.5M | $179K |
| TRUE MFG. CO., INC. TRUE MANUFACTURING COMPANY, INC. 401(K) PLAN | O FALLON, MO | Advisor / Consultant INVESTMENT ADVISORY | 2,813 | $166.6M | $96K |
| CTOS, LLC CTOS, LLC 401(K) PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTMENT ADVISOR | 2,397 | $128.7M | $35K |
| CTOS, LLC CTOS, LLC 401(K) PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTMENT ADVISOR | 2,267 | $104.6M | $35K |
| NUEHEALTH EQUITY CO., LLC NUETERRA HOLDINGS, LLC EMPLOYEES' SAVINGS PLAN | LEAWOOD, KS | Advisor / Consultant INVESTMENT ADVISORY | 2,131 | $103.0M | $34K |
| WILSON TRAILER COMPANY WILSON TRAILER COMPANY RETIREMENT PLAN FOR OFFICE EMPLOYEES | SIOUX CITY, IA | Other NONE | 254 | $101.0M | $96K |
| WILSON TRAILER COMPANY WILSON TRAILER COMPANY RETIREMENT PLAN FOR OFFICE EMPLOYEES | SIOUX CITY, IA | Other NONE | 279 | $93.9M | $82K |
| WILSON TRAILER COMPANY WILSON TRAILER COMPANY RETIREMENT PLAN FOR OFFICE EMPLOYEES | SIOUX CITY, IA | Other NONE | 277 | $81.1M | $19K |
| CTOS, LLC CTOS, LLC 401(K) PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTMENT ADVISOR | 2,018 | $80.5M | $35K |
| BOARD OF TRUSTEES OF DAKOTAS AND WESTERN MINNESOTA ELECTRICAL INDUSTRY DAKOTAS AND WESTERN MN ELECTRICAL INDUSTRY HEALTH AND WELFARE FUND | FARGO, ND | Other NONE | 3,935 | $78.4M | $18K |
| COUNTRY CLUB BANK CCB 401(K) RETIREMENT PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTMENT ADVISOR | 424 | $76.2M | $63K |
| COUNTRY CLUB BANK CCB 401(K) RETIREMENT PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTMENT ADVISOR | 411 | $73.3M | $58K |
| MINNEAPOLIS CLINIC OF NEUROLOGY LTD MINNEAPOLIS CLINIC PROFIT SHARING & 401(K) PLAN | GOLDEN VALLEY, MN | Advisor / Consultant INVESTMENT ADVISORY | 234 | $72.7M | $45K |
| BEDFORD INDUSTRIES, INC. BEDFORD INDUSTRIES, INC. SALARY SAVINGS PLAN | WORTHINGTON, MN | Other NONE | 364 | $71.3M | $94K |
| AGTEGRA COOPERATIVE UBG 401(K) - AGTEGRA | ABERDEEN, SD | Advisor / Consultant INVESTMENT ADVISOR | 861 | $69.1M | $5K |
| BEDFORD INDUSTRIES, INC. BEDFORD INDUSTRIES, INC. SALARY SAVINGS PLAN | WORTHINGTON, MN | Other NONE | 407 | $68.5M | $93K |
| BOARD OF TRUSTEES OF DAKOTAS AND WESTERN MINNESOTA ELECTRICAL INDUSTRY DAKOTAS AND WESTERN MN ELECTRICAL INDUSTRY HEALTH AND WELFARE FUND | FARGO, ND | Other NONE | 3,987 | $67.9M | $24K |
| COUNTRY CLUB BANK, N.A CCB 401(K) RETIREMENT PLAN | KANSAS CITY, MO | Other NONE | 467 | $65.2M | $58K |
| MINNEAPOLIS CLINIC OF NEUROLOGY LTD MINNEAPOLIS CLINIC PROFIT SHARING & 401(K) PLAN | GOLDEN VALLEY, MN | Advisor / Consultant INVESTMENT ADVISORY | 211 | $64.5M | $45K |
| OSBORN LLC JASON EMPLOYEE SAVINGS & PROFIT SHARING PLAN | RICHMOND, IN | Other NONE | 624 | $62.1M | $60K |
| AGTEGRA COOPERATIVE UBG 401(K) - AGTEGRA | ABERDEEN, SD | Advisor / Consultant INVESTMENT ADVISOR | 864 | $61.9M | $5K |
| BEDFORD INDUSTRIES, INC. BEDFORD INDUSTRIES, INC. SALARY SAVINGS PLAN | WORTHINGTON, MN | Other NONE | 407 | $59.9M | $95K |
| JASON GROUP INC. JASON EMPLOYEE SAVINGS & PROFIT SHARING PLAN | RICHMOND, IN | Other NONE | 688 | $58.9M | $64K |
| PRODUCTIVITY, INC. PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS, MN | Other INVESTMENT/FINANCIAL ADVI | 372 | $58.3M | $68K |
| DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC 401(K) PROFIT SHARING PLAN | LEAWOOD, KS | Advisor / Consultant INVESTMENT ADVISOR | 596 | $57.7M | $42K |
| MINNEAPOLIS CLINIC OF NEUROLOGY LTD MINNEAPOLIS CLINIC PROFIT SHARING & 401(K) PLAN | GOLDEN VALLEY, MN | Advisor / Consultant INVESTMENT ADVISORY | 208 | $57.5M | $41K |
| PRODUCTIVITY, INC. PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS, MN | Other INVESTMENT/FINANCIAL ADVI | 360 | $52.3M | $71K |
| AGTEGRA COOPERATIVE UBG 401(K) - AGTEGRA | ABERDEEN, SD | Advisor / Consultant INVESTMENT ADVISOR | 838 | $51.9M | $4K |
| PRODUCTIVITY, INC. PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS, MN | Other INVESTMENT/FINANCIAL ADVI | 357 | $45.4M | $70K |
| DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC 401(K) PROFIT SHARING PLAN | LEAWOOD, KS | Advisor / Consultant INVESTMENT ADVISOR | 538 | $45.2M | $42K |
| WILSON TRAILER COMPANY WILSON TRAILER COMPANY RETIREMENT PLAN FOR PRODUCTION EMPLOYEES | SIOUX CITY, IA | Other NONE | 551 | $43.7M | $41K |
| CENTRAL FARM SERVICE CENTRAL FARM SERVICE 401(K) PLAN | TRUMAN, MN | Other NONE | 300 | $41.8M | $53K |
| WILSON TRAILER COMPANY WILSON TRAILER COMPANY RETIREMENT PLAN FOR PRODUCTION EMPLOYEES | SIOUX CITY, IA | Other NONE | 620 | $41.6M | $36K |
| CENTRAL FARM SERVICE CENTRAL FARM SERVICE 401(K) PLAN | TRUMAN, MN | Other NONE | 290 | $38.2M | $44K |
| I.C. SYSTEM, INC. I.C. SYSTEM, INC. SAVINGS PLUS PLAN | ST. PAUL, MN | Advisor / Consultant INVESTMENT ADVISOR | 283 | $36.9M | $32K |
| DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC 401(K) PROFIT SHARING PLAN | LEAWOOD, KS | Advisor / Consultant INVESTMENT ADVISOR | 511 | $35.8M | $48K |
| WILSON TRAILER COMPANY WILSON TRAILER COMPANY RETIREMENT PLAN FOR PRODUCTION EMPLOYEES | SIOUX CITY, IA | Other NONE | 591 | $35.5M | $8K |
| I.C. SYSTEM, INC. I.C. SYSTEM, INC. SAVINGS PLUS PLAN | ST. PAUL, MN | Advisor / Consultant INVESTMENT ADVISOR | 337 | $34.4M | $32K |
| INNOVANCE, INC. INNOVANCE, INC. 401(K) PLAN | ALBERT LEA, MN | Advisor / Consultant INVESTMENT ADVISORY | 377 | $34.1M | $44K |
| HOME FEDERAL SAVINGS BANK HOME FEDERAL SAVINGS BANK 401(K) RETIREMENT PLAN | ROCHESTER, MN | Other NONE | 30 | $33.3M | $24K |
| MILSCO, LLC MILSCO RETIREMENT PLAN | MILWAUKEE, WI | Other NONE | 306 | $33.2M | $23K |
| CENTRAL FARM SERVICE CENTRAL FARM SERVICE 401(K) PLAN | TRUMAN, MN | Other NONE | 282 | $33.0M | $43K |
| I.C. SYSTEM, INC. I.C. SYSTEM, INC. SAVINGS PLUS PLAN | ST. PAUL, MN | Advisor / Consultant INVESTMENT ADVISOR | 401 | $32.7M | $8K |
| KARL CHEVROLET, INC. KARL CHEVROLET, INC. 401(K) PLAN | ANKENY, IA | Other INVESTMENT/FINANCIAL ADVI | 704 | $31.2M | $32K |
| AGSTATE UBG 401(K) - AGSTATE SH MATCH | ALBERT CITY, IA | Advisor / Consultant INVESTMENT ADVISOR | 274 | $31.0M | $5K |
| CAPITOL FEDERAL FINANCIAL, INC. CAPITOL FEDERAL 401(K) PLAN | TOPEKA, KS | Other NONE | 569 | $31.0M | $50K |
| INNOVANCE, INC. INNOVANCE, INC. 401(K) PLAN | ALBERT LEA, MN | Advisor / Consultant INVESTMENT ADVISORY | 394 | $30.9M | $40K |
| HOME FEDERAL SAVINGS BANK HOME FEDERAL SAVINGS BANK 401(K) RETIREMENT PLAN | ROCHESTER, MN | Other NONE | 168 | $30.7M | $32K |
| KEY COOPERATIVE UBG 401(K) - KEY COOP | ROLAND, IA | Other OTHER | 247 | $30.5M | $5K |
| O'CONNOR COMPANY, INC. O'CONNOR COMPANY 401(K) RETIREMENT PLAN | SIOUX FALLS, SD | Advisor / Consultant INVESTMENT ADVISOR | 153 | $30.1M | $33K |
| CAPITOL FEDERAL FINANCIAL, INC. CAPITOL FEDERAL FINANCIAL, INC. PARTNERS IN THRIFT 401K PLAN | TOPEKA, KS | Advisor / Consultant INVESTMENT ADVISORY | 612 | $28.7M | $74K |
| AGSTATE UBG 401(K) - AGSTATE SH MATCH | CHEROKEE, IA | Advisor / Consultant INVESTMENT ADVISOR | 248 | $28.5M | $5K |
| INNOVANCE, INC. INNOVANCE, INC. 401(K) PLAN | ALBERT LEA, MN | Advisor / Consultant INVESTMENT ADVISORY | 416 | $28.1M | $42K |
| KEY COOPERATIVE UBG 401(K) - KEY COOP | ROLAND, IA | Other OTHER | 251 | $27.6M | $5K |
| O'CONNOR COMPANY, INC. O'CONNOR COMPANY 401(K) RETIREMENT PLAN | SIOUX FALLS, SD | Advisor / Consultant INVESTMENT ADVISOR | 148 | $27.0M | $10K |
| FARMERS COOPERATIVE UBG 401(K) - FARMERS COOPERATIVE | DORCHESTER, NE | Advisor / Consultant INVESTMENT ADVISOR | 552 | $27.0M | $5K |
| SERVICE MANAGEMENT GROUP, LLC SERVICE MANAGEMENT GROUP 401(K) PLAN | KANSAS CITY, MO | Other INVESTMENT/FINANCIAL ADVI | 135 | $26.4M | $31K |
| FARMERS COOPERATIVE UBG 401(K) - FARMERS COOPERATIVE | DORCHESTER, NE | Advisor / Consultant INVESTMENT ADVISOR | 535 | $26.3M | $5K |
| PEOPLES FINANCIAL CORPORATION PEOPLES FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN | BILOXI, MS | Advisor / Consultant INVESTMENT ADVISORY | 127 | $25.8M | $22K |
| SERVICE MANAGEMENT GROUP, LLC SERVICE MANAGEMENT GROUP 401(K) PLAN | FARMINGTON, MO | Advisor / Consultant INVESTMENT ADVISOR | 209 | $25.6M | $0 |
| OSBORN LLC OSBORN 401(K) PLAN | RICHMOND, IN | Other NONE | 180 | $25.6M | $15K |
| KARL CHEVROLET, INC. KARL CHEVROLET, INC. 401(K) PLAN | ANKENY, IA | Other INVESTMENT/FINANCIAL ADVI | 683 | $25.6M | $29K |
| HOME FEDERAL SAVINGS BANK HOME FEDERAL SAVINGS BANK 401(K) RETIREMENT PLAN | ROCHESTER, MN | Other NONE | 174 | $25.5M | $31K |
| PEOPLES FINANCIAL CORPORATION PEOPLES FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN | BILOXI, MS | Advisor / Consultant INVESTMENT ADVISORY | 133 | $24.9M | $5K |
| KEY COOPERATIVE UBG 401(K) - KEY COOP | ROLAND, IA | Other OTHER | 266 | $24.9M | $5K |
| SERVICE MANAGEMENT GROUP, LLC SERVICE MANAGEMENT GROUP 401(K) PLAN | KANSAS CITY, MO | Other INVESTMENT/FINANCIAL ADVI | 176 | $24.9M | $12K |
| AGSTATE UBG 401(K) - AGSTATE SH MATCH | ALBERT CITY, IA | Advisor / Consultant INVESTMENT ADVISOR | 269 | $24.9M | $1K |
| LEXIPOL, LLC LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN | FRISCO, TX | Other SERVICE PROVIDER | 445 | $24.2M | $0 |
| WURKFORCE, INC. WURK 401(K) PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISORY | 6,647 | $23.8M | $109K |
| XALOY LLC XALOY 401K PLAN | AUSTINTOWN, OH | Other NONE | 235 | $23.7M | $42K |
| O'CONNOR COMPANY, INC. O'CONNOR COMPANY 401(K) RETIREMENT PLAN | SIOUX FALLS, SD | Advisor / Consultant INVESTMENT ADVISOR | 146 | $23.3M | $10K |
| COLLINS COMMUNITY CREDIT UNION COLLINS COMMUNITY CREDIT UNION 401(K) PLAN AND TRU | CEDAR RAPIDS, IA | Other NONE | 190 | $23.2M | $70K |
| COLLINS COMMUNITY CREDIT UNION COLLINS COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | CEDAR RAPIDS, IA | Other NONE | 281 | $23.2M | $51K |
| FARMERS COOPERATIVE UBG 401(K) - FARMERS COOPERATIVE | DORCHESTER, NE | Advisor / Consultant INVESTMENT ADVISOR | 530 | $22.8M | $5K |
| COLLINS COMMUNITY CREDIT UNION COLLINS COMMUNITY CREDIT UNION 401(K) PLAN AND TRU | CEDAR RAPIDS, IA | Other NONE | 205 | $22.7M | $71K |
| PEOPLES FINANCIAL CORPORATION PEOPLES FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN | BILOXI, MS | Advisor / Consultant INVESTMENT ADVISORY | 128 | $22.6M | $5K |
| LEXIPOL, LLC LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN | FRISCO, TX | Other SERVICE PROVIDER | 435 | $21.6M | $0 |
| LMT ONSRUD LP LMT ONSRUD LP RETIREMENT SAVINGS PLAN | WAUKEGAN, IL | Advisor / Consultant ADVISOR | 140 | $20.4M | $40K |
| FRONTIER COOPERATIVE UBG 401(K) - FRONTIER COOPERATIVE | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISOR | 426 | $19.8M | $5K |
| HAMPEL ENTERPRISES, INC. HAMPEL ENTERPRISES 401(K) PLAN | WITCHITA, KS | Advisor / Consultant INVESTMENT ADVISOR | 295 | $18.9M | $27K |
| FRONTIER COOPERATIVE UBG 401(K) - FRONTIER COOPERATIVE | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISORY | 426 | $18.4M | $5K |
| LEXIPOL, LLC LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN | FRISCO, TX | Other SERVICE PROVIDER | 454 | $16.7M | $0 |
| WURKFORCE, INC. WURK 401(K) PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISORY | 4,245 | $16.7M | $63K |
| MID-KANSAS COOPERATIVE ASSOCIATION UBG 401(K) - MKC | MOUNDRIDGE, KS | Advisor / Consultant INVESTMENT ADVISOR | 460 | $16.0M | $5K |
| FRONTIER COOPERATIVE UBG 401(K) - FRONTIER COOPERATIVE | LINCOLN, NE | Other OTHER | 426 | $15.7M | $4K |
| XALOY LLC XALOY 401K PLAN | AUSTINTOWN, OH | Other NONE | 281 | $15.3M | $37K |
| BELL LUMBER & POLE COMPANY BELL LUMBER & POLE COMPANY 401(K) PROFIT SHARING PLAN | NEW BRIGHTON, MN | Other NONE | 283 | $14.6M | $34K |
| MID-KANSAS COOPERATIVE ASSOCIATION UBG 401(K) - MKC | MOUNDRIDGE, KS | Advisor / Consultant INVESTMENT ADVISOR | 457 | $14.3M | $5K |
| SEAGRAVE FIRE APPARATUS, LLC SEAGRAVE FIRE APPARATUS, LLC STAFF 401(K) SAVINGS PLAN | CLINTONVILLE, WI | Advisor / Consultant INVESTMENT ADVISOR | 163 | $14.1M | $33K |
| AGSTATE UBG 401(K) - AGSTATE | ALBERT CITY, IA | Advisor / Consultant INVESTMENT ADVISOR | 200 | $14.0M | $5K |
| AGSTATE UBG 401(K) - AGSTATE | ALBERT CITY, IA | Advisor / Consultant INVESTMENT ADVISOR | 168 | $13.4M | $5K |
| MIDWAY CO-OP ASSOCIATION INC. UBG 401(K) - MIDWAY CO-OP | OSBORNE, KS | Advisor / Consultant INVESTMENT ADVISOR | 98 | $13.4M | $5K |
| SEAGRAVE FIRE APPARATUS, LLC SEAGRAVE FIRE APPARATUS, LLC STAFF 401(K) SAVINGS PLAN | CLINTONVILLE, WI | Advisor / Consultant INVESTMENT ADVISOR | 166 | $13.3M | $22K |
| MID-KANSAS COOPERATIVE ASSOCIATION UBG 401(K) - MKC | MOUNDRIDGE, KS | Advisor / Consultant INVESTMENT ADVISOR | 457 | $13.0M | $4K |
| MIDWAY CO-OP ASSOCIATION INC. UBG 401(K) - MIDWAY CO-OP | OSBORNE, KS | Advisor / Consultant INVESTMENT ADVISOR | 98 | $12.4M | $5K |
| MIDWAY CO-OP ASSOCIATION INC. UBG 401(K) - MIDWAY CO-OP | OSBORNE, KS | Advisor / Consultant INVESTMENT ADVISOR | 101 | $12.4M | $5K |
| AGSTATE UBG 401(K) - AGSTATE | ALBERT CITY, IA | Advisor / Consultant INVESTMENT ADVISOR | 119 | $12.2M | $4K |
| WILSON TRAILER COMPANY WILSON TRAILER COMPANY RETIREMENT PLAN FOR S EMPLOYEES | SIOUX CITY, IA | Other NONE | 210 | $11.9M | $11K |
| BELL LUMBER & POLE COMPANY BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN | NEW BRIGHTON, MN | Other NONE | 79 | $11.2M | $10K |
| BELL LUMBER & POLE COMPANY BELL LUMBER & POLE COMPANY 401(K) PROFIT SHARING PLAN | NEW BRIGHTON, MN | Other NONE | 248 | $11.1M | $21K |
| WILSON TRAILER COMPANY WILSON TRAILER COMPANY RETIREMENT PLAN FOR S EMPLOYEES | SIOUX CITY, IA | Other NONE | 341 | $10.7M | $9K |
| ALLIANCE AG & GRAIN, LLC UBG 401(K) - ALLIANCE AG & GRAIN | SPEARVILLE, KS | Advisor / Consultant INVESTMENT ADVISOR | 182 | $10.6M | $5K |
| WESTERN COOPERATIVE CO UBG 401(K) - WESTERN COOPERATIVE | ALLIANCE, NE | Other OTHER | 195 | $9.7M | $5K |
| APTUM TECHNOLOGIES (USA) INC. APTUM TECHNOLOGIES (USA) INC. 401(K) SAVINGS PLAN | — | Advisor / Consultant INVESTMENT ADVISOR | 55 | $9.6M | $32K |
| GARDEN CITY CO-OP, INC. UBG 401(K) - GARDEN CITY (SH PLAN) | GARDEN CITY, KS | Advisor / Consultant INVESTMENT ADVISOR | 137 | $9.6M | $5K |
| SPOTLIGHT LLC SPOTLIGHT LLC 401(K) PROFIT SHARING PLAN AND TRUST | KANSAS CITY, MO | Advisor / Consultant INVESTMENT ADVISOR | 143 | $9.3M | $16K |
| APTUM TECHNOLOGIES (USA) INC. APTUM TECHNOLOGIES (USA) INC. 401(K) SAVINGS PLAN | — | Advisor / Consultant INVESTMENT ADVISOR | 84 | $9.0M | $29K |
| INTEGRATED WAREHOUSE SOLUTIONS, INC. INTEGRATED WAREHOUSE SOLUTIONS, INC. 401(K) PLAN | BURLESON, TX | Advisor / Consultant INVESTMENT ADVISOR | 284 | $8.8M | $12K |
| TARIAN GROUP, LLC TARIAN 401K PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISORY | 6,875 | $8.7M | $0 |
| COUNTRY PARTNERS COOPERATIVE UBG 401(K)- COUNTRY PARTNERS COOP | GOTHENBURG, NE | Advisor / Consultant INVESTMENT ADVISOR | 299 | $8.6M | $5K |
| FRENCHMAN VALLEY FARMERS COOPERATIVE, INC. UBG 401(K) - IMPERIAL | IMPERIAL, NE | Advisor / Consultant INVESTMENT ADVISOR | 219 | $8.5M | $5K |
| WESTERN COOPERATIVE CO UBG 401(K) - WESTERN COOPERATIVE | ALLIANCE, NE | Other OTHER | 173 | $8.4M | $5K |
| GARDEN CITY CO-OP, INC. UBG 401(K) - GARDEN CITY (SH PLAN) | GARDEN CITY, KS | Advisor / Consultant INVESTMENT ADVISOR | 134 | $8.3M | $5K |
| ALLIANCE AG & GRAIN, LLC UBG 401(K) - ALLIANCE AG & GRAIN | SPEARVILLE, KS | Advisor / Consultant INVESTMENT ADVISOR | 147 | $8.3M | $5K |
| APTUM TECHNOLOGIES (USA) INC. APTUM TECHNOLOGIES (USA) INC. 401(K) SAVINGS PLAN | — | Advisor / Consultant INVESTMENT ADVISOR | 77 | $8.0M | $30K |
| KOOIMA COMPANY, LLC KOOIMA COMPANY, LLC 401(K) PLAN | ROCK VALLEY, IA | Advisor / Consultant INVESTMENT ADVISOR | 162 | $7.9M | $14K |
| FRENCHMAN VALLEY FARMERS COOPERATIVE, INC. UBG 401(K) - IMPERIAL | IMPERIAL, NE | Advisor / Consultant INVESTMENT ADVISOR | 224 | $7.9M | $5K |
| WESTERN COOPERATIVE CO UBG 401(K) - WESTERN COOPERATIVE | ALLIANCE, NE | Other OTHER | 174 | $7.5M | $4K |
| SPOTLIGHT LLC SPOTLIGHT LLC 401(K) PROFIT SHARING PLAN AND TRUST | KANSAS CITY, MO | Advisor / Consultant INVESTMENT ADVISOR | 150 | $7.3M | $13K |
| SAN TAN AUTO PARTNERS, LLC SAN TAN FORD 401(K) | GILBERT, AZ | Advisor / Consultant INVESTMENT ADVISOR | 273 | $7.3M | $16K |
| AG PLUS COOPERATIVE UBG 401(K) - AG PLUS COOPERATIVE | MARSHALL, MN | Advisor / Consultant INVESTMENT ADVISOR | 153 | $7.2M | $5K |
| INTEGRATED WAREHOUSE SOLUTIONS, INC. INTEGRATED WAREHOUSE SOLUTIONS, INC. 401(K) PLAN | BURLESON, TX | Advisor / Consultant INVESTMENT ADVISOR | 308 | $7.2M | $8K |
| KOOIMA COMPANY, LLC KOOIMA COMPANY, LLC 401(K) PLAN | ROCK VALLEY, IA | Advisor / Consultant INVESTMENT ADVISOR | 164 | $7.1M | $12K |
| COUNTRY PARTNERS COOPERATIVE UBG 401(K)- COUNTRY PARTNERS COOP | GOTHENBURG, NE | Advisor / Consultant INVESTMENT ADVISOR | 310 | $7.1M | $5K |
| AG PARTNERS COOPERATIVE, INC. UBG 401(K) - AG PARTNERS | SENECA, KS | Advisor / Consultant INVESTMENT ADVISOR | 191 | $7.0M | $5K |
| FRONTIER AG, INC. UBG 401(K) - FRONTIER AG | GOODLAND, KS | Advisor / Consultant INVESTMENT ADVISOR | 106 | $6.9M | $5K |
| FRONTIER AG, INC. UBG 401(K) - FRONTIER AG | GOODLAND, KS | Advisor / Consultant INVESTMENT ADVISOR | 107 | $6.9M | $4K |
| FRENCHMAN VALLEY FARMERS COOPERATIVE, INC. UBG 401(K) - IMPERIAL | IMPERIAL, NC | Advisor / Consultant INVESTMENT ADVISOR | 230 | $6.7M | $5K |
| AG PLUS COOPERATIVE UBG 401(K) - AG PLUS COOPERATIVE | MARSHALL, MN | Advisor / Consultant INVESTMENT ADVISOR | 159 | $6.6M | $5K |
| COOPERATIVE PRODUCERS, INC UBG 401(K) - CPI | HASTINGS, NE | Advisor / Consultant INVESTMENT ADVISOR | 382 | $6.4M | $5K |
| BELL LUMBER & POLE COMPANY BELL LUMBER & POLE COMPANY 401(K) PROFIT SHARING PLAN | NEW BRIGHTON, MN | Other NONE | 194 | $6.3M | $17K |
| AG PARTNERS COOPERATIVE, INC. UBG 401(K) - AG PARTNERS | SENECA, KS | Advisor / Consultant INVESTMENT ADVISOR | 201 | $6.2M | $5K |
| MEDICAL EXTRUSION TECHNOLOGIES, INC. MEDICAL EXTRUSION TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | MURRIETTA, CA | Other NONE | 133 | $6.2M | $13K |
| THE GREAT BEND COOPERATIVE ASSOCIATION DBA AMERICAN PLAINS CO-OP UBG 401(K) - AMERICAN PLAINS COOP | GREAT BEND, KS | Advisor / Consultant INVESTMENT ADVISOR | 174 | $6.0M | $3K |
| ALLIANCE AG & GRAIN, LLC UBG 401(K) - ALLIANCE AG & GRAIN | SPEARVILLE, KS | Advisor / Consultant INVESTMENT ADVISOR | 160 | $5.9M | $5K |
| COOPERATIVE PRODUCERS, INC UBG 401(K) - CPI | HASTINGS, NE | Advisor / Consultant INVESTMENT ADVISOR | 365 | $5.9M | $5K |
| KOOIMA COMPANY LLC KOOIMA COMPANY, LLC 401(K) PLAN | ROCK VALLEY, IA | Advisor / Consultant INVESTMENT ADVISOR | 153 | $5.8M | $7K |
| SAN TAN AUTO PARTNERS, LLC SAN TAN FORD 401(K) | GILBERT, AZ | Advisor / Consultant INVESTMENT ADVISOR | 255 | $5.6M | $13K |
| AG PLUS COOPERATIVE UBG 401(K) - AG PLUS COOPERATIVE | MARSHALL, MN | Advisor / Consultant INVESTMENT ADVISOR | 155 | $5.5M | $4K |
| FARMERS COOP ASSN AND VISION AG, LLC UBG 401(K) - FCA/VISION AG | KEOTA, IA | Advisor / Consultant INVESTMENT ADVISOR | 139 | $5.3M | $2K |
| FARMERS COOP ASSN AND VISION AG, LLC UBG 401(K) - FCA/VISION AG | KEOTA, IA | Advisor / Consultant INVESTMENT ADVISOR | 139 | $5.3M | $2K |
| AG PARTNERS COOPERATIVE, INC. UBG 401(K) - AG PARTNERS | SENECA, KS | Advisor / Consultant INVESTMENT ADVISOR | 189 | $5.2M | $5K |
| THE GREAT BEND COOPERATIVE ASSOCIATION DBA AMERICAN PLAINS CO-OP UBG 401(K) - AMERICAN PLAINS COOP | GREAT BEND, KS | Advisor / Consultant INVESTMENT ADVISORY | 161 | $5.1M | $3K |
| BRISTOL GRAPHICS, INC. DBA BRISTOL ID TECHNOLOGIES, INC. BRISTOL ID TECHNOLOGIES 401(K) PROFIT SHARING PLAN | LIMA, NY | Advisor / Consultant INVESTMENT ADVISOR | 127 | $5.1M | $18K |
| COOPERATIVE PRODUCERS, INC UBG 401(K) - CPI | HASTINGS, NE | Advisor / Consultant INVESTMENT ADVISOR | 323 | $5.0M | $5K |
| SAN TAN AUTO PARTNERS, LLC SAN TAN FORD 401(K) | GILBERT, AZ | Advisor / Consultant RIA SERVICES | 239 | $5.0M | $12K |
| SPOTLIGHT LLC SPOTLIGHT LLC 401(K) PROFIT SHARING PLAN AND TRUST | KANSAS CITY, MO | Advisor / Consultant INVESTMENT ADVISOR | 144 | $5.0M | $12K |
| STRATTON EQUITY COOPERATIVE COMPANY UBG 401(K) - STRATTON | STRATTON, CO | Advisor / Consultant INVESTMENT ADVISOR | 104 | $4.9M | $5K |
| SEAGRAVE FIRE APPARATUS, LLC SEAGRAVE FIRE APPARATUS, LLC UNION 401(K) SAVINGS PLAN | CLINTONVILLE, WI | Advisor / Consultant INVESTMENT ADVISOR | 193 | $4.8M | $11K |
| SOUTHWESTERN CARPETS, LLC SOUTHWESTERN INTERIORS 401(K) PLAN | LEWISVILLE, TX | Other NONE | 124 | $4.7M | $18K |
| JPI GLASS LLC 8G SOLUTIONS 401(K) RETIREMENT SAVINGS PLAN | RIVERSIDE, MO | Other NONE | 108 | $4.7M | $19K |
| AG VALLEY COOPERATIVE NON STOCK UBG 401(K) - AG VALLEY COOP | EDISON, NE | Other OTHER | 214 | $4.6M | $2K |
| BRISTOL GRAPHICS, INC. DBA BRISTOL ID TECHNOLOGIES, INC. BRISTOL ID TECHNOLOGIES 401(K) PROFIT SHARING PLAN | LIMA, NY | Advisor / Consultant INVESTMENT ADVISOR | 144 | $4.3M | $15K |
| THE GREAT BEND COOPERATIVE ASSOCIATION DBA AMERICAN PLAINS CO-OP UBG 401(K) - AMERICAN PLAINS COOP | GREAT BEND, KS | Other OTHER | 160 | $4.3M | $3K |
| TRI 3, INC. TRI 3, INC. 401(K) RETIREMENT SAVINGS PLAN | DE SOTO, KS | Advisor / Consultant INVESTMENT ADVISOR | 103 | $3.8M | $9K |
| SOUTHWESTERN CARPETS, LLC SOUTHWESTERN INTERIORS 401(K) PLAN | LEWISVILLE, TX | Other NONE | 113 | $3.6M | $17K |
| JPI GLASS LLC 8G SOLUTIONS 401(K) RETIREMENT SAVINGS PLAN | RIVERSIDE, MO | Other NONE | 99 | $3.4M | $10K |
| BRISTOL GRAPHICS, INC. DBA BRISTOL ID TECHNOLOGIES, INC. BRISTOL ID TECHNOLOGIES 401(K) PROFIT SHARING PLAN | LIMA, NY | Advisor / Consultant INVESTMENT ADVISOR | 130 | $3.4M | $14K |
| G&C STAFFING LLC G&C STAFFING RETIREMENT SAVINGS PLAN | COSTA MESA, CA | Advisor / Consultant INVESTMENT MANAGER | 583 | $3.3M | $16K |
| TRI 3, INC. TRI 3, INC. 401(K) RETIREMENT SAVINGS PLAN | DE SOTO, KS | Advisor / Consultant INVESTMENT ADVISOR | 77 | $3.2M | $9K |
| FAIRWAVE HOLDINGS LLC FAIRWAVE HOLDINGS 401K SAVINGS PLAN | KANSAS CITY, MO | Other NONE | 390 | $2.9M | $13K |
| TRI 3, INC. TRI 3, INC. 401(K) RETIREMENT SAVINGS PLAN | DESOTO, KS | Advisor / Consultant INVESTMENT ADVISOR | 81 | $2.5M | $9K |
| G&C STAFFING LLC G&C STAFFING RETIREMENT SAVINGS PLAN | SAN JOSE, CA | Advisor / Consultant INVESTMENT MANAGER | 481 | $2.4M | $10K |
| G&C STAFFING LLC G&C STAFFING RETIREMENT SAVINGS PLAN | SAN JOSE, CA | Advisor / Consultant INVESTMENT MANAGER | 380 | $2.1M | $6K |
| ADAMS EXTRACT & SPICE, LLC ADAMS EXTRACT & SPICE, LLC 401(K) PLAN | GONZALES, TX | Other INVESTMENT/FINANCIAL ADVI | 134 | $1.9M | $11K |
| FAIRWAVE HOLDINGS LLC FAIRWAVE HOLDINGS 401K SAVINGS PLAN | KANSAS CITY, MO | Other NONE | 349 | $1.9M | $10K |
| FAIRWAVE HOLDINGS LLC FAIRWAVE HOLDINGS 401K SAVINGS PLAN | KANSAS CITY, MO | Other NONE | 268 | $1.1M | $6K |
| MINNEWASKA LUTHERAN HOME MINNEWASKA LUTHERAN HOME 401K PLAN | STARBUCK, MN | Other NONE | 125 | $1.0M | $5K |
| PERRYTON EQUITY EXCHANGE UBG 401(K) - EQUITY EXCHANGE | PERRYTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 121 | $576K | $42 |
| SOUTHWESTERN CARPETS, LLC SOUTHWESTERN INTERIORS 401(K) PLAN | LEWISVILLE, TX | Other NONE | 0 | $0 | $16K |
| BELL LUMBER & POLE COMPANY BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN | NEW BRIGHTON, MN | Other NONE | 0 | $0 | $6K |
| INTEGRATED WAREHOUSE SOLUTIONS, INC. INTEGRATED WAREHOUSE SOLUTIONS, INC. 401(K) PLAN | BURLESON, TX | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $6K |
| STANDARD RETIREMENT SERVICES, INC. INTELLI(K) POOLED EMPLOYER PLAN | PORTLAND, OR | Other NONE | 0 | $0 | $124K |
| AG PRODUCERS CO-OP UBG 401(K) - APC | BUSHLAND, TX | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $2K |