| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Other NONE | 32,145 | $8.9B | $15K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 34,203 | $8.0B | $13K |
| THE CHARLES SCHWAB CORPORATION |
| WESTLAKE, TX |
Advisor / Consultant INVESTMENT ADVISOR |
| 33,913 |
| $6.6B |
| $13K |
| NEWPORT GROUP, INC. LUTZ FINANCIAL POOLED EMPLOYER PLAN | FOLSOM, CA | Other NONE | 4,855 | $368.6M | $650K |
| NEWPORT GROUP, INC. LUTZ FINANCIAL POOLED EMPLOYER PLAN | FOLSOM, CA | Other NONE | 4,175 | $291.7M | $411K |
| NEWPORT GROUP, INC. LUTZ FINANCIAL POOLED EMPLOYER PLAN | FOLSOM, CA | Advisor / Consultant ADVISOR | 2,741 | $175.8M | $184K |
| NEWMEYER & DILLION, LLP NEWMEYER & DILLION EMPLOYEE 401(K) SAVINGS PLAN | NEWPORT BEACH, CA | Advisor / Consultant FINANCIAL ADVISOR | 99 | $34.5M | $7K |
| MILAN LASER HOLDINGS LLC MILAN HOLDINGS RETIREMENT PLAN | ELKHORN, NE | Advisor / Consultant ADVISOR | 1,810 | $26.7M | $49K |
| MILAN LASER HOLDINGS LLC MILAN HOLDINGS RETIREMENT PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 1,624 | $16.7M | $26K |
| PAULSEN, INC. PAULSEN, INC. 401(K) PROFIT SHARING PLAN | COZAD, NE | Advisor / Consultant INVESTMENT ADVISOR | 220 | $13.1M | $0 |
| PAULSEN, INC. PAULSEN, INC. 401(K) PROFIT SHARING PLAN | COZAD, NE | Advisor / Consultant INVESTMENT ADVISOR | 211 | $12.6M | $0 |
| PAULSEN, INC. PAULSEN, INC. 401(K) PROFIT SHARING PLAN | COZAD, NE | Advisor / Consultant INVESTMENT ADVISOR | 233 | $10.2M | $0 |
| GRAND ISLAND REGIONAL MEDICAL CENTER GRAND ISLAND REGIONAL MEDICAL CENTER 401(K) PLAN | GRAND ISLAND, NE | Advisor / Consultant FINANCIAL ADVISOR | 158 | $5.6M | $34K |
| FLOOD DIGITAL NETWORKS, LLC FLOOD DIGITAL NETWORKS, LLC 401(K) PLAN | NORFOLK, NE | Advisor / Consultant ADVISOR | 102 | $1.5M | $7K |
| AGEMARK CORPORATION AGEMARK RETIREMENT SAVINGS PLAN I | ORINDA, CA | Advisor / Consultant ADVISOR | 0 | $168K | $8K |
| MEYERS-CARLISLE-LEAPLEY CONSTRUCTION CO., INC. MEYERS-CARLISLE-LEAPLEY CONSTRUCTION CO., INC., 401(K) PROFIT SHARING PLAN | LAVISTA, NE | Advisor / Consultant FINANCIAL ADVISOR | 0 | $0 | $32K |
