| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $14K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $13K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP |
| PASADENA, CA |
Other NONE |
| 10,078 |
| $5.6B |
| $13K |
| PLAN PROFESSIONALS, LLC OPEN PEP | SHREWSBURY, NJ | Other SERVICE PROVIDER | 18,762 | $355.0M | $11K |
| PLAN PROFESSIONALS, LLC OPEN PEP | SHREWSBURY, NJ | Other SERVICE PROVIDER | 15,836 | $268.7M | $695 |
| BRAUN INTERTEC CORPORATION BRAUN INTERTEC ESOP RETIREMENT PLAN | MINNEAPOLIS, MN | TPA / Administrator PLAN ADMINISTRATOR | 907 | $100.2M | $55K |
| INLAND TRUCK PARTS COMPANY INLAND TRUCK PARTS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | OVERLAND PARK, KS | TPA / Administrator PLAN ADMINISTRATOR | 614 | $77.7M | $28K |
| FUSION EMPLOYER SERVICES, LLC FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN | LAWRENCEVILLE, NJ | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 1,888 | $58.3M | $198K |
| VAN HORN AUTOMOTIVE GROUP, INC. VAN HORN AUTOMOTIVE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | PLYMOUTH, WI | TPA / Administrator PLAN ADMINISTRATOR | 527 | $57.5M | $28K |
| VAN HORN AUTOMOTIVE GROUP, INC. VAN HORN AUTOMOTIVE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | PLYMOUTH, WI | TPA / Administrator PLAN ADMINISTRATOR | 497 | $47.2M | $47K |
| DUDEK DUDEK EMPLOYEE STOCK OWNERSHIP PLAN | ENCINITAS, CA | Recordkeeper RECORDKEEPER/BOOKKEEPER | 508 | $43.4M | $67K |
| DUDEK DUDEK EMPLOYEE STOCK OWNERSHIP PLAN | ENCINITAS, CA | Other VALUATION SERVICES | 465 | $39.3M | $66K |
| COMMERCE BANK AND TRUST HOLDING COMPANY COMMERCE BANK AND TRUST HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | TOPEKA, KS | TPA / Administrator PLAN ADMINISTRATOR | 158 | $29.6M | $21K |
| EPS GROUP, INC. EPS GROUP 401(K) PLAN | MESA, AZ | Other INVESTMENT/FINANCIAL ADVI | 272 | $26.9M | $56K |
| AZTEC ENGINEERING GROUP, INC. AZTEC ENGINEERING GROUP, INC. 401(K) PROFIT SHARING PLAN | PHOENIX, AZ | Other INVESTMENT/FINANCIAL ADVI | 188 | $25.1M | $48K |
| AZTEC ENGINEERING GROUP, INC. AZTEC ENGINEERING GROUP, INC. 401(K) PROFIT SHARING PLAN | PHOENIX, AZ | Other INVESTMENT/FINANCIAL ADVI | 167 | $21.6M | $35K |
| EPS GROUP, INC. EPS GROUP 401(K) PLAN | MESA, AZ | Other INVESTMENT/FINANCIAL ADVI | 234 | $20.2M | $41K |
| D.P. ELECTRIC, INC. D.P. ELECTRIC, INC. 401(K) PLAN | TEMPE, AZ | Advisor / Consultant INVESTMENT ADVISOR | 583 | $19.0M | $38K |
| ETRAILER CORPORATION ETRAILER CORPORATION EMPLOYEE PROFIT SHARING PLAN & TRUST | WENTZVILLE, MO | Advisor / Consultant INVESTMENT ADVISOR | 352 | $17.4M | $23K |
| STRONGMIND, INC. STRONGMIND, INC. 401(K) PLAN | CHANDLER, AZ | Advisor / Consultant INVESTMENT ADVISOR | 546 | $17.1M | $17K |
| STRONGMIND, INC. STRONGMIND, INC. 401(K) PLAN | CHANDLER, AZ | Other REGISTERED INVESTMENT AD | 546 | $17.1M | $19K |
| QUECHAN INDIAN TRIBE QUECHAN INDIAN TRIBE EMPLOYEE SAVINGS AND RETIREMENT PLAN | WINTERHAVEN, CA | Other RETAINED BY EMPLOYER | 930 | $16.4M | $47K |
| WILKES & MCHUGH, PA WILKES & ASSOCIATES, PA 401(K) PLAN | TAMPA, FL | Advisor / Consultant ADVISOR | 51 | $15.3M | $36K |
| STRONGMIND, INC. STRONGMIND, INC. 401(K) PLAN | CHANDLER, AZ | Other REGISTERED INVESTMENT ADV | 521 | $14.8M | $33K |
| QUECHAN INDIAN TRIBE QUECHAN INDIAN TRIBE EMPLOYEE SAVINGS AND RETIREMENT PLAN | WINTERHAVEN, CA | Other RETAINED BY EMPLOYER | 878 | $13.9M | $30K |
| D.P. ELECTRIC, INC. D.P. ELECTRIC, INC. 401(K) PLAN | TEMPE, AZ | Advisor / Consultant INVESTMENT ADVISOR | 456 | $13.7M | $26K |
| INDUSTRIAL TURNAROUND CORPORATION ITAC ESOP RETIREMENT PLAN AND TRUST | CHESTER, VA | TPA / Administrator PLAN ADMINISTRATOR | 456 | $13.2M | $28K |
| THE WILKES FIRM, P.A. WILKES & ASSOCIATES, PA 401(K) PLAN | TAMPA, FL | Advisor / Consultant ADVISOR | 50 | $12.7M | $30K |
| MID-STATE CONSULTANTS MID-STATE CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | NEPHI, UT | Accountant / Auditor ACCOUNTANT | 158 | $12.5M | $59K |
| MID-STATE CONSULTANTS MID-STATE CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | NEPHI, UT | TPA / Administrator PLAN ADMINISTRATOR | 158 | $11.8M | $132K |
| MULTISTUDIO, INC. GOULD EVANS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTMENT MANAGEMENT | 135 | $9.3M | $15K |
| OPEN LOOP ENERGY, INC. OPEN LOOP ENERGY, INC. RETIREMENT SAVINGS PLAN | SAFFORD, AZ | Other INVESTMENT/FINANCIAL ADVI | 166 | $9.1M | $29K |
| INDUSTRIAL TURNAROUND CORPORATION ITAC ESOP RETIREMENT PLAN AND TRUST | CHESTER, VA | TPA / Administrator PLAN ADMINISTRATOR | 442 | $8.8M | $33K |
| ACOMA BUSINESS ENTERPRISES ACOMA BUSINESS ENTERPRISES 401(K) PLAN | ACOMA, NM | Advisor / Consultant INVESTMENT ADVISOR | 282 | $8.4M | $30K |
| PARKS & SONS OF SUN CITY, INC. PARKS & SONS OF SUN CITY, INC. 401(K) PLAN | YOUNGTOWN, AZ | Advisor / Consultant RIA | 143 | $7.8M | $22K |
| ACOMA BUSINESS ENTERPRISES ACOMA BUSINESS ENTERPRISES 401(K) PLAN | ACOMA, NM | Advisor / Consultant INVESTMENT ADVISOR | 279 | $7.4M | $22K |
| OPEN LOOP ENERGY, INC. OPEN LOOP ENERGY, INC. RETIREMENT SAVINGS PLAN | SAFFORD, AZ | Other INVESTMENT/FINANCIAL ADVI | 183 | $7.1M | $20K |
| FRONTIER EMPLOYEECO, LLC FRONTIER WASTE SOLUTIONS 401K PLAN | DALLAS, TX | Other SERVICE PROVIDER | 500 | $7.1M | $0 |
| ASM AFFILIATES, INC ASM AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN | CARLSBAD, CA | TPA / Administrator PLAN ADMINISTRATOR | 69 | $6.9M | $14K |
| PARKS & SONS OF SUN CITY, INC. PARKS & SONS OF SUN CITY, INC. 401(K) PLAN | YOUNGTOWN, AZ | Advisor / Consultant RIA | 137 | $6.7M | $18K |
| OUTLIER, LLC PORTFOLIO RETIREMENT PLAN | PHOENIX, AZ | Other INVESTMENT/FINANCIAL ADVI | 352 | $6.3M | $22K |
| TRAX HOLDINGS, INC TRAX HOLDINGS, INC 401(K) PLAN | IRVING, TX | Other INVESTMENT/FINANCIAL ADVI | 67 | $5.7M | $14K |
| WENESCO RESTAURANT SYSTEMS INC WENESCO RESTAURANT SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | ENGLEWOOD CLIFFS, NJ | Advisor / Consultant ADVISOR | 336 | $5.7M | $9K |
| TRAX HOLDINGS, INC TRAX HOLDINGS, INC 401(K) PLAN | IRVING, TX | Other INVESTMENT/FINANCIAL ADVI | 77 | $5.4M | $23K |
| HOUCHIN COMMUNITY BLOOD BANK HOUCHIN COMMUNITY BLOOD BANK 403(B) RETIREMENT PLAN | BAKERSFIELD, CA | Advisor / Consultant ADVISORY | 98 | $4.8M | $0 |
| OUTLIER, LLC PORTFOLIO RETIREMENT PLAN | PHOENIX, AZ | Other INVESTMENT/FINANCIAL ADVI | 325 | $4.6M | $16K |
| FRONTIER EMPLOYEECO, LLC FRONTIER WASTE SOLUTIONS 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 419 | $4.6M | $17K |
| WENESCO RESTAURANT SYSTEMS INC WENESCO RESTAURANT SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | ENGLEWOOD CLIFFS, NJ | Advisor / Consultant ADVISOR | 309 | $4.2M | $9K |
| AGATE, INC. AGATE, INC. 401(K) PLAN | SCOTTSDALE, AZ | Advisor / Consultant RIA | 74 | $4.2M | $15K |
| SHONTO GOVERNING BOARD OF EDUCATION, INC. SPS RETIREMENT PLAN | SHONTO, AZ | Advisor / Consultant RIA | 152 | $3.8M | $28K |
| AGATE, INC. AGATE, INC. 401(K) PLAN | SCOTTSDALE, AZ | Advisor / Consultant RIA | 170 | $3.5M | $13K |
| SHONTO GOVERNING BOARD OF EDUCATION, INC. SPS RETIREMENT PLAN | SHONTO, AZ | Advisor / Consultant RIA | 161 | $3.4M | $13K |
| HOUCHIN COMMUNITY BLOOD BANK HOUCHIN COMMUNITY BLOOD BANK MONEY PURCHASE PLAN | BAKERSFIELD, CA | Other SERVICE PROVIDER | 63 | $2.7M | $0 |
| MANY FARMS COMMUNITY SCHOOL, INC. MANY FARMS COMMUNITY SCHOOL 401(K) PLAN | MANY FARMS, AZ | Advisor / Consultant RIA | 108 | $2.6M | $14K |
| MANY FARMS COMMUNITY SCHOOL, INC. MANY FARMS COMMUNITY SCHOOL 401(K) PLAN | MANY FARMS, AZ | Advisor / Consultant RIA | 115 | $2.2M | $5K |
| COAL BRICK OVEN PIZZERIA, INC. COAL BRICK OVEN PIZZERIA, INC. 401(K) PLAN | SCOTTSDALE, AZ | Other SERVICE PROVIDER | 2,512 | $2.0M | $0 |
| SQUARE ONE CONCEPTS, INC. SQUARE ONE CONCEPTS, INC. 401(K) PLAN | SCOTTSDALE, AZ | Advisor / Consultant RIA | 550 | $1.8M | $10K |
| COAL BRICK OVEN PIZZERIA, INC. COAL BRICK OVEN PIZZERIA, INC. 401(K) PLAN | SCOTTSDALE, AZ | Other SERVICE PROVIDER | 2,633 | $1.7M | $0 |
| SQUARE ONE CONCEPTS, INC. SQUARE ONE CONCEPTS, INC. 401(K) PLAN | SCOTTSDALE, AZ | Advisor / Consultant RIA | 418 | $867K | $3K |
| DRIVE TRAIN INDUSTRIES, INC. DRIVE TRAIN INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | DENVER, CO | TPA / Administrator PLAN ADMIN | 0 | $0 | $12K |
| VILLAGE MOTORS, INC. VILLAGE MOTORS, INC. HEALTH AND WELFARE PLAN | BOSTON, MA | Broker INSURANCE AGENT | 203 | — | $122K |
| PRINCE LOBEL TYE LLP LIFE AND DISABILITY PLANS | BOSTON, MA | Broker INSURANCE AGENT | 126 | — | $181 |
| VILLAGE MOTORS, INC. VILLAGE MOTORS, INC. HEALTH AND WELFARE PLAN | BOSTON, MA | Broker INSURANCE AGENT | 165 | — | $102K |
| PRINCE LOBEL TYE LLP LIFE AND DISABILITY PLANS | BOSTON, MA | Broker INSURANCE AGENT | 132 | — | $561 |
| VILLAGE MOTORS, INC. VILLAGE MOTORS, INC. HEALTH AND WELFARE PLAN | BOSTON, MA | Broker INSURANCE AGENT | 213 | — | $124K |
| JUSTICE RESOURCE INSTITUTE, INC. JUSTICE RESOURCE INSTITUTE HEALTH AND WELFARE PLAN | NEEDHAM, MA | Broker INSURANCE AGENT | 1,878 | — | $28K |
| JUSTICE RESOURCE INSTITUTE, INC. JUSTICE RESOURCE INSTITUTE HEALTH AND WELFARE PLAN | NEEDHAM, MA | Broker INSURANCE AGENT | 1,860 | — | $24K |
| PRINCE LOBEL TYE LLP LIFE AND DISABILITY PLANS | BOSTON, MA | Broker INSURANCE AGENT | 130 | — | $506 |
| PEABODY PROPERTIES, INC. PEABODY PROPERTIES, INC. HEALTH & DENTAL BENEFITS PLAN | BRAINTREE, MA | Broker INSURANCE AGENT | 453 | — | $120K |
| STAFFORD MANAGEMENT COMPANY, LLC STAFFORD MANAGEMENT COMPANY, LLC HEALTH AND WELFARE PLANS | BURLINGTON, MA | Broker INSURANCE AGENT | 425 | — | $139K |
| JUSTICE RESOURCE INSTITUTE, INC. JUSTICE RESOURCE INSTITUTE HEALTH AND WELFARE PLAN | NEEDHAM, MA | Broker INSURANCE AGENT | 1,954 | — | $36K |
