| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| CARLISLE, LLC CARLISLE, LLC EMPLOYEE INCENTIVE SAVINGS PLAN | SCOTTSDALE, AZ | Advisor / Consultant | 4,433 | $869.7M | $21K | $0 |
| TRUGREEN LIMITED PARTNERSHIP TRUGREEN PROFIT SHARING AND RETIREMENT PLAN | MEMPHIS, TN | Other service providers | 10,531 | $465.6M | $17K | $0 |
| TRUGREEN LIMITED PARTNERSHIP TRUGREEN PROFIT SHARING AND RETIREMENT PLAN | MEMPHIS, TN | TPA / Administrator | 10,792 | $371.5M | $40K | $0 |
| WINSTEAD PC WINSTEAD 401(K) SAVINGS AND PROFIT SHARING PLAN | DALLAS, TX | Advisor / Consultant | 435 | $286.3M | $18K | $0 |
| GOVCIO LLC GOVERNMENTCIO LLC 401(K) PROFIT SHARING PLAN AND TRUST | WASHINGTON, DC | Advisor / Consultant | 2,551 | $192.9M | $22K | $71K |
| TMG INSURANCE SERVICES, LLC THE MUTUAL GROUP 401(K) PLAN | WEST DES MOINES, IA | Advisor / Consultant | 482 | $183.5M | $64K | $0 |
| TMG INSURANCE SERVICES, LLC GUIDEONE INSURANCE COMPANY 401(K) PLAN | WEST DES MOINES, IA | Advisor / Consultant | 459 | $173.5M | $64K | $78 |
| UST GLOBAL INC UST GLOBAL INC 401(K) PLAN | ALISO VIEJO, CA | Advisor / Consultant | 3,713 | $169.6M | $135K | $0 |
| GUIDEONE INSURANCE COMPANY GUIDEONE INSURANCE COMPANY 401(K) PLAN | WEST DES MOINES, IA | Advisor / Consultant | 565 | $151.4M | $63K | $141 |
| TECH MAHINDRA (AMERICAS) INC. TECH MAHINDRA AMERICAS 401(K) PLAN | PLANO, TX | Advisor / Consultant | 7,872 | $136.8M | $149K | $0 |
| TECH MAHINDRA (AMERICAS) INC. TECH MAHINDRA AMERICAS 401(K) PLAN | PLANO, TX | Advisor / Consultant | 7,471 | $123.3M | $84K | $0 |
| STO BUILDING GROUP INC. STRUCTURE-TONE, INC. PENSION PLAN | NEW YORK, NY | Advisor / Consultant | 197 | $86.0M | $57K | $28K |
| TECH MAHINDRA (AMERICAS) INC. TECH MAHINDRA AMERICAS 401(K) PLAN | PLANO, TX | Advisor / Consultant | 6,848 | $81.2M | $97K | $35 |
| THE TRI-M GROUP, L.L.C. THE TRI-M GROUP, L.L.C. 401(K) SAVINGS & INVESTMENT PLAN | KENNETT SQUARE, PA | Advisor / Consultant | 499 | $72.8M | $90K | $0 |
| BROWN & JAMES, P.C. BROWN & JAMES, P.C. 401(K) PROFIT SHARING PLAN | SAINT LOUIS, MO | Advisor / Consultant | 140 | $72.7M | $58K | $5 |
| THE TRI-M GROUP, L.L.C. THE TRI-M GROUP, L.L.C. 401(K) SAVINGS & INVESTMENT PLAN | KENNETT SQUARE, PA | Advisor / Consultant | 468 | $63.9M | $77K | $0 |
| BROWN & JAMES, P.C. BROWN & JAMES, P.C. 401(K) PROFIT SHARING PLAN | SAINT LOUIS, MO | Advisor / Consultant | 141 | $61.7M | $54K | $0 |
| MILLER & LONG CO., INC. MILLER & LONG EMPLOYEES COMBINED RETIREMENT PLAN | BETHESDA, MD | Advisor / Consultant | 763 | $60.2M | $14K | $0 |
| ASSOCIATED INSURANCE MANAGEMENT, LLC ASSOCIATED INSURANCE MANAGEMENT, LLC 401(K) PLAN | BURLINGTON, MA | Advisor / Consultant | 165 | $49.4M | $47K | $0 |
| INDEPENDENT PROJECT ANALYSIS, INC. INDEPENDENT PROJECT ANALYSIS, INC. 401(K) PLAN | ASHBURN, VA | Advisor / Consultant | 127 | $49.1M | $97K | $0 |
| ENVISION MANAGEMENT, LLC ENVISION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | COLORADO SPRINGS, CO | Advisor / Consultant | 1,643 | $47.2M | $65K | $0 |
| NEW ENGLAND BUSINESS TRUST NEW ENGLAND BUSINESS TRUST SECTION 401(K) PLAN | BOSTON, MA | Advisor / Consultant | 130 | $45.8M | $86K | $0 |
| INDEPENDENT PROJECT ANALYSIS, INC. INDEPENDENT PROJECT ANALYSIS, INC. 401(K) PLAN | ASHBURN, VA | Advisor / Consultant | 118 | $45.6M | $64K | $0 |
| RENAISSANCE LAKEWOOD, LLC RENAISSANCE LAKEWOOD, LLC. 401(K) PLAN | LAKEWOOD, NJ | Advisor / Consultant | 360 | $44.5M | $15K | $0 |
| ASSOCIATED INSURANCE MANAGEMENT, LLC ASSOCIATED INSURANCE MANAGEMENT, LLC 401(K) PLAN | BURLINGTON, MA | Advisor / Consultant | 169 | $42.7M | $53K | $0 |
| VITALITY MANAGEMENT COMPANY, LLC VITALITY MANAGEMENT COMPANY, LLC 401(K) PLAN | CHICAGO, IL | Advisor / Consultant | 204 | $40.9M | $46K | $0 |
| MOR FURNITURE FOR LESS, INC. MOR FURNITURE FOR LESS, INC. EMPLOYEE EMPLOYEE SAVINGS PLAN | SAN DIEGO, CA | Advisor / Consultant | 476 | $40.9M | $39K | $0 |
| LGI SERVICES, LLC LGI SERVICES, LLC 403(B) PLAN | NEW YORK, NY | Advisor / Consultant | 155 | $40.0M | $75K | $0 |
| ASSOCIATED INSURANCE MANAGEMENT, LLC ASSOCIATED INSURANCE MANAGEMENT, LLC 401(K) PLAN | BURLINGTON, MA | Advisor / Consultant | 168 | $39.2M | $45K | $0 |
| LEGACY INTERMEDIATE, LLC INSPYR SOLUTIONS AND MPLT HEALTHCARE RETIREMENT PLAN | BOCA RATON, FL | Advisor / Consultant | 1,823 | $38.8M | $84K | $0 |
| ENVISION MANAGEMENT, LLC ENVISION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | COLORADO SPRINGS, CO | Advisor / Consultant | 1,569 | $38.6M | $65K | $0 |
| INDEPENDENT PROJECT ANALYSIS, INC. INDEPENDENT PROJECT ANALYSIS, INC. 401(K) PLAN | ASHBURN, VA | Advisor / Consultant | 110 | $37.5M | $73K | $5 |
| RENAISSANCE LAKEWOOD, LLC RENAISSANCE LAKEWOOD, LLC. 401(K) PLAN | LAKEWOOD, NJ | Advisor / Consultant | 331 | $36.7M | $61K | $0 |
| NEW ENGLAND BUSINESS TRUST NEW ENGLAND BUSINESS TRUST SECTION 401(K) PLAN | BOSTON, MA | Advisor / Consultant | 143 | $36.0M | $81K | $0 |
| MERCHANTS BANCORP MERCHANTS BANCORP 401(K) PLAN | CARMEL, IN | Advisor / Consultant | 609 | $35.8M | $28K | $0 |
| WINSTEAD PC WINSTEAD NON-SHARE ATTY 401K SAVINGS & PROFIT SHARING PLAN | DALLAS, TX | Advisor / Consultant | 156 | $35.2M | $9K | $0 |
| TELEFONICA GLOBAL SOLUTIONS USA, INC. TELEFONICA GLOBAL SOLUTIONS USA, INC., 401(K) PLAN | MIAMI, FL | Advisor / Consultant | 97 | $33.4M | $68K | $0 |
| BAHA INDUSTRIES CORP. D/B/A OPEN SYSTEMS TECHNOLOGIES BAHA INDUSTRIES CORP. D/B/A OPEN SYSTEMS TECHNOLOGIES 401(K) PLAN | NEW YORK, NY | Advisor / Consultant | 330 | $28.5M | $70K | $0 |
| TOP NOTCH DISTRIBUTORS, INC. TOP NOTCH DISTRIBUTORS, INC. 401(K) SAVINGS PLAN | HONESDALE, PA | Advisor / Consultant | 313 | $28.4M | $115K | $0 |
| BAHA INDUSTRIES CORP. D/B/A OPEN SYSTEMS TECHNOLOGIES BAHA INDUSTRIES CORP. D/B/A OPEN SYSTEMS TECHNOLOGIES 401(K) PLAN | NEW YORK, NY | Advisor / Consultant | 382 | $27.8M | $62K | $0 |
| VITALITY MANAGEMENT COMPANY, LLC VITALITY MANAGEMENT COMPANY, LLC 401(K) PLAN | CHICAGO, IL | Advisor / Consultant | 240 | $27.7M | $36K | $0 |
| RIVERSTONE EQUITY PARTNERS, LP RIVERSTONE EQUITY PARTNERS, LP 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK, NY | Advisor / Consultant | 38 | $27.0M | $44K | $0 |
| ROCKY MOUNTAIN HUMAN SERVICES ROCKY MOUNTAIN HUMAN SERVICES RETIREMENT PLAN | DENVER, CO | Advisor / Consultant | 694 | $26.9M | $62K | $0 |
| SCHOOL HEALTH CORPORATION SCHOOL HEALTH CORP. 401(K) PLAN | ROLLING MEADOWS, IL | Advisor / Consultant | 172 | $26.1M | $58K | $0 |
| KC ENGINEERING AND LAND SURVEYING, P.C. KC ENGINEERING AND LAND SURVEYING, P.C. PROFIT SHARING 401(K) PLAN | NEW YORK, NY | Advisor / Consultant | 113 | $24.3M | $78K | $4 |
| MERCHANTS BANCORP MERCHANTS BANCORP 401(K) PLAN | CARMEL, IN | Advisor / Consultant | 547 | $23.7M | $35K | $0 |
| BAHA INDUSTRIES CORP. D/B/A OPEN SYSTEMS TECHNOLOGIES BAHA INDUSTRIES CORP. D/B/A OPEN SYSTEMS TECHNOLOGIES 401(K) PLAN | NEW YORK, NY | Advisor / Consultant | 479 | $23.4M | $66K | $0 |
| STRATO, INC. STRATO, INC. 401(K) PROFIT SHARING PLAN | PISCATAWAY, NJ | Advisor / Consultant | 98 | $21.8M | $132 | $56K |
| MACHINE SERVICE, INC. MACHINE SERVICE, INC. PROFIT SHARING PLAN | GREEN BAY, WI | Advisor / Consultant | 155 | $21.5M | $20K | $0 |
| BURN AND RECONSTRUCTIVE CENTERS OF AMERICA, LLC BURN AND RECONSTRUCTIVE CENTERS OF AMERICA, LLC 401(K) PROFIT SHARING PLAN | AUGUSTA, GA | Advisor / Consultant | 182 | $20.0M | $32K | $0 |
| KC ENGINEERING AND LAND SURVEYING, P.C. KC ENGINEERING AND LAND SURVEYING, P.C. PROFIT SHARING 401(K) PLAN | NEW YORK, NY | Advisor / Consultant | 96 | $19.8M | $36K | $0 |
| MONEYLION, INC. MONEYLION, INC. 401(K) PROFIT SHARING PLAN | NEW YORK, NY | Advisor / Consultant | 276 | $19.8M | $65K | $0 |
| TOM BUSH VOLKSWAGEN, INC. DBA TOM BUSH REGENCY MOTORS & TOM BUSH BMW TOM BUSH COMPANIES 401(K) PLAN | JACKSONVILLE, FL | Advisor / Consultant | 328 | $19.0M | $13K | $0 |
| AERZEN USA CORP AERZEN USA CORP. 401(K) PROFIT SHARING PLAN | COATESVILLE, PA | Advisor / Consultant | 226 | $17.8M | $40K | $0 |
| PAEDAE INC DBA INFILLION INFILLION 401(K) PLAN | NEW YORK, NY | Advisor / Consultant | 171 | $17.0M | $19K | $0 |
| PRIMECARE MEDICAL, INC. PRIMECARE MEDICAL, INC. EMPLOYEES RETIREMENT PLAN | HARRISBURG, PA | Advisor / Consultant | 785 | $16.9M | $9K | $0 |
| SK BATTERY AMERICA, INC. SK BATTERY AMERICA, INC. 401(K) PLAN | COMMERCE, GA | Advisor / Consultant | 1,708 | $16.7M | $27K | $0 |
| SOHO HOUSE, LLC SOHO HOUSE LLC 401(K) PLAN | CHICAGO, IL | Advisor / Consultant | 4,083 | $15.4M | $127K | $0 |
| BLEND360 LLC BLEND360 LLC 401(K) PLAN | COLUMBIA, MD | Advisor / Consultant | 504 | $14.8M | $42K | $0 |
| INN VENTURES IVI, LP INN VENTURES IVI LP 401K PROFIT SHARING PLAN AND TRUST | SEATTLE, WA | Advisor / Consultant | 2,001 | $14.4M | $27K | $0 |
| MONEYLION, INC. MONEYLION, INC. 401(K) PROFIT SHARING PLAN | NEW YORK, NY | Advisor / Consultant | 296 | $13.8M | $33K | $7K |
| NANTUCKET ISLAND MANAGEMENT NANTUCKET ISLAND MANAGEMENT 401(K) PLAN | BOSTON, MA | Advisor / Consultant | 83 | $12.6M | $29K | $0 |
| KITTLE'S HOME FURNISHINGS, INC. KITTLE'S HOME FURNISHINGS 401(K) PLAN | INDIANAPOLIS, IN | Advisor / Consultant | 124 | $12.4M | $12K | $0 |
| P2P SHARED SERVICES, LLC P2P RETIREMENT PLAN | BOCA RATON, FL | Advisor / Consultant | 481 | $11.4M | $17K | $0 |
| RYZE CLAIM SOLUTIONS LLC RYZE CLAIM SOLUTIONS 401(K) PLAN | NOBLESVILLE, IN | Advisor / Consultant | 207 | $11.1M | $24K | $0 |
| BLEND360 LLC BLEND360 LLC 401(K) PLAN | COLUMBIA, MD | Advisor / Consultant | 523 | $10.6M | $38K | $0 |
| AERZEN USA CORP AERZEN USA CORP. 401(K) PROFIT SHARING PLAN & TRUST | COATESVILLE, PA | Advisor / Consultant | 184 | $10.6M | $25K | $0 |
| NANTUCKET ISLAND MANAGEMENT NANTUCKET ISLAND MANAGEMENT 401(K) PLAN | BOSTON, MA | Advisor / Consultant | 87 | $9.3M | $24K | $0 |
| TRI-STAR IMPORTS, INC. DBA MERCEDES-BENZ OF ST. LOUIS TRI-STAR IMPORTS 401(K) PLAN | ST. LOUIS, MO | Advisor / Consultant | 199 | $8.3M | $3K | $16K |
| THE CONNECTICUT HOSPICE INC THE CONNECTICUT HOSPICE INC. TAX SHELTERED ANNUITY PLAN | BRANFORD, CT | Advisor / Consultant | 166 | $6.4M | $17K | $0 |
| LEVAIN BAKERY, INC. LEVAIN BAKERY COOKIE JAR 401(K) PLAN | NEW YORK, NY | Advisor / Consultant | 427 | $6.3M | $12K | $0 |
| WESLEY WILLOWS WESLEY WILLOWS RETIREMENT PLAN | ROCKFORD, IL | Advisor / Consultant | 342 | $6.0M | $13K | $0 |
| AMOREPACIFIC US, INC. AMOREPACIFIC US, INC. 401(K) PLAN | NEW YORK, NY | Advisor / Consultant | 130 | $3.3M | $7K | $0 |
