NEWFRONT RETIREMENT
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
163
Active participants
125,590
Total plan assets
$11.3B
Filings (rows)
164
Direct comp
$5.2M
Indirect comp
$121K
Aggregating 4 name variants under "NEWFRONT RETIREMENT"
SERVICES PROVIDED
Advisor / Consultant147
Other13
Broker3
Top plans served
Showing top 164 of 163 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WORKDAY, INC. WORKDAY, INC. 401(K) PLAN | PLEASANTON, CA | Advisor / Consultant CONSULTANT | 12,114 | $2.0B | $70K |
| X CORP. X CORP. 401(K) PLAN | SAN FRANCISCO, CA | Other NONE | 823 | $574.3M | $128K |
| SPOTIFY USA INC. SPOTIFY USA INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK, NY | Other NONE | 3,281 | $565.8M | $80K |
| SPOTIFY USA INC. SPOTIFY USA INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK, NY | Other NONE | 4,115 | $453.3M | $22K |
| SPOTIFY USA INC. SPOTIFY USA INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK, NY | Other NONE | 4,115 | $453.3M | $68K |
| SHUTTERFLY, LLC SHUTTERFLY, LLC 401(K) PLAN | SAN JOSE, CA | Advisor / Consultant ADVISOR | 5,488 | $380.2M | $75K |
| LYFT, INC. LYFT 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 2,193 | $375.3M | $16K |
| SHUTTERFLY, LLC SHUTTERFLY, LLC 401(K) PLAN | SAN JOSE, CA | Advisor / Consultant ADVISOR | 5,952 | $343.2M | $75K |
| RAKUTEN USA RAKUTEN USA 401(K) PLAN | SAN MATEO, CA | Advisor / Consultant ADVISOR | 1,567 | $310.5M | $100K |
| RAKUTEN USA RAKUTEN USA 401(K) PLAN | SAN MATEO, CA | Advisor / Consultant ADVISOR | 1,568 | $252.6M | $60K |
| CLOUDFLARE, INC. CLOUDFLARE 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 2,380 | $177.8M | $65K |
| INFOBLOX, INC. INFOBLOX 401(K) RETIREMENT PLAN | SANTA CLARA, CA | Other NONE | 749 | $170.5M | $45K |
| COINBASE, INC. COINBASE. INC. RETIREMENT TRUST | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 3,131 | $158.2M | $75K |
| SAMSARA INC. SAMSARA 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 2,206 | $157.6M | $30K |
| RUBRIK, INC. RUBRIK 401(K) PLAN | PALO ALTO, CA | Broker BROKER | 1,715 | $154.1M | $30K |
| SPECIALIZED BICYCLE COMPONENTS, INC. SPECIALIZED BICYCLE COMPONENTS, INC. PROFIT SHARING PLAN | MORGAN HILL, CA | Advisor / Consultant INVESTMENT ADVISOR | 711 | $152.3M | $25K |
| CLEARWAY ENERGY GROUP LLC CLEARWAY ENERGY GROUP LLC EMPLOYEE SAVINGS PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 892 | $151.2M | $60K |
| LUCID USA, INC. LUCID MOTORS 401(K) PLAN | NEWARK, CA | Advisor / Consultant ADVISOR | 5,950 | $139.8M | $28K |
| PARADIGM ACQUISITION CORPORATION PARADIGM 401(K) SAVINGS PLAN | WALNUT CREEK, CA | Advisor / Consultant ADVISOR | 1,381 | $139.2M | $72K |
| INFOBLOX, INC. INFOBLOX 401(K) RETIREMENT PLAN | SANTA CLARA, CA | Other NONE | 672 | $138.4M | $50K |
| PANTHEON FREEDOM, INC. ACHIEVE 401(K) PLAN | SAN MATEO, CA | Advisor / Consultant ADVISOR | 2,400 | $133.6M | $27K |
| XOJET AVIATION, LLC VISTA FAMILY OF COMPANIES 401(K) MULTIPLE EMPLOYER PLAN AND PROFIT-SHARING PLAN | FORT LAUDERDALE, FL | Advisor / Consultant ADVISOR | 1,612 | $133.2M | $75K |
| PATTERN ENERGY GROUP SERVICES LP PATTERN ENERGY GROUP 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 827 | $130.8M | $61K |
| CLEARWAY ENERGY GROUP LLC CLEARWAY ENERGY GROUP LLC EMPLOYEE SAVINGS PLAN | SAN FRANCISCO, CA | Advisor / Consultant CONSULTANT | 849 | $122.9M | $32K |
| CLOUDFLARE, INC. CLOUDFLARE 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 2,093 | $120.3M | $41K |
| PARADIGM ACQUISITION CORPORATION PARADIGM 401(K) SAVINGS PLAN | WALNUT CREEK, CA | Advisor / Consultant ADVISOR | 1,326 | $118.2M | $61K |
| XOJET AVIATION, LLC VISTA FAMILY OF COMPANIES 401(K) MULTIPLE EMPLOYER PLAN AND PROFIT-SHARING PLAN | FORT LAUDERDALE, FL | Advisor / Consultant ADVISOR | 1,693 | $109.5M | $96K |
| ISOLVED, INC. ISOLVED 401(K) PLAN | CHARLOTTE, NC | Advisor / Consultant ADVISOR | 2,075 | $108.6M | $30K |
| PATTERN ENERGY GROUP SERVICES LP PATTERN ENERGY GROUP 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 781 | $106.4M | $50K |
| INFOBLOX, INC. INFOBLOX 401(K) RETIREMENT PLAN | SANTA CLARA, CA | Other NONE | 679 | $106.0M | $21K |
| BRAZE, INC. BRAZE, INC. 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 1,012 | $104.2M | $71K |
| PARADIGM ACQUISITION CORPORATION PARADIGM 401(K) SAVINGS PLAN | WALNUT CREEK, CA | Advisor / Consultant ADVISOR | 1,290 | $98.3M | $63K |
| INCLUDED HEALTH, INC. INCLUDED HEALTH 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 2,219 | $93.6M | $37K |
| LUCID USA, INC. LUCID MOTORS 401(K) PLAN | NEWARK, CA | Advisor / Consultant ADVISOR | 6,883 | $82.1M | $90K |
| PATTERN ENERGY GROUP SERVICES LP PATTERN ENERGY GROUP 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 478 | $80.6M | $50K |
| PFU AMERICA, INC. PFU AMERICA, INC. 401(K) PLAN | SANTA CLARA, CA | Advisor / Consultant CONSULTANT | 170 | $78.3M | $37K |
| TWIST BIOSCIENCE CORPORATION TWIST BIOSCIENCE CORPORATION 401(K) PLAN | SOUTH SANFRANCISCO, CA | Advisor / Consultant ADVISOR | 858 | $77.6M | $74K |
| BRAZE, INC. BRAZE, INC. 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 990 | $72.3M | $56K |
| PFU AMERICA, INC. PFU AMERICA, INC. 401(K) PLAN | SANTA CLARA, CA | Advisor / Consultant CONSULTANT | 160 | $69.4M | $25K |
| GRAND ROUNDS, INC. DBA INCLUDED HEALTH INCLUDED HEALTH 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 2,103 | $67.9M | $57K |
| PROVIDENT CREDIT UNION PROVIDENT CREDIT UNION RETIREMENT PLAN | REDWOOD SHORES, CA | Advisor / Consultant ADVISOR | 332 | $67.2M | $24K |
| TSMC ARIZONA CORPORATION TSMC ARIZONA CORPORATION 401(K) PLAN | PHOENIX, AZ | Advisor / Consultant CONSULTANT | 3,034 | $62.0M | $6K |
| ACCELA, INC. ACCELA, INC. 401(K) & PROFIT SHARING PLAN | SAN RAMON, CA | Advisor / Consultant ADVISOR | 293 | $61.6M | $30K |
| MELTWATER NEWS US, INC. MELTWATER NEWS US INC. 401(K) PLAN | REDWOOD CITY, CA | Advisor / Consultant ADVISOR | 862 | $61.0M | $56K |
| A10 NETWORKS, INC. A10 NETWORKS 401(K) PLAN | SAN JOSE, CA | Advisor / Consultant INVESTMENT ADVISOR | 295 | $55.5M | $50K |
| HIMS, INC. HIMS 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 1,558 | $54.2M | $62K |
| ACCELA, INC. ACCELA, INC. 401(K) & PROFIT SHARING PLAN | SAN RAMON, CA | Advisor / Consultant ADVISOR | 291 | $53.3M | $30K |
| BAY EQUITY, LLC BAY EQUITY 401(K) PLAN | CORTE MADERA, CA | Advisor / Consultant ADVISOR | 750 | $52.1M | $30K |
| GOLDEN RAIN FOUNDATION OF WALNUT CREEK, A NONPROFIT MUTUAL BENEFIT C PENSION PLAN FOR EMPLOYEES OF GOLDEN RAIN FOUNDATION OF WALNUT CREEK, A NONPROFIT MUTUAL BENEFIT CORPORATION | WALNUT CREEK, CA | Advisor / Consultant INVESTMENT ADVISOR | 28 | $51.2M | $50K |
| TWIST BIOSCIENCE CORPORATION TWIST BIOSCIENCE CORPORATION 401(K) PLAN | SOUTH SANFRANCISCO, CA | Advisor / Consultant ADVISOR | 859 | $50.9M | $57K |
| DM TRANS, LLC DBA ARRIVE LOGISTICS ARRIVE LOGISTICS 401(K) PLAN | AUSTIN, TX | Advisor / Consultant ADVISOR | 1,503 | $49.3M | $44K |
| A10 NETWORKS, INC. A10 NETWORKS 401(K) PLAN | SAN JOSE, CA | Advisor / Consultant INVESTMENT ADVISOR | 327 | $49.1M | $2K |
| GOLDEN RAIN FOUNDATION OF WALNUT CREEK, A NONPROFIT MUTUAL BENEFIT C PENSION PLAN FOR EMPLOYEES OF GOLDEN RAIN FOUNDATION OF WALNUT CREEK, A NONPROFIT MUTUAL BENEFIT CORPORATION | WALNUT CREEK, CA | Advisor / Consultant INVESTMENT ADVISOR | 33 | $48.9M | $8K |
| MELTWATER NEWS US, INC. MELTWATER NEWS US INC. 401(K) PLAN | REDWOOD CITY, CA | Advisor / Consultant ADVISOR | 901 | $48.6M | $50K |
| KEYPOINT CREDIT UNION KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN | SAN JOSE, CA | Advisor / Consultant ADVISOR | 184 | $45.4M | $62K |
| BRAZE, INC. BRAZE, INC. 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 1,038 | $44.7M | $12K |
| ACTIAN CORPORATION ACTIAN 401(K) RETIREMENT PLAN | ROUND ROCK, TX | Advisor / Consultant ADVISOR | 220 | $43.7M | $46K |
| KEYPOINT CREDIT UNION KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN | SAN JOSE, CA | Advisor / Consultant ADVISOR | 176 | $42.1M | $54K |
| ACCELA, INC. ACCELA, INC. 401(K) & PROFIT SHARING PLAN | SAN RAMON, CA | Advisor / Consultant ADVISOR | 340 | $41.9M | $30K |
| NIEBAUM-COPPOLA ESTATE WINERY, LP THE COPPOLA COMPANIES RETIREMENT SAVINGS PLAN | RUTHERFORD, CA | Advisor / Consultant ADVISOR | 174 | $39.1M | $34K |
| NIEBAUM-COPPOLA ESTATE WINERY, LP THE COPPOLA COMPANIES RETIREMENT SAVINGS PLAN | RUTHERFORD, CA | Advisor / Consultant ADVISOR | 95 | $38.0M | $33K |
| 6SENSE INSIGHTS, INC. 6SENSE INSIGHTS, INC. 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 685 | $37.3M | $9K |
| MELTWATER NEWS US, INC. MELTWATER NEWS US INC. 401(K) PLAN | REDWOOD CITY, CA | Advisor / Consultant ADVISOR | 648 | $36.8M | $64K |
| NIEBAUM-COPPOLA ESTATE WINERY, LP THE COPPOLA COMPANIES RETIREMENT SAVINGS PLAN | RUTHERFORD, CA | Advisor / Consultant ADVISOR | 164 | $35.4M | $39K |
| KEYPOINT CREDIT UNION KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN | SANTA CLARA, CA | Advisor / Consultant ADVISOR | 180 | $35.0M | $56K |
| TWIST BIOSCIENCE CORPORATION TWIST BIOSCIENCE CORPORATION 401(K) PLAN | SOUTH SANFRANCISCO, CA | Advisor / Consultant ADVISOR | 893 | $32.3M | $54K |
| OMADA HEALTH, INC. OMADA HEALTH RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 740 | $32.0M | $17K |
| TOPBLOC, LLC TOPBLOC 401(K) PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 617 | $32.0M | $41K |
| HIMS, INC. HIMS 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 919 | $30.1M | $43K |
| XAD, INC. XAD, INC. 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 182 | $29.6M | $42K |
| MAPBOX MAPBOX 401(K) PLAN | WASHINGTON, DC | Other NONE | 286 | $29.0M | $22K |
| MOVEWORKS INC. MOVEWORKS INC. 401(K) PLAN | MOUNTAIN VIEW, CA | Advisor / Consultant ADVISOR | 374 | $27.6M | $17K |
| SAN FRANCISCO SPCA THE 401(K) PROFIT SHARING PLAN OF SAN FRANCISCO SPCA | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 360 | $26.4M | $44K |
| OPUS ONE WINERY, LLC OPUS ONE 401(K) PLAN | OAKVILLE, CA | Advisor / Consultant INVESTMENT ADVISOR | 120 | $25.3M | $48K |
| XAD, INC. XAD, INC. 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 203 | $24.7M | $38K |
| NCONTRACTS LLC NCONTRACTS 401(K) PLAN | BRENTWOOD, TN | Other NONE | 356 | $23.9M | $15K |
| BLOOMREACH, INC. BLOOMREACH, INC. 401(K) PLAN & TRUST | MOUNTAIN VIEW, CA | Advisor / Consultant INVESTMENT ADVISOR | 243 | $23.8M | $37K |
| SAN FRANCISCO SPCA THE 401(K) PROFIT SHARING PLAN OF SAN FRANCISCO SPCA | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 304 | $23.5M | $37K |
| SAUCE LABS, INC. SAUCE LABS, INC. 401(K) PROFIT SHARING PLAN | SAN FRANCISCO, CA | Other VICE PROVIDER | 156 | $22.9M | $0 |
| OMADA HEALTH, INC. OMADA HEALTH RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 682 | $22.1M | $35K |
| VECTRA AI, INC. VECTRA AI, INC. 401(K) PLAN | SAN JOSE, CA | Other OTHER SERVICES | 295 | $22.0M | $6K |
| OPUS ONE WINERY, LLC OPUS ONE 401(K) PLAN | OAKVILLE, CA | Advisor / Consultant INVESTMENT ADVISOR | 109 | $21.9M | $44K |
| TOPBLOC, LLC TOPBLOC 401(K) PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 533 | $21.2M | $39K |
| JUDY MADRIGAL & ASSOCIATES JUDY MADRIGAL & ASSOCIATES 401(K) PLAN | SAN MATEO, CA | Advisor / Consultant INVESTMENT ADVISOR | 212 | $21.1M | $98K |
| MOVEWORKS INC. MOVEWORKS INC. 401(K) PLAN | MOUNTAIN VIEW, CA | Advisor / Consultant INVESTMENT ADVISOR | 352 | $20.1M | $30K |
| OPUS ONE WINERY, LLC OPUS ONE 401(K) PLAN | OAKVILLE, CA | Advisor / Consultant INVESTMENT ADVISOR | 112 | $19.8M | $41K |
| SAN FRANCISCO SPCA THE 401(K) PROFIT SHARING PLAN OF SAN FRANCISCO SPCA | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 278 | $19.4M | $39K |
| BLOOMREACH, INC. BLOOMREACH, INC. 401(K) PLAN & TRUST | MOUNTAIN VIEW, CA | Advisor / Consultant INVESTMENT ADVISOR | 244 | $19.3M | $31K |
| GOLDEN RAIN FOUNDATION OF WALNUT CREEK GOLDEN RAIN FOUNDATION 401(K) RETIREMENT PLAN | WALNUT CREEK, CA | Advisor / Consultant INVESTMENT ADVISOR | 122 | $19.0M | $17K |
| XAD, INC. XAD, INC. 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 252 | $18.7M | $38K |
| OVIS LLC OJAI VALLEY INN 401(K) SAVINGS PLAN | OJAI, CA | Advisor / Consultant ADVISOR | 918 | $18.7M | $38K |
| SILVACO, INC. SILVACO 401(K) PLAN | SANTA CLARA, CA | Advisor / Consultant ADVISOR | 104 | $17.8M | $17K |
| UPSIDE SERVICES, INC. UPSIDE 401(K) PLAN | WASHINGTON, DC | Advisor / Consultant ADVISOR | 262 | $17.7M | $17K |
| SEESAW LEARNING, INC. SEESAW LEARNING 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 194 | $17.3M | $26K |
| ASSERTIO MANAGEMENT, LLC ASSERTIO MANAGEMENT, LLC 401(K) RETIREMENT PLAN | LAKE FOREST, IL | Advisor / Consultant INVESTMENT ADVISORY | 57 | $17.3M | $0 |
| INGENIO, LLC INGENIO, LLC 401(K) PLAN | SAN FRANCISCO, CA | Broker INSURANCE AGENT/BROK | 98 | $16.6M | $5K |
| MATRIXX SOFTWARE INC. MATRIXX SOFTWARE 401(K) PLAN | FOSTER CITY, CA | Advisor / Consultant INVESTMENT ADVISOR | 89 | $16.2M | $31K |
| GOLDEN RAIN FOUNDATION OF WALNUT CREEK GOLDEN RAIN FOUNDATION 401(K) RETIREMENT PLAN | WALNUT CREEK, CA | Advisor / Consultant INVESTMENT ADVISOR | 122 | $15.8M | $4K |
| GOLDEN RAIN FOUNDATION OF WALNUT CREEK GOLDEN RAIN FOUNDATION 401(K) RETIREMENT PLAN | WALNUT CREEK, CA | Advisor / Consultant INVESTMENT ADVISOR | 134 | $15.5M | $15K |
| PRO FARM GROUP, INC. PRO FARM GROUP, INC. 401(K) PLAN | DAVIS, CA | Advisor / Consultant ADVISOR | 171 | $15.2M | $29K |
| MATRIXX SOFTWARE INC. MATRIXX SOFTWARE 401(K) PLAN | FOSTER CITY, CA | Advisor / Consultant INVESTMENT ADVISOR | 110 | $14.9M | $33K |
| SILVACO, INC. SILVACO 401 (K) PLAN | SANTA CLARA, CA | Advisor / Consultant INVESTMENT ADVISORY PLAN | 92 | $14.8M | $7K |
| OVIS LLC OJAI VALLEY INN 401(K) SAVINGS PLAN | OJAI, CA | Advisor / Consultant ADVISOR | 800 | $14.6M | $6K |
| HIMS, INC. HIMS 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 631 | $14.2M | $28K |
| VECTRA AI, INC. VECTRA AI, INC. 401(K) PLAN | SAN JOSE, CA | Broker BROKER | 311 | $14.2M | $8K |
| SEATTLE METROPOLITAN CHAMBER OF COMMERCE SEATTLE METROPOLITAN CHAMBER OF COMMERCE 401(K) PLAN | SEATTLE, WA | Advisor / Consultant ADVISOR | 58 | $14.1M | $25K |
| CEDAR CARES, INC. CEDAR 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 405 | $13.7M | $8K |
| MOVEWORKS INC. MOVEWORKS INC. 401(K) PLAN | MOUNTAIN VIEW, CA | Advisor / Consultant INVESTMENT ADVISOR | 359 | $13.7M | $4K |
| BLOOMREACH, INC. BLOOMREACH, INC. 401(K) PLAN & TRUST | MOUNTAIN VIEW, CA | Advisor / Consultant INVESTMENT ADVISOR | 273 | $13.5M | $23K |
| INFOTRACK US INC INFOTRACK US INC 401 (K) PLAN | PETALUMA, CA | Advisor / Consultant ADVISOR | 242 | $13.3M | $27K |
| ZAI LAB US, LLC ZAI LAB US 401(K) PLAN | CAMBRIDGE, MA | Advisor / Consultant INVESTMENT ADVISOR | 66 | $13.0M | $6K |
| FOUNDATION FOR NATIONAL PROGRESS FOUNDATION FOR NATIONAL PROGRESS EMPLOYEES' RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 139 | $12.6M | $23K |
| RAPT THERAPEUTICS, INC. RAPT THERAPEUTICS, INC. RETIREMENT TRUST | SOUTH SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 70 | $12.6M | $32K |
| PRO FARM GROUP, INC. PRO FARM GROUP, INC. 401(K) PLAN | DAVIS, CA | Advisor / Consultant ADVISOR | 159 | $12.5M | $29K |
| TOPBLOC, LLC TOPBLOC 401(K) PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 479 | $12.2M | $31K |
| PRO FARM GROUP, INC. PRO FARM GROUP, INC. 401(K) PLAN | DAVIS, CA | Advisor / Consultant ADVISOR | 175 | $12.0M | $30K |
| CDC DENTAL MANAGEMENT CO., LLC DBA KIDS CARE DENTAL GROUP KIDS CARE DENTAL GROUP 401(K) PLAN | RANCHO CORDOVA, CA | Advisor / Consultant ADVISOR | 373 | $11.9M | $27K |
| MATRIXX SOFTWARE INC. MATRIXX SOFTWARE 401(K) PLAN | FOSTER CITY, CA | Advisor / Consultant INVESTMENT ADVISOR | 112 | $11.8M | $29K |
| LEMO USA, INC. LEMO USA INC 401(K) PROFIT SHARING PLAN | ROHNERT PARK, CA | Advisor / Consultant ADVISOR | 128 | $11.6M | $22K |
| SEATTLE METROPOLITAN CHAMBER OF COMMERCE SEATTLE METROPOLITAN CHAMBER OF COMMERCE 401(K) PLAN | SEATTLE, WA | Advisor / Consultant ADVISOR | 77 | $11.5M | $21K |
| SPECIALIZED RETAIL STORES LLC SPECIALIZED RETAIL STORES 401(K) PLAN | COSTA MESA, CA | Advisor / Consultant INVESTMENT ADVISOR | 773 | $11.1M | $10K |
| DENRON PLUMBING & HVAC, LLC DENRON PLUMBING & HVAC 401(K) PLAN | MANCHESTER, NH | Advisor / Consultant ADVISOR | 281 | $10.5M | $14K |
| ONE TRUE HOLDING COMPANY ONE TRUEACCORD 401(K) PLAN | LENEXA, KS | Advisor / Consultant INVESTMENT ADVISOR | 312 | $10.3M | $9K |
| H2O.AI, INC. H2O.AI, INC. 401(K) PLAN | MOUNTAIN VIEW, CA | Advisor / Consultant INVESTMENT ADVISORY | 57 | $10.1M | $0 |
| LEMO USA, INC. LEMO USA INC 401(K) PROFIT SHARING PLAN | ROHNERT PARK, CA | Advisor / Consultant ADVISOR | 122 | $9.9M | $22K |
| INFOTRACK US INC INFOTRACK US INC 401 (K) PLAN | PETALUMA, CA | Advisor / Consultant ADVISOR | 249 | $9.8M | $12K |
| PRYSM SYSTEMS, INC. PRYSM SYSTEMS, INC. 401(K) PLAN | MILPITAS, CA | Advisor / Consultant ADVISOR | 50 | $9.6M | $19K |
| CDC DENTAL MANAGEMENT CO., LLC DBA KIDS CARE DENTAL GROUP KIDS CARE DENTAL GROUP 401(K) PLAN | RANCHO CORDOVA, CA | Advisor / Consultant ADVISOR | 336 | $9.4M | $20K |
| PRYSM SYSTEMS, INC. PRYSM SYSTEMS, INC. 401(K) PLAN | MILPITAS, CA | Advisor / Consultant ADVISOR | 42 | $9.2M | $21K |
| CROWDSTREET, INC. CROWDSTREET, INC. 401(K) PLAN | AUSTIN, TX | Advisor / Consultant CONSULTANT | 106 | $9.2M | $0 |
| HELLO HEART INC. HELLO HEART 401(K) PLAN | MENLO PARK, CA | Advisor / Consultant INVESTMENT ADVISOR | 147 | $8.6M | $14K |
| LAW FOUNDATION OF SILICON VALLEY LAW FOUNDATION OF SILICON VALLEY 401(K) PLAN | SAN JOSE, CA | Advisor / Consultant INVESTMENT ADVISOR | 73 | $8.2M | $9K |
| PHYSICIAN SUPPORT SYSTEMS, INC. PHYSICIAN SUPPORT SYSTEMS, INC. 401(K) PLAN | POMONA, CA | Advisor / Consultant ADVISOR | 116 | $7.4M | $5K |
| ZONE & COMPANY SOFTWARE CONSULTING LLC ZONE & CO 401(K) P/S PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 128 | $7.3M | $19K |
| LAW FOUNDATION OF SILICON VALLEY LAW FOUNDATION OF SILICON VALLEY 401(K) PLAN | SAN JOSE, CA | Advisor / Consultant INVESTMENT ADVISOR | 80 | $7.3M | $15K |
| ENCOMPASS TECHNOLOGIES DEVELOPMENT INC. ENCOMPASS 401(K) PLAN | FORT COLLINS, CO | Advisor / Consultant ADVISOR/INVESTMENT ADV | 151 | $7.1M | $10K |
| CDC DENTAL MANAGEMENT CO., LLC DBA KIDS CARE DENTAL GROUP KIDS CARE DENTAL GROUP 401(K) PLAN | RANCHO CORDOVA, CA | Advisor / Consultant ADVISOR | 420 | $7.0M | $23K |
| MISSION ECONOMIC DEVELOPMENT AGENCY MEDA RETIREMENT SAVINGS PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISORY | 85 | $6.7M | $0 |
| LAW FOUNDATION OF SILICON VALLEY LAW FOUNDATION OF SILICON VALLEY 401(K) PLAN | SAN JOSE, CA | Advisor / Consultant INVESTMENT ADVISOR | 85 | $6.0M | $13K |
| EAGLE EYE NETWORKS, INC. EAGLE EYE NETWORKS, INC. 401(K) PLAN | AUSTIN, TX | Advisor / Consultant ADVISOR | 351 | $5.9M | $11K |
| HELLO HEART INC. HELLO HEART 401(K) PLAN | MENLO PARK, CA | Advisor / Consultant INVESTMENT ADVISOR | 127 | $5.7M | $3K |
| ZONE & COMPANY SOFTWARE CONSULTING LLC ZONE & CO 401(K) P/S PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 138 | $5.6M | $6K |
| L.J. LEASING, INC. L.J. LEASING, INC. 401(K) RETIREMENT SAVINGS PLAN | SCOTTSDALE, AZ | Advisor / Consultant INVESTMENT ADVISOR | 570 | $5.6M | $17K |
| AG CONSULTING PARTNERS AG CONSULTING PARTNERS 401(K) PLAN | NEWCASTLE, WA | Advisor / Consultant ADVISOR | 100 | $5.3M | $7K |
| PSYNERGY PROGRAMS, INC. PSYNERGY PROGRAMS, INC. 401(K) PLAN | MORGAN HILL, CA | Advisor / Consultant ADVISOR | 159 | $5.1M | $11K |
| RIVERGATE KW MANAGEMENT LLC RIVERGATE KW MANAGEMENT 401(K) | MIAMI, FL | Advisor / Consultant ADVISOR | 447 | $4.9M | $11K |
| PSYNERGY PROGRAMS, INC. PSYNERGY PROGRAMS, INC. 401(K) PLAN | MORGAN HILL, CA | Advisor / Consultant ADVISOR | 102 | $4.8M | $11K |
| CANTO SOFTWARE, INC. CANTO SOFTWARE 401(K) PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 154 | $4.8M | $6K |
| PSYNERGY PROGRAMS, INC. PSYNERGY PROGRAMS, INC. 401(K) PLAN | MORGAN HILL, CA | Advisor / Consultant ADVISOR | 91 | $4.2M | $10K |
| APPHARVEST OPERATIONS, INC. APPHARVEST 401(K) PLAN | LEXINGTON, KY | Advisor / Consultant ADVISOR | 458 | $4.1M | $8K |
| GOOD EGGS INC. GOOD EGGS 401(K) PLAN | OAKLAND, CA | Other NONE | 398 | $3.8M | $4K |
| ACE INDUSTRIAL SUPPLY INC ACE INDUSTRIAL SUPPLY, INC. 401(K) PROFIT SHARING PLAN | BURBANK, CA | Other SERVICE PROVIDER | 222 | $3.8M | $0 |
| APPHARVEST OPERATIONS, INC. APPHARVEST 401(K) PLAN | LEXINGTON, KY | Advisor / Consultant ADVISOR | 0 | $3.5M | $10K |
| SKYLINE SECURITY MANAGEMENT, INC. SKYLINE SECURITY MANAGEMENT 401(K) PLAN | DOWNEY, CA | Advisor / Consultant INVESTMENT ADVISOR | 81 | $2.7M | $7K |
| SVB FINANCIAL GROUP SVB FINANCIAL GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | DALLAS, TX | Other NONE | 0 | $2.2M | $46K |
| MK LEVEL PLAYING FIELD INSTITUTE LPFI 401(K) PLAN | OAKLAND, CA | Advisor / Consultant INVESTMENT ADVISOR | 9 | $2.0M | $9K |
| MK LEVEL PLAYING FIELD INSTITUTE LPFI 401(K) PLAN | OAKLAND, CA | Advisor / Consultant INVESTMENT ADVISOR | 14 | $1.9M | $10K |
| SPINLAUNCH SPINLAUNCH 401(K) PLAN | LONG BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 48 | $1.1M | $4K |
| WEBSTER ORTHOPAEDIC MEDICAL GROUP APC WEBSTER ORTHOPAEDIC MEDICAL GROUP, APC 401(K) PROFIT SHARING PLAN | WALNUT CREEK, CA | Advisor / Consultant ADVISOR | 0 | $0 | $34K |
| ACTIAN CORPORATION ACTIAN 401(K) RETIREMENT PLAN | ROUND ROCK, TX | Advisor / Consultant ADVISOR | 0 | $0 | $43K |
| CLASSY, INC. CLASSY, INC. 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $6K |
| GOLDEN RAIN FOUNDATION OF WALNUT CREEK, A NONPROFIT MUTUAL BENEFIT C PENSION PLAN FOR EMPLOYEES OF GOLDEN RAIN FOUNDATION OF WALNUT CREEK, A NONPROFIT MUTUAL BENEFIT CORPORATION | WALNUT CREEK, CA | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $23K |
| XO HOLDING, INC. XO HOLDING, INC. 401(K) PLAN | BRISBANE, CA | Advisor / Consultant ADVISOR | 0 | $0 | $16K |
| L.J. LEASING, INC. L.J. LEASING, INC. 401(K) RETIREMENT SAVINGS PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $3K |