Morningstar Associates

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

9,265

Total plan assets

$90.0M

Filings (rows)

Direct comp

$22K

Indirect comp

$256

SERVICES PROVIDED

Data / Research / Other vendors10

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
SME Steel Contractors, Inc. SME 401(k) Employee Savings Plan · all filings	WEST JORDAN, UT	Data / Research / Other vendors	956	$17.5M	$3K	$0
SME Steel Contractors, Inc. SME 401(k) Employee Savings Plan · all filings	WEST JORDAN, UT	Data / Research / Other vendors	905	$14.1M	$2K	$0
The Marshall Retail Group, LLC Marshall Retail Group 401(k) Retirement Plan · all filings	LAS VEGAS, NV	Data / Research / Other vendors	1,178	$10.8M	$4K	$0
The Marshall Retail Group, LLC Marshall Retail Group 401(k) Retirement Plan · all filings	LAS VEGAS, NV	Data / Research / Other vendors	822	$9.9M	$3K	$0
Pitman Farms, Inc. Pitman Farms, Inc. 401(k) Retirement Plan · all filings	SANGER, CA	Data / Research / Other vendors	2,099	$9.4M	$2K	$0
The Marshall Retail Group, LLC Marshall Retail Group 401(k) Retirement Plan · all filings	LAS VEGAS, NV	Data / Research / Other vendors	671	$8.5M	$4K	$0
Pitman Farms, Inc. Pitman Farms, Inc. 401(k) Retirement Plan · all filings	SANGER, CA	Data / Research / Other vendors	1,938	$8.4M	$1K	$0
Great Lakes Laser Dynamics Laser Dynamics 401(k) Plan · all filings	ALLENDALE, MI	Data / Research / Other vendors	99	$3.4M	$722	$0
Veterans, Inc. Veterans Inc. 403(b) Plan · all filings	WORCESTER, MA	Data / Research / Other vendors	245	$3.0M	$557	$0
Veterans, Inc. Veterans Inc. 403(b) Plan · all filings	WORCESTER, MA	Data / Research / Other vendors	244	$2.5M	$432	$0
Beach HAUS, LLC Beach HAUS, LLC 401(k) Plan · all filings	LOS ANGELES, CA	Advisor / Consultant	108	$2.5M	$0	$149
Apreva Corporation DBA Apreva Hospice Apreva Hospice 401(k) Plan · all filings	SAN DIEGO, CA	Advisor / Consultant	0	$0	$0	$107