| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISORY (PART | 316,905 | $433.9M | $10K |
| PLAN FIDUCIARY SERVICES, INC. ONEDIGITAL OPEN POOLED EMPLOYER PLAN | CLEARWATER, FL | Broker BROKER/ADVISER | 4,946 | $93.6M | $0 |
| PLAN FIDUCIARY SERVICES, INC. |
| CLEARWATER, FL |
Broker BROKER/DEALER |
| 3,880 |
| $76.5M |
| $0 |
| PLAN FIDUCIARY SERVICES, INC. ENTERPRISE SELECT POOLED EMPLOYER PLAN | CLEARWATER, FL | Broker BROKER/DEALER | 2,703 | $59.8M | $0 |
| COMMUNITY HEALTH CENTERS, INC. COMMUNITY HEALTH CENTERS, INC. 403(B) RETIREMENT PLAN | WINTER GARDEN, FL | Other OTHER SERVICES | 634 | $30.6M | $0 |
| COMMUNITY HEALTH CENTERS, INC. COMMUNITY HEALTH CENTERS, INC. 403(B) RETIREMENT PLAN | WINTER GARDEN, FL | Other OTHER SERVICES | 604 | $27.1M | $0 |
| COMMUNITY HEALTH CENTERS, INC. COMMUNITY HEALTH CENTERS, INC. 403(B) RETIREMENT PLAN | WINTER GARDEN, FL | Other OTHER SERVICES | 573 | $23.0M | $0 |
| MENNO HAVEN, INC. MENNO HAVEN, INC. 403(B) PLAN | CHAMBERSBURG, PA | Broker BROKER/DEALER | 262 | $19.7M | $0 |
| EMBRACE FAMILIES, INC. EMBRACE FAMILIES, INC. 401(K) PLAN | MELBOURNE, FL | Advisor / Consultant ADVISOR | 269 | $12.8M | $0 |
| LZ TECHNOLOGY, INC. LZ TECHNOLOGY, INC. 401(K) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 175 | $11.6M | $0 |
| DIAMOND ELECTRIC MFG. CORPORATION DIAMOND ELECTRIC MFG. CORPORATION RETIREMENT PLAN | ELEANOR, WV | Advisor / Consultant ADVISOR | 202 | $11.2M | $0 |
| EMBRACE FAMILIES, INC. EMBRACE FAMILIES, INC. 401(K) PLAN | ORLANDO, FL | Advisor / Consultant ADVISOR | 265 | $10.6M | $0 |
| DIAMOND ELECTRIC MFG. CORPORATION DIAMOND ELECTRIC MFG. CORPORATION RETIREMENT PLAN | ELEANOR, WV | Advisor / Consultant ADVISOR | 208 | $10.6M | $0 |
| FRANKEL FAMILY TRUST D/B/A MANAGEMENT SUPPORT MANAGEMENT SUPPORT 401(K) PLAN | SANTA ANA, CA | Advisor / Consultant ADVISOR | 391 | $9.5M | $0 |
| LZ TECHNOLOGY, INC. LZ TECHNOLOGY, INC. 401(K) PLAN | HOUSTON, TX | Other | 118 | $9.0M | $0 |
| DIAMOND ELECTRIC MFG. CORPORATION DIAMOND ELECTRIC MFG. CORPORATION RETIREMENT PLAN | ELEANOR, WV | Advisor / Consultant ADVISOR | 249 | $8.6M | $0 |
| FRANKEL FAMILY TRUST D/B/A MANAGEMENT SUPPORT MANAGEMENT SUPPORT 401(K) PLAN | SANTA ANA, CA | Advisor / Consultant ADVISOR | 378 | $7.7M | $0 |
| RME LTD, LLC DBA ELITE SURFACE INFRASTRUCTURE ELITE SURFACE INFRASTRUCTURE 401(K) PLAN | ENGLEWOOD, CO | Broker BROKER/DEALER | 267 | $4.7M | $0 |
| RME LTD, LLC DBA ELITE SURFACE INFRASTRUCTURE ELITE SURFACE INFRASTRUCTURE 401(K) PLAN | ENGLEWOOD, CO | Broker BROKER/DEALER | 267 | $4.7M | $0 |
| LEGEND SEEDS, INC. LEGEND SEEDS, INC. 401(K) PLAN | DE SMET, SD | Advisor / Consultant ADVISOR | 95 | $4.0M | $0 |
| MARTIN SPECIALTY COATINGS MARTIN SPECIALTY COATINGS 401(K) PLAN | SHREVEPORT, LA | Advisor / Consultant ADVISOR | 95 | $2.6M | $0 |
| MARTIN SPECIALTY COATINGS MARTIN SPECIALTY COATINGS 401(K) PLAN | SHREVEPORT, LA | Advisor / Consultant ADVISOR | 101 | $2.4M | $0 |
| RAE ENERGY (US), INC RAE ENERGY (US), INC. RETIREMENT TRUST | KATY, TX | Advisor / Consultant INVESTMENT ADVISOR | 78 | $2.1M | $9K |
| CORCORAN TRUCKING, INC. CORCORAN TRUCKING, INC. 401(K) PLAN | BILLINGS, MT | Advisor / Consultant INVESTMENT ADVISORY | 92 | $861K | $2K |
| JAY PEAK, INC. JAY PEAK, INC. 401(K) PLAN | JAY, VT | Advisor / Consultant ADVISOR | 1 | $3K | $0 |
| EMBRACE FAMILIES, INC. EMBRACE FAMILIES, INC. 401(K) PLAN | MELBOURNE, FL | Advisor / Consultant ADVISOR | 0 | $0 | $0 |
| PLAN FIDUCIARY SERVICES, INC. ENTERPRISE SELECT POOLED EMPLOYER PLAN | CLEARWATER, FL | Broker BROKER/DEALER | 522 | — | $0 |
