NEW PINNACLE CONSULTING GROUP
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
135
Active participants
35,717
Total plan assets
$8.4B
Filings (rows)
135
Direct comp
$484K
Indirect comp
$30K
SERVICES PROVIDED
Other51
Advisor / Consultant42
TPA / Administrator42
Top plans served
All 135 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE UNIVERSITY OF PUGET SOUND UNIVERSITY OF PUGET SOUND RETIREMENT SAVINGS PLAN | TACOMA, WA | TPA / Administrator TPA | 923 | $354.1M | $4K |
| PUNAHOU SCHOOL PUNAHOU SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU, HI | TPA / Administrator TPA | 1,709 | $326.2M | $6K |
| PUNAHOU SCHOOL PUNAHOU SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU, HI | TPA / Administrator TPA | 1,542 | $298.6M | $5K |
| PUNAHOU SCHOOL PUNAHOU SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU, HI | Advisor / Consultant CONSULTANT | 932 | $269.4M | $5K |
| THE REED COLLEGE REED COLLEGE RETIREMENT PLAN | PORTLAND, OR | TPA / Administrator TPA | 653 | $254.9M | $7K |
| UNIVERSITY OF PORTLAND UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY | PORTLAND, OR | TPA / Administrator TPA | 785 | $247.5M | $5K |
| THE REED COLLEGE REED COLLEGE RETIREMENT PLAN | PORTLAND, OR | TPA / Administrator TPA | 724 | $230.7M | $2K |
| UNIVERSITY OF PORTLAND UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY | PORTLAND, OR | TPA / Administrator TPA | 811 | $223.3M | $5K |
| IOLANI SCHOOL IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU, HI | Advisor / Consultant CONSULTANT PENSION | 541 | $202.7M | $8K |
| SAVANNAH COLLEGE OF ART AND DESIGN SAVANNAH COLLEGE OF ART AND DESIGN RETIREMENT PLAN | SAVANNAH, GA | Other CONSULTING - PENSION | 1,630 | $194.2M | $2K |
| IOLANI SCHOOL IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU, HI | Advisor / Consultant CONSULTANT PENSION | 514 | $184.9M | $4K |
| POINT LOMA NAZARENE UNIVERSITY POINT LOMA NAZARENE UNIVERSITY RETIREMENT PLAN | SAN DIEGO, CA | TPA / Administrator TPA | 610 | $153.1M | $2K |
| KNOX COLLEGE KNOX COLLEGE RETIREMENT PLAN | GALESBURG, IL | Other CONSULTING - PENSION | 330 | $105.6M | $650 |
| THE NIGHTINGALE-BAMFORD SCHOOL THE NIGHTINGALE-BAMFORD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Other CONSULTING - PENSION | 190 | $100.8M | $49 |
| THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN, NY | Advisor / Consultant CONSULTANT | 264 | $100.0M | $5K |
| DWIGHT-ENGLEWOOD SCHOOL DWIGHT ENGLEWOOD SCHOOL 403(B) RETIREMENT SAVINGS PLAN | ENGLEWOOD, NJ | Advisor / Consultant CONSULTANT PENSION | 241 | $90.2M | $9K |
| BRENTWOOD SCHOOL BRENTWOOD SCHOOL RETIREMENT PLAN | LOS ANGELES, CA | TPA / Administrator TPA | 374 | $90.0M | $11K |
| CHARLES E. SMITH JEWISH DAY SCHOOL CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN | ROCKVILLE, MD | TPA / Administrator TPA | 264 | $89.0M | $2K |
| THE NIGHTINGALE-BAMFORD SCHOOL THE NIGHTINGALE-BAMFORD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | TPA / Administrator TPA | 185 | $87.9M | $7K |
| SAINT ANNS SCHOOL THE SAINT ANN'S SCHOOL TAX DEFERRED ANNUITY PLAN | BROOKLYN, NY | Other PENSION CONSULTING | 298 | $84.8M | $6K |
| DWIGHT-ENGLEWOOD SCHOOL DWIGHT ENGLEWOOD SCHOOL 403(B) RETIREMENT SAVINGS PLAN | ENGLEWOOD, NJ | Advisor / Consultant CONSULTANT PENSION | 249 | $83.8M | $4K |
| LA JOLLA COUNTRY DAY SCHOOL LA JOLLA COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LA JOLLA, CA | TPA / Administrator TPA | 245 | $81.9M | $2K |
| CARNEGIE INSTITUTE CARNEGIE INSTITUTE DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | PITTSBURGH, PA | Other CONSULTING - PENSION | 542 | $80.9M | $4K |
| GARDNER-WEBB UNIVERSITY , INC. GARDNER-WEBB UNIVERSITY PENSION PLAN | BOILING SPRINGS, NC | Other CONSULTING | 362 | $80.8M | $1K |
| CHARLES E. SMITH JEWISH DAY SCHOOL CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN | ROCKVILLE, MD | TPA / Administrator TPA | 278 | $80.0M | $6K |
| HAWAII PACIFIC UNIVERSITY HAWAII PACIFIC UNIVERSITY 403(B) RETIREMENT PLAN | HONOLULU, HI | Other CONSULTING | 486 | $77.1M | $4K |
| ALLEN-STEVENSON SCHOOL ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Other CONSULTING PENSION | 128 | $74.2M | $3K |
| WOODBERRY FOREST SCHOOL WOODBERRY FOREST SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WOODBERRY FOREST, VA | Advisor / Consultant CONSULTANT | 258 | $73.8M | $4K |
| CALIFORNIA ASSOCIATION FOR RESEARCH IN ASTRONOMY W. M. KECK OBSERVATORY 403(B) RETIREMENT PLAN | KAMUELA, HI | Advisor / Consultant CONSULTANT PENSION | 153 | $73.5M | $3K |
| GARDNER-WEBB UNIVERSITY , INC. GARDNER-WEBB UNIVERSITY PENSION PLAN | BOILING SPRINGS, NC | Other CONSULTING | 387 | $72.5M | $1K |
| WASHINGTON INTERNATIONAL SCHOOL WASHINGTON INTERNATIONAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON, DC | TPA / Administrator TPA | 214 | $68.3M | $4K |
| UNIVERSITY EMERGENCY MEDICAL SVCS, INC. UNIVERSITY EMERGENCY MEDICAL SERVICES, INC. DEFINED CONTRIBUTION PLAN | BUFFALO, NY | Other CONSULTING - PENSION | 210 | $68.1M | $3K |
| GRACE CHURCH SCHOOL GRACE CHURCH SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant CONSULTANT | 207 | $67.5M | $4K |
| VIEWPOINT EDUCATIONAL FOUNDATION VIEWPOINT EDUCATIONAL FOUNDATION 403(B) | CALABASAS, CA | Advisor / Consultant CONSULTANT - PENSION | 305 | $67.2M | $4K |
| SAINT DAVID'S SCHOOL SAINT DAVID'S SCHOOL RETIREMENT PLAN | NEW YORK, NY | Other CONSULTING PENSION | 153 | $65.6M | $4K |
| THE SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | CINCINNATI, OH | Advisor / Consultant CONSULTANT | 218 | $64.9M | $4K |
| FRIENDS ACADEMY FRIENDS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | LOCUST VALLEY, NY | Other CONSULTING | 198 | $60.5M | $3K |
| HOLY INNOCENTS' EPISCOPAL SCHOOL, INC. HOLY INNOCENTS' EPISCOPAL SCHOOL 403(B) PLAN | ATLANTA, GA | TPA / Administrator TPA | 263 | $60.3M | $2K |
| CASTILLEJA SCHOOL FOUNDATION CASTILLEJA SCHOOL FOUNDATION DC PLAN | PALO ALTO, CA | Other CONSULTING | 131 | $60.2M | $3K |
| THE RIVERS SCHOOL CORPORATION THE RIVERS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WESTON, MA | TPA / Administrator TPA | 200 | $58.6M | $2K |
| AMERICAN SOCIETY OF CIVIL ENGINEERS AMERICAN SOCIETY OF CIVIL ENGINEERS TAX DEFERRED ANNUITY PLAN | RESTON, VA | Other CONSULTING | 239 | $57.9M | $4K |
| GRACE CHURCH SCHOOL RETIREMENT AND SAVINGS PLAN GRACE CHURCH SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant CONSULTANT | 203 | $57.6M | $6K |
| ST. PAUL ACADEMY AND SUMMIT SCHOOL ST. PAUL ACADEMY AND SUMMIT SCHOOL 403(B) DC PLAN | ST. PAUL, MN | TPA / Administrator TPA | 439 | $56.9M | $3K |
| PRINCETON UNIVERSITY PRESS PRINCETON UNIVERSITY PRESS DC RETIREMENT PLAN | PRINCETON, NJ | Other CONSULTING - PENSION | 144 | $55.8M | $2K |
| THE MASTERS SCHOOL THE MASTERS SCHOOL 403(B) DC PLAN | DOBBS FERRY, NY | Advisor / Consultant CONSULTANT PENSION | 244 | $55.3M | $4K |
| LETOURNEAU UNIVERSITY LETOURNEAU UNIVERSITY 403(B) ANNUITY PLAN | LONGVIEW, TX | Other CONSULTING PENSION | 383 | $54.2M | $3K |
| RUTGERS PREPARATORY SCHOOL RUTGERS PREPARATORY SCHOOL DEFINED CONTRIBUTION PLAN | SOMERSET, NJ | Other CONSULTING PENSION | 183 | $54.1M | $3K |
| FRANCIS PARKER SCHOOL FRANCIS PARKER SCHOOL 403(B) PLAN | SAN DIEGO, CA | Other CONSULTING | 282 | $54.0M | $4K |
| UNIVERSITY EMERGENCY MEDICAL SVCS, INC. UNIVERSITY EMERGENCY MEDICAL SERVICES, INC. DEFINED CONTRIBUTION PLAN | BUFFALO, NY | Advisor / Consultant CONSULTANT | 196 | $53.0M | $6K |
| DEXTER SOUTHFIELD, INC. DEXTER SOUTHFIELD, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLINE, MA | Other CONSULTING | 193 | $52.5M | $4K |
| THE TOWN SCHOOL THE TOWN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | TPA / Administrator TPA | 126 | $52.1M | $3K |
| PORTER-GAUD SCHOOL PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CHARLESTON, SC | TPA / Administrator TPA | 362 | $51.1M | $6K |
| FRESNO PACIFIC UNIVERSITY FRESNO PACIFIC UNIVERSITY DC RETIREMENT PLAN | FRESNO, CA | TPA / Administrator TPA | 372 | $49.7M | $4K |
| SOUTHERN REGIONAL EDUCATION BOARD SREB RETIREMENT PLAN | ATLANTA, GA | Other NONE | 119 | $48.7M | $8K |
| MORRISTOWN BEARD SCHOOL MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MORRISTOWN, NJ | Other CONSULTING - PENSION | 226 | $47.7M | $3K |
| THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS, TX | Other CONSULTING | 328 | $47.4M | $6K |
| THE INTERNATIONAL SCHOOL OF SAN FRANCISCO THE INTERNATIONAL SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN | SAN FRANCISCO, CA | Other CONSULTING | 135 | $47.1M | $2K |
| HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS, OH | TPA / Administrator TPA | 259 | $47.1M | $4K |
| UNIVERSITY LIGGETT SCHOOL UNIVERSITY LIGGETT TIAA CREF PENSION PLAN | GROSS POINTE WOODS, MI | Advisor / Consultant CONSULTANT PENSION | 193 | $46.8M | $3K |
| NOTRE DAME DE NAMUR UNIVERSITY NOTRE DAME DE NAMUR UNIVERSITY DC RETIREMENT PLAN | BELMONT, CA | Other CONSULTING PENSION | 144 | $45.9M | $2K |
| THE TOWN SCHOOL THE TOWN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant CONSULTANT | 115 | $45.3M | $3K |
| NORTH SHORE COUNTRY DAY SCHOOL NORTH SHORE COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WINNETKA, IL | TPA / Administrator TPA | 144 | $45.3M | $2K |
| CRYSTAL SPRINGS UPLANDS SCHOOL CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HILLSBOROUGH, CA | Other PENSION CONSULTING | 165 | $45.1M | $3K |
| THE BROWNING SCHOOL THE BROWNING SCHOOL 403(B) PLAN | NEW YORK, NY | Advisor / Consultant CONSULTANT - PENSION | 194 | $45.0M | $3K |
| UNIVERSITY OF PIKEVILLE UNIVERSITY OF PIKEVILLE RETIREMENT PLAN | PIKEVILLE, KY | Other CONSULTING - PENSION | 571 | $45.0M | $3K |
| MARIN ACADEMY MARIN ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | SAN RAFAEL, CA | TPA / Administrator TPA | 123 | $44.7M | $3K |
| RUTGERS PREPARATORY SCHOOL RUTGERS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SOMERSET, NJ | Other CONSULTING PENSION | 173 | $44.7M | $3K |
| SOUTHERN REGIONAL EDUCATION BOARD SREB RETIREMENT PLAN | ATLANTA, GA | Other NONE | 110 | $43.6M | $8K |
| THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS, TX | Other CONSULTING | 348 | $43.1M | $3K |
| HAWAII PREPARATORY ACADEMY HAWAII PREPARATORY ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | KAMUELA, HI | Advisor / Consultant CONSULTANT - PENSION | 203 | $42.6M | $6K |
| HAWAII PREPARATORY ACADEMY HAWAII PREPARATORY ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | KAMUELA, HI | Advisor / Consultant CONSULTANT - PENSION | 206 | $42.0M | $3K |
| GREEN VALE SCHOOL GREEN VALE SCHOOL 403(B) DC PLAN RA | OLD BROOKVILLE, NY | Advisor / Consultant CONSULTANT | 106 | $41.6M | $5K |
| THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING DC PLAN | STANFORD, CA | Advisor / Consultant CONSULTANT | 57 | $41.5M | $3K |
| OTTAWA UNIVERSITY OTTAWA UNIVERSITY DC PLAN | OTTAWA, KS | TPA / Administrator TPA | 392 | $41.3M | $5K |
| PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA 403(B) RETIREMENT PLAN | BURBANK, CA | Advisor / Consultant PENSION CONSULTANT | 169 | $39.5M | $997 |
| HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH, NH | TPA / Administrator TPA | 138 | $38.8M | $2K |
| WILDWOOD SCHOOL WILDWOOD SCHOOL INC. DC RETIREMENT PLAN | LOS ANGELES, CA | Other CONSULTING - PENSION | 163 | $38.7M | $4K |
| TOWN SCHOOL FOR BOYS TOWN SCHOOL FOR BOYS DC RETIREMENT PLAN | SAN FRANCISCO, CA | Other PENSION CONSULTING | 120 | $38.6M | $3K |
| OTTAWA UNIVERSITY OTTAWA UNIVERSITY DC PLAN | OTTAWA, KS | TPA / Administrator TPA | 517 | $38.5M | $5K |
| THE PECK SCHOOL PECK SCHOOL RETIREMENT PLAN | MORRISTOWN, NJ | Advisor / Consultant CONSULTANT | 92 | $38.3M | $6K |
| THE HEWITT SCHOOL HEWITT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Other CONSULTING | 142 | $37.8M | $3K |
| THE HAMLIN SCHOOL THE HAMLIN SCHOOL RETIREMENT PLAN | SAN FRANCISCO, CA | Other CONSULTING | 118 | $36.4M | $3K |
| CENTRAL VIRGINIA HEALTH SERVICES, INC. CENTRAL VIRGINIA HEALTH SERVICES INC. TAX SHELTER ANNUITY RETIREMENT PLAN | NEW CANTON, VA | Other CONSULTING PENSION | 524 | $35.8M | $3K |
| THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING DC PLAN | STANFORD, CA | Advisor / Consultant CONSULTANT | 59 | $35.4M | $3K |
| COLUMBUS SCHOOL FOR GIRLS COLUMBUS SCHOOL FOR GIRLS RETIREMENT PLAN | COLUMBUS, OH | Advisor / Consultant CONSULTANT | 110 | $35.0M | $3K |
| SAN DOMENICO SCHOOL SAN DOMENICO SCHOOL 403(B) RETIREMENT PLAN | SAN ANSELMO, CA | Other OTHER SERVICES | 160 | $34.9M | $0 |
| FLINTRIDGE PREPARATORY SCHOOL FLINTRIDGE PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LACANADA, CA | Other CONSULTING | 124 | $34.8M | $3K |
| THE WINSTON PREPARATORY SCHOOL THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN | NEW YORK, NY | TPA / Administrator TPA | 195 | $33.5M | $6K |
| LAUREL SCHOOL LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SHAKER HEIGHTS, OH | Advisor / Consultant CONSULTANT | 156 | $33.5M | $3K |
| AMERICAN METEOROLOGICAL SOCIETY AMERICAN METEOROLOGICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON, MA | Other CONSULTING PENSION | 85 | $32.9M | $3K |
| TOWN SCHOOL FOR BOYS TOWN SCHOOL FOR BOYS DC RETIREMENT PLAN | SAN FRANCISCO, CA | Other CONSULTING | 126 | $32.7M | $3K |
| MILLBROOK SCHOOL MILLBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT 403(B) PLAN | MILLBROOK, NY | TPA / Administrator TPA | 146 | $32.0M | $6K |
| THE CHURCHILL SCHOOL AND CENTER CHURCHILL SCHOOL AND CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant CONSULTANT | 142 | $31.5M | $4K |
| BLUMONT, INC. BLUMONT, INC. 403(B) DC PLAN | ARLINGTON, VA | TPA / Administrator TPA | 71 | $30.9M | $3K |
| SAN DOMENICO SCHOOL SAN DOMENICO SCHOOL 403(B) RETIREMENT PLAN | SAN ANSELMO, CA | TPA / Administrator CONTRACT ADMINISTRATOR | 318 | $30.8M | $0 |
| THE WALKER SCHOOL THE WALKER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MARIETTA, GA | TPA / Administrator TPA | 183 | $30.8M | $2K |
| WILBRAHAM AND MONSON ACADEMY WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | WILBRAHAM, MA | Advisor / Consultant CONSULTANT - PENSION | 127 | $30.4M | $5K |
| COKER UNIVERSITY COKER UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN | HARTSVILLE, SC | TPA / Administrator TPA | 153 | $30.2M | $8K |
| THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN | SEATTLE, WA | TPA / Administrator TPA | 140 | $30.1M | $5K |
| SOLOMON SCHECHTER DAY SCHOOL SOLOMON SCHECHTER DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEWTON, MA | TPA / Administrator TPA | 132 | $29.6M | $2K |
| FOUNDATION FOR THE CAROLINAS FOUNDATION FOR THE CAROLINAS DC PLAN | CHARLOTTE, NC | Advisor / Consultant PENSION CONSULTANT | 179 | $29.6M | $3K |
| UNIVERSITY AT BUFFALO NEUROSURGERY, INC. UNIVERSITY AT BUFFALO NEUROSURGERY, 401(K) RETIREMENT PLAN | WILLIAMSVILLE, NY | Other CONSULTING - PENSION | 308 | $29.3M | $3K |
| SHORE COUNTRY DAY SCHOOL SHORE COUNTRY DAY SCHOOL 403(B) DC PLAN | BEVERLY, MA | Advisor / Consultant CONSULTANT PENSION | 87 | $29.0M | $2K |
| THE ARCHER SCHOOL FOR GIRLS THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN | LOS ANGELES, CA | Other PENSION CONSULTING | 117 | $29.0M | $3K |
| RANNEY SCHOOL THE RANNEY SCHOOL DC RETIREMENT PLAN | TINTON FALLS, NJ | Advisor / Consultant CONSULTANT | 143 | $29.0M | $3K |
| MCLEAN SCHOOL OF MARYLAND MCLEAN SCHOOL OF MARYLAND RETIREMENT PLAN | POTOMAC, MD | Other CONSULTING | 142 | $28.9M | $2K |
| COKER UNIVERSITY COKER UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN | HARTSVILLE, SC | TPA / Administrator TPA | 147 | $28.5M | $10K |
| KATHERINE DELMAR BURKE SCHOOL KATHERINE DELMAR BURKE SCHOOL DC AND TDA 403(B) PLANS | SAN FRANCISCO, CA | Advisor / Consultant CONSULTANT PENSION | 107 | $28.4M | $3K |
| PALO ALTO UNIVERSITY, INC PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN | PALO ALTO, CA | Other CONSULTING | 231 | $27.5M | $6K |
| BIGELOW LABORATORY FOR OCEAN SCIENCES BIGELOW LABORATORY FOR OCEAN SCIENCES RETIREMENT PLAN | EAST BOOTHBAY, ME | Other CONSULTING PENSION | 104 | $27.0M | $2K |
| WILBRAHAM AND MONSON ACADEMY WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | WILBRAHAM, MA | Advisor / Consultant CONSULTANT - PENSION | 132 | $26.9M | $3K |
| THE ELLIS SCHOOL THE ELLIS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PITTSBURGH, PA | Other CONSULTING | 126 | $25.8M | $3K |
| RANNEY SCHOOL THE RANNEY SCHOOL DC RETIREMENT PLAN | TINTON FALLS, NJ | Advisor / Consultant CONSULTANT | 130 | $25.4M | $2K |
| RANNEY SCHOOL THE RANNEY SCHOOL DC RETIREMENT PLAN | TINTON FALLS, NJ | Advisor / Consultant CONSULTANT | 130 | $25.4M | $2K |
| FAR HILLS COUNTRY DAY SCHOOL FAR HILLS COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | FAR HILLS, NJ | Other CONSULTING | 72 | $25.3M | $6K |
| KATHERINE DELMAR BURKE SCHOOL KATHERINE DELMAR BURKE SCHOOL DC AND TDA 403(B) PLANS | SAN FRANCISCO, CA | TPA / Administrator TPA | 98 | $24.3M | $6K |
| ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant CONSULTANT - PENSION | 124 | $23.9M | $3K |
| THE STONY BROOK SCHOOL THE STONY BROOK SCHOOL DEFINED CONTRIBUTION PLAN | STONY BROOK, NY | Other CONSULTING - PENSION | 172 | $23.6M | $2K |
| ECOLE BILINGUE ECOLE BILINGUE RETIREMENT PLAN | BERKELEY, CA | TPA / Administrator TPA | 114 | $23.4M | $3K |
| THE SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | WALNUT CREEK, CA | TPA / Administrator TPA | 105 | $23.3M | $3K |
| MOUNT VERNON PRESBYTERIAN SCHOOL INC. MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN | ATLANTA, GA | Other OHTER SERVICES | 523 | $22.1M | $0 |
| PITTSBURGH CULTURAL TRUST THE PITTSBURGH TRUST FOR CULTURAL RESOURCES RETIREMENT PLAN | PITTSBURGH, PA | Advisor / Consultant CONSULTANT | 156 | $22.1M | $3K |
| THE LAMPLIGHTER SCHOOL THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | DALLAS, TX | TPA / Administrator TPA | 104 | $21.8M | $2K |
| SHORECREST PREPARATORY SCHOOL SHORECREST PREPARATORY SCHOOL 403(B) DC PLAN | ST. PETERSBURG, FL | TPA / Administrator TPA | 185 | $20.8M | $3K |
| THE LAMPLIGHTER SCHOOL THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | DALLAS, TX | Other CONSULTING | 103 | $19.2M | $2K |
| THE CHANDLER SCHOOL THE CHANDLER SCHOOL DC RETIREMENT PLAN | PASADENA, CA | TPA / Administrator TPA | 76 | $19.1M | $3K |
| THE WINIFRED MASTERSON BURKE MEDICAL RESEARCH INSTITUTE INC WINIFRED MASTERSON BURKE MEDICAL RESEARCH INSTITUTE 403(B) DC PLAN | WHITE PLAINS, NY | Advisor / Consultant CONSULTANT - PENSION | 70 | $19.0M | $2K |
| MOUNT VERNON PRESBYTERIAN SCHOOL INC. MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN | ATLANTA, GA | Other OTHER SERVICES | 457 | $18.2M | $0 |
| GEORGE EASTMAN MUSEUM GEORGE EASTMAN MUSEUM RETIREMENT PLAN | ROCHESTER, NY | Other CONSULTING - PENSION | 90 | $18.1M | $988 |
| LAKE RIDGE ACADEMY LAKE RIDGE ACADEMY TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN | NORTH RIDGEVILLE, OH | Advisor / Consultant CONSULTANT | 74 | $17.8M | $2K |
| SPARTANBURG DAY SCHOOL SPARTANBURG DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SPARTANBURG, SC | Advisor / Consultant CONSULTANT - PENSION | 95 | $17.6M | $2K |
| OLD TRAIL SCHOOL OLD TRAIL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BATH, OH | TPA / Administrator TPA | 89 | $16.2M | $3K |
| AMERICAN ACADEMY OF OTOLARYNGOLOGY - HEAD AND NECK SURGERY FOUNDATION AAO-HNSF 403(B) PLAN | ALEXANDRIA, VA | Advisor / Consultant PENSION CONSULTANT | 63 | $15.0M | $3K |
| CAPE COD ACADEMY CAPE COD ACADEMY DC RETIREMENT PLAN | OSTERVILLE, MA | Other CONSULTING PENSION | 70 | $12.8M | $2K |
| LAGRANGE COLLEGE LAGRANGE COLLEGE RETIREMENT PLAN | LAGRANGE, GA | Advisor / Consultant PENSION CONSULTANT | 0 | $0 | $2K |