| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| CLUB MANAGERS ASSOCIATION OF AMERICA, INC. CLUB RETIREMENT PLAN | ALEXANDRIA, VA | Advisor / Consultant | 4,884 | $169.4M | $7K |
| $0 |
| REDLANDS CHRISTIAN MIGRANT ASSOCIATION, INC. 403(B) PLAN FOR REDLANDS CHRISTIAN MIGRANT ASSOCIATION, INC. | IMMOKALEE, FL | Advisor / Consultant | 1,524 | $32.4M | $50K | $0 |
| RCMA 403(B) PLAN FOR REDLANDS CHRISTIAN MIGRANT ASSOCIATION, INC. | IMMOKALEE, FL | Investment manager | 1,727 | $30.5M | $53K | $0 |
| STOCK DEVELOPMENT ASSOCIATES, INC. STOCK DEVELOPMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NAPLES, FL | Advisor / Consultant | 599 | $27.3M | $48K | $0 |
| STOCK DEVELOPMENT ASSOCIATES, INC. STOCK DEVELOPMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NAPLES, FL | Advisor / Consultant | 351 | $23.4M | $39K | $0 |
| STOCK DEVELOPMENT ASSOCIATES, INC. STOCK DEVELOPMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NAPLES, FL | Advisor / Consultant | 344 | $18.5M | $39K | $0 |
| QUAIL CREEK COUNTRY CLUB, INC. QUAIL CREEK COUNTRY CLUB, INC. 401(K) PROFIT SHARING PLAN & TRUST | NAPLES, FL | Advisor / Consultant | 103 | $3.8M | $10K | $0 |
| QUAIL CREEK COUNTRY CLUB, INC. QUAIL CREEK COUNTRY CLUB, INC. 401(K) PROFIT SHARING PLAN & TRUST | NAPLES, FL | Advisor / Consultant | 86 | $3.7M | $4K | $0 |