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