LION STREET
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
162
Active participants
128,697
Total plan assets
$4.7B
Filings (rows)
162
Direct comp
$3.5M
Indirect comp
$1.0M
Aggregating 5 name variants under "LION STREET"
SERVICES PROVIDED
Advisor / Consultant93
Other61
Broker8
Top plans served
All 162 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CASEY'S GENERAL STORES INC. CASEY'S GENERAL STORES 401(K) PLAN | ANKENY, IA | Advisor / Consultant INVESTMENT ADVISORY | 34,287 | $411.4M | $39K |
| TUFTS MEDICAL CENTER, INC. TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) | BOSTON, MA | Other NONE | 1,702 | $372.5M | $10K |
| CASEY'S GENERAL STORES INC. CASEY'S GENERAL STORES 401(K) PLAN | ANKENY, IA | Advisor / Consultant INVESTMENT ADVISORY | 29,099 | $345.8M | $45K |
| BOWMAN CONSULTING GROUP, LTD. BOWMAN CONSULTING GROUP, LTD. RETIREMENT PLAN | RESTON, VA | Other N/A | 2,122 | $164.7M | $60K |
| MONTEREY BAY AQUARIUM RESEARCH INSTITUTE MONTEREY BAY AQUARIUM RESEARCH INSTITUTE 403(B) PLAN | MOSS LANDING, CA | Advisor / Consultant CONSULTANT | 272 | $126.6M | $35K |
| MONTEREY BAY AQUARIUM RESEARCH INSTITUTE MONTEREY BAY AQUARIUM RESEARCH INSTITUTE 403(B) PLAN | MOSS LANDING, CA | Advisor / Consultant CONSULTANT | 201 | $124.1M | $28K |
| BOWMAN CONSULTING GROUP, LTD. BOWMAN CONSULTING GROUP, LTD. RETIREMENT PLAN | RESTON, VA | Other N/A | 1,917 | $120.9M | $52K |
| MONTEREY BAY AQUARIUM RESEARCH INSTITUTE MONTEREY BAY AQUARIUM RESEARCH INSTITUTE 403(B) PLAN | MOSS LANDING, CA | Advisor / Consultant CONSULTANT | 180 | $106.2M | $21K |
| BOWMAN CONSULTING GROUP, LTD. BOWMAN CONSULTING GROUP, LTD. RETIREMENT PLAN | RESTON, VA | Other N/A | 1,525 | $88.5M | $44K |
| CUSTOMINK, LLC CUSTOMINK, LLC 401(K) SAVINGS PLAN | TYSONS, VA | Other N/A | 670 | $84.3M | $44K |
| CUSTOMINK, LLC CUSTOMINK, LLC 401(K) SAVINGS PLAN | FAIRFAX, VA | Other N/A | 1,135 | $81.5M | $44K |
| STAFF LEASING INC AND AFFILIATES STAFF LEASING RETIREMENT SAVINGS PLAN | N SYRACUSE, NY | Other SERVICE PROVIDER | 1,144 | $70.2M | $0 |
| STAFF LEASING INC AND AFFILIATES STAFF LEASING RETIREMENT SAVINGS PLAN | N SYRACUSE, NY | Other SERVICE PROVIDER | 1,320 | $66.3M | $0 |
| CUSTOMINK, LLC CUSTOMINK, LLC 401(K) SAVINGS PLAN | FAIRFAX, VA | Other N/A | 1,866 | $64.2M | $44K |
| LEADER BANK LEADER BANK 401K PLAN | ARLINGTON, MA | Advisor / Consultant CONSULTANT | 419 | $62.6M | $25K |
| CAMBRIDGE ISOTOPE LABORATORIES, INC. CAMBRIDGE ISOTOPE LABORATORIES, INC. 401(K) PLAN & TRUST | TEWKSBURY, MA | Advisor / Consultant ADVISOR/INVESTMENT ADV | 361 | $62.3M | $50K |
| STAFF LEASING INC AND AFFILIATES STAFF LEASING RETIREMENT SAVINGS PLAN | N SYRACUSE, NY | Other SERVICE PROVIDER | 1,519 | $57.5M | $0 |
| CAMBRIDGE ISOTOPE LABORATORIES, INC. CAMBRIDGE ISOTOPE LABORATORIES, INC. 401(K) PLAN & TRUST | TEWKSBURY, MA | Advisor / Consultant INVESTMENT ADVISOR | 334 | $51.5M | $50K |
| LINCOLN INSTITUTE OF LAND POLICY LINCOLN INSTITUTE OF LAND POLICY 403(B) RETIREMENT PLAN | CAMBRIDGE, MA | Other NONE | 166 | $49.8M | $15K |
| LEADER BANK LEADER BANK 401K PLAN | ARLINGTON, MA | Advisor / Consultant CONSULTANT | 372 | $47.8M | $20K |
| ENCORE REHABILITATION, INC. ENCORE REHABILITATION, INC 401(K) PLAN | DECATUR, AL | Other RETAINED BY EMPLOYER | 1,250 | $47.6M | $44K |
| LEATHERMAN TOOL GROUP, INC. LEATHERMAN TOOL GROUP 401(K) RETIREMENT PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 510 | $46.9M | $44K |
| BOSTON IVF, LLC BOSTON IVF 401(K) PLAN | WALTHAM, MA | Advisor / Consultant ADVISOR | 665 | $44.5M | $50K |
| CAMBRIDGE ISOTOPE LABORATORIES, INC. CAMBRIDGE ISOTOPE LABORATORIES, INC. 401(K) PLAN & TRUST | TEWKSBURY, MA | Advisor / Consultant INVESTMENT ADVISOR | 297 | $43.4M | $38K |
| LEATHERMAN TOOL GROUP, INC. LEATHERMAN TOOL GROUP 401(K) RETIREMENT PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 495 | $41.8M | $37K |
| ENCORE REHABILITATION, INC. ENCORE REHABILITATION, INC 401(K) PLAN | DECATUR, AL | Other RETAINED BY EMPLOYER | 1,214 | $40.4M | $35K |
| LINCOLN INSTITUTE OF LAND POLICY LINCOLN INSTITUTE OF LAND POLICY 403(B) RETIREMENT PLAN | CAMBRIDGE, MA | Other NONE | 118 | $39.4M | $25K |
| BOSTON IVF, LLC BOSTON IVF 401(K) PLAN | WALTHAM, MA | Advisor / Consultant ADVISOR | 551 | $39.0M | $50K |
| LEADER BANK LEADER BANK 401K PLAN | ARLINGTON, MA | Advisor / Consultant CONSULTANT | 377 | $37.3M | $9K |
| MARSHALLTOWN COMPANY MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN | MARSHALLTOWN, IA | Advisor / Consultant INVESTMENT ADVISOR | 596 | $37.1M | $64K |
| AUSTIN HARDWARE & SUPPLY, INC. AUSTIN HARDWARE & SUPPLY, INC. 401(K) PROFIT SHARING PLAN | LEES SUMMIT, MO | Other NONE | 156 | $35.8M | $56K |
| BEACON CREDIT UNION BEACON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | WABASH, IN | Advisor / Consultant INVESTMENT ADVISORY | 171 | $35.5M | $50K |
| LEATHERMAN TOOL GROUP, INC. LEATHERMAN TOOL GROUP 401(K) RETIREMENT PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 482 | $34.6M | $36K |
| FACING HISTORY AND OURSELVES, INC. FACING HISTORY AND OURSELVES 403(B) PLAN | BOSTON, MA | Advisor / Consultant INVESTMENT ADVISOR | 196 | $34.0M | $40K |
| ATLANTIC COAST MORTGAGE, LLC ATLANTIC COAST MORTGAGE, LLC 401(K) PLAN | FAIRFAX, VA | Other N/A | 271 | $33.7M | $44K |
| AUSTIN HARDWARE & SUPPLY, INC. AUSTIN HARDWARE & SUPPLY, INC. 401(K) PROFIT SHARING PLAN | LEES SUMMIT, MO | Other NONE | 142 | $33.4M | $36K |
| BOSTON IVF, LLC BOSTON IVF 401(K) PLAN | WALTHAM, MA | Advisor / Consultant ADVISOR | 529 | $32.0M | $50K |
| FACING HISTORY AND OURSELVES, INC. FACING HISTORY AND OURSELVES 403(B) PLAN | BOSTON, MA | Advisor / Consultant INVESTMENT ADVISOR | 188 | $30.4M | $40K |
| MARSHALLTOWN COMPANY MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN | MARSHALLTOWN, IA | Advisor / Consultant INVESTMENT ADVISOR | 447 | $28.6M | $51K |
| AUSTIN HARDWARE & SUPPLY, INC. AUSTIN HARDWARE & SUPPLY, INC. 401(K) PROFIT SHARING PLAN | LEES SUMMIT, MO | Other NONE | 128 | $28.2M | $28K |
| BEACON CREDIT UNION BEACON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | WABASH, IN | Advisor / Consultant INVESTMENT ADVISORY | 198 | $27.2M | $0 |
| RAND CONSTRUCTION CORPORATION RAND CONSTRUCTION CORPORATION 401(K) RETIREMENT PLAN | ALEXANDRIA, VA | Other INVESTMENT/FINANCIAL ADVI | 334 | $27.0M | $44K |
| DEDHAM COUNTRY DAY SCHOOL DEDHAM COUNTRY DAY SCHOOL DC RETIREMENT PLAN | DEDHAM, MA | Other | 79 | $26.7M | $12K |
| ABCM CORPORATION ABCM CORPORATION 401(K) PROFIT SHARING PLAN | HAMPTON, IA | Advisor / Consultant INVESTMENT ADVISOR | 2,111 | $26.4M | $13K |
| ROBERT CHARLES LESSER & CO., LLC ROBERT CHARLES LESSER & CO., LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST | BETHESDA, MD | Advisor / Consultant ADVISOR | 99 | $25.6M | $40K |
| ABCM CORPORATION ABCM CORPORATION 401(K) PROFIT SHARING PLAN | HAMPTON, IA | Other OTHER SERVICES | 2,102 | $24.3M | $0 |
| URC, LLC UNO RESTAURANT CORPORATION 401(K) SAVINGS PLAN | NORWOOD, MA | Advisor / Consultant ADVISOR | 501 | $24.3M | $42K |
| MARSHALLTOWN COMPANY MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN | MARSHALLTOWN, IA | Advisor / Consultant INVESTMENT ADVISOR | 581 | $24.3M | $33K |
| DEDHAM COUNTRY DAY SCHOOL DEDHAM COUNTRY DAY SCHOOL DC RETIREMENT PLAN | DEDHAM, MA | Other | 80 | $24.2M | $15K |
| PARTNERS IN HEALTH, A NONPROFIT CORPORATION PARTNERS IN HEALTH 401(K) PLAN | BOSTON, MA | Other RETAINED BY SPONSOR | 349 | $24.1M | $15K |
| URC, LLC UNO RESTAURANT CORPORATION 401(K) SAVINGS PLAN | NORWOOD, MA | Advisor / Consultant ADVISOR | 1,275 | $23.3M | $38K |
| OXFAM AMERICA, INC. OXFAM AMERICA 403(B) PLAN | BOSTON, MA | Advisor / Consultant CONSULTANT | 227 | $22.8M | $19K |
| RAND CONSTRUCTION CORPORATION RAND CONSTRUCTION CORPORATION 401(K) RETIREMENT PLAN | ALEXANDRIA, VA | Other INVESTMENT/FINANCIAL ADVI | 316 | $22.1M | $37K |
| DEDHAM COUNTRY DAY SCHOOL DEDHAM COUNTRY DAY SCHOOL DC RETIREMENT PLAN | DEDHAM, MA | Other | 81 | $21.1M | $9K |
| ROBERT CHARLES LESSER & CO., LLC ROBERT CHARLES LESSER & CO., LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST | BETHESDA, MD | Advisor / Consultant ADVISOR | 100 | $21.0M | $35K |
| PURPLE STRATEGIES, LLC PURPLE STRATEGIES 401(K) RETIREMENT PLAN | ALEXANDRIA, VA | Other N/A | 125 | $20.1M | $35K |
| OXFAM AMERICA, INC. OXFAM AMERICA 403(B) PLAN | BOSTON, MA | Advisor / Consultant CONSULTANT | 230 | $19.6M | $19K |
| OXFAM AMERICA, INC. OXFAM AMERICA RETIREMENT PLAN | BOSTON, MA | Advisor / Consultant CONSULTANT | 227 | $19.5M | $19K |
| TITAN TECHNOLOGIES, LLC TITAN TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN | DESTIN, FL | Other N/A | 397 | $19.4M | $39K |
| EPOCH SENIOR LIVING, LLC EPOCH SENIOR LIVING 401(K) PLAN | WALTHAM, MA | Advisor / Consultant ADVISOR | 1,690 | $19.2M | $40K |
| VISTRA USA INC. VISTRA USA INC., 401(K) PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 216 | $19.1M | $42K |
| PARTNERS IN HEALTH, A NON-PROFIT CORPORATION PARTNERS IN HEALTH 401(K) PLAN | BOSTON, MA | Other RETAINED BY PLAN SPONSOR | 318 | $18.9M | $14K |
| OXFAM AMERICA, INC. OXFAM AMERICA RETIREMENT PLAN | BOSTON, MA | Advisor / Consultant CONSULTANT | 230 | $17.5M | $19K |
| OXFAM AMERICA, INC. OXFAM AMERICA 403(B) PLAN | BOSTON, MA | Advisor / Consultant CONSULTANT | 236 | $16.8M | $19K |
| STAVIS SEAFOODS, LLC STAVIS SEAFOODS, LLC PROFIT SHARING PLAN & TRUST | BOSTON, MA | Advisor / Consultant ADVISOR | 177 | $16.8M | $15K |
| MICHAEL SULLIVAN & ASSOCIATES MICHAEL SULLIVAN & ASSOCIATES 401(K) PROFIT SHARING PLAN | FULLERTON, CA | Advisor / Consultant INVESTMENT ADVISORY | 244 | $16.7M | $44K |
| EPOCH SENIOR LIVING, LLC EPOCH SENIOR LIVING 401(K) PLAN | WALTHAM, MA | Advisor / Consultant ADVISOR | 1,161 | $16.6M | $40K |
| YOKOHAMA OFF HIGHWAY TIRES AMERICA, INC. YOKOHAMA OFF HIGHWAY TIRES AMERICA, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE, NC | Advisor / Consultant INVESTMENT ADVISOR | 142 | $16.6M | $15K |
| VISTRA USA INC. VISTRA USA INC., 401(K) PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 122 | $16.4M | $34K |
| PURPLE STRATEGIES, LLC PURPLE STRATEGIES 401(K) RETIREMENT PLAN | ALEXANDRIA, VA | Other N/A | 150 | $16.3M | $32K |
| ROBERT CHARLES LESSER & CO., LLC ROBERT CHARLES LESSER & CO., LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST | BETHESDA, MD | Advisor / Consultant ADVISOR | 99 | $16.2M | $39K |
| ALCO PARKING CORPORATION ALCO PARKING CORP. PROFIT SHARING 401(K) PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT MANAGEMENT | 120 | $16.1M | $38K |
| STAVIS SEAFOODS, LLC STAVIS SEAFOODS, LLC PROFIT SHARING PLAN & TRUST | BOSTON, MA | Advisor / Consultant ADVISOR | 230 | $16.0M | $13K |
| BEACON CREDIT UNION BEACON CREDIT UNION 401(K) PLAN AND TRUST | WABASH, IN | Advisor / Consultant INVESTMENT ADVISORY | 271 | $16.0M | $35K |
| STAVIS SEAFOODS, LLC STAVIS SEAFOODS, LLC PROFIT SHARING PLAN & TRUST | BOSTON, MA | Advisor / Consultant ADVISOR | 185 | $15.7M | $25K |
| FRM SOCKS LLC FOX RIVER MILLS 401(K) PLAN | OSAGE, IA | Advisor / Consultant INVESTMENT ADVISOR | 151 | $15.7M | $21K |
| RAND CONSTRUCTION CORPORATION RAND CONSTRUCTION CORPORATION 401(K) RETIREMENT PLAN | ALEXANDRIA, VA | Other INVESTMENT/FINANCIAL ADVI | 287 | $15.6M | $16K |
| OXFAM AMERICA, INC. OXFAM AMERICA RETIREMENT PLAN | BOSTON, MA | Advisor / Consultant CONSULTANT | 236 | $15.3M | $19K |
| STANDARD RETIREMENT SERVICES, INC. RETIREMENT HARBOR POOLED EMPLOYER PLAN | PORTLAND, OR | Other NONE | 341 | $15.2M | $23K |
| RATHER OUTDOORS CORPORATION RATHER OUTDOORS CORPORATION 401(K) PLAN | COLUMBIA, SC | Other OTHER SERVICES | 177 | $15.1M | $0 |
| YOKOHAMA OFF HIGHWAY TIRES AMERICA, INC. YOKOHAMA OFF HIGHWAY TIRES AMERICA, INC. 401(K) PROFIT SHARING PLAN | WAKEFIELD, MA | Advisor / Consultant INVESTMENT ADVISOR | 135 | $15.0M | $15K |
| UNITEK ACQUISITION, INC. UNITEK EMPLOYEES RETIREMENT SAVINGS PLAN | KING OF PRUSSIA, PA | Broker BROKER | 507 | $14.9M | $0 |
| MODERN HOLDINGS, INC. MODERN PROFIT SHARING 401(K) PLAN | CEDAR RAPIDS, IA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 98 | $14.6M | $67K |
| ALCO PARKING CORPORATION ALCO PARKING CORP. PROFIT SHARING 401(K) PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT MANAGEMENT | 115 | $14.5M | $33K |
| RATHER OUTDOORS CORPORATION RATHER OUTDOORS CORPORATION 401(K) PLAN | COLUMBIA, SC | Other OTHER SERVICES | 175 | $14.5M | $0 |
| TITAN TECHNOLOGIES, LLC TITAN TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN | DESTIN, FL | Other N/A | 276 | $13.9M | $29K |
| PARTNERS IN HEALTH, A NON-PROFIT CORPORATION PARTNERS IN HEALTH 401(K) PLAN | BOSTON, MA | Other RETAINED BY PLAN SPONSOR | 325 | $13.9M | $12K |
| EPOCH SENIOR LIVING, LLC EPOCH SENIOR LIVING 401(K) PLAN | WALTHAM, MA | Advisor / Consultant ADVISOR | 950 | $13.8M | $40K |
| ABBOTT LABORATORIES EES C/U ALEC 401(K) RETIREMENT PLAN | GURNEE, IL | Other INVESTMENT/FINANCIAL ADVI | 94 | $13.7M | $25K |
| MICHAEL SULLIVAN & ASSOCIATES MICHAEL SULLIVAN & ASSOCIATES 401(K) PROFIT SHARING PLAN | FULLERTON, CA | Advisor / Consultant INVESTMENT ADVISOR | 215 | $13.7M | $38K |
| LANDMARK MANAGEMENT SOLUTIONS LLC LANDMARK HEALTH SOLUTIONS SAVINGS PLAN | HAVERHILL, MA | Advisor / Consultant ADVISOR | 847 | $13.7M | $25K |
| UNITEK ACQUISITION, INC. UNITEK EMPLOYEES RETIREMENT SAVINGS PLAN | KING OF PRUSSIA, PA | Broker BROKER | 540 | $13.4M | $0 |
| BEACON CREDIT UNION BEACON CREDIT UNION 401(K) PLAN AND TRUST | WABASH, IN | Advisor / Consultant INVESTMENT ADVISORY | 256 | $13.2M | $28K |
| ALCO PARKING CORPORATION ALCO PARKING CORP. PROFIT SHARING 401(K) PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT MANAGEMENT | 163 | $13.1M | $25K |
| YOKOHAMA OFF HIGHWAY TIRES AMERICA, INC. YOKOHAMA OFF HIGHWAY TIRES AMERICA, INC. 401(K) PROFIT SHARING PLAN | WAKEFIELD, MA | Advisor / Consultant INVESTMENT ADVISOR | 136 | $13.0M | $15K |
| RATHER OUTDOORS CORPORATION RATHER OUTDOORS CORPORATION 401(K) PLAN | COLUMBIA, SC | Other OTHER SERVICES | 231 | $12.9M | $0 |
| YELED VYALDA E.C.C., INC. YELED VYALDA E.C.C., INC. EMPLOYEES 401K PLAN | BROOKLYN, NY | Other | 525 | $12.6M | $0 |
| KIRKHAM-MICHAEL, INC. AND AFFILIATES KIRKHAM-MICHAEL, INC. AND AFFILIATES EMPLOYEES 401(K) PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 108 | $12.5M | $0 |
| MODERN COMPANIES, INC. MODERN COMPANIES, INC. PROFIT SHARING 401(K) PLAN | CEDAR RAPIDS, IA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 95 | $12.5M | $65K |
| VISTRA USA INC. VISTRA USA INC., 401(K) PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 113 | $12.4M | $8K |
| ABBOTT LABORATORIES EES C/U ALEC 401(K) RETIREMENT PLAN | GURNEE, IL | Other INVESTMENT/FINANCIAL ADVI | 95 | $12.1M | $20K |
| PURPLE STRATEGIES, LLC PURPLE STRATEGIES 401(K) RETIREMENT PLAN | ALEXANDRIA, VA | Other N/A | 146 | $11.9M | $28K |
| UNITEK ACQUISITION, INC. UNITEK EMPLOYEES RETIREMENT SAVINGS PLAN | KING OF PRUSSIA, PA | Broker BROKER | 527 | $11.6M | $0 |
| YELED VYALDA E.C.C., INC. YELED VYALDA E.C.C., INC. EMPLOYEES 401K PLAN | BROOKLYN, NY | Other | 471 | $10.8M | — |
| BEACON CREDIT UNION BEACON CREDIT UNION 401(K) PLAN AND TRUST | WABASH, IN | Advisor / Consultant INVESTMENT ADVISORY | 252 | $10.6M | $28K |
| KIRKHAM-MICHAEL, INC. AND AFFILIATES KIRKHAM-MICHAEL, INC. AND AFFILIATES EMPLOYEES 401(K) PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 105 | $10.4M | $0 |
| TITAN TECHNOLOGIES, LLC TITAN TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN | DESTIN, FL | Other N/A | 307 | $10.3M | $22K |
| ISABELLA STEWART GARDNER MUSEUM ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN | BOSTON, MA | Advisor / Consultant INVESTMENT ADVISOR | 226 | $10.1M | $12K |
| MICHAEL SULLIVAN & ASSOCIATES MICHAEL SULLIVAN & ASSOCIATES 401(K) PROFIT SHARING PLAN | FULLERTON, CA | Advisor / Consultant INVESTMENT ADVISOR | 210 | $9.8M | $32K |
| TOWARD INDEPENDENT LIVING AND LEARNING, INC. TOWARD INDEPENDENT LIVING AND LEARNING, INC. SUCCESS SHARING PLAN | DEDHAM, MA | Other NONE | 934 | $9.5M | $12K |
| LANDMARK MANAGEMENT SOLUTIONS LLC LANDMARK HEALTH SOLUTIONS SAVINGS PLAN | HAVERHILL, MA | Advisor / Consultant ADVISOR | 386 | $9.3M | $24K |
| THE ISABELLA STEWART GARDNER MUSEUM THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN | BOSTON, MA | Advisor / Consultant INVESTMENT ADVISOR | 217 | $8.8M | $12K |
| YELED VYALDA E.C.C., INC. YELED VYALDA E.C.C., INC. EMPLOYEES 401K PLAN | BROOKLYN, NY | Other | 419 | $8.4M | — |
| RIPPLE EFFECT COMMUNICATIONS, INC. RIPPLE EFFECT COMMUNICATIONS RETIREMENT SAVINGS PLAN | ROCKVILLE, MD | Other N/A | 111 | $7.6M | $13K |
| TSYMMETRY INC. TSYMMETRY 401(K)PROFIT SHARING PLAN AND TRUST | MCLEAN, VA | Other N/A | 97 | $7.1M | $18K |
| THE ISABELLA STEWART GARDNER MUSEUM THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN | BOSTON, MA | Advisor / Consultant INVESTMENT ADVISOR | 212 | $7.1M | $9K |
| FIRST MAINSTREET INSURANCE, L.C. FIRST MAINSTREET INSURANCE, L.C. 401(K) PLAN | CEDAR RAPIDS, IA | Advisor / Consultant INVESTMENT ADVISOR | 188 | $6.7M | $16K |
| O'DAY MANAGEMENT, INC. O'DAY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | FARGO, ND | Advisor / Consultant BROKER / ADVISOR | 109 | $6.5M | $0 |
| RIPPLE EFFECT COMMUNICATIONS, INC. RIPPLE EFFECT COMMUNICATIONS RETIREMENT SAVINGS PLAN | ROCKVILLE, MD | Other N/A | 187 | $6.5M | $17K |
| O'DAY MANAGEMENT, INC. O'DAY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | FARGO, ND | Advisor / Consultant BROKER / ADVISOR | 113 | $6.4M | $0 |
| HMC MANAGEMENT SERVICES, INC. HMC MANAGEMENT SERVICES, INC. RETIREMENT PLAN | JACKSON, MS | Advisor / Consultant RIA | 1,440 | $6.4M | $23K |
| OHT PARTNERS LLC OHT PARTNERS LLC 401(K) PLAN & TRUST | AUSTIN, TX | Other OTHER SERVICES | 341 | $6.2M | $0 |
| O'DAY MANAGEMENT, INC. O'DAY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | FARGO, ND | Advisor / Consultant BROKER / ADVISOR | 111 | $6.1M | $0 |
| ABCM CORPORATION ABCM CORPORATION 401(K) PROFIT SHARING PLAN | HAMPTON, IA | Advisor / Consultant INVESTMENT ADVISOR | 2,366 | $6.1M | $29K |
| TSYMMETRY INC. TSYMMETRY 401(K)PROFIT SHARING PLAN AND TRUST | ARLINGTON, VA | Other N/A | 105 | $6.1M | $14K |
| SOUND SECURITY, INC. SONITROL PACIFIC 401(K) RETIREMENT PLAN | PORTLAND, OR | Other SERVICE PROVIDER | 142 | $5.8M | $0 |
| SAROYAN LUMBER COMPANY SAROYAN 401(K) PLAN | HUNTINGTON PARK, CA | Broker BROKER/ADVISER | 110 | $5.8M | $0 |
| TSYMMETRY INC. TSYMMETRY 401(K)PROFIT SHARING PLAN AND TRUST | ARLINGTON, VA | Other N/A | 111 | $5.4M | $12K |
| SAROYAN LUMBER COMPANY SAROYAN 401(K) PLAN | HUNTINGTON PARK, CA | Broker BROKER/ADVISER | 105 | $5.2M | $0 |
| FIRST MAINSTREET INSURANCE, L.C. FIRST MAINSTREET INSURANCE, L.C. 401(K) PLAN | CEDAR RAPIDS, IA | Advisor / Consultant INVESTMENT ADVISOR | 146 | $5.2M | $11K |
| RIVERDALE MILLS CORPORATION RIVERDALE MILLS CORPORATION 401(K) PROFIT SHARING PLAN | NORTHBRIDGE, MA | Advisor / Consultant ADVISOR | 119 | $5.0M | $10K |
| RIPPLE EFFECT COMMUNICATIONS, INC. RIPPLE EFFECT COMMUNICATIONS RETIREMENT SAVINGS PLAN | ROCKVILLE, MD | Other N/A | 157 | $5.0M | $12K |
| SOUND SECURITY, INC. SONITROL PACIFIC 401(K) RETIREMENT PLAN | PORTLAND, OR | Other SERVICE PROVIDER | 163 | $4.9M | $0 |
| FM HOME LOANS FM HOME LOANS 401(K) PLAN | BROOKLYN, NY | Other INVESTMENT/FINANCIAL ADVI | 156 | $4.8M | $23K |
| TITAN TECHNOLOGIES, LLC TITAN TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN FOR SCA EMPLOYEES | DESTIN, FL | Other N/A | 368 | $4.7M | $10K |
| FM HOME LOANS FM HOME LOANS 401(K) PLAN | BROOKLYN, NY | Other INVESTMENT/FINANCIAL ADVI | 145 | $4.5M | $22K |
| SAROYAN LUMBER COMPANY SAROYAN 401(K) PLAN | HUNTINGTON PARK, CA | Broker BROKER/ADVISER | 108 | $4.5M | $0 |
| RIVERDALE MILLS CORPORATION RIVERDALE MILLS CORPORATION 401(K) PROFIT SHARING PLAN | NORTHBRIDGE, MA | Advisor / Consultant ADVISOR | 101 | $4.4M | $10K |
| RIVERDALE MILLS CORPORATION RIVERDALE MILLS CORPORATION 401(K) PROFIT SHARING PLAN | NORTHBRIDGE, MA | Advisor / Consultant ADVISOR | 121 | $3.7M | $10K |
| FIRST MAINSTREET INSURANCE, L.C. FIRST MAINSTREET INSURANCE, L.C. 401(K) PLAN | CEDAR RAPIDS, IA | Advisor / Consultant INVESTMENT ADVISOR | 134 | $3.6M | $9K |
| TITAN TECHNOLOGIES, LLC TITAN TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN FOR SCA EMPLOYEES | DESTIN, FL | Other N/A | 375 | $3.6M | $9K |
| FEIST CONSULTING LLC THE EMPLOYEES' 401(K) PLAN OF SOUTHEAST REGION | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 1,502 | $3.3M | $0 |
| MATCHPOINT SOLUTIONS 401(K) PLAN MATCHPOINT SOLUTIONS 401(K) PLAN | PLEASANTON, CA | Advisor / Consultant INVESTMENT ADVISORY | 207 | $3.0M | $7K |
| HAVEN STEEL PRODUCTS, INC. HAVEN STEEL PRODUCTS RETIREMENT PLAN | HAVEN, KS | Advisor / Consultant ADVISOR | 149 | $2.9M | $0 |
| WILLAMETTE FAMILY, INC. WILLAMETTE FAMILY, INC. 403B RETIREMENT PLAN | EUGENE, OR | Advisor / Consultant FINANCIAL ADVISOR | 237 | $2.7M | $5K |
| HMC MANAGEMENT SERVICES, INC. HMC MANAGEMENT SERVICES, INC. RETIREMENT PLAN | JACKSON, MS | Advisor / Consultant RIA | 1,105 | $2.7M | $8K |
| STG FAMILY OF COMPANIES, LLC STG FAMILY OF COMPANIES, LLC 401(K) PROFIT SHARING PLAN | COLUMBIANA, OH | Advisor / Consultant ADVISOR | 156 | $2.6M | $7K |
| TITAN TECHNOLOGIES, LLC TITAN TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN FOR SCA EMPLOYEES | DESTIN, FL | Other N/A | 333 | $2.5M | $5K |
| HAVEN STEEL PRODUCTS, INC. HAVEN STEEL PRODUCTS RETIREMENT PLAN | HAVEN, KS | Advisor / Consultant ADVISOR | 151 | $2.5M | $0 |
| WILLAMETTE FAMILY, INC. WILLAMETTE FAMILY, INC. 403B RETIREMENT PLAN | EUGENE, OR | Advisor / Consultant FINANCIAL ADVISOR | 220 | $2.4M | $4K |
| STG COMMUNICATION SERVICES STG COMMUNICATION SERVICES 401(K) PROFIT SHARING PLAN | COLUMBIANA, OH | Advisor / Consultant ADVISOR | 142 | $2.0M | $7K |
| WILLAMETTE FAMILY, INC. WILLAMETTE FAMILY, INC. 403B RETIREMENT PLAN | EUGENE, OR | Advisor / Consultant FINANCIAL ADVISOR | — | $1.9M | $0 |
| ADVANTAGE TREATMENT CENTER, INC. ADVANTAGE TREATMENT CENTER, INC 401K PLAN | STERLING, CO | Advisor / Consultant INVESTMENT ADVISOR | 133 | $1.8M | $7K |
| HUCKSTEP HOLDING, CORP. DBA TECH WISE HUCKSTEP HOLDING, CORP. 401(K) PLAN & TRUST | COLORADO SPRINGS, CO | Advisor / Consultant INVESTMENT ADVISOR | 30 | $1.7M | $8K |
| TSD LOGISTICS, INC. TSD LOGISTICS, INC. 401(K) PROFIT SHARING PLAN | TEXARKANA, TX | Broker BROKER/ADVISER | 104 | $1.6M | $0 |
| STG COMMUNICATION SERVICES STG COMMUNICATION SERVICES 401(K) PROFIT SHARING PLAN | COLUMBIANA, OH | Advisor / Consultant ADVISOR | 149 | $1.5M | $6K |
| TSD LOGISTICS, INC. TSD LOGISTICS, INC. 401(K) PROFIT SHARING PLAN | TEXARKANA, TX | Broker BROKER/ADVISER | 106 | $1.5M | $0 |
| LREFUAH MEDICAL REHABILITATION CENTER, INC. EZRA MEDICAL CENTER RETIREMENT PLAN | BROOKLYN, NY | Other | 136 | $1.3M | $0 |
| LAIRD SUPERFOOD, INC. LAIRD SUPERFOOD RETIREMENT PLAN | BOULDER, CO | Advisor / Consultant INVESTMENT ADVISOR | 87 | $701K | $4K |
| LREFUAH MEDICAL REHABILITATION CENTER, INC. EZRA MEDICAL CENTER RETIREMENT PLAN | BROOKLYN, NY | Other | 21 | $399K | $0 |
| GILCREST-JEWETT LUMBER COMPANY GILCREST-JEWETT LUMBER COMPANY PROFIT SHARING PLAN | WAUKEE, IA | Other NONE | 0 | $0 | $12K |
| URC, LLC UNO RESTAURANT CORPORATION 401(K) SAVINGS PLAN | NORWOOD, MA | Advisor / Consultant ADVISOR | 0 | $0 | $42K |