| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HALREC, INC. DBA STEVENS CREEK TOYOTA AMC 401(K) PLAN | SAN JOSE, CA | Advisor / Consultant INVESTMENT ADVISOR | 729 | $30.8M | $64K |
| HALREC, INC. DBA STEVENS CREEK TOYOTA AMC 401(K) PLAN | SAN JOSE, CA | Advisor / Consultant INVESTMENT ADVISOR | 748 | $26.3M | $60K |
| THOMAS KINSEY LLP THOMAS KINSEY LLP 401K PROFIT SHARING PLAN |
| ORANGE, CA |
Other NONE |
| 54 |
| $25.9M |
| $3K |
| STANDER REUBENS THOMAS & KINSEY, A PROFESSIONAL CORPORATION STANDER RUEBENS THOMAS & KINSEY, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN | ORANGE, CA | Other NONE | 71 | $25.2M | $32K |
| VENABLES BELL & PARTNERS LLC VENABLES BELL & PARTNERS LLC 401(K) PROFIT SHARING PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 45 | $22.5M | $55K |
| VENABLES BELL & PARTNERS LLC VENABLES BELL & PARTNERS LLC 401(K) PROFIT SHARING PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 53 | $20.9M | $50K |
| VENABLES BELL & PARTNERS LLC VENABLES BELL & PARTNERS LLC 401(K) PROFIT SHARING PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 108 | $19.0M | $48K |
| CALIFORNIA INSTITUTE OF INTEGRAL STUDIES CALIFORNIA INSTITUTE OF INTEGRAL STUDIES RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 264 | $15.2M | $40K |
| HAMCOR, INC. DBA DUBLIN TOYOTA HAMCOR, INC. 401(K) PLAN | DUBLIN, CA | Advisor / Consultant BROKER/ ADVISOR | 228 | $11.8M | $27K |
| BENDER ROSENTHAL, INC. BENDER ROSENTHAL, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO, CA | Advisor / Consultant INVESTMENT ADVISOR | 42 | $9.9M | $25K |
| SUNSET CHEVROLET, INC. SUNSET CHEVROLET 401(K) RETIREMENT PLAN | SUMNER, WA | Advisor / Consultant INVESTMENT ADVISOR | 153 | $6.2M | $3K |
| STAR BUICK GMC INC STAR BUICK GMC INC 401(K) PROFIT SHARING PLAN AND TRUST | EASTON, PA | Other OTHER | 107 | $3.4M | $16K |
| RICHMOND AREA MULTI-SERVICES, INC. RICHMOND AREA MULTI-SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 411 | $3.4M | $12K |
| LOS ANGELES CDJR LOS ANGELES CDJR 401(K) RETIREMENT PLAN | LOS ANGELES, CA | Other OTHER | 246 | $3.3M | $11K |
| BECOMING INDEPENDENT BECOMING INDEPENDENT 403(B) RETIREMENT PLAN | SANTA ROSA, CA | Advisor / Consultant INVESTMENT ADVISOR | 155 | $2.1M | $3K |
| CATTLEMENS, A CALIFORNIA CORPORATION CATTLEMENS 401(K) PLAN | ROHNERT PARK, CA | Advisor / Consultant BROKER / ADVISOR | 278 | $1.5M | $2K |
| SPREEN, INC. DBA SPREEN HONDA SPREEN AUTOMOTIVE 401(K) RETIREMENT SAVINGS PLAN | LOMA LINDA, CA | Advisor / Consultant INVESTMENT ADVISOR | 186 | $620K | $2K |
| NETPOLARITY, INC. NETPOLARITY, INC. 401(K) PLAN | CAMPBELL, CA | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $9K |
