| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC. RETIREMENT INCOME PLAN | WELLESLEY HILLS, MA | Other ADMINISTRATOR | 319 | $274.1M | $31K |
| CREST INSURANCE GROUP, LLC CREST INSURANCE GROUP, LLC 401(K) PLAN | TUCSON, AZ | TPA / Administrator CONTRACT ADMIN | 241 | $11.6M | $3K |
| CORNERSTONE VNA CORNERSTONE VNA RETIREMENT PLAN |
| ROCHESTER, NH |
Advisor / Consultant RIA |
| 201 |
| $10.9M |
| $50K |
| CORNERSTONE VNA CORNERSTONE VNA RETIREMENT PLAN | ROCHESTER, NH | Advisor / Consultant RIA | 179 | $9.5M | $41K |
| CREST INSURANCE GROUP, LLC CREST INSURANCE GROUP, LLC 401(K) PLAN | TUCSON, AZ | TPA / Administrator CONTRACT ADMIN | 228 | $9.1M | $3K |
| LAWLEY MOTORS, LLC LAWLEY MOTORS, LLC 401(K) PLAN | SIERRA VISTA, AZ | Other OTHER | 0 | $8.5M | $2K |
| IMPETUS TECHNOLOGIES, INC. IMPETUS TECHNOLOGIES, INC. 401(K) PLAN | LOS GATOS, CA | TPA / Administrator CONTRACT ADMIN | 212 | $7.4M | $8K |
| CORNERSTONE VNA CORNERSTONE VNA RETIREMENT PLAN | ROCHESTER, NH | Advisor / Consultant RIA | 160 | $7.4M | $36K |
| LAWLEY MOTORS, LLC LAWLEY MOTORS, LLC 401(K) PLAN | SIERRA VISTA, AZ | TPA / Administrator CONTRACT ADMIN | 177 | $7.2M | $25K |
| LAWLEY MOTORS, LLC LAWLEY MOTORS, LLC 401(K) PLAN | SIERRA VISTA, AZ | TPA / Administrator CONTRACT ADMIN | 169 | $5.4M | $14K |
| TRANSWEST PROPERTIES, INC. TRANSWEST PROPERTIES 401(K) PLAN | TUCSON, AZ | TPA / Administrator THIRD PARTY ADMINISTRATOR | 128 | $2.1M | $4K |
| WHITERABBIT WHITERABBIT.AI 401(K) PLAN | SANTA CLARA, CA | TPA / Administrator CONTRACT ADMIN | 86 | $645K | $600 |
| BROWN SMITH WALLACE, LLP BROWN SMITH WALLACE, LLP 401(K) PROFIT SHARING PLAN | ST. LOUIS, MO | TPA / Administrator TPA | 0 | $3K | $13K |