PLANPILOT
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
150
Active participants
83,587
Total plan assets
$19.2B
Filings (rows)
150
Direct comp
$5.4M
Indirect comp
$0
SERVICES PROVIDED
Other79
Advisor / Consultant67
TPA / Administrator4
Top plans served
All 150 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| IOWA INDEPENDENT HIGHER EDUCATION RESEARCH FOUNDATION IAICU MULTIPLE EMPLOYER PLAN | WEST DES MOINES, IA | Advisor / Consultant ADVISOR | 2,536 | $621.4M | $269K |
| IOWA INDEPENDENT HIGHER EDUCATION RESEARCH FOUNDATION IAICU MULTIPLE EMPLOYER PLAN | WEST DES MOINES, IA | Advisor / Consultant ADVISOR | 2,570 | $593.2M | $232K |
| THE GOVERNING BOARD OF THE PENNSYLVANIA ASSOCIATION OF PENNSYLVANIA ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | HARRISBURG, PA | Advisor / Consultant ADVISOR | 2,445 | $543.3M | $132K |
| GOVERNING COMMITTEE OF THE ILLINOIS INDEPENDENT COLLEGES AND UNIVERSI ILLINOIS INDEPENDENT COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | SPRINGFIELD, IL | Advisor / Consultant ADVISOR | 1,567 | $503.5M | $195K |
| IOWA INDEPENDENT HIGHER EDUCATION RESEARCH FOUNDATION IAICU MULTIPLE EMPLOYER PLAN | WEST DES MOINES, IA | Advisor / Consultant ADVISOR | 2,137 | $496.0M | $176K |
| INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INC ICI MULTIPLE EMPLOYER PLAN | INDIANAPOLIS, IN | Advisor / Consultant PLAN INVESTMENT ADVISOR | 2,971 | $480.6M | $199K |
| GOVERNING COMMITTEE OF THE ILLINOIS INDEPENDENT COLLEGES AND UNIVERSI ILLINOIS INDEPENDENT COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | SPRINGFIELD, IL | Advisor / Consultant ADVISOR | 1,508 | $460.3M | $129K |
| INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INC ICI MULTIPLE EMPLOYER PLAN | INDIANAPOLIS, IN | Advisor / Consultant PLAN INVESTMENT ADVISOR | 2,722 | $448.5M | $178K |
| THE GOVERNING BOARD OF THE PENNSYLVANIA ASSOCIATION OF PENNSYLVANIA ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | HARRISBURG, PA | Advisor / Consultant ADVISOR | 2,054 | $413.3M | $81K |
| INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INC ICI MULTIPLE EMPLOYER PLAN | INDIANAPOLIS, IN | Advisor / Consultant PLAN INVESTMENT ADVISOR | 2,684 | $408.7M | $148K |
| BUTLER UNIVERSITY BUTLER UNIVERSITY RETIREMENT PLAN | INDIANAPOLIS, IN | TPA / Administrator TPA | 3,941 | $373.4M | $37K |
| BRADLEY UNIVERSITY BRADLEY UNIVERSITY DEFINED CONTRIBUTION PLAN | PEORIA, IL | Other | 815 | $347.6M | $41K |
| BUTLER UNIVERSITY BUTLER UNIVERSITY RETIREMENT PLAN | INDIANAPOLIS, IN | TPA / Administrator TPA | 3,281 | $343.1M | $59K |
| THE GOVERNING BOARD OF THE MI INDEPENDENT COLLEGES AND UNIVERSITIES MICHIGAN INDEPENDENT COLLEGES AND UNIVERSITIES 403(B) MULTIPLE EMPLOYER PLAN | LANSING, MI | Advisor / Consultant ADVISOR | 1,396 | $334.9M | $112K |
| BRADLEY UNIVERSITY BRADLEY UNIVERSITY DEFINED CONTRIBUTION PLAN | PEORIA, IL | Other | 844 | $317.6M | $27K |
| THE GOVERNING BOARD OF THE MI INDEPENDENT COLLEGES AND UNIVERSITIES MICHIGAN INDEPENDENT COLLEGES AND UNIVERSITIES 403(B) MULTIPLE EMPLOYER PLAN | LANSING, MI | Advisor / Consultant ADVISOR | 1,212 | $315.2M | $102K |
| BUTLER UNIVERSITY BUTLER UNIVERSITY RETIREMENT PLAN | INDIANAPOLIS, IN | TPA / Administrator TPA | 1,086 | $305.6M | $45K |
| DRAKE UNIVERSITY DRAKE UNIVERSITY MANDATORY TAX-DEFERRED ANNUITY RETIREMENT PLAN | DES MOINES, IA | Other NONE | 1,315 | $297.1M | $13K |
| THE GOVERNING BOARD OF THE MI INDEPENDENT COLLEGES AND UNIVERSITIES MICHIGAN INDEPENDENT COLLEGES AND UNIVERSITIES 403(B) MULTIPLE EMPLOYER PLAN | LANSING, MI | Advisor / Consultant ADVISOR | 1,221 | $287.7M | $103K |
| THE GOVERNING BOARD OF THE PENNSYLVANIA ASSOCIATION OF PENNSYLVANIA ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | HARRISBURG, PA | Advisor / Consultant ADVISOR | 1,360 | $252.5M | $75K |
| ROSE-HULMAN INSTITUTE OF TECHNOLOGY ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PURCHASE PLAN | TERRE HAUTE, IN | Other NONE | 565 | $219.6M | $30K |
| ETHICAL CULTURE FIELDSTON SCHOOL ETHICAL CULTURE FIELDSTON SCHOOL 403(B) RETIREMENT PLAN | NEW YORK, NY | Other NONE | 388 | $206.3M | $8K |
| ROSE-HULMAN INSTITUTE OF TECHNOLOGY ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PURCHASE PLAN | TERRE HAUTE, IN | Other NONE | 576 | $202.0M | $27K |
| KETTERING UNIVERSITY KETTERING UNIVERSITY RETIREMENT PLAN | FLINT, MI | Other NONE | 348 | $201.1M | $43K |
| CONCORDIA COLLEGE CONCORDIA COLLEGE RETIREMENT PLAN | MOOREHEAD, MN | Other NONE | 644 | $194.2M | $74K |
| UNIVERSITY OF EVANSVILLE UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN | EVANSVILLE, IN | Other NONE | 892 | $193.2M | $30K |
| KETTERING UNIVERSITY KETTERING UNIVERSITY RETIREMENT PLAN | FLINT, MI | Other NONE | 364 | $189.0M | $41K |
| UNIVERSITY OF EVANSVILLE UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN | EVANSVILLE, IN | Other NONE | 1,319 | $187.7M | $22K |
| CONCORDIA COLLEGE CONCORDIA COLLEGE RETIREMENT PLAN | MOOREHEAD, MN | Other NONE | 648 | $181.9M | $58K |
| KETTERING UNIVERSITY KETTERING UNIVERSITY RETIREMENT PLAN | FLINT, MI | Other NONE | 357 | $180.2M | $39K |
| ROSE-HULMAN INSTITUTE OF TECHNOLOGY ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PURCHASE PLAN | TERRE HAUTE, IN | Other NONE | 567 | $178.1M | $37K |
| UNIVERSITY OF EVANSVILLE UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN | EVANSVILLE, IN | Other NONE | 359 | $172.6M | $42K |
| BEREA COLLEGE BEREA COLLEGE RETIREMENT PLAN | BEREA, KY | Other NONE | 741 | $168.2M | $67K |
| BANK STREET COLLEGE OF EDUCATION BANK STREET COLLEGE OF EDUCATION DEFINED CONTRIBUTION PLAN | NEW YORK, NY | Other NONE | 572 | $168.0M | $27K |
| TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA HAMLINE UNIVERSITY 403(B) RETIREMENT PLAN | ST. PAUL, MN | Other NONE | 438 | $167.3M | $33K |
| CONCORDIA COLLEGE CONCORDIA COLLEGE RETIREMENT PLAN | MOOREHEAD, MN | Other NONE | 652 | $163.9M | $56K |
| BANK STREET COLLEGE OF EDUCATION BANK STREET COLLEGE OF EDUCATION DEFINED CONTRIBUTION PLAN | NEW YORK, NY | Other NONE | 532 | $159.9M | $36K |
| TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA HAMLINE UNIVERSITY 403(B) RETIREMENT PLAN | ST. PAUL, MN | Other NONE | 429 | $159.5M | $31K |
| BEREA COLLEGE BEREA COLLEGE RETIREMENT PLAN | BEREA, KY | Other NONE | 743 | $158.3M | $71K |
| TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA HAMLINE UNIVERSITY 403(B) RETIREMENT PLAN | ST. PAUL, MN | Other NONE | 432 | $147.1M | $30K |
| NOBLE AND GREENOUGH SCHOOL NOBLE AND GREENOUGH SCHOOL RETIREMENT PLAN | DEDHAM, MA | Other NONE | 209 | $144.5M | $10K |
| ST. MARY'S COLLEGE SAINT MARY'S COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NOTRE DAME, IN | Other NONE | 849 | $143.7M | $33K |
| BANK STREET COLLEGE OF EDUCATION BANK STREET COLLEGE OF EDUCATION DEFINED CONTRIBUTION PLAN | NEW YORK, NY | Other NONE | 537 | $142.7M | $19K |
| BEREA COLLEGE BEREA COLLEGE RETIREMENT PLAN | BEREA, KY | Other NONE | 811 | $140.2M | $31K |
| OTTERBEIN UNIVERSITY OTTERBEIN UNIVERSITY TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN | WESTERVILLE, OH | Advisor / Consultant INVESTMENT ADVISOR | 758 | $136.3M | $40K |
| ST. MARY'S COLLEGE SAINT MARY'S COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NOTRE DAME, IN | Other NONE | 807 | $135.5M | $40K |
| ILLINOIS WESLEYAN UNIVERSITY ILLINOIS WESLEYAN UNIVERSITY 403(B) RETIREMENT PLAN | BLOOMINGTON, IL | Other NONE | 356 | $135.4M | $27K |
| ELMHURST UNIVERSITY ELMHURST UNIVERSITY RETIREMENT PLAN | ELMHURST, IL | Other NONE | 507 | $135.3M | $53K |
| ELMHURST UNIVERSITY ELMHURST UNIVERSITY RETIREMENT PLAN | ELMHURST, IL | Other NONE | 493 | $126.9M | $27K |
| ST. MARY'S COLLEGE SAINT MARY'S COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NOTRE DAME, IN | Other NONE | 492 | $125.7M | $24K |
| OTTERBEIN UNIVERSITY OTTERBEIN UNIVERSITY TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN | WESTERVILLE, OH | Advisor / Consultant INVESTMENT ADVISOR | 758 | $122.9M | $29K |
| THE BLAKE SCHOOL THE BLAKE SCHOOL DEFINED CONTRIBUTION PLAN | HOPKINS, MN | Other NONE | 343 | $122.9M | $44K |
| AURORA UNIVERSITY AURORA UNIVERSITY RETIREMENT PLAN | AURORA, IL | Other NONE | 426 | $117.9M | $39K |
| AUGUSTANA COLLEGE AUGUSTANA COLLEGE RETIREMENT PLAN | ROCK ISLAND, IL | Other NONE | 558 | $114.7M | $20K |
| ELMHURST UNIVERSITY ELMHURST UNIVERSITY RETIREMENT PLAN | ELMHURST, IL | Other NONE | 511 | $114.1M | $35K |
| BRECK SCHOOL BRECK SCHOOL RETIREMENT PLAN | MINNEAPOLIS, MN | Other | 287 | $113.9M | $28K |
| THE BLAKE SCHOOL THE BLAKE SCHOOL DEFINED CONTRIBUTION PLAN | HOPKINS, MN | Other NONE | 356 | $113.5M | $37K |
| CENTRE COLLEGE CENTRE COLLEGE RETIREMENT PLAN | DANVILLE, KY | Other NONE | 503 | $112.2M | $57K |
| AURORA UNIVERSITY AURORA UNIVERSITY RETIREMENT PLAN | AURORA, IL | Other NONE | 487 | $111.4M | $38K |
| OTTERBEIN UNIVERSITY OTTERBEIN UNIVERSITY TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN | WESTERVILLE, OH | Advisor / Consultant INVESTMENT ADVISOR | 453 | $110.9M | $57K |
| THE NIGHTINGALE-BAMFORD SCHOOL THE NIGHTINGALE-BAMFORD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 207 | $110.3M | $10K |
| KNOX COLLEGE KNOX COLLEGE RETIREMENT PLAN | GALESBURG, IL | Advisor / Consultant ADVISOR | 355 | $110.3M | $26K |
| IIT RESEARCH INSTITUTE IIT RESEARCH INSTITUTE EMPLOYEES' TAX SHELTERED ANNUITY PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 114 | $107.6M | $42K |
| IIT RESEARCH INSTITUTE IIT RESEARCH INSTITUTE EMPLOYEES' TAX SHELTERED ANNUITY PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 118 | $106.1M | $41K |
| KNOX COLLEGE KNOX COLLEGE RETIREMENT PLAN | GALESBURG, IL | Advisor / Consultant ADVISOR | 330 | $105.6M | $20K |
| CENTRE COLLEGE CENTRE COLLEGE RETIREMENT PLAN | DANVILLE, KY | Other NONE | 517 | $105.2M | $50K |
| BRECK SCHOOL BRECK SCHOOL RETIREMENT PLAN | MINNEAPOLIS, MN | Other | 288 | $104.7M | $27K |
| AUGUSTANA COLLEGE AUGUSTANA COLLEGE RETIREMENT PLAN | ROCK ISLAND, IL | Other NONE | 560 | $102.7M | $20K |
| AURORA UNIVERSITY AURORA UNIVERSITY RETIREMENT PLAN | AURORA, IL | Other NONE | 509 | $102.6M | $36K |
| OLIVET NAZARENE UNIVERSITY OLIVET NAZARENE UNIVERSITY DC RETIREMENT PLAN | BOURBONNAIS, IL | Other NONE | 573 | $102.2M | $32K |
| IIT RESEARCH INSTITUTE IIT RESEARCH INSTITUTE EMPLOYEES' TAX SHELTERED ANNUITY PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 123 | $100.8M | $41K |
| THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN, NY | Advisor / Consultant ADVISOR | 264 | $100.0M | $11K |
| SAINT ANNS SCHOOL THE SAINT ANN'S SCHOOL TAX DEFERRED ANNUITY PLAN | BROOKLYN, NY | Advisor / Consultant ADVISOR | 325 | $96.6M | $11K |
| KNOX COLLEGE KNOX COLLEGE RETIREMENT PLAN | GALESBURG, IL | Advisor / Consultant ADVISOR | 336 | $96.5M | $33K |
| CENTRE COLLEGE CENTRE COLLEGE RETIREMENT PLAN | DANVILLE, KY | Other NONE | 435 | $93.6M | $41K |
| BRECK SCHOOL BRECK SCHOOL RETIREMENT PLAN | MINNEAPOLIS, MN | Other | 275 | $91.9M | $26K |
| DWIGHT-ENGLEWOOD SCHOOL DWIGHT ENGLEWOOD SCHOOL 403(B) RETIREMENT SAVINGS PLAN | ENGLEWOOD, NJ | Other CONSULTING | 241 | $90.2M | $7K |
| OLIVET NAZARENE UNIVERSITY OLIVET NAZARENE UNIVERSITY DC RETIREMENT PLAN | BOURBONNAIS, IL | Other NONE | 539 | $89.6M | $8K |
| AUGUSTANA COLLEGE AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | ROCK ISLAND, IL | Other N/A | 231 | $89.1M | $13K |
| AUGUSTANA COLLEGE AUGUSTANA COLLEGE RETIREMENT PLAN | ROCK ISLAND, IL | Other NONE | 571 | $86.8M | $25K |
| EASTERN UNIVERSITY EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ST. DAVIDS, PA | Other NONE | 697 | $86.6M | $7K |
| AUGUSTANA COLLEGE AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | ROCK ISLAND, IL | Other N/A | 243 | $83.8M | $10K |
| COE COLLEGE COE COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | CEDAR RAPIDS, IA | Advisor / Consultant INVESTMENT ADVISORY | 291 | $77.0M | $24K |
| GRACE CHURCH SCHOOL GRACE CHURCH SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 225 | $75.3M | $10K |
| THE BUCKLEY SCHOOL THE BUCKLEY SCHOOL DEFINED CONTRIBUTION PLAN | SHERMAN OAKS, CA | Other PLAN CONCULTING | 202 | $75.2M | $9K |
| SAINT DAVID'S SCHOOL SAINT DAVID'S SCHOOL RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant PLAN ADVISOR | 157 | $73.0M | $10K |
| DAIFUKU INTRALOGISTICS AMERICA CORPORATION WYNRIGHT 401(K) PLAN AND TRUST | HOBART, IN | Other NONE | 731 | $69.9M | $28K |
| TRINITY EPISCOPAL SCHOOL CORPORATION TRINITY EPISCOPAL SCHOOL CORPORATION TAX DEFERRED ANNUITY PLAN | NEW YORK, NY | Other OTHER | 252 | $69.9M | $8K |
| HOLY INNOCENTS' EPISCOPAL SCHOOL, INC. HOLY INNOCENTS' EPISCOPAL SCHOOL 403(B) PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR | 293 | $67.1M | $5K |
| TRANSYLVANIA UNIVERSITY TRANSYLVANIA UNIVERSITY RETIREMENT PLAN | LEXINGTON, KY | Other NONE | 275 | $65.1M | $6K |
| THE SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | CINCINNATI, OH | Advisor / Consultant CONSULTANT | 218 | $64.9M | $4K |
| THE RIVERS SCHOOL CORPORATION THE RIVERS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WESTON, MA | Advisor / Consultant ADVISOR | 205 | $62.9M | $11K |
| WYNRIGHT CORPORATION WYNRIGHT 401(K) PLAN AND TRUST | HOBART, IN | Other NONE | 906 | $61.9M | $45K |
| THE PEMBROKE HILL SCHOOL PEMBROKE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | KANSAS CITY, MO | Other NONE | 214 | $60.2M | $6K |
| LETOURNEAU UNIVERSITY LETOURNEAU UNIVERSITY 403(B) ANNUITY PLAN | LONGVIEW, TX | Advisor / Consultant ADVISOR | 357 | $58.1M | $47K |
| MCKENDREE UNIVERSITY MCKENDREE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LEBANON, IL | Other NONE | 474 | $55.7M | $14K |
| NEWARK ACADEMY TRUSTEES NEWARK ACADEMY DC RETIREMENT PLAN | LIVINGSTON, NJ | Other NONE | 133 | $54.7M | $7K |
| LETOURNEAU UNIVERSITY LETOURNEAU UNIVERSITY 403(B) ANNUITY PLAN | LONGVIEW, TX | Advisor / Consultant ADVISOR | 383 | $54.2M | $36K |
| RUTGERS PREPARATORY SCHOOL RUTGERS PREPARATORY SCHOOL DEFINED CONTRIBUTION PLAN | SOMERSET, NJ | Advisor / Consultant ADVISOR | 183 | $54.1M | $6K |
| EMMA WILLARD SCHOOL EMMA WILLARD SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | TROY, NY | Other | 146 | $53.8M | $7K |
| THE HEWITT SCHOOL HEWITT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 131 | $52.7M | $8K |
| THE TOWN SCHOOL THE TOWN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant CONSULTANT | 126 | $52.1M | $7K |
| HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS, OH | Advisor / Consultant ADVISOR | 267 | $51.8M | $7K |
| THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 98 | $51.5M | $7K |
| BEAVER COUNTRY DAY SCHOOL, INC. BEAVER COUNTRY DAY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | CHESTNUT HILL, MA | Advisor / Consultant ADVISOR | 140 | $51.5M | $5K |
| WILMINGTON COLLEGE WILMINGTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | WILMINGTON, OH | Other NONE | 234 | $51.2M | $12K |
| GEORGETOWN COLLEGE GEORGETOWN COLLEGE DEFINED CONTRIBUTION PLAN | GEORGETOWN, KY | Other N/A | 207 | $50.7M | $6K |
| WYOMING SEMINARY WYOMING SEMINARY DEFINED CONTRIBUTION RETIREMENT PLAN | KINGSTON, PA | Advisor / Consultant ADVISOR | 195 | $50.7M | $30K |
| WYOMING SEMINARY WYOMING SEMINARY DEFINED CONTRIBUTION RETIREMENT PLAN | KINGSTON, PA | Advisor / Consultant ADVISOR | 205 | $48.2M | $20K |
| WILMINGTON COLLEGE WILMINGTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | WILMINGTON, OH | Other NONE | 232 | $47.8M | $19K |
| LETOURNEAU UNIVERSITY LETOURNEAU UNIVERSITY 403(B) ANNUITY PLAN | LONGVIEW, TX | Advisor / Consultant ADVISOR | 381 | $47.6M | $31K |
| UNIVERSITY OF PIKEVILLE UNIVERSITY OF PIKEVILLE RETIREMENT PLAN | PIKEVILLE, KY | Advisor / Consultant ADVISOR | 581 | $46.7M | $34K |
| WILDWOOD SCHOOL WILDWOOD SCHOOL INC. DC RETIREMENT PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 159 | $46.4M | $7K |
| NORTH SHORE COUNTRY DAY SCHOOL NORTH SHORE COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WINNETKA, IL | Advisor / Consultant ADVISOR | 144 | $45.3M | $7K |
| THE BROWNING SCHOOL THE BROWNING SCHOOL 403(B) PLAN | NEW YORK, NY | Advisor / Consultant CONSULTANT | 194 | $45.0M | $6K |
| UNIVERSITY OF PIKEVILLE UNIVERSITY OF PIKEVILLE RETIREMENT PLAN | PIKEVILLE, KY | Advisor / Consultant ADVISOR | 571 | $45.0M | $20K |
| WYOMING SEMINARY WYOMING SEMINARY DEFINED CONTRIBUTION RETIREMENT PLAN | KINGSTON, PA | Advisor / Consultant ADVISOR | 200 | $44.6M | $20K |
| THE AWTY INTERNATIONAL SCHOOL THE AWTY INTERNATIONAL SCHOOL 403(B) RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant ADVISORY SERVICES | 298 | $44.1M | $7K |
| GREEN VALE SCHOOL GREEN VALE SCHOOL 403(B) DC PLAN RA | OLD BROOKVILLE, NY | Other CONSULTING | 112 | $44.0M | $8K |
| THE NEW YORK ACADEMY OF MEDICINE THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN | NEW YORK, NY | Other NONE | 59 | $43.6M | $10K |
| TOWN SCHOOL FOR BOYS TOWN SCHOOL FOR BOYS DC RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 134 | $43.0M | $8K |
| GREEN VALE SCHOOL GREEN VALE SCHOOL 403(B) DC PLAN RA | OLD BROOKVILLE, NY | Other CONSULTING | 106 | $41.6M | $6K |
| PARISH EPISCOPAL SCHOOL THE PARISH EPISCOPAL SCHOOL 403(B) DC PLAN AND PARISH EPISCOPAL SCHOOL 403(B) TDA PLAN | DALLAS, TX | Advisor / Consultant ADVISOR | 266 | $40.3M | $35K |
| UNIVERSITY PREPARATORY ACADEMY UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST | SEATTLE, WA | Other NONE | 155 | $39.9M | $10K |
| UNIVERSITY OF PIKEVILLE UNIVERSITY OF PIKEVILLE RETIREMENT PLAN | PIKEVILLE, KY | Advisor / Consultant ADVISOR | 512 | $38.8M | $26K |
| PARISH EPISCOPAL SCHOOL THE PARISH EPISCOPAL SCHOOL 403(B) DC PLAN AND PARISH EPISCOPAL SCHOOL 403(B) TDA PLAN | DALLAS, TX | Advisor / Consultant ADVISOR | 251 | $36.0M | $36K |
| PARISH EPISCOPAL SCHOOL THE PARISH EPISCOPAL SCHOOL 403(B) DC PLAN AND PARISH EPISCOPAL SCHOOL 403(B) TDA PLAN | DALLAS, TX | Advisor / Consultant ADVISOR | 250 | $31.7M | $34K |
| THE CHURCHILL SCHOOL AND CENTER CHURCHILL SCHOOL AND CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 142 | $31.5M | $4K |
| KATHERINE DELMAR BURKE SCHOOL KATHERINE DELMAR BURKE SCHOOL DC AND TDA 403(B) PLANS | SAN FRANCISCO, CA | Other CONSULTING | 97 | $31.4M | $8K |
| THE WALKER SCHOOL THE WALKER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MARIETTA, GA | Advisor / Consultant ADVISOR | 183 | $30.8M | $5K |
| SHORE COUNTRY DAY SCHOOL SHORE COUNTRY DAY SCHOOL 403(B) DC PLAN | BEVERLY, MA | Advisor / Consultant ADVISOR | 95 | $30.4M | $9K |
| KIMBELL ART FOUNDATION KIMBELL ART MUSEUM KIMBELL ART MUSEUM RETIREMENT PLAN | FORT WORTH, TX | Advisor / Consultant INVESTMENT MANAGER | 149 | $28.8M | $7K |
| AMON CARTER MUSEUM OF WESTERN ART AMON CARTER MUSEUM OF WESTERN ART RETIREMENT PLAN | FORT WORTH, TX | Advisor / Consultant CONSULTANT | 90 | $27.9M | $23K |
| CHICAGO PUBLIC MEDIA, INC. THE CHICAGO PUBLIC MEDIA, INC. TAX-DEFERRED ANNUITY (TDA) PLAN | CHICAGO, IL | Other NONE | 136 | $27.4M | $22K |
| ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 124 | $26.9M | $8K |
| KIMBELL ART FOUNDATION KIMBELL ART MUSEUM KIMBELL ART MUSEUM RETIREMENT PLAN | FORT WORTH, TX | Advisor / Consultant INVESTMENT MANAGER | 146 | $25.6M | $6K |
| ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 124 | $23.9M | $4K |
| THE LAMPLIGHTER SCHOOL THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | DALLAS, TX | Advisor / Consultant ADVISOR | 104 | $21.8M | $4K |
| STRATFORD ACADEMY, INC. STRATFORD ACADEMY, INC. RETIREMENT PLAN | MACON, GA | Other | 112 | $20.6M | $14K |
| SAYRE SCHOOL SAYRE SCHOOL 403(B) DC PLAN | LEXINGTON, KY | Other | 157 | $19.1M | $23K |
| SAYRE SCHOOL SAYRE SCHOOL 403(B) DC PLAN | LEXINGTON, KY | Other | 179 | $17.0M | $6K |
| SAYRE SCHOOL SAYRE SCHOOL 403(B) DC PLAN | LEXINGTON, KY | Other | 173 | $14.9M | $16K |
| BROOKLYN HEIGHTS MONTESSORI SCHOOL SECTION 403(B) RETIREMENT PLAN FOR BROOKLYN HEIGHTS MONTESSORI SCHOOL | BROOKLYN, NY | Other NONE | 66 | $8.5M | $7K |
| ILLINOIS WESLEYAN UNIVERSITY ILLINOIS WESLEYAN UNIVERSITY 403(B) RETIREMENT PLAN | BLOOMINGTON, IL | Other NONE | 0 | $0 | $14K |
| DAIFUKU INTRALOGISTICS AMERICA CORPORATION WYNRIGHT 401(K) PLAN AND TRUST | HOBART, IN | Other NONE | 0 | $0 | $19K |
| CAPITOL HILL DAY SCHOOL CAPITOL HILL DAY SCHOOL RETIREMENT PLAN | WASHINGTON, DC | Advisor / Consultant CONSULTANT | 74 | $0 | $9K |
| COE COLLEGE COE COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | CEDAR RAPIDS, IA | Advisor / Consultant INVESTMENT ADVISORY | 0 | $0 | $33K |
| BUENA VISTA UNIVERSITY BUENA VISTA UNIV. - SAVINGS AND RETIREMENT PLAN | STORM LAKE, IA | TPA / Administrator PLAN ADMINISTRATOR | 0 | $0 | $27K |
| MILLIKIN UNIVERSITY MILLIKIN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | DECATUR, IL | Other NONE | 0 | $0 | $26K |
| MONMOUTH COLLEGE MONMOUTH COLLEGE 403(B) RETIREMENT PLAN | MONMOUTH, IL | Advisor / Consultant ADVISOR | 0 | $0 | $17K |