Form 5500 Search

JANNEY MONTGOMERY

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
301
Active participants
749,476
Total plan assets
$75.8B
Filings (rows)
303
Direct comp
$18.8M
Indirect comp
$1.9M

SERVICES PROVIDED

Advisor / Consultant172
Other110
Broker17
Accountant / Auditor2
TPA / Administrator1

Top plans served

Showing top 303 of 301 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Broker
SECURITIES BROKERAGE
$46.2B$0
MUFG BANK, LTD.
MUFG BANK, LTD. RETIREMENT PLAN
NEW YORK, NY
Other
NONE
5,502$3.6B$30K
HITACHI AMERICA, LTD.
HITACHI EMPLOYEE 401(K) RETIREMENT PLAN
TARRYTOWN, NY
Advisor / Consultant
CONSULTANT
15,731$3.2B$45K
LIFEPOINT HEALTH, INC.
LIFEPOINT HEALTH, INC. RETIREMENT PLAN
BRENTWOOD, TN
Advisor / Consultant
INVESTMENT ADVISOR
53,062$2.6B$80K
LIFEPOINT HEALTH, INC.
LIFEPOINT HEALTH, INC. RETIREMENT PLAN
BRENTWOOD, TN
Other
NONE
47,102$2.3B$80K
LIFEPOINT HEALTH, INC.
LIFEPOINT HEALTH, INC. RETIREMENT PLAN
BRENTWOOD, TN
Other
NONE
44,377$2.0B$80K
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL EASE 401(K) PLAN
DES MOINES, IA
Other
OTHER SERVICES
161,040$650.9M$0
THE DEVEREUX FOUNDATION
DEVEREUX DEFINED CONTRIBUTION RETIREMENT PLAN
VILLANOVA, PA
Other
NONE
5,122$595.4M$116K
DEVEREUX
DEVEREUX DEFINED CONTRIBUTION RETIREMENT PLAN
VILLANOVA, PA
Other
NONE
5,720$566.0M$104K
DEVEREUX
DEVEREUX DEFINED CONTRIBUTION RETIREMENT PLAN
VILLANOVA, PA
Other
NONE
12,312$511.6M$107K
PRO MACH, INC.
PRO MACH, INC. RETIREMENT SAVINGS PLAN
COVINGTON, KY
Advisor / Consultant
INVESTMENT ADVISOR
3,456$485.8M$350K
APEX SYSTEMS, LLC
APEX SYSTEMS, LLC 401(K) PLAN
GLEN ALLEN, VA
Advisor / Consultant
ADVISOR
4,283$478.7M$75K
BROOKDALE SENIOR LIVING INC.
BROOKDALE SENIOR LIVING INC. 401(K) RETIREMENT SAVINGS PLAN
BRENTWOOD, TN
Advisor / Consultant
INVESTMENT ADVISORY
35,610$446.3M$57K
BROOKDALE SENIOR LIVING INC.
BROOKDALE SENIOR LIVING INC. 401(K) RETIREMENT SAVINGS PLAN
BRENTWOOD, TN
Advisor / Consultant
INVESTMENT ADVISORY
33,118$411.1M$70K
APEX SYSTEMS, LLC
APEX SYSTEMS, LLC 401(K) PLAN
GLEN ALLEN, VA
Advisor / Consultant
ADVISOR
3,381$391.7M$75K
PRO MACH, INC.
PRO MACH, INC. RETIREMENT SAVINGS PLAN
COVINGTON, KY
Advisor / Consultant
INVESTMENT ADVISOR
3,209$384.3M$277K
LOCAL NO. 863 PENSION PLAN
LOCAL NO. 863 PENSION PLAN
MOUNTAINSIDE, NJ
Advisor / Consultant
INVESTMENT MANAGEMENT
11$368.7M$109K
ECS FEDERAL, LLC
ECS FEDERAL, LLC 401(K) PLAN
FAIRFAX, VA
Advisor / Consultant
ADVISOR
3,774$368.6M$50K
PRO MACH, INC.
PRO MACH, INC. RETIREMENT SAVINGS PLAN
COVINGTON, KY
Advisor / Consultant
INVESTMENT ADVISOR
3,173$327.9M$281K
ECS FEDERAL, LLC
ECS FEDERAL, LLC 401(K) PLAN
FAIRFAX, VA
Advisor / Consultant
ADVISOR
3,797$306.8M$50K
ASGN INCORPORATED.
APEX SYSTEMS, LLC 401(K) PLAN
GLEN ALLEN, VA
Advisor / Consultant
ADVISOR
3,625$301.9M$75K
TENNESSEE ORTHOPAEDIC ALLIANCE, P.A.
TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN
NASHVILLE, TN
Other
NONE
1,407$236.6M$336K
BUSH BROTHERS & COMPANY
THE RETIREMENT PLAN FOR EMPLOYEES OF BUSH BROTHERS & COMPANY
KNOXVILLE, TN
Other
NONE
650$232.8M$1.5M
APEX SYSTEMS, LLC
CONTRACT EMPLOYEE RETIREMENT SAVINGS PLAN
GLEN ALLEN, VA
Advisor / Consultant
ADVISOR
21,810$231.8M$166K
ECS FEDERAL, LLC
ECS FEDERAL, LLC 401(K) PLAN
FAIRFAX, VA
Advisor / Consultant
ADVISOR
3,438$231.6M$50K
BUSH BROTHERS & COMPANY
THE RETIREMENT PLAN FOR EMPLOYEES OF BUSH BROTHERS & COMPANY
KNOXVILLE, TN
Other
NONE
653$219.2M$1.3M
TENNESSEE ORTHOPAEDIC ALLIANCE, P.A.
TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN
NASHVILLE, TN
Other
NONE
1,208$207.2M$254K
HITACHI RAIL STS USA, INC.
HITACHI RAIL STS USA, INC. RETIREMENT SAVINGS PLAN
PITTSBURGH, PA
Other
NONE
1,033$205.1M$212K
APEX SYSTEMS, LLC
CONTRACT EMPLOYEE RETIREMENT SAVINGS PLAN
GLEN ALLEN, VA
Advisor / Consultant
ADVISOR
16,230$204.5M$139K
BUSH BROTHERS & COMPANY
THE RETIREMENT PLAN FOR EMPLOYEES OF BUSH BROTHERS & COMPANY
KNOXVILLE, TN
Other
NONE
639$196.3M$893K
WWEC LOCAL 863 PENSION PLAN
WWEC LOCAL 863 PENSION PLAN
MOUNTAINSIDE, NJ
Advisor / Consultant
INVESTMENT MANAGER
776$189.5M$97K
TENNESSEE ORTHOPAEDIC ALLIANCE, P.A.
TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN
NASHVILLE, TN
Other
NONE
1,154$172.4M$271K
WWEC LOCAL 863 PENSION PLAN
WWEC LOCAL 863 PENSION PLAN
MOUNTAINSIDE, NJ
Advisor / Consultant
INVESTMENT MANAGER
817$169.7M$76K
ASGN INCORPORATED.
CONTRACT EMPLOYEE RETIREMENT SAVINGS PLAN
GLEN ALLEN, VA
Advisor / Consultant
ADVISOR
19,758$164.7M$137K
HEALTHEDGE SOFTWARE, INC
HEALTHEDGE SOFTWARE 401K PLAN
BOSTON, MA
Advisor / Consultant
BROKER / ADVISOR
1,250$121.1M$378K
AGUSTAWESTLAND PHILADELPHIA CORP
AGUSTAWESTLAND PHILADELPHIA CORPORATION 401(K) SAVINGS PLAN
PHILADELPHIA, PA
Advisor / Consultant
INVESTMENT ADVISOR
894$115.8M$155K
MCANGUS GOUDELOCK & COURIE, LLC
MCANGUS GOUDELOCK & COURIE, LLC 401(K) PROFIT SHARING PLAN
COLUMBIA, SC
Other
NONE
764$111.1M$70K
HEXPOL HOLDING, INC.
HEXPOL RETIREMENT SAVINGS PLAN
BURTON, OH
Other
NONE
1,130$110.0M$50K
TRUSTEES OF TEAMSTERS LOCAL 408 PENSION AND WELFARE FUNDS
TEAMSTERS LOCAL 408 PENSION PLAN
UNION, NJ
Other
NONE
175$107.7M$195K
HEXPOL HOLDING, INC.
HEXPOL RETIREMENT SAVINGS PLAN
BURTON, OH
Other
NONE
1,222$105.9M$38K
TRUSTEES OF TEAMSTERS LOCAL 408 PENSION AND WELFARE FUNDS
TEAMSTERS LOCAL 408 PENSION PLAN
UNION, NJ
Other
NONE
183$104.0M$185K
AGUSTAWESTLAND PHILADELPHIA CORP
AGUSTAWESTLAND PHILADELPHIA CORPORATION 401(K) SAVINGS PLAN
PHILADELPHIA, PA
Other
NONE
787$101.0M$132K
HEXPOL HOLDING, INC.
HEXPOL RETIREMENT SAVINGS PLAN
BURTON, OH
Other
NONE
1,182$95.6M$50K
HEALTHEDGE SOFTWARE, INC
HEALTHEDGE SOFTWARE 401K PLAN
BURLINGTON, MA
Advisor / Consultant
BROKER / ADVISOR
992$94.9M$314K
BOARD OF TRUSTEES, IBT LOCAL 863
LOCAL 863 IBT RETIREMENT SAVINGS PLAN
MOUNTAINSIDE, NJ
Advisor / Consultant
INVESTMENT ADVISER
2,764$94.6M$340K
MCANGUS GOUDELOCK & COURIE, LLC
MCANGUS GOUDELOCK & COURIE, LLC 401(K) PROFIT SHARING PLAN
COLUMBIA, SC
Other
NONE
698$94.2M$61K
TRUSTEES OF TEAMSTERS LOCAL 408 PENSION AND WELFARE FUNDS
TEAMSTERS LOCAL 408 PENSION PLAN
UNION, NJ
Other
NONE
189$93.2M$140K
MSK GROUP, PC DBA ORTHOSOUTH
ORTHOSOUTH 401(K) PROFIT SHARING PLAN
MEMPHIS, TN
Broker
BROKER
526$92.8M$20K
AGUSTAWESTLAND PHILADELPHIA CORPORATION
AGUSTAWESTLAND PHILADELPHIA CORPORATION 401(K) SAVINGS PLAN
PHILADELPHIA, PA
Other
NONE
706$84.2M$140K
FUSS & ONEILL, INC.
FUSS & O'NEILL PROFIT SHARING & EMPLOYEE SAVINGS PLAN
HARTFORD, CT
Advisor / Consultant
INVESTMENT ADVISOR
0$81.2M$19K
MCANGUS GOUDELOCK & COURIE, LLC
MCANGUS GOUDELOCK & COURIE, LLC 401(K) PROFIT SHARING PLAN
COLUMBIA, SC
Other
NONE
715$79.2M$59K
BOARD OF TRUSTEES, IBT LOCAL 863
LOCAL 863 IBT RETIREMENT SAVINGS PLAN
MOUNTAINSIDE, NJ
Advisor / Consultant
INVESTMENT ADVISER
2,257$75.4M$260K
ASGN INCORPORATED.
ASGN INCORPORATED 401(K) RETIREMENT SAVINGS PLAN
CALABASAS, CA
Advisor / Consultant
ADVISOR
374$74.1M$25K
FUSS & ONEILL, INC.
FUSS & O'NEILL PROFIT SHARING & EMPLOYEE SAVINGS PLAN
MANCHESTER, CT
Broker
BROKER/ADVISER
369$72.6M$86K
COVENANT SURGICAL PARTNERS INC.
COVENANT SURGICAL PARTNERS INC. 401(K) PLAN
NASHVILLE, TN
Advisor / Consultant
CONSULTANT
1,635$68.3M$51K
THE WENGER GROUP, INC.
THE WENGER GROUP PROFIT SHARING PLAN
LANCASTER, PA
Advisor / Consultant
INVESTMENT ADVISOR
915$68.0M$127K
HEALTHEDGE SOFTWARE, INC
HEALTHEDGE SOFTWARE 401K PLAN
BURLINGTON, MA
Advisor / Consultant
BROKER / ADVISOR
993$67.9M$276K
ASGN INCORPORATED.
ASGN INCORPORATED 401(K) RETIREMENT SAVINGS PLAN
CALABASAS, CA
Advisor / Consultant
ADVISOR
423$64.6M$25K
COVENANT SURGICAL PARTNERS INC.
COVENANT SURGICAL PARTNERS INC. 401(K) PLAN
NASHVILLE, TN
Advisor / Consultant
CONSULTANT
1,746$63.3M$51K
FUSS & ONEILL, INC.
FUSS & O'NEILL PROFIT SHARING & EMPLOYEE SAVINGS PLAN
MANCHESTER, CT
Broker
BROKER/ADVISER
340$63.2M$88K
OHIO ANESTHESIA GROUP, INC.
OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST
CANTON, OH
Advisor / Consultant
INVESTMENT MANAGER
107$62.1M$27K
BOARD OF TRUSTEES, IBT LOCAL 863
LOCAL 863 IBT RETIREMENT SAVINGS PLAN
MOUNTAINSIDE, NJ
Advisor / Consultant
INVESTMENT ADVISER
2,157$60.6M$252K
OHIO ANESTHESIA GROUP, INC.
OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST
CANTON, OH
Advisor / Consultant
INVESTMENT MANAGER
80$60.6M$21K
THE WENGER GROUP, INC.
THE WENGER GROUP PROFIT SHARING PLAN
RHEEMS, PA
Advisor / Consultant
INVESTMENT ADVISOR
855$60.2M$21K
THE SURGICAL CLINIC, PLLC
THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN
NASHVILLE, TN
Other
NONE
191$59.8M$62K
SHORE MEMORIAL HOSPITAL DBA SHORE MEDICAL CENTER
SHORE MEDICAL CENTER 401(K) SAVINGS AND RETIREMENT PLAN
SOMERS POINT, NJ
Other
NONE
1,310$57.9M$64K
OHIO ANESTHESIA GROUP, INC.
OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST
CANTON, OH
Advisor / Consultant
INVESTMENT MANAGER
115$57.6M$22K
THE SURGICAL CLINIC, PLLC
THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN
NASHVILLE, TN
Other
NONE
194$57.0M$60K
VERSAR, INC.
VERSAR EMPLOYEE 401(K) PLAN
WASHINGTON, DC
Advisor / Consultant
INVESTMENT ADVISOR
1,035$56.6M$68K
ASGN INCORPORATED.
ASGN INCORPORATED 401(K) RETIREMENT SAVINGS PLAN
CALABASAS, CA
Advisor / Consultant
ADVISOR
438$56.2M$25K
VERSAR, INC.
VERSAR EMPLOYEE 401(K) PLAN
WASHINGTON, DC
Advisor / Consultant
INVESTMENT ADVISOR
1,095$54.4M$59K
BOARD OF TRUSTEES LOCAL 713 HEALTH & WEL
INTERNATIONAL BROTHERHOOD OF TRADE UNIONS LOCAL 713 HEALTH & WELFARE FUND
CARLE PLACE, NY
Other
NONE
15,283$52.9M$326K
THE SURGICAL CLINIC, PLLC
THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN
NASHVILLE, TN
Other
NONE
199$51.2M$56K
SHORE MEMORIAL HOSPITAL DBA SHORE MEDICAL CENTER
SHORE MEDICAL CENTER 401(K) SAVINGS AND RETIREMENT PLAN
SOMERS POINT, NJ
Other
NONE
1,285$49.9M$52K
LEONARDO ELECTRONICS US INC.
LEONARDO ELECTRONICS US INC. 401(K) PLAN
TUSCON, AZ
Advisor / Consultant
ADVISOR
244$49.9M$88K
FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C
FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C. 401(K) PLAN
CHARLESTON, WV
Other
INVESTMENT MA NAGER
75$49.5M$11K
BOARD OF TRUSTEES LOCAL 713 HEALTH & WEL
INTERNATIONAL BROTHERHOOD OF TRADE UNIONS LOCAL 713 HEALTH & WELFARE FUND
CARLE PLACE, NY
Other
NONE
16,340$48.5M$264K
VERSAR, INC.
VERSAR EMPLOYEE 401(K) PLAN
WASHINGTON, DC
Advisor / Consultant
INVESTMENT ADVISOR
298$48.1M$62K
TEAMSTERS WELFARE FUND OF NORTHERN NEW JERSEY LOCAL 723
TEAMSTERS WELFARE FUND OF NORTHERN NEW JERSEY LOCAL 723
UNION, NJ
Other
NONE
727$44.6M$151K
BOARD OF TRUSTEES LOCAL 713 HEALTH & WEL
INTERNATIONAL BROTHERHOOD OF TRADE UNIONS LOCAL 713 HEALTH & WELFARE FUND
CARLE PLACE, NY
Other
NONE
16,111$44.6M$265K
LEONARDO ELECTRONICS US INC.
LEONARDO ELECTRONICS US INC. 401(K) PLAN
TUSCON, AZ
Advisor / Consultant
ADVISOR
255$44.4M$74K
BROADVIEW FEDERAL CREDIT UNION
SEFCU PROFIT SHARING PLAN
ALBANY, NY
Other
NONE
821$43.3M$264K
SHORE MEMORIAL HOSPITAL DBA SHORE MEDICAL CENTER
SHORE MEDICAL CENTER 403(B) PLAN
SOMERS POINT, NJ
Other
NONE
252$41.8M$48K
SHORE MEMORIAL HOSPITAL DBA SHORE MEDICAL CENTER
SHORE MEDICAL CENTER 401(K) SAVINGS AND RETIREMENT PLAN
SOMERS POINT, NJ
Advisor / Consultant
INVESTMENT ADVISOR
1,279$41.0M$31K
SELF ESTEEM BRANDS, LLC
SELF ESTEEM BRANDS, LLC 401(K) PLAN
WOODBURY, MN
Advisor / Consultant
INVESTMENT ADVISOR
469$39.8M$42K
SHORE MEMORIAL HOSPITAL DBA SHORE MEDICAL CENTER
SHORE MEDICAL CENTER 403(B) PLAN
SOMERS POINT, NJ
Advisor / Consultant
INVESTMENT ADVISOR
285$39.5M$46K
CAPITAL AREA PEDIATRICS, INC.
CAPITAL AREA PEDIATRICS, INC. PROFIT SHARING PLAN
OAKTON, VA
Other
NONE
177$39.3M$76K
THE WENGER GROUP, INC.
THE WENGER GROUP PROFIT SHARING PLAN
RHEEMS, PA
Advisor / Consultant
ADVISOR
454$39.1M$0
PHOENIX COLOR CORP.
PHOENIX COLOR 401(K) RETIREMENT PLAN
HAGERSTOWN, MD
Advisor / Consultant
ADVISOR
372$38.3M$36K
ARTHUR H. THOMAS COMPANY
ARTHUR H. THOMAS SAVINGS & INVESTMENT PLAN
CHADDS FORD, PA
Advisor / Consultant
CONSULTANT
361$37.6M$102K
SHORE MEMORIAL HOSPITAL DBA SHORE MEDICAL CENTER
SHORE MEDICAL CENTER 403(B) PLAN
SOMERS POINT, NJ
Advisor / Consultant
INVESTMENT ADVISOR
312$36.7M$29K
BLUEPRINT AUTOMATION, INC.
BLUEPRINT AUTOMATION RETIREMENT PLAN
SOUTH CHESTERFIELD, VA
Advisor / Consultant
INVESTMENT ADVISOR
241$36.7M$68K
TEAMSTERS WELFARE FUND OF NORTHERN NEW JERSEY LOCAL 723
TEAMSTERS WELFARE FUND OF NORTHERN NEW JERSEY LOCAL 723
UNION, NJ
Other
NONE
658$36.7M$49K
FTD, LLC
FTD, LLC 401(K) PLAN
CHICAGO, IL
Advisor / Consultant
ADVISOR
350$36.4M$63K
LEONARDO ELECTRONICS US INC.
LEONARDO ELECTRONICS US INC. 401(K) PLAN
TUSCON, AZ
Advisor / Consultant
ADVISOR
310$36.2M$70K
CONSARC CORPORATION
CONSARC CORP PROFIT SHARING TRUST
RANCOCAS, NJ
Advisor / Consultant
INVESTMENT ADVISOR
107$35.2M$57K
CAPITAL AREA PEDIATRICS, INC.
CAPITAL AREA PEDIATRICS, INC. PROFIT SHARING PLAN
OAKTON, VA
Other
NONE
130$34.9M$69K
DIVERSICARE HEALTHCARE SERVICES, LLC
DIVERSICARE HEALTHCARE SERVICES, LLC SAVINGS PLAN
BRENTWOOD, TN
Advisor / Consultant
INVESTMENT ADVISOR
6,151$34.9M$46K
AHP HOLDING, INC.
ARMADA HOFFLER 401(K) RETIREMENT PLAN
VIRGINIA BEACH, VA
Advisor / Consultant
ADVISOR
146$34.5M$0
ARTHUR H. THOMAS COMPANY
ARTHUR H.THOMAS SAVINGS & INVESTMENT PLAN
CHADDS FORD, PA
Advisor / Consultant
CONSULTANT
416$34.4M$34K
CONTINUING CARE MANAGEMENT LLC
SALMON HEALTH AND RETIREMENT
WESTBOROUGH, MA
Advisor / Consultant
ADVISOR
1,060$34.2M$46K
BOARD OF TRUSTEES LOCAL 713 ANNUITY FUND
INTERNATIONAL BROTHERHOOD OF TRADE UNIONS LOCAL 713 ANNUITY FUND
CARLE PLACE, NY
Other
NONE
27,615$33.8M$230K
SELF ESTEEM BRANDS, LLC
SELF ESTEEM BRANDS, LLC 401(K) PLAN
WOODBURY, MN
Advisor / Consultant
INVESTMENT ADVISOR
468$32.2M$37K
CONSARC CORPORATION
CONSARC CORP PROFIT SHARING TRUST
RANCOCAS, NJ
Advisor / Consultant
INVESTMENT ADVISOR
98$31.9M$50K
AHP HOLDING, INC.
ARMADA HOFFLER 401(K) RETIREMENT PLAN
VIRGINIA BEACH, VA
Advisor / Consultant
ADVISOR
166$31.8M$44K
ABINGTON MEDICAL SPECIALISTS ASSOCIATION, PC
ABINGTON MEDICAL SPECIALISTS ASSOCIATION 401(K) PROFIT SHARING PLAN
HORSHAM, PA
Broker
BROKER/ADVISE R
76$31.6M$0
BLUEPRINT AUTOMATION, INC.
BLUEPRINT AUTOMATION RETIREMENT PLAN
SOUTH CHESTERFIELD, VA
Advisor / Consultant
INVESTMENT ADVISOR
222$31.3M$55K
FTD, LLC
FTD, LLC 401(K) PLAN
CHICAGO, IL
Advisor / Consultant
ADVISOR
400$30.4M$11K
AHP HOLDING, INC.
ARMADA HOFFLER 401(K) RETIREMENT PLAN
VIRGINIA BEACH, VA
Advisor / Consultant
ADVISOR
159$30.2M$49K
TEAMSTERS WELFARE FUND OF NORTHERN NEW JERSEY LOCAL 723
TEAMSTERS WELFARE FUND OF NORTHERN NEW JERSEY LOCAL 723
UNION, NJ
Other
NONE
522$29.3M$119K
ABINGTON MEDICAL SPECIALISTS ASSOCIATION, PC
ABINGTON MEDICAL SPECIALISTS ASSOCIATION 401(K) PROFIT SHARING PLAN
HORSHAM, PA
Broker
BROKER/ADVISE R
75$28.7M
BOARD OF TRUSTEES LOCAL 713 ANNUITY FUND
INTERNATIONAL BROTHERHOOD OF TRADE UNIONS LOCAL 713 ANNUITY FUND
CARLE PLACE, NY
Other
NONE
25,523$28.7M$180K
CAPITAL AREA PEDIATRICS, INC.
CAPITAL AREA PEDIATRICS, INC. PROFIT SHARING PLAN
OAKTON, VA
Other
NONE
120$28.7M$73K
DICK SMITH AUTOMOTIVE GROUP
DICK SMITH AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN
COLUMBIA, SC
Advisor / Consultant
ADVISOR
243$28.5M$0
HALOCARBON LIFE SCIENCES, LLC
HALOCARBON 401(K) PLAN
PEACHTREE CORNERS, GA
Other
NONE
158$28.3M$35K
CONSARC CORPORATION
CONSARC CORP PROFIT SHARING TRUST
RANCOCAS, NJ
Advisor / Consultant
INVESTMENT ADVISOR
86$28.0M$56K
HPC HOLDINGS, INC.
HALOCARBON 401(K) PLAN
PEACHTREE CORNERS, GA
Advisor / Consultant
INVESTMENT ADVISOR
151$27.6M$35K
LOCAL NO. 863 WELFARE PLAN
LOCAL NO. 863 WELFARE PLAN
MOUNTAINSIDE, NJ
Advisor / Consultant
INVESTMENT ADVISER
2,940$26.8M$62K
JOHNS HOPKINS REGIONAL PHYSICIANS, LLC
JOHNS HOPKINS REGIONAL PHYSICIANS LLC 401(K) PLAN AND TRUST
COLUMBIA, MD
Other
0
264$26.7M$4K
JAKE SWEENEY AUTOMOTIVE, INC.
JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN
CINCINNATI, OH
Broker
BROKER/ADVISER
492$26.2M$0
BLUEPRINT AUTOMATION, INC.
BLUEPRINT AUTOMATION RETIREMENT PLAN
SOUTH CHESTERFIELD, VA
Advisor / Consultant
INVESTMENT ADVISOR
215$26.2M$52K
DICK SMITH AUTOMOTIVE GROUP
DICK SMITH AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN
COLUMBIA, SC
Advisor / Consultant
ADVISOR
229$25.4M$0
HALOCARBON PRODUCTS CORPORATION
HALOCARBON 401(K) PLAN
PEACHTREE CORNERS, GA
Other
NONE
163$24.9M$35K
SELF ESTEEM BRANDS, LLC
SELF ESTEEM BRANDS, LLC 401(K) PLAN
WOODBURY, MN
Advisor / Consultant
INVESTMENT ADVISOR
487$24.6M$17K
LOCAL NO. 863 WELFARE PLAN
LOCAL NO. 863 WELFARE PLAN
MOUNTAINSIDE, NJ
Advisor / Consultant
INVESTMENT ADVISER
2,858$24.4M$78K
LOCAL NO. 863 WELFARE PLAN
LOCAL NO. 863 WELFARE PLAN
MOUNTAINSIDE, NJ
Advisor / Consultant
INVESTMENT ADVISER
3,130$23.9M$83K
SKH MANAGEMENT CO
STAUFFERS OF KISSEL HILL EMPLOYEE SAVINGS AND RETIREMENT PLAN
LITITZ, PA
Advisor / Consultant
INVESTMENT ADVISOR
494$23.7M$32K
TUDI MECHANICAL SYSTEMS, INC.
TUDI MECHANICAL SYSTEMS 401(K) PLAN
MCKEES ROCKS, PA
Advisor / Consultant
INVESTMENT ADVISOR
200$23.3M$42K
PTA CORPORATION
PTA CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN
OXFORD, CT
Other
N/A
249$23.1M$0
BOARD OF TRUSTEES LOCAL 713 ANNUITY FUND
INTERNATIONAL BROTHERHOOD OF TRADE UNIONS LOCAL 713 ANNUITY FUND
CARLE PLACE, NY
Other
NONE
26,434$22.8M$175K
JAKE SWEENEY AUTOMOTIVE, INC.
JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN
CINCINNATI, OH
Broker
BROKER/ADVISER
460$22.4M$0
JAKE SWEENEY AUTOMOTIVE, INC.
JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN
CINCINNATI, OH
Other
SHAREHOLDER SERVICE PROVI
460$22.4M$0
DICK SMITH AUTOMOTIVE GROUP
DICK SMITH AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN
COLUMBIA, SC
Advisor / Consultant
ADVISOR
224$22.3M$0
AP EMISSIONS TECHNOLOGIES, LLC
AP EMISSIONS TECHNOLOGIES, LLC 401K PENSION PLAN
GOLDSBORO, NC
Advisor / Consultant
ADVISOR
683$22.2M$55K
SKH MANAGEMENT CO
STAUFFERS OF KISSEL HILL EMPLOYEE SAVINGS AND RETIREMENT PLAN
LITITZ, PA
Advisor / Consultant
INVESTMENT ADVISOR
510$21.6M$46K
TRUSTEES OF TEAMSTERS LOCAL 408 ANNUITY FUND
TEAMSTERS LOCAL 408 ANNUITY FUND
UNION, NJ
Other
NONE
209$21.4M$95K
PTA CORPORATION
PTA CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN
OXFORD, CT
Other
N/A
236$21.3M$0
HOUFF TRANSFER, INC.
RETIREMENT PLAN FOR HOUFF TRANSFER, INC.
WEYERS CAVE, VA
Other
NONE
104$21.1M$36K
TUDI MECHANICAL SYSTEMS, INC.
TUDI MECHANICAL SYSTEMS 401(K) PLAN
MCKEES ROCKS, PA
Advisor / Consultant
INVESTMENT ADVISOR
196$21.0M$36K
LAB LOGISTICS, LLC
LAB LOGISTICS, LLC 401(K) RETIREMENT PLAN
WEST HAVEN, CT
Advisor / Consultant
INVESTMENT ADVISORY
1,237$21.0M$0
TRUSTEES OF TEAMSTERS LOCAL 408 ANNUITY FUND
TEAMSTERS LOCAL 408 ANNUITY FUND
UNION, NJ
Other
NONE
246$20.7M$84K
DAVIS DEFENSE GROUP, INC.
DAVIS DEFENSE GROUP, INC. 401(K)
STAFFORD, VA
Advisor / Consultant
ADVISOR
280$20.7M$34K
B & F MACHINE CO INC
B & F MACHINE CO INC 401(K) PROFIT SHARING PLAN
NEW BRITAIN, CT
Advisor / Consultant
INVESTMENT ADVISOR
228$20.6M$15K
JOHNS HOPKINS REGIONAL PHYSICIANS, LLC
JOHNS HOPKINS REGIONAL PHYSICIANS LLC 401(K) PLAN AND TRUST
COLUMBIA, MD
Other
0
242$20.2M$0
RESOURCE INTERNATIONAL, INC.
RESOURCE INTERNATIONAL, INC. SAVINGS & INVESTMENT 401(K) PLAN
COLUMBUS, OH
Advisor / Consultant
INVESTMENT ADVISOR
157$20.0M$61K
MOORESTOWN VISITING NURSE ASSOCIATION, INC.
MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN
MOORESTOWN, NJ
Advisor / Consultant
INVESTMENT ADVISORY
180$19.7M$10K
ECO-ENERGY, LLC
ECO-ENERGY, LLC 401(K) PROFIT SHARING PLAN AND TRUST
FRANKLIN, TN
Advisor / Consultant
INVESTMENT ADVISOR
239$19.5M$28K
PARISER DERMATOLOGY SPECIALISTS, LTD.
PARISER DERMATOLOGY SPECIALISTS, LTD., 401(K) PROFIT SHARING PLAN
NORFOLK, VA
Advisor / Consultant
INVESTMENT ADVISOR
169$19.5M$33K
WITTMANN USA INC..
WITTMANN USA INC.
TORRINGTON, CT
Advisor / Consultant
INVESTMENT ADVISORY
134$19.3M$0
TRUSTEES OF TEAMSTERS LOCAL 408 ANNUITY FUND
TEAMSTERS LOCAL 408 ANNUITY FUND
UNION, NJ
Other
NONE
271$19.0M$95K
HOUFF TRANSFER, INC.
RETIREMENT PLAN FOR HOUFF TRANSFER, INC.
WEYERS CAVE, VA
Other
NONE
99$18.9M$35K
SELEX ES INC.
SELEX ES INC. SAVINGS PLAN
OVERLAND PARK, KS
Advisor / Consultant
ADVISOR
163$18.8M$51K
PARISER DERMATOLOGY SPECIALISTS, LTD.
PARISER DERMATOLOGY SPECIALISTS, LTD., 401(K) PROFIT SHARING PLAN
NORFOLK, VA
Advisor / Consultant
INVESTMENT ADVISOR
163$18.8M$38K
HOUFF TRANSFER, INC.
RETIREMENT PLAN FOR HOUFF TRANSFER, INC.
WEYERS CAVE, VA
Other
NONE
112$18.5M$43K
COMMUNITY BANK
COMMUNITY BANK 401K PROFIT SHARING PLAN
WAYNESBURG, PA
Advisor / Consultant
INVESTMENT ADVISOR
138$18.5M$31K
COMMUNITY BANK
COMMUNITY BANK 401K PROFIT SHARING PLAN
WAYNESBURG, PA
Advisor / Consultant
INVESTMENT ADVISOR
166$18.4M$37K
LAB LOGISTICS, LLC
LAB LOGISTICS, LLC 401(K) RETIREMENT PLAN
WEST HAVEN, CT
Advisor / Consultant
INVESTMENT ADVISORY
943$18.1M$0
COMMUNITY BANK
COMMUNITY BANK 401K PROFIT SHARING PLAN
WAYNESBURG, PA
Advisor / Consultant
INVESTMENT ADVISOR
147$17.9M$31K
HOME HEALTH AND HOSPICE CARE, INC.
HOME HEALTH AND HOSPICE CARE, INC. 401(K) PLAN
GOLDSBORO, NC
Broker
BROKER/ADVISER
429$17.7M$0
INTERNATIONAL GOURMET FOODS, INC.
INTERNATIONAL GOURMET FOODS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN
WOODBRIDGE, VA
Advisor / Consultant
ADVISOR
246$17.4M$0
HOME HEALTH & HOSPICE CARE, INC.
HOME HEALTH AND HOSPICE CARE, INC. 401(K) PLAN
GOLDSBORO, NC
Other
INVESTMENT/FINANCIAL ADVI
415$17.4M$11K
LAB LOGISTICS, LLC
LAB LOGISTICS, LLC 401(K) RETIREMENT PLAN
WEST HAVEN, CT
Advisor / Consultant
INVESTMENT ADVISORY
982$17.1M$0
TUDI MECHANICAL SYSTEMS, INC.
TUDI MECHANICAL SYSTEMS 401(K) PLAN
MCKEES ROCKS, PA
Advisor / Consultant
INVESTMENT ADVISOR
180$16.9M$44K
HUB FOLDING BOX COMPANY
GPA GLOBAL AND ITS US SUBSIDIARIES 401(K) PLAN
MANSFIELD, MA
Advisor / Consultant
INVESTMENT ADVISOR
170$16.8M$27K
DAVIS DEFENSE GROUP, INC.
DAVIS DEFENSE GROUP, INC. 401(K)
STAFFORD, VA
Advisor / Consultant
ADVISOR
220$16.7M$28K
BANCROFT CONSTRUCTION COMPANY, INC.
BANCROFT CONSTRUCTION COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN
WILMINGTON, DE
Other
NONE
134$16.7M$40K
RESOURCE INTERNATIONAL, INC.
RESOURCE INTERNATIONAL, INC. SAVINGS & INVESTMENT 401(K) PLAN
COLUMBUS, OH
Advisor / Consultant
INVESTMENT ADVISOR
143$16.6M$64K
WITTMANN USA INC..
WITTMANN USA INC.
TORRINGTON, CT
Other
OTHER SERVICES
133$16.5M$0
LEONARDO US CYBER AND SECURITY SOLUTIONS, LLC
LEONARDO US CYBER & SECURITY SOLUTIONS 401(K) PLAN
GREENSBORO, NC
Advisor / Consultant
ADVISOR
81$16.5M$37K
EAT IS OWNED BY ELI ZABAR INC.
EAT 401(K) PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
438$15.9M$36K
PARISER DERMATOLOGY SPECIALISTS, LTD.
PARISER DERMATOLOGY SPECIALISTS, LTD., 401(K) PROFIT SHARING PLAN
NORFOLK, VA
Advisor / Consultant
INVESTMENT ADVISOR
148$15.8M$30K
BOATS GROUP, LLC
BOATS GROUP, LLC 401(K) PLAN
MIAMI, FL
Other
NONE
200$15.7M$43K
JOHNS HOPKINS REGIONAL PHYSICIANS, LLC
JOHNS HOPKINS REGIONAL PHYSICIANS LLC 401(K) PLAN AND TRUST
COLUMBIA, MD
Other
0
216$15.6M$0
TBHC DELIVERS, LLC
TBHC DELIVERS, LLC RETIREMENT PLAN
NASHVILLE, TN
Advisor / Consultant
ADVISOR
246$15.3M$24K
HUB FOLDING BOX COMPANY
GPA GLOBAL AND ITS US SUBSIDIARIES 401(K) PLAN
MANSFIELD, MA
Advisor / Consultant
INVESTMENT ADVISOR
280$15.2M$29K
S. CAMEROTA & SONS, INC.
S. CAMEROTA & SONS, INC. 401(K) PROFIT SHARING PLAN
ENFIELD, CT
Other
N/A
168$15.1M$30K
ECO-ENERGY, LLC
ECO-ENERGY, LLC 401(K) PROFIT SHARING PLAN AND TRUST
FRANKLIN, TN
Advisor / Consultant
INVESTMENT ADVISOR
224$15.0M$22K
ASCEND LEARNING, INC.
ASCEND LEARNING, INC. 403(B) PLAN
BROOKLYN, NY
Other
NONE
741$15.0M$0
CDI SERVICES, INC.
CDI SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN
WAHPETON, ND
Advisor / Consultant
INVESTMENT ADVISORY
294$14.9M$0
SFI AIP HOLDINGS, LLC
STEIN FIBERS, LTD. PROFIT SHARING PLAN
ALBANY, NY
Advisor / Consultant
ADVISOR
137$14.9M$15K
HOME HEALTH AND HOSPICE CARE, INC.
HOME HEALTH AND HOSPICE CARE, INC. 401(K) PLAN
GOLDSBORO, NC
Broker
BROKER/ADVISER
425$14.8M$0
INTERNATIONAL GOURMET FOODS, INC.
INTERNATIONAL GOURMET FOODS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN
WOODBRIDGE, VA
Advisor / Consultant
ADVISOR
240$14.8M$0
WITTMANN USA INC..
WITTMANN USA INC.
TORRINGTON, CT
Other
OTHER SERVICES
179$14.6M
BANCROFT CONSTRUCTION COMPANY, INC.
BANCROFT CONSTRUCTION COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN
WILMINGTON, DE
Other
NONE
134$14.6M$31K
SELEX ES INC.
SELEX ES INC. SAVINGS PLAN
OVERLAND PARK, KS
Advisor / Consultant
ADVISOR
84$14.6M$42K
ASCEND LEARNING, INC.
ASCEND LEARNING, INC. 403(B) PLAN
BROOKLYN, NY
Other
NONE
736$14.5M$0
EAT IS OWNED BY ELI ZABAR INC.
EAT 401(K) PLAN
NEW YORK, NY
Other
NONE
75$14.5M$31K
S. CAMEROTA & SONS, INC.
S. CAMEROTA & SONS, INC. 401(K) PROFIT SHARING PLAN
ENFIELD, CT
Other
N/A
172$14.4M$0
S. CAMEROTA & SONS, INC.
S. CAMEROTA & SONS, INC. 401(K) PROFIT SHARING PLAN
ENFIELD, CT
Other
N/A
171$14.1M$0
IMAGINEERS, L.L.C
IMAGINEERS, L.L.C. RETIREMENT SAVINGS PLAN
HARTFORD, CT
Advisor / Consultant
INVESTMENT ADVISOR
185$14.0M$30K
TRUSTEES OF TEAMSTERS LOCAL 408 PENSION & WELFARE FUNDS
TEAMSTERS LOCAL 408 WELFARE PLAN
UNION, NJ
Other
NONE
161$13.8M$64K
ANDERSON AUTOMOTIVE GROUP, INC
ANDERSON AUTOMOTIVE GROUP 401(K) AND PROFIT SHARING PLAN
COCKEYSVILLE, MD
Other
N/A
135$13.7M$58K
MASPETH FEDERAL SAVINGS & LOAN ASSOCIATION
MASPETH FEDERAL SAVINGS & LOAN ASSOCIATION PENSION TRUST
MASPETH, NY
Advisor / Consultant
INVESTMENT MANAGEMENT
158$13.7M$30K
GC AVANTECH, LLC
GC AVANTECH, LLC 401(K) AND PROFIT SHARING PLAN
COLUMBIA, SC
Other
REGISTERED INVESTMENT AD
159$13.6M$20K
ASCEND LEARNING, INC.
ASCEND LEARNING, INC. 403(B) PLAN
BROOKLYN, NY
Other
NONE
830$13.4M$0
SFI AIP HOLDINGS, LLC
STEIN FIBERS, LTD. PROFIT SHARING PLAN
ALBANY, NY
Advisor / Consultant
ADVISOR
165$13.3M$20K
CDI SERVICES, INC.
CDI SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN
WAHPETON, ND
Advisor / Consultant
INVESTMENT ADVISORY
271$13.2M$0
LUMINA FOODS, LLC
LUMINA FOODS, LLC RETIREMENT PLAN
NASHVILLE, TN
Advisor / Consultant
ADVISOR
199$13.2M$21K
DAVIS DEFENSE GROUP, INC.
DAVIS DEFENSE GROUP, INC. 401(K)
STAFFORD, VA
Advisor / Consultant
ADVISOR
226$13.1M$22K
IMAGINEERS, L.L.C
IMAGINEERS, L.L.C. RETIREMENT SAVINGS PLAN
HARTFORD, CT
Other
N/A
185$13.1M$26K
TRUSTEES OF TEAMSTERS LOCAL 408 PENSION & WELFARE FUNDS
TEAMSTERS LOCAL 408 WELFARE PLAN
UNION, NJ
Other
NONE
156$13.0M$59K
ASCEND LEARNING, INC.
ASCEND LEARNING, INC. 403(B) PLAN
BROOKLYN, NY
Other
NONE
727$12.4M$0
EAT IS OWNED BY ELI ZABAR INC.
EAT 401(K) PLAN
NEW YORK, NY
Other
NONE
421$12.2M$32K
ANDERSON AUTOMOTIVE GROUP, INC
ANDERSON AUTOMOTIVE GROUP 401(K) AND PROFIT SHARING PLAN
COCKEYSVILLE, MD
Other
N/A
113$12.1M$49K
GC AVANTECH, LLC
AVANTECH, INC 401(K) AND PROFIT SHARING PLAN
COLUMBIA, SC
Other
REGISTERED INVESTMENT AD
160$12.1M$0
MASPETH FEDERAL SAVINGS & LOAN ASSOCIATION
MASPETH FEDERAL SAVINGS & LOAN ASSOCIATION PENSION TRUST
MASPETH, NY
Advisor / Consultant
INVESTMENT MANAGEMENT
154$12.1M$27K
HAMPSHIRE FIRE PROTECTION CO., LLC
HAMPSHIRE FIRE PROTECTION CO. 401(K) PROFIT SHARING PLAN
LONDONDERRY, NH
Advisor / Consultant
ADVISOR
194$12.0M$25K
TRUSTEES OF TEAMSTERS LOCAL 408 PENSION & WELFARE FUNDS
TEAMSTERS LOCAL 408 WELFARE PLAN
UNION, NJ
Other
NONE
165$11.9M$69K
BANCROFT CONSTRUCTION COMPANY, INC.
BANCROFT CONSTRUCTION COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN
WILMINGTON, DE
Other
NONE
124$11.5M$31K
IMAGINEERS, L.L.C
IMAGINEERS, L.L.C. RETIREMENT SAVINGS PLAN
HARTFORD, CT
Other
N/A
190$11.4M$26K
CDI SERVICES, INC.
CDI SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN
WAHPETON, ND
Advisor / Consultant
INVESTMENT ADVISORY
262$11.4M$0
LNPRODUCTION, INC.
INPRODUCTION, INC. RETIREMENT SAVINGS PLAN
WARRENVILLE, IL
Advisor / Consultant
INVESTMENT ADVISOR
571$11.4M$9K
A & A GLOBAL INDUSTRIES, LLC
A & A GLOBAL INDUSTRIES, LLC 401(K) PROFIT SHARING PLAN
COCKEYSVILLE, MD
Other
NONE
84$10.9M$25K
ECO-ENERGY, LLC
ECO-ENERGY, LLC 401(K) PROFIT SHARING PLAN AND TRUST
FRANKLIN, TN
Advisor / Consultant
INVESTMENT ADVISOR
197$10.9M$19K
THE MORGANTI GROUP, INC.
THE MORGANTI GROUP, INC. 401(K) PROFIT SHARING PLAN
DANBURY, CT
Advisor / Consultant
ADVISOR
76$10.6M$24K
LUMINA FOODS, LLC
LUMINA FOODS, LLC RETIREMENT PLAN
NASHVILLE, TN
Advisor / Consultant
ADVISOR
370$10.5M$20K
HAMPSHIRE FIRE PROTECTION CO., LLC
HAMPSHIRE FIRE PROTECTION CO. 401(K) PROFIT SHARING PLAN
LONDONDERRY, NH
Advisor / Consultant
ADVISOR
174$10.5M$22K
ANDERSON AUTOMOTIVE GROUP, INC
ANDERSON AUTOMOTIVE GROUP 401(K) AND PROFIT SHARING PLAN
COCKEYSVILLE, MD
Other
N/A
116$10.3M$49K
GC AVANTECH, LLC
AVANTECH, INC 401(K) AND PROFIT SHARING PLAN
COLUMBIA, SC
Other
REGISTERED INVESTMENT AD
151$9.9M$16K
SOUTHCO DISTRIBUTING COMPANY
SOUTHCO DISTRIBUTING COMPANY 401(K) RETIREMENT PLAN
GOLDSBORO, NC
Advisor / Consultant
ADVISOR
288$9.7M$0
DONEGAL CONSTRUCTION CORPORATION
DONEGAL CONSTRUCTION CORPORATION PROFIT SHARING PLAN
WESTMINSTER, CO
Other
NONE
133$9.6M$6K
ZOBER INDUSTRIES, INC.
ZOBER INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
CROYDON, PA
Advisor / Consultant
INVESTMENT ADVISOR
151$9.6M$23K
COVENANT SURGICAL PARTNERS INC.
COVENANT SURGICAL PARTNERS INC. 401(K) PLAN
NASHVILLE, TN
TPA / Administrator
PLAN ADMINISTRATOR
238$9.4M$26K
GEISSLERS SUPERMARKET INC.
GEISSLER'S SUPERMARKET, INC. 401(K) PLAN
EAST WINDSOR, CT
Advisor / Consultant
BROKER/ADVISOR
329$9.3M$0
ASCEND LEARNING, INC.
ASCEND LEARNING, INC. 403(B) PLAN
BROOKLYN, NY
Other
NONE
838$9.2M$0
THE MORGANTI GROUP, INC.
THE MORGANTI GROUP, INC. 401(K) PROFIT SHARING PLAN
DANBURY, CT
Advisor / Consultant
ADVISOR
82$9.2M$20K
HAMPSHIRE FIRE PROTECTION CO., LLC
HAMPSHIRE FIRE PROTECTION CO. 401(K) PROFIT SHARING PLAN
LONDONDERRY, NH
Advisor / Consultant
ADVISOR
139$9.1M$23K
VISIONCORPS
VISIONCORPS TAX SHELTER ANNUITY PLAN
LANCASTER, PA
Broker
BROKER/ADVISER
170$8.8M$0
ZOBER INDUSTRIES, INC.
ZOBER INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
CROYDON, PA
Advisor / Consultant
INVESTMENT ADVISOR
153$8.8M$21K
GEISSLERS SUPERMARKET INC.
GEISSLER'S SUPERMARKET, INC. 401(K) PLAN
EAST WINDSOR, CT
Advisor / Consultant
BROKER/ADVISOR
357$8.5M$0
GEISSLERS SUPERMARKET INC.
GEISSLER'S SUPERMARKET, INC. 401(K) PLAN
EAST WINDSOR, CT
Advisor / Consultant
BROKER/ADVISOR
225$8.5M$0
PRIMERITUS FINANCIAL SERVICES INC.
PRIMERITUS FINANCIAL SERVICES INC. 401K PROFIT SHARING PLAN
NASHVILLE, TN
Advisor / Consultant
INVESTMENT ADVISOR
327$8.4M$17K
LNPRODUCTION, INC.
INPRODUCTION, INC. RETIREMENT SAVINGS PLAN
WARRENVILLE, IL
Advisor / Consultant
INVESTMENT ADVISOR
554$8.4M$17K
DELAWARE SUPERMARKETS, INC.
DELAWARE SUPERMARKETS RETIREMENT PLAN
WILMINGTON, DE
Other
NONE
181$8.3M$27K
DONEGAL CONSTRUCTION CORPORATION
DONEGAL CONSTRUCTION CORPORATION PROFIT SHARING PLAN
HUNKER, PA
Other
NONE
132$8.2M$6K
ZOBER INDUSTRIES, INC.
ZOBER INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
CROYDON, PA
Advisor / Consultant
INVESTMENT ADVISOR
146$8.2M$24K
PHAIDON INTERNATIONAL (U.S.) INC.
PHAIDON INTERNATIONAL 401(K) PLAN
NEW YORK, NY
Other
OTHER SERVICES
633$8.2M$0
DAUGHTERS OF SARAH NURSING CENTER, INC. D/B/A DAUGHTERS OF SARAH SENIO
DAUGHTERS OF SARAH NURSING HOME CO., INC. TAX DEFERRED ANNUITY PLAN
ALBANY, NY
Advisor / Consultant
INVESTMENT ADVISORY
292$8.1M$0
PRIMERITUS FINANCIAL SERVICES, INC.
PRIMERITUS FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
NASHVILLE, TN
Accountant / Auditor
AUDITOR
189$8.1M$7K
RAD SOURCE TECHNOLOGIES, INC.
RAD SOURCE TECHNOLOGIES, INC. 401K PLAN
BUFORD, GA
Advisor / Consultant
ADVISOR
157$8.1M$10K
NATIONAL POWER, LLC
NATIONAL POWER 401(K) PLAN
RALEIGH, NC
Advisor / Consultant
INVESTMENT ADVISOR
229$8.0M$26K
VISIONCORPS
VISIONCORPS TAX SHELTER ANNUITY PLAN
LANCASTER, PA
Broker
BROKER/ADVISER
202$7.9M$0
THE MORGANTI GROUP, INC.
THE MORGANTI GROUP, INC. 401(K) PROFIT SHARING PLAN
DANBURY, CT
Advisor / Consultant
ADVISOR
90$7.8M$22K
HANNA INSTRUMENTS, INC.
HANNA INSTRUMENTS, INC. 401K PROFIT SHARING PLAN AND TRUST
WOONSOCKET, RI
Advisor / Consultant
ADVISOR
119$7.8M$0
HUB FOLDING BOX COMPANY, INC.
HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN
MANSFIELD, MA
Advisor / Consultant
INVESTMENT ADVISOR
126$7.7M$3K
PRIMERITUS FINANCIAL SERVICES, INC.
PRIMERITUS FINANCIAL SERVICES INC. 401K PROFIT SHARING PLAN
NASHVILLE, TN
Accountant / Auditor
AUDITOR
225$7.6M$14K
DAUGHTERS OF SARAH NURSING CENTER, INC. D/B/A DAUGHTERS OF SARAH SENIO
DAUGHTERS OF SARAH NURSING HOME CO., INC. TAX DEFERRED ANNUITY PLAN
ALBANY, NY
Advisor / Consultant
INVESTMENT ADVISORY
255$7.5M$0
SUHNER MANUFACTURING, INC.
SUHNER USA 401(K) PLAN
ROME, GA
Advisor / Consultant
BROKER/ADVISOR
98$7.2M$0
VISIONCORPS
VISIONCORPS TAX SHELTER ANNUITY PLAN
LANCASTER, PA
Broker
BROKER/ADVISER
151$7.1M$0
DELAWARE SUPERMARKETS, INC.
DELAWARE SUPERMARKETS RETIREMENT PLAN
WILMINGTON, DE
Other
NONE
147$7.0M$26K
SUHNER MANUFACTURING, INC.
SUHNER USA 401(K) PLAN
ROME, GA
Advisor / Consultant
BROKER/ADVISOR
119$7.0M$0
CENTRAL OHIO MEDICAL TEXTILES DBA COMTEX
COMTEX 401(K) RETIREMENT PLAN
COLUMBUS, OH
Advisor / Consultant
INVESTMENT ADVISOR
315$7.0M$22K
HUB FOLDING BOX COMPANY, INC.
HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN
MANSFIELD, MA
Advisor / Consultant
INVESTMENT ADVISOR
143$6.8M$3K
DAUGHTERS OF SARAH NURSING CENTER, INC. D/B/A DAUGHTERS OF SARAH SENIO
DAUGHTERS OF SARAH NURSING HOME CO., INC. TAX DEFERRED ANNUITY PLAN
ALBANY, NY
Advisor / Consultant
INVESTMENT ADVISORY
258$6.7M$0
PROGRESSIVE LIGHTING, INC.
PROGRESSIVE LIGHTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST
DULUTH, GA
Advisor / Consultant
INVESTMENT ADVISORY
228$6.7M$17K
HOUSING DEVELOPMENT CORPORATION MIDATLANTIC
HOUSING DEVELOPMENT CORPORATION MIDATLANTIC 401(K) PLAN
LANCASTER, PA
Advisor / Consultant
INVESTMENT ADVISOR
124$6.5M$2K
ENOVATE MEDICAL
ENOVATE MEDICAL 401(K) PLAN
MURFREESBORO, TN
Advisor / Consultant
INVESTMENT ADVISOR
153$6.5M$11K
HANNA INSTRUMENTS, INC.
HANNA INSTRUMENTS, INC. 401K PROFIT SHARING PLAN AND TRUST
WOONSOCKET, RI
Advisor / Consultant
ADVISOR
108$6.4M$0
HANNA INSTRUMENTS, INC.
HANNA INSTRUMENTS, INC. 401K PROFIT SHARING PLAN AND TRUST
WOONSOCKET, RI
Advisor / Consultant
ADVISOR
108$6.4M$0
LNPRODUCTION, INC.
INPRODUCTION, INC. RETIREMENT SAVINGS PLAN
WARRENVILLE, IL
Advisor / Consultant
INVESTMENT ADVISOR
261$6.3M$17K
CENTRAL OHIO MEDICAL TEXTILES DBA COMTEX
COMTEX 401(K) RETIREMENT PLAN
COLUMBUS, OH
Advisor / Consultant
INVESTMENT ADVISOR
389$6.0M$19K
PROGRESSIVE LIGHTING, INC.
PROGRESSIVE LIGHTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST
DULUTH, GA
Advisor / Consultant
INVESTMENT ADVISORY
205$6.0M$25K
PHAIDON INTERNATIONAL (U.S.) INC.
PHAIDON INTERNATIONAL 401(K) PLAN
NEW YORK, NY
Other
OTHER SERVICES
713$5.9M$0
ASCEND LEARNING, INC.
ASCEND LEARNING, INC. 403(B) PLAN
BROOKLYN, NY
Other
NONE
747$5.8M$0
ROADRUNNER RECYCLING, INC.
ROADRUNNER RECYCLING 401(K) PLAN
PITTSBURGH, PA
Other
OTHER SERVICES
406$5.8M$0
ENOVATE MEDICAL
ENOVATE MEDICAL 401(K) PLAN
MURFREESBORO, TN
Advisor / Consultant
INVESTMENT ADVISOR
196$5.6M$14K
CENTRAL OHIO MEDICAL TEXTILES DBA COMTEX
COMTEX 401(K) RETIREMENT PLAN
COLUMBUS, OH
Advisor / Consultant
INVESTMENT ADVISOR
286$5.3M$21K
FICOSA NORTH AMERICA CORPORATION
FICOSA NORTH AMERICA CORPORATION PENSION PLAN
MADISON HEIGHTS, MI
Broker
BROKER
27$5.2M$0
HANNA INSTRUMENTS, INC.
HANNA INSTRUMENTS, INC. 401K PROFIT SHARING PLAN AND TRUST
WOONSOCKET, RI
Advisor / Consultant
ADVISOR
109$4.8M$0
ASCEND LEARNING, INC.
ASCEND LEARNING, INC. 403(B) PLAN
BROOKLYN, NY
Other
NONE
603$4.8M$0
W. W. ENROUGHTY & SON, INC.
W. W. ENROUGHTY & SON, INC. 401(K) PLAN
HENRICO, VA
Advisor / Consultant
INVESTMENT ADVISOR
113$4.7M$15K
NATIONAL POWER, LLC
NATIONAL POWER 401(K) PLAN
RALEIGH, NC
Advisor / Consultant
INVESTMENT ADVISOR
220$4.6M$13K
COLE'S HARDWARE, INC.
COLE'S HARDWARE, INC. RETIREMENT SAVINGS PLAN
DANVILLE, PA
Advisor / Consultant
ADVISOR
93$4.3M$0
NATIONAL MANAGEMENT RESOURCES CORP.
NATIONAL MANAGEMENT RESOURCES CORP. 401(K) PLAN
LAGRANGE, GA
Other
OTHER SERVICES
582$4.1M$0
THE JAY GROUP
THE JAY GROUP RETIREMENT PLAN
LANCASTER, PA
Advisor / Consultant
ADVISOR
243$4.1M$0
DONNELLY MECHANICAL CORP.
DONNELLY MECHANICAL CORP. PROFIT SHARING PLAN FOR UNION EMPLOYEES
QUEENS VILLAGE, NY
Other
OTHER SERVICES
131$4.0M$3K
THE JAY GROUP
THE JAY GROUP RETIREMENT PLAN
LANCASTER, PA
Advisor / Consultant
ADVISOR
175$3.7M$0
ST. AUGUSTINE PREPARATORY SCHOOL
ST. AUGUSTINE PREPARATORY SCHOOL 401(K) PLAN
RICHLAND, NJ
Advisor / Consultant
INVESTMENT ADVISORY
107$3.7M$0
CHRIST'S HOME
CHRIST'S HOME 401(K) PLAN
WARMINSTER, PA
Broker
BROKER/ADVISO R
99$3.7M$0
NATIONAL MANAGEMENT RESOURCES CORP.
NATIONAL MANAGEMENT RESOURCES CORP. 401(K) PLAN
LAGRANGE, GA
Other
OTHER SERVICES
636$3.6M$0
THE JAY GROUP
THE JAY GROUP RETIREMENT PLAN
LANCASTER, PA
Advisor / Consultant
ADVISOR
197$3.4M$0
OHIO VALLEY MANUFACTURING, INC.
OHIO VALLEY MANUFACTURING, INC. RETIREMENT SAVINGS PLAN
MANSFIELD, OH
Advisor / Consultant
INVESTMENT ADVISOR
118$3.3M$16K
PHAIDON INTERNATIONAL (U.S.) INC.
PHAIDON INTERNATIONAL 401(K) PLAN
NEW YORK, NY
Other
OTHER SERVICES
575$3.3M$0
AMERICAN FURNITURE MANUFACTURING, INC.
AMERICAN FURNITURE MANUFACTURING, INC. 401(K) PLAN
PONTOTOC, MS
Other
OTHER SERVICES
369$3.2M$0
ASCEND LEARNING, INC.
ASCEND LEARNING, INC. 403(B) PLAN
BROOKLYN, NY
Other
NONE
580$3.1M$0
NATIONAL MANAGEMENT RESOURCES CORP.
NATIONAL MANAGEMENT RESOURCES CORP. 401(K) PLAN
LAGRANGE, GA
Other
OTHER SERVICES
655$3.0M$0
VOLPE DEDICATED, INC.
VOLPE DEDICATED, INC. 401(K) RETIREMENT PLAN
STOWE, PA
Other
NONE
105$3.0M$0
AMERICAN FURNITURE MANUFACTURING, INC.
AMERICAN FURNITURE MANUFACTURING, INC. 401(K) PLAN
PONTOTOC, MS
Other
OTHER SERVICES
324$2.8M$0
TRICARE MEDICAL TRANSPORTATION
TRICARE MEDICAL TRANSPORTATION 401(K) PROFIT SHARING PLAN & TRUST
PLEASANTVILLE, NJ
Broker
BROKER/ADVISER
275$1.9M$0
MET-CAP MANAGEMENT LLC
MET-CAP MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
CRANSTON, RI
Advisor / Consultant
ADVISOR
77$1.9M$0
THE ASPIRE SPORT MARKETING GROUP LLC
THE ASPIRE SPORT MARKETING GROUP 401(K) PLAN
ATLANTA, GA
Other
OTHER SERVICES
146$1.7M$0
FICOSA NORTH AMERICA CORPORATION
FICOSA NORTH AMERICA CORPORATION PENSION PLAN
MADISON HEIGHTS, MI
Broker
BROKER
0$212K$0
QINETIQ INC.
M-TEQ 401(K) PROFIT SHARING PLAN & TRUST
LORTON, VA
Advisor / Consultant
ADVISOR
29$8K$91K
DOLPHIN TRANSPORTATION
DOLPHIN TRANSPORTATION 401(K) PLAN
NAPLES, FL
Advisor / Consultant
BROKER/ADVISOR
236$8K$0
CHILDRENS DENTAL HEALTH ASSOCI
CHILDRENS DENTAL HEALTH ASSOCI 401(K) PROFIT SHARING PLAN & TRUST
WEST CHESTER, PA
Advisor / Consultant
ADVISOR
0$2K$6K
SEPI ENGINEERING AND CONSTRUCTION
SEPI ENGINEERING AND CONSTRUCTION 401(K) PROFIT SHARING PLAN AND TRUST
RALEIGH, NC
Advisor / Consultant
INVESTMENT ADVISOR
0$0$37K
AMERICAN OFFICE EQUIPMENT CO., INC.
AMERICAN OFFICE 401(K) RETIREMENT SAVINGS PLAN
BALTIMORE, MD
Other
NONE
0$0$18K
PHOENIX COLOR CORP.
PHOENIX COLOR 401(K) RETIREMENT PLAN
HAGERSTOWN, MD
Advisor / Consultant
ADVISOR
0$0$17K
METROPOLITAN VETERINARY ASSOCIATES, INC.
METROPOLITAN VETERINARY ASSOCIATES, INC. PROFIT SHARING PLAN
NORRISTOWN, PA
Advisor / Consultant
INVESTMENT ADVISORY - PL
0$0$55K
HITACHI RAIL STS USA, INC.
HITACHI RAIL STS USA, INC. RETIREMENT SAVINGS PLAN
PITTSBURGH, PA
Other
NONE
0$0$45K
DELAWARE SUPERMARKETS, INC.
DELAWARE SUPERMARKETS RETIREMENT PLAN
WILMINGTON, DE
Other
NONE
0$0$19K
ENOVATE MEDICAL
ENOVATE MEDICAL 401(K) PLAN
TENNESSEE, TN
Advisor / Consultant
INVESTMENT ADVISOR
0$0$6K
AP EMISSIONS TECHNOLOGIES, LLC
AP EMISSIONS TECHNOLOGIES, LLC 401K PENSION PLAN
GOLDSBORO, NC
Advisor / Consultant
ADVISOR
0$0$55K
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