| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| The Lockwood Group, LLC The Lockwood Group Health and Welfare Plan · all filings | STAMFORD, CT | Other service providers | 364 | — | $0 | $259K |
| Ingenium Prime, Inc. Ingenium Prime, Inc. WRAP Plan · all filings | MADISON, WI | Broker | 115 | — | $87 | $0 |
| Ingenium Prime, Inc. Ingenium Prime, Inc. WRAP Plan · all filings | MADISON, WI | Broker | 121 | — | $112 | $0 |
| The Lockwood Group, LLC The Lockwood Group Health and Welfare Plan · all filings | STAMFORD, CT | Other service providers | 349 | — | $0 | $162K |
| Hausmann Group, Inc. Hausmann Group, Inc. WRAP Plan · all filings | MADISON, WI | Broker | 113 | — | $78 | $0 |
| Hausmann Group, Inc. Hausmann Group, Inc. WRAP Plan · all filings | MADISON, WI | Broker | 115 | — | $87 | $0 |
| The Lockwood Group, LLC The Lockwood Group Health and Welfare Plan · all filings | STAMFORD, CT | Other service providers | 386 | — | $0 | $208K |
| Ingenium Prime, Inc. Ingenium Prime, Inc. WRAP Plan · all filings | MADISON, WI | Broker | 109 | — | $121 | $0 |