Form 5500 Search

PARK AVENUE

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
180
Active participants
348,276
Total plan assets
$5.0B
Filings (rows)
180
Direct comp
$2.8M
Indirect comp
$2.4M

SERVICES PROVIDED

Advisor / Consultant82
Other69
Broker27
Recordkeeper1
Custodian1

Top plans served

All 180 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL EASE 401(K) PLAN
DES MOINES, IA
Advisor / Consultant
INVESTMENT ADVISORY
161,040$650.9M$1K
INFORMATION RESOURCES, INC.
INFORMATION RESOURCES, INC. 401(K) RETIREMENT SAVINGS PLAN
CHICAGO, IL
Advisor / Consultant
CONSULTANT
2,392$519.6M$38K
INFORMATION RESOURCES, INC.
INFORMATION RESOURCES, INC. 401(K) RETIREMENT SAVINGS PLAN
CHICAGO, IL
Advisor / Consultant
CONSULTANT
2,307$421.6M$23K
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL EASE 401(K) PLAN
DES MOINES, IA
Advisor / Consultant
INVESTMENT ADVISORY
106,368$384.2M$1K
PRIVILEGE UNDERWRITERS, INC.
PRIVILEGE UNDERWRITERS, INC. 401(K) PLAN
WHITE PLAINS, NY
Advisor / Consultant
ADVISOR
1,133$169.2M$100K
PRIVILEGE UNDERWRITERS, INC.
PRIVILEGE UNDERWRITERS, INC. 401(K) PLAN
WHITE PLAINS, NY
Advisor / Consultant
ADVISOR
1,089$135.9M$76K
TOWNSQUARE MEDIA, INC.
TOWNSQUARE MEDIA, INC. 401K PLAN
PURCHASE, NY
Advisor / Consultant
ADVISOR
2,034$110.7M$50K
PRIVILEGE UNDERWRITERS, INC.
PRIVILEGE UNDERWRITERS, INC. 401(K) PLAN
WHITE PLAINS, NY
Advisor / Consultant
ADVISOR
1,053$99.9M$72K
TOWNSQUARE MEDIA, INC.
TOWNSQUARE MEDIA, INC. 401K PLAN
PURCHASE, NY
Advisor / Consultant
ADVISOR
1,995$98.8M$42K
TOWNSQUARE MEDIA, INC.
TOWNSQUARE MEDIA, INC. 401K PLAN
PURCHASE, NY
Advisor / Consultant
ADVISOR
2,232$80.9M$42K
GAYLOR ELECTRIC, INC.
GAYLOR ELECTRIC, INC. 401(K) PROFIT SHARING PLAN
INDIANAPOLIS, IN
Advisor / Consultant
ADVISOR
1,659$62.2M$56K
CHESAPEAKE EYE CARE MANAGEMENT,
CHESAPEAKE EYE CARE MANAGEMENT, LLC 401(K) PLAN
ANNAPOLIS, MD
Other
INVESTMENT/FINANCIAL ADVI
1,108$56.0M$103K
PLAN PROFESSIONALS, LLC
RETIREMENT PATH POOLED EMPLOYER PLAN
SHREWSBURY, NJ
Broker
BROKER/DELAER
783$56.0M$0
CHESAPEAKE EYE CARE MANAGEMENT,
CHESAPEAKE EYE CARE MANAGEMENT, LLC 401(K) PLAN
ANNAPOLIS, MD
Other
INVESTMENT/FINANCIAL ADVI
1,066$50.0M$88K
GAYLOR ELECTRIC, INC.
GAYLOR ELECTRIC, INC. 401(K) PROFIT SHARING PLAN
INDIANAPOLIS, IN
Advisor / Consultant
ADVISOR
1,435$48.2M$76K
FOUR WINDS, INC.
FOUR WINDS 401(K) SAVINGS AND INVESTMENT PLAN
KATONAH, NY
Other
OTHER SERVICES
977$42.2M$0
PM PEDIATRICS MANAGEMENT GROUP, LLC
PM PEDIATRICS MANAGEMENT GROUP, LLC 401(K) PLAN
NEW HYDE PARK, NY
Other
OTHER SERVICES
1,055$41.8M$0
CHESAPEAKE EYE CARE MANAGEMENT,
CHESAPEAKE EYE CARE MANAGEMENT, LLC 401(K) PLAN
ANNAPOLIS, MD
Other
INVESTMENT/FINANCIAL ADVI
1,093$41.2M$81K
ANDROMEDA SYSTEMS INCORPORATED
ANDROMEDA SYSTEMS INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST
VIRGINIA BEACH, VA
Advisor / Consultant
ADVISOR
425$40.7M$15K
FOUR WINDS, INC.
FOUR WINDS 401(K) SAVINGS AND INVESTMENT PLAN
KATONAH, NY
Other
OTHER SERVICES
1,063$40.4M$0
PLAN PROFESSIONALS, LLC
RETIREMENT PATH POOLED EMPLOYER PLAN
SHREWSBURY, NJ
Broker
BROKER/DELAER
844$40.3M$0
FOUR WINDS, INC.
FOUR WINDS 401(K) SAVINGS AND INVESTMENT PLAN
KATONAH, NY
Other
OTHER SERVICES
1,028$37.3M$0
CRS, INC.
CRS, INC. 401K PROFIT SHARING PLAN
ATLANTA, GA
Other
NONE
174$36.1M$0
FIRST FINANCIAL RESOURCES, INC.
FIRST FINANCIAL RESOURCES, INC. PROFIT SHARING PLAN AND TRUST
DENTON, TX
Advisor / Consultant
ADVISOR
243$35.4M$0
NORMAN'S GIFT SHOPS, INC.
THE NORMAN'S GIFT SHOPS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
NEWTOWN, PA
Other
OTHER SERVICES
236$35.3M$0
NORMAN'S GIFT SHOPS, INC.
THE NORMAN'S GIFT SHOPS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
NEWTOWN, PA
Other
OTHER SERVICES
282$34.8M$0
MANDELBAUM BARRETT, PC
MANDELBAUM BARRETT, PC EMPLOYEE SAVINGS PLAN
ROSELAND, NJ
Other
INVESTMENT / FINANCIAL AD
159$34.7M$62K
ANDROMEDA SYSTEMS INCORPORATED
ANDROMEDA SYSTEMS INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST
VIRGINIA BEACH, VA
Advisor / Consultant
ADVISOR
417$31.3M$61K
PM PEDIATRICS MANAGEMENT GROUP, LLC
PM PEDIATRICS MANAGEMENT GROUP, LLC 401(K) PLAN
NEW HYDE PARK, NY
Other
OTHER SERVICES
975$31.0M$0
APPLAUSE APP QUALITY, INC.
APPLAUSE APP QUALITY, INC. 401(K) PLAN
FRAMINGHAM, MA
Advisor / Consultant
ADVISOR
301$30.7M$0
MANDELBAUM BARRETT, PC
MANDELBAUM BARRETT, PC EMPLOYEE SAVINGS PLAN
ROSELAND, NJ
Other
INVESTMENT / FINANCIAL AD
152$30.2M$50K
SUPERIOR FORGE & STEEL CORPORATION
SUPERIOR FORGE & STEEL CORPORATION 401(K) RETIREMENT SAVINGS PLAN
LIMA, OH
Other
SERVICE PROVIDER
197$27.4M$0
CREATIVE FINANCIAL STAFFING INC.
CREATIVE FINANCIAL STAFFING 401(K) PLAN
BOSTON, MA
Other
INVESTMENT/FINANCIAL ADVI
853$26.9M$50K
MERIPLEX COMMUNICATIONS, LTD
MERIPLEX 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
ADVISOR
619$26.1M$0
SUPERIOR FORGE & STEEL CORPORATION
SUPERIOR FORGE & STEEL CORPORATION 401(K) RETIREMENT SAVINGS PLAN
LIMA, OH
Other
SERVICE PROVIDER
190$25.0M$0
APPLAUSE APP QUALITY, INC.
APPLAUSE APP QUALITY, INC. 401(K) PLAN
FRAMINGHAM, MA
Advisor / Consultant
ADVISOR
288$24.1M$0
MANDELBAUM BARRETT, PC
MANDELBAUM BARRETT, PC EMPLOYEE SAVINGS PLAN
ROSELAND, NJ
Other
INVESTMENT / FINANCIAL AD
129$24.0M$50K
INNOVID LLC
INNOVID LLC
NEW YORK, NY
Other
OTHER SERVICES
180$23.9M$0
POINTE GROUP CARE, LLC
POINTE GROUP CARE 401(K) PLAN
STOUGHTON, MA
Advisor / Consultant
ADVISOR
1,246$23.6M$315K
CREATIVE FINANCIAL STAFFING INC.
CREATIVE FINANCIAL STAFFING 401(K) PLAN
BOSTON, MA
Other
INVESTMENT/FINANCIAL ADVI
791$22.2M$39K
NORMAN'S GIFT SHOPS, INC.
THE NORMAN'S GIFT SHOPS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
NEWTOWN, PA
Other
OTHER SERVICES
205$21.1M$0
RAM CONSTRUCTION SERVICES OF MICHIGAN, INC.
RAM CONSTRUCTION SERVICES 401(K) PLAN
LIVONIA, MI
Other
OTHER SERVICES
175$20.8M$0
SUPERIOR FORGE & STEEL CORPORATION
SUPERIOR FORGE & STEEL CORPORATION 401(K) RETIREMENT SAVINGS PLAN
LIMA, OH
Other
SERVICE PROVIDER
189$20.8M$0
POINTE GROUP CARE, LLC
POINTE GROUP CARE 401(K) PLAN
STOUGHTON, MA
Advisor / Consultant
ADVISOR
1,135$20.4M$32K
INNOVID LLC
INNOVID LLC
NEW YORK, NY
Other
OTHER SERVICES
183$20.1M$0
MARKI MICROWAVE, INC.
MARKI MICROWAVE RETIREMENT PLAN
MORGAN HILL, CA
Advisor / Consultant
ADVISOR
142$19.9M$36K
MERIPLEX COMMUNICATIONS, LTD
MERIPLEX 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
ADVISOR
620$19.5M$0
HEBREW ACADEMY SPECIAL CHILDRE
HEBREW ACADEMY FOR SPECIAL CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN
BROOKLYN, NY
Broker
BROKER/ADVISER
366$19.3M$0
COMMUNICATION FEDERAL CREDIT UNION
COMMUNICATION FEDERAL CREDIT UNION 401(K) PLAN
OKLAHOMA CITY, OK
Advisor / Consultant
ADVISOR
240$19.2M$0
HEBREW ACADEMY SPECIAL CHILDREN
HEBREW ACADEMY FOR SPECIAL CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN
BROOKLYN, NY
Broker
BROKER/ADVISER
262$18.7M$0
CALI BAMBOO, LLC
VICTORIA U.S. HOLDINGS 401(K) PLAN
ENCINITAS, CA
Broker
BROKER
243$18.3M$0
APPLAUSE APP QUALITY, INC.
APPLAUSE APP QUALITY, INC. 401(K) PLAN
FRAMINGHAM, MA
Advisor / Consultant
ADVISOR
310$18.3M$0
MARKI MICROWAVE, INC.
MARKI MICROWAVE RETIREMENT PLAN
MORGAN HILL, CA
Advisor / Consultant
ADVISOR
157$18.3M$36K
PS INTERMEDIATE HOLDCO II LLC
PHARMSCRIPT 401(K) PLAN
SOMERSET, NJ
Other
OTHER SERVICES
1,867$18.2M$0
MARKI MICROWAVE, INC.
MARKI MICROWAVE RETIREMENT PLAN
MORGAN HILL, CA
Advisor / Consultant
ADVISOR
178$17.1M$34K
CREATIVE FINANCIAL STAFFING INC.
CREATIVE FINANCIAL STAFFING 401(K) PLAN
BOSTON, MA
Other
INVESTMENT/FINANCIAL ADVI
593$17.0M$35K
INNOVID LLC
INNOVID LLC
NEW YORK, NY
Other
OTHER SERVICES
204$15.9M$0
SOLOMON PARTNERS, L.P.
PJ SOLOMON, L.P. 401(K) PLAN
NEW YORK, NY
Other
OTHER SERVICES
177$15.8M$0
BMW OF MANHATTAN, INC.
BMW OF MANHATTAN, INC. 401(K) PLAN
NEW YORK, NY
Other
OTHER SERVICES
99$15.7M$0
BLUE STREAM COMMUNICATIONS
BLUE STREAM FIBER 401(K) PLAN
CORAL SPRINGS, FL
Advisor / Consultant
ADVISOR
511$15.6M$33K
MUMFORD & MILLER CONCRETE, INC.
MUMFORD & MILLER 401(K) PROFIT SHARING PLAN
MIDDLETOWN, DE
Advisor / Consultant
INVESTMENT ADVISOR
104$15.0M$29K
ALLIANCE MATERIAL HANDLING, INC.
ALLIANCE MATERIAL HANDLING, INC. 401(K) PLAN
JESSUP, MD
Other
OTHER SERVICES
280$15.0M$0
AMERICAN CRUISE LINES, INC.
AMERICAN CRUISE LINES, INC. 401(K) PROFIT SHARING PLAN
GUILFORD, CT
Advisor / Consultant
INVESTMENT ADVISOR
1,358$14.8M$19K
INFRASERVICES GROUP RESOURCES
INFRASERVICES GROUP RETIREMENT PLAN
BLUE BELL, PA
Other
INVESTMENT/FINANCIAL ADVI
597$14.7M$0
BOARD OF TRUSTEES LOCAL 456 HEALTH & WELFARE FUND
WESTCHESTER TEAMSTERS HEALTH & WELFARE FUND
ELMSFORD, NY
Advisor / Consultant
MEDICAL CONSULTANT
926$14.6M$102K
CALI BAMBOO, LLC
VICTORIA U.S. HOLDINGS 401(K) PLAN
ENCINITAS, CA
Broker
BROKER
265$14.5M$0
FRED S. KELLER SCHOOL
FRED S. KELLER SCHOOL 401K PLAN
YONKERS, NY
Other
OTHER SERVICES
147$14.3M$0
SPORTSCARE INSTITUTE INC.
SPORTSCARE 401(K) PLAN
EAST HANOVER, NJ
Other
INVESTMENT/FINANCIAL ADVI
289$14.2M$49K
FORCINE CONCRETE & CONSTRUCTION CO. INC.
FORCINE CONCRETE & CONSTRUCTION COMPANY 401(K)
MALVERN, PA
Advisor / Consultant
INVESTMENT ADVISOR
278$13.9M$24K
S.R. FREEMAN, INC.
S.R. FREEMAN, INC. PROFIT SHARING PLAN & TRUST
CAMPBELL, CA
Broker
BROKER/ADVISER
206$13.8M$0
BMW OF MANHATTAN, INC.
BMW OF MANHATTAN, INC. 401(K) PLAN
NEW YORK, NY
Other
OTHER SERVICES
97$13.4M$0
SINCLAIR COMMUNICATIONS, INC.
SINCLAIR COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN
AVON, IN
Advisor / Consultant
INVESTMENT ADVISORY
146$13.2M$25K
BTAS, INC.
BTAS, INC. 401(K) PROFIT SHARING PLAN
BEAVERCREEK, OH
Advisor / Consultant
BROKER/ADVISOR
73$13.0M$0
BOARD OF TRUSTEES LOCAL 456 HEALTH & WELFARE FUND
WESTCHESTER TEAMSTERS HEALTH & WELFARE FUND
ELMSFORD, NY
Advisor / Consultant
MEDICAL CONSULTANT
868$12.9M$132K
BMW OF MANHATTAN, INC.
BMW OF MANHATTAN, INC. 401(K) PLAN
NEW YORK, NY
Other
OTHER SERVICES
98$12.6M$0
BTAS, INC.
BTAS, INC. 401(K) PROFIT SHARING PLAN
BEAVERCREEK, OH
Advisor / Consultant
BROKER/ADVISOR
71$12.5M$0
KLOVER SEPA INC.
THE KLOVER COMPANIES RETIREMENT SAVINGS PLAN
QUAKERTOWN, PA
Advisor / Consultant
ADVISORS
153$12.4M$24K
STELLAR HEALTH MANAGEMENT, LLC
STELLAR HEALTH MANAGEMENT, LLC 401(K) PLAN
WINCHESTER, MA
Advisor / Consultant
INVESTMENT ADVISORY
972$12.2M$0
BTAS, INC.
BTAS, INC. 401(K) PROFIT SHARING PLAN
BEAVERCREEK, OH
Advisor / Consultant
BROKER/ADVISOR
93$12.1M$0
DR. PRAEGER'S SENSIBLE FOODS, INC.
DR. PRAEGER'S SENSIBLE FOODS 401(K) PLAN
SADDLE BROOK, NJ
Other
OTHER
213$12.0M$15K
BOARD OF TRUSTEES LOCAL 456 HEALTH & WELFARE FUND
WESTCHESTER TEAMSTERS HEALTH & WELFARE FUND
ELMSFORD, NY
Advisor / Consultant
MEDICAL CONSULTANT
927$12.0M$138K
SPORTSCARE INSTITUTE INC.
SPORTSCARE 401(K) PLAN
EAST HANOVER, NJ
Other
INVESTMENT/FINANCIAL ADVI
294$11.8M$85K
FRED S. KELLER SCHOOL
FRED S. KELLER SCHOOL 401K PLAN
YONKERS, NY
Other
OTHER SERVICES
132$11.7M$0
MERIPLEX COMMUNICATIONS, LTD
MERIPLEX 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
ADVISOR
467$11.4M$0
BLUE STREAM COMMUNICATIONS
BLUE STREAM FIBER 401(K) PLAN
CORAL SPRINGS, FL
Advisor / Consultant
ADVISOR
456$11.1M$24K
S.R. FREEMAN, INC.
S.R. FREEMAN, INC. PROFIT SHARING PLAN & TRUST
CAMPBELL, CA
Broker
BROKER/ADVISER
163$11.0M$0
AMERICANTCS FIDUCIARY SERVICES, LLC
CFS PEP
PITTSBURGH, FL
Other
NONE
436$10.8M$29K
DUIT HOLDINGS
DUIT HOLDINGS 401(K) PLAN
EDMOND, OK
Advisor / Consultant
ADVISOR
495$10.7M$0
HAMPTON JITNEY, INC.
HAMPTON JITNEY, INC. 401(K) RETIREMENT SAVINGS PLAN
CALVERTON, NY
Advisor / Consultant
INVESTMENT ADVISORY
157$10.7M$0
RUSMUR FLOORS, INC.
RUSMUR FLOORS, INC. 401(K) PLAN
BRIDGEVILLE, PA
Other
SERVICE PROVIDER
145$10.7M$0
SPORTSCARE INSTITUTE INC.
SPORTSCARE 401(K) PLAN
EAST HANOVER, NJ
Other
INVESTMENT/FINANCIAL ADVI
266$10.6M$43K
DUIT HOLDINGS
DUIT HOLDINGS 401(K) PLAN
EDMOND, OK
Advisor / Consultant
ADVISOR
482$10.4M$0
FOUNDATION TITLE, LLC
FOUNDATION TITLE 401(K)PLAN
WOODBURY, NJ
Advisor / Consultant
BROKER/ADVISOR
144$10.4M$0
SENIOR LIVING RESIDENCES, LLC
SENIOR LIVING RESIDENCES, LLC 401(K) PLAN
BRAINTREE, MA
Broker
BROKER
1,120$10.2M$0
ALLIANCE MATERIAL HANDLING, INC.
ALLIANCE MATERIAL HANDLING, INC. 401(K) PLAN
JESSUP, MD
Other
OTHER SERVICES
218$10.0M$0
FOUNDATION TITLE, LLC
FOUNDATION TITLE 401(K)PLAN
WOODBURY, NJ
Advisor / Consultant
BROKER/ADVISOR
130$9.9M$0
HAMPTON JITNEY, INC.
HAMPTON JITNEY, INC. 401(K) RETIREMENT SAVINGS PLAN
CALVERTON, NY
Advisor / Consultant
INVESTMENT ADVISORY
154$9.7M$0
ROBERTS OXYGEN COMPANY, INC.
ROBERTS OXYGEN COMPANY 401(K) PLAN
ROCKVILLE, MD
Advisor / Consultant
RIA
509$9.6M$32K
MEGA CONTRACTING GROUP LLC
MMM CASH OR DEFERRED PLAN
ASTORIA, NY
Other
NONE
296$9.5M$0
S.R. FREEMAN, INC.
S.R. FREEMAN, INC. PROFIT SHARING PLAN & TRUST
CAMPBELL, CA
Broker
BROKER/ADVISER
172$9.3M$0
DUIT HOLDINGS
DUIT HOLDINGS 401(K) PLAN
EDMOND, OK
Advisor / Consultant
ADVISOR
561$9.2M$0
NATIONWIDE FIXTURE INSTALLATIONS, INC.
NATIONWIDE FIXTURE INSTALLATIONS 401(K) PLAN
PLYMOUTH, MN
Broker
BROKER/ADVISE R
124$9.2M$0
QUALITY FORKLIFT SALES AND SERVICE, INC.
QUALITY FORKLIFT SALES AND SERVICE, INC. 401(K) PROFIT SHARING PLAN
SHAKOPEE, MN
Broker
BROKER/ADVISO R
129$8.8M$0
HAMPTON JITNEY, INC.
HAMPTON JITNEY, INC. 401(K) RETIREMENT SAVINGS PLAN
CALVERTON, NY
Advisor / Consultant
INVESTMENT ADVISORY
197$8.7M$0
BLUE STREAM COMMUNICATIONS, LLC
BLUE STREAM FIBER 401(K) PLAN
CORAL SPRINGS, FL
Advisor / Consultant
ADVISOR
408$8.5M$10K
BROOKBEAM DENTAL HOLDINGS, LLC
BROOKBEAM DENTAL HOLDINGS, LLC 401(K) PLAN
KINGSTON, NY
Other
INVESTMENT/FINANCIAL ADVI
190$8.4M$36K
POWER DRIVES, INC.
POWER DRIVES, INC. 401(K) SAVINGS PLAN
BUFFALO, NY
Advisor / Consultant
ADVISOR
103$8.3M$20K
ROBERTS OXYGEN COMPANY, INC.
ROBERTS OXYGEN COMPANY 401(K) PLAN
ROCKVILLE, MD
Advisor / Consultant
RIA
483$8.3M$22K
NYC ALLIANCE GROUP, LLC
NYC ALLIANCE GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST
NEW YORK, NY
Advisor / Consultant
ADVISOR
351$8.3M$0
KOCHER AND BECK USA, L.P.
KOCHER + BECK USA, L.P. 401(K) PLAN
LENEXA, KS
Other
NONE
91$8.3M$20K
NATIONWIDE FIXTURE INSTALLATIONS, INC.
NATIONWIDE FIXTURE INSTALLATIONS 401(K) PLAN
PLYMOUTH, MN
Broker
BROKER/ADVISE R
105$8.1M$0
QUALITY FORKLIFT SALES AND SERVICE, INC.
QUALITY FORKLIFT SALES AND SERVICE, INC. 401(K) PROFIT SHARING PLAN
SHAKOPEE, MN
Broker
BROKER/ADVISO R
117$7.9M$0
POWER DRIVES, INC.
POWER DRIVES, INC. 401(K) SAVINGS PLAN
BUFFALO, NY
Advisor / Consultant
ADVISOR
127$7.9M$17K
CHILD CARE RESOURCE & REFERRAL, INC.
CHILD CARE RESOURCE AND REFERRAL, INC. MATCHED SAVINGS RETIREMENT PLAN
ROCHESTER, MN
Other
INVESTMENT PROFESSIONAL
164$7.8M$0
KOCHER + BECK USA, L.P.
KOCHER + BECK USA, L.P. 401(K) PLAN
LENEXA, KS
Other
NONE
86$7.7M$17K
239 LEGRIS AVE OPERATIONS, LLC
EDEN HC 401(K) PLAN
WEST WARWICK, RI
Advisor / Consultant
INVESTMENT ADVISORY
723$7.1M$0
NYC ALLIANCE GROUP, LLC
NYC ALLIANCE GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST
NEW YORK, NY
Advisor / Consultant
ADVISOR
492$7.1M$0
GLOBAL TECHNICAL SYSTEMS
GLOBAL TECHNICAL SYSTEMS 401(K) PLAN
VIRGINIA BEACH, VA
Other
SHAREHOLDER SERVICE PROV
165$7.1M$0
CALI BAMBOO LLC
CALI BAMBOO, LLC 401(K) PROFIT SHARING PLAN
SAN DIEGO, CA
Broker
BROKER
108$7.0M$0
CHESTNUT PETROLEUM DISTRIBUTORS,
CHESTNUT PETROLEUM DISTRIBUTORS, INC. 401(K) PLAN
POUGHKEEPSIE, NY
Other
INVESTMENT/FINANCIAL ADVI
438$6.9M$13K
QUALITY FORKLIFT SALES AND SERVICE, INC.
QUALITY FORKLIFT SALES AND SERVICE, INC. 401(K) PROFIT SHARING PLAN
SHAKOPEE, MN
Broker
BROKER/ADVISO R
116$6.8M$0
POWER DRIVES, INC.
POWER DRIVES, INC. 401(K) SAVINGS PLAN
BUFFALO, NY
Advisor / Consultant
ADVISOR
122$6.6M$18K
BROOKBEAM DENTAL HOLDINGS, LLC
BROOKBEAM DENTAL HOLDINGS, LLC 401(K) PLAN
KINGSTON, NY
Other
INVESTMENT/FINANCIAL ADVI
167$6.5M$27K
GREATER CLEVELAND FOOD BANK
GREATER CLEVELAND FOOD BANK 403(B) PLAN
CLEVELAND, OH
Advisor / Consultant
BROKER/ ADVISOR
181$6.5M$0
LEASEACCELERATOR, INC.
LEASEACCELERATOR, INC. RETIREMENT SAVINGS PLAN
RESTON, VA
Advisor / Consultant
ADVISOR
89$6.4M$15K
COMMENTSOLD, LLC
COMMENTSOLD, LLC 401(K) PLAN
HUNTSVILLE, AL
Recordkeeper
RECORDKEEPER
109$6.4M$16K
SEMPER FI AND AMERICA'S FUND
SEMPER FI & AMERICA'S FUND ERISA 403(B) PLAN
QUANTICO, VA
Broker
BROKER/DEALER
203$6.3M$0
CHILD CARE RESOURCE & REFERRAL, INC.
CHILD CARE RESOURCE AND REFERRAL, INC. MATCHED SAVINGS RETIREMENT PLAN
ROCHESTER, MN
Other
INVESTMENT PROFESSIONAL
161$6.3M$0
STEPHEN F AUSTIN COMMUNITY HEALT
COMMUNITY HEALTH NETWORK
ALVIN, TX
Other
RETAINED BY EMPLOYER
395$6.3M$13K
NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC.
NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC 401(K) PLAN
GREENSBORO, NC
Other
141$6.2M$0
KOCHER + BECK USA, L.P.
KOCHER + BECK USA, L.P. 401(K) PLAN
LENEXA, KS
Other
NONE
95$6.2M$15K
COMMENTSOLD, LLC
COMMENTSOLD, LLC 401(K) PLAN
SANTA MONICA, CA
Advisor / Consultant
INVESTMENT ADVISORY
63$6.1M$0
NYC ALLIANCE GROUP, LLC
NYC ALLIANCE GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST
NEW YORK, NY
Advisor / Consultant
ADVISOR
427$6.1M$0
THE HOLT GROUP, INC.
HOLT HOMES, INC. 401K PLAN
VANCOUVER, WA
Advisor / Consultant
INVESTMENT ADVISOR
124$5.9M$14K
SPRING HILLS, LLC.
SPRING HILLS LLC 401(K) PLAN
EDISON, NJ
Advisor / Consultant
INVESTMENT ADVISORY
1,717$5.5M$0
DON E. BOWER, INC.
DON E. BOWER, INC. 401(K) PLAN
BERWICK, PA
Advisor / Consultant
BROKER/ADVISOR
74$5.4M$0
CHESTNUT PETROLEUM DISTRIBUTORS,
CHESTNUT PETROLEUM DISTRIBUTORS, INC. 401(K) PLAN
NEW PALTZ, NY
Other
INVESTMENT/FINANCIAL ADVI
395$5.4M$9K
ROBERTS OXYGEN COMPANY, INC.
ROBERTS OXYGEN COMPANY 401(K) PLAN
ROCKVILLE, MD
Advisor / Consultant
RIA
444$5.2M$17K
LERFUAH MEDICAL AND REHABILITATION CENTER INC. DBA EZRA MEDICAL CENTER
EZRA MEDICAL CENTER 403(B) RETIREMENT PLAN
BROOKLYN, NY
Advisor / Consultant
INVESTMENT ADVISORY
247$5.2M
GREATER CLEVELAND FOOD BANK
GREATER CLEVELAND FOOD BANK 403(B) PLAN
CLEVELAND, OH
Advisor / Consultant
BROKER/ ADVISOR
155$5.1M$0
CRS HARDWARE CORPORATION
CRS HARDWARE CORPORATION D.B.A. MONTANA ACE HARDWARE SAVINGS & PROFIT SHARING PLAN
MISSOULA, MT
Broker
BROKER/ADVISER
130$5.1M$0
CHILD CARE RESOURCE & REFERRAL, INC.
CHILD CARE RESOURCE AND REFERRAL, INC. MATCHED SAVINGS RETIREMENT PLAN
ROCHESTER, MN
Other
INVESTMENT PROFESSIONAL
165$5.0M$0
DON E. BOWER, INC.
DON E. BOWER, INC. 401(K) PLAN
BERWICK, PA
Advisor / Consultant
BROKER/ADVISOR
75$5.0M$0
OPENTECH ALLIANCE, INC.
OPENTECH ALLIANCE 401(K) PROFIT SHARING PLAN
PHOENIX, AZ
Advisor / Consultant
INVESTMENT ADVISOR
163$4.9M-$5K
CRS HARDWARE CORPORATION
CRS HARDWARE CORPORATION D.B.A. MONTANA ACE HARDWARE SAVINGS & PROFIT SHARING PLAN
MISSOULA, MT
Broker
BROKER/ADVISER
124$4.7M$0
POMPANOOSUC MILLS CORPORATION
POMPANOOSUC MILLS CORPORATION 401(K) PROFIT SHARING PLAN
EAST THETFORD, VT
Other
NONE
126$4.5M$7K
DON E. BOWER, INC.
DON E. BOWER, INC. 401(K) PLAN
BERWICK, PA
Advisor / Consultant
FINANCIAL ADVISOR
68$4.5M$0
CHARTRE SERVICES, LLC
CHARTRE SERVICES, LLC 401(K) PLAN
OXFORD, MS
Broker
BROKER/ADVISO R
131$4.4M$0
RESOURCE LOGISTICS INC.
RESOURCE LOGISTICS INC. 401(K) PLAN
EAST BRUNSWICK, NJ
Advisor / Consultant
ADVISOR
235$4.4M$0
CRS HARDWARE CORPORATION
CRS HARDWARE CORPORATION D.B.A. MONTANA ACE HARDWARE SAVINGS & PROFIT SHARING PLAN
MISSOULA, MT
Broker
BROKER/ADVISER
123$4.1M$0
SEMPER FI AND AMERICA'S FUND
SEMPER FI & AMERICA'S FUND ERISA 403(B) PLAN
QUANTICO, VA
Broker
BROKER/DEALER
184$4.0M$0
POMPANOOSUC MILLS CORPORATION
POMPANOOSUC MILLS CORPORATION 401(K) PROFIT SHARING PLAN
EAST THETFORD, VT
Other
NONE
126$3.8M$9K
WEST POINT OPTICAL, LLC
WEST POINT OPTICAL, LLC RETIREMENT SAVINGS PLAN
MASON, OH
Advisor / Consultant
ADVISOR
398$3.7M$0
CHESTNUT PETROLEUM DISTRIBUTORS,
CHESTNUT PETROLEUM DISTRIBUTORS, INC. 401(K) PLAN
NEW PALTZ, NY
Other
INVESTMENT/FINANCIAL ADVI
370$3.7M$8K
RESOURCE LOGISTICS INC.
RESOURCE LOGISTICS INC. 401(K) PLAN
EAST BRUNSWICK, NJ
Advisor / Consultant
ADVISOR
242$3.6M$0
CITY WINERY, LLC
CITY WINERY 401(K) PS PLAN
NEW YORK, NY
Broker
BROKER/ADVISER
453$3.2M$0
EMERALD HEALTHCARE, LLC
EMERALD HEALTHCARE, LLC 401(K) PLAN
VALLEY STREAM, NY
Other
OTHER SERVICES
6,688$3.2M$0
SPACE AGE FUEL, INC.
SPACE AGE FUEL, INC. CASH BALANCE PLAN
CLACKAMAS, OR
Other
SERVICE PROVIDER
145$2.9M$0
FRIENDLY DODGE-CHRYSLER-JEEP
FRIENDLY DODGE-CHRYSLER-JEEP, INC. PROFIT SHARING 401(K) PLAN
PENN YAN, NY
Other
INVESTMENT/FINANCIAL ADVI
123$2.9M$7K
WEST POINT OPTICAL, LLC
WEST POINT OPTICAL, LLC RETIREMENT SAVINGS PLAN
MASON, OH
Advisor / Consultant
ADVISOR
363$2.7M$0
CITY WINERY, LLC
CITY WINERY 401(K) PS PLAN
NEW YORK, NY
Broker
BROKER/ADVISER
446$2.7M$0
VILLA ENTERPRISES MANAGEMENT LTD., INC.
VILLA ENTERPRISES MANAGEMENT LTD., INC. 401(K) PLAN
MORRISTOWN, NJ
Broker
BROKER DEALER
104$2.7M
GREATER SHIELD, LLC DBA GROUND SUPPORT SERVICES
GROUND SUPPORT SERVICES PREVAILING WAGE PLAN
BROOKLYN, NY
Advisor / Consultant
INVESTMENT ADVISORY
153$2.6M$0
SEMPER FI AND AMERICA'S FUND
SEMPER FI & AMERICA'S FUND ERISA 403(B) PLAN
QUANTICO, VA
Broker
BROKER/DEALER
181$2.5M$0
STAGE CAPITAL FLORIDA LLC
STAGE CAPITAL LLC 401(K) RETIREMENT PLAN
NAPLES, FL
Advisor / Consultant
BROKER/ADVISOR
101$2.0M$0
CITY WINERY, LLC
CITY WINERY 401(K) PS PLAN
NEW YORK, NY
Broker
BROKER/ADVISER
302$1.9M$0
STAGE CAPITAL FLORIDA LLC
STAGE CAPITAL LLC 401(K) RETIREMENT PLAN
NAPLES, FL
Advisor / Consultant
BROKER/ADVISOR
30$1.8M$0
SPACE AGE FUEL, INC.
SPACE AGE FUEL, INC. CASH BALANCE PLAN
CLACKAMAS, OR
Other
SERVICE PROVIDER
133$1.8M$0
FIOPTIX, INC.
FIOPTIX INC. RETIREMENT PLAN
CONSHOHOCKEN, PA
Other
INVESTMENT/FINANCIAL ADVI
299$1.7M$0
WEST POINT OPTICAL, LLC
WEST POINT OPTICAL, LLC RETIREMENT SAVINGS PLAN
MASON, OH
Advisor / Consultant
ADVISOR
402$1.5M$0
ROCKLAND SPORTS LLC
ROCKLAND SPORTS LLC 401(K) PLAN
WILMINGTON, DE
Advisor / Consultant
INVESTMENT ADVISORY
152$1.4M$0
COASTAL GREENHOUSES, LLC
COASTAL GREENHOUSES, LLC 401(K) PLAN
CALVERTON, NY
Other
INVESTMENT/FINANCIAL ADVI
156$1.4M$8K
ALLIED HEALTH PROGRAMS LLC
ALLIED HEALTH PROGRAMS 401(K) PLAN
BROOKLYN, NY
Custodian
CUSTODIAN
289$1.1M$2K
603 HEALTHCARE LLC
603 HEALTHCARE 401(K) PLAN
BROOKLYN, NY
Advisor / Consultant
INVESTMENT ADVISORY PLAN
471$490K$231
LREFUAH MEDICAL REHABILITATION CENTER, INC.
EZRA MEDICAL CENTER RETIREMENT PLAN
BROOKLYN, NY
Other
21$399K$0
DISPOSABLE HYGIENE, LLC
DISPOSABLE HYGIENE LLC 401(K) PROFIT SHARING PLAN & TRUST
MIAMI, FL
Other
INVESTMENT/FINANCIAL ADVI
12$360K$7K
VERISTOR SYSTEMS, INC.
VERISTOR SYSTEMS, INC. 401(K) PLAN & TRUST
DULUTH, GA
Other
SERVICE PROVIDER
108$213K$0
DR. PRAEGER'S SENSIBLE FOODS, INC.
DR. PRAEGER'S SENSIBLE FOODS 401(K) PLAN
SADDLE BROOK, NJ
Other
OTHER
0$0-$15K
PM PEDIATRICS MANAGEMENT GROUP, LLC
PM PEDIATRICS MANAGEMENT GROUP, LLC 401(K) PLAN
NEW HYDE PARK, NY
Other
OTHER SERVICES
0$0$0
STAGE CAPITAL FLORIDA LLC
STAGE CAPITAL LLC 401(K) RETIREMENT PLAN
NAPLES, FL
Advisor / Consultant
BROKER/ADVISOR
33$0