| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| G.O. CARLSON, INC. G.O. CARLSON, INC. SALARIED EMPLOYEES PENSION PLAN | OIL CITY, PA | Advisor / Consultant | 144 | $33.4M | $63K | $0 |
| G.O. CARLSON, INC. ELECTRALLOY SALARIED EMPLOYEES PENSION PLAN | OIL CITY, PA | Advisor / Consultant | 131 | $30.2M | $56K | $0 |
| G.O. CARLSON, INC. ELECTRALLOY SALARIED EMPLOYEES PENSION PLAN | OIL CITY, PA | Advisor / Consultant | 101 | $26.5M | $59K | $0 |
| G.O. CARLSON, INC. G.O. CARLSON, INC. HOURLY EMPLOYEES' PENSION PLAN FOR REPRESENTED EMPLOYEES | OIL CITY, PA | Advisor / Consultant | 129 | $24.0M | $45K | $0 |
| G.O. CARLSON, INC. ELECTRALLOY MELT SHOP, PRODUCTION AND MAINTENANCE EMPLOYEES PENSION PLAN | OIL CITY, PA | Advisor / Consultant | 124 | $21.7M | $40K | $0 |
| G.O. CARLSON, INC. ELECTRALLOY MELT SHOP, PRODUCTION AND MAINTENANCE EMPLOYEES PENSION PLAN | OIL CITY, PA | Advisor / Consultant | 96 | $19.0M | $42K | $0 |
| RECOVERY CENTERS OF AMERICA HOLDING RECOVERY CENTERS OF AMERICA 401(K) PLAN | KING OF PRUSSIA, PA | Advisor / Consultant | 3,203 | $19.0M | $65K | $0 |
| RECOVERY CENTERS OF AMERICA HOLDING RECOVERY CENTERS OF AMERICA 401(K) PLAN | KING OF PRUSSIA, PA | Advisor / Consultant | 3,647 | $14.6M | $24K | $0 |
| CENTER FOR BREAKTHROUGH MEDICINES HOLDINGS, LLC CENTER FOR BREAKTHROUGH MEDICINES 401(K) PLAN | KING OF PRUSSIA, PA | Advisor / Consultant | 301 | $11.9M | $42K | $0 |
| CENTER FOR BREAKTHROUGH MEDICINES HOLDINGS, LLC CENTER FOR BREAKTHROUGH MEDICINES 401(K) PLAN | KING OF PRUSSIA, PA | Advisor / Consultant | 305 | $9.2M | $24K | $0 |
| MLP VENTURES GROUP MLP VENTURES GROUP 401(K) PLAN | KING OF PRUSSIA, PA | Advisor / Consultant | 79 | $9.0M | $45K | $0 |
| MLP VENTURES GROUP MLP VENTURES GROUP 401(K) PLAN | KING OF PRUSSIA, PA | Advisor / Consultant | 126 | $8.8M | $19K | $0 |
| MLP VENTURES GROUP MLP VENTURES GROUP 401(K) PLAN | RADNOR, PA | Advisor / Consultant | 976 | $7.1M | $30K | $0 |
| MLP VENTURES GROUP MLP VENTURES GROUP 401(K) PLAN | KING OF PRUSSIA, PA | Advisor / Consultant | 100 | $6.8M | $33K | $0 |
| PRECISION POLYMER PRODUCTS, INC. JAY-ELL INDUSTRIES, INC. AND PRECISION POLYMER PRODUCTS, INC. 401(K) PLAN AND TRUST | POTTSTOWN, PA | Advisor / Consultant | 120 | $3.4M | $17K | $0 |
| PHILABUNDANCE PHILABUNDANCE EMPLOYEE BENEFIT PLAN | PHILADELPHIA, PA | Other service providers | 133 | $388K | $0 | $0 |
| MENTAL HEALTH PARTNERSHIPS MENTAL HEALTH PARTNERSHIPS FLEXIBLE BENEFIT PLAN | PHILADELPHIA, PA | Other service providers | 136 | — | $1K | $0 |
| BETHESDA PROJECT BETHESDA PROJECT EMPLOYEE BENEFIT PLAN | PHILADELPHIA, PA | Other service providers | 108 | — | $3K | $0 |
| NORRIS SQUARE COMMUNITY ALLIANCE NORRIS SQUARE COMMUNITY ALLIANCE HEALTH REIMBURSEMENT ARRANGEMENT | PHILADELPHIA, PA | Other service providers | 111 | — | $2K | $0 |
| CORECARE SYSTEMS, INC. CORECARE SYSTEMS EMPLOYEE BENEFIT PLAN | PHILADELPHIA, PA | Other service providers | 149 | — | $3K | $0 |
| MENTAL HEALTH PARTNERSHIPS MENTAL HEALTH PARTNERSHIPS FLEXIBLE BENEFIT PLAN | PHILADELPHIA, PA | Other service providers | 136 | — | $3K | $0 |
