PROACCOUNT
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
198
Active participants
98,688
Total plan assets
$3.6B
Filings (rows)
199
Direct comp
$4.1M
Indirect comp
$689
Aggregating 4 name variants under "PROACCOUNT"
SERVICES PROVIDED
Advisor / Consultant147
Other39
Recordkeeper13
Top plans served
Showing top 199 of 198 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA, CA | Advisor / Consultant INVESTMENT ADVISORY | 182 | $202.4M | $125K |
| OHIO STATE UNIVERSITY PHYSICIANS, INC. OHIO STATE UNIVERSITY PHYSICIANS, INC. INTERIM RETIREMENT PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISORY | 2,183 | $182.8M | $8K |
| DAISY BRAND, LLC DAISY BRAND RETIREMENT PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 863 | $155.2M | $228K |
| MARIETTA MEMORIAL HOSPITAL RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS | MARIETTA, OH | Advisor / Consultant INVESTMENT MANAGER | 3,386 | $111.1M | $31K |
| TRION SOLUTIONS, INC. TRION SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | TROY, MI | Advisor / Consultant INVESTMENT ADVISORY | 7,890 | $106.6M | $197K |
| HILL & SMITH GROUP HOLDINGS, INC. HILL & SMITH GROUP HOLDINGS, INC. 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT MANAGER | 1,633 | $72.3M | $133K |
| AESCULAPIAN MANAGEMENT COMPANY, LLC AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN | SARASOTA, FL | Advisor / Consultant INVESTMENT ADVISORY | 738 | $69.0M | $23K |
| AUSTRIAN MOTORS CORP. AUSTRIAN MOTORS CORP. 401(K) PROFIT-SHARING PLAN | GAITHERSBURG, MD | Advisor / Consultant INVESTMENT MANAGEMENT | 605 | $64.1M | $121K |
| TRINITY SOLAR, LLC TRINITY SOLAR, LLC 401(K) PLAN | WALL, NJ | Advisor / Consultant INVESTMENT ADVISORY | 2,725 | $60.0M | $20K |
| ANDERSON CENTER FOR AUTISM ANDERSON CENTER FOR AUTISM RETIREMENT PLAN | STAATSBURG, NY | Other | 786 | $58.9M | $8K |
| OHIO STATE UNIVERSITY PHYSICIANS, INC. OHIO STATE UNIVERSITY PHYSICIANS, INC. 403(B) TAX DEFERRED ANNUITY PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISORY | 2,180 | $58.7M | $8K |
| FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) | LAWRENCEVILLE, NJ | Advisor / Consultant INVESTMENT ADVISORY | 592 | $57.1M | $15K |
| LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC LOUISIANA WOMEN'S HEALTHCARE ASSOCIATES, LLC PROFIT SHARING PLAN | BATON ROUGE, LA | Advisor / Consultant INVEST. ADVISORY PART. | 245 | $52.2M | $3K |
| GEO. BYERS SONS HOLDING, INC. GEO. BYERS SONS, 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISORY | 750 | $50.4M | $76K |
| MUESER RUTLEDGE CONSULTING ENGINEERS PLLC MUESER RUTLEDGE CONSULTING ENGINEERS PLLC 401(K) RETIREMENT SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 148 | $45.8M | $353 |
| PAUL MILLER, INC. PAUL MILLER & ITS AFFILIATES 401(K) PLAN | PARSIPPANY, NJ | Advisor / Consultant INVESTMENT ADVISORY | 655 | $44.5M | $32K |
| 4FRONT ENGINEERED SOLUTIONS, INC. 4FRONT ENGINEERED SOLUTIONS 401(K) PLAN | CARROLLTON, TX | Advisor / Consultant INVESTMENT ADVISORY | 619 | $42.5M | $174K |
| COSTA FARMS, LLC COSTA FARMS, LLC 401(K) PLAN | MIAMI, FL | Advisor / Consultant MANAGED ACCOUNT ADVISOR | 3,900 | $41.2M | $30K |
| NATIONAL RETAIL SYSTEMS, INC. NATIONAL RETAIL SYSTEMS, INC. 401(K) PLAN | NORTH BERGEN, NJ | Advisor / Consultant INVESTMENT ADVISORY | 736 | $40.5M | $38K |
| PLANESENSE, INC. PLANESENSE, INC. 401(K) PLAN | PORTSMOUTH, NH | Other INVESTMENT | 566 | $36.2M | $25K |
| GEORGE J. IGEL & CO., INC. GEORGE J. IGEL & CO., INC. 401(K) PROFIT SHARING PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISORY | 124 | $36.0M | $105K |
| CHINA MERCHANTS BANK CHINA MERCHANTS BANK 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 111 | $36.0M | $6K |
| RITE OF PASSAGE, INC. RITE OF PASSAGE, INC. 401K PLAN | MINDEN, NV | Advisor / Consultant INVESTMENT ADVISORY PART | 1,232 | $34.3M | $25K |
| CALIFORNIA FARM BUREAU FEDERATION CALIFORNIA FARM BUREAU MEMBER EMPLOYER RETIREMENT PLAN (MEP) | SACRAMENTO, CA | Advisor / Consultant ADVISOR | 1,524 | $33.8M | $16K |
| TIME MANUFACTURING COMPANY TIME MANUFACTURING COMPANY 401(K) PLAN | WACO, TX | Advisor / Consultant INVEST ADVISORY | 831 | $33.2M | $69K |
| SUPERIOR, INC. SUPERIOR INC & AFFILIATES 401(K) PLAN | FAYETTEVILLE, AR | Advisor / Consultant INVESTMENT ADVISOR | 827 | $31.1M | $42K |
| HONAT BANCORP, INC. HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS | HONESDALE, PA | Advisor / Consultant INVESTMENT ADVISORY | 151 | $31.0M | $5K |
| COMPUTER AND ENGINEERING SERVICES, INC. TECHNICAL SERVICES RETIREMENT PLAN | KALAMAZOO, MI | Advisor / Consultant ADVISORY | 2,593 | $29.2M | $84K |
| WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE, WA | Advisor / Consultant INVESTMENT ADVISORY | 218 | $27.9M | $6K |
| CALIFIA FARMS, LLC CALIFIA FARMS, LLC 401(K) PLAN | LOS ANGELES, CA | Other NONE | 307 | $25.9M | $45K |
| FIRST CO. FIRST CO. 401(K) RETIREMENT PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISORY | 505 | $25.8M | $62K |
| CHESAPEAKE EMPLOYERS' INSURANCE COMPANY CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN | TOWSON, MD | Other NONE | 252 | $25.4M | $6K |
| RUBBERLITE, INC. RUBBERLITE, INC. 401(K)PROFIT SHARING RETIREMENT PLAN | HUNTINGTON, WV | Advisor / Consultant INVESTMENT ADVISORY | 152 | $25.3M | $33K |
| AMBITIONS, INC AMBITIONS 401 K PLAN | LAS VEGAS, NV | Advisor / Consultant INVESTMENT ADVISORY | 1,110 | $25.0M | $21K |
| ST. LUKE COMMUNITY HOSPITAL AND NURSING HOME ST. LUKE COMMUNITY HOSPITAL AND NURSING HOME 403(B) PLAN | RONAN, MT | Advisor / Consultant INVESTMENT ADVISORY | 380 | $23.9M | $34K |
| ROTTINGHAUS COMPANY, INC. ROTTINGHAUS COMPANY 401(K) SAVINGS PLAN | LACROSSE, WI | Advisor / Consultant INVESTMENT ADVISORY | 687 | $23.7M | $3K |
| CONTINENTAL OFFICE FURNITURE CORP. CONTINENTAL OFFICE INTERESTS SAVINGS PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISORY | 97 | $23.6M | $938 |
| NATIONAL ASSOCIATION OF COUNTIES NACO 401(K) PLAN | WASHINGTON, DC | Advisor / Consultant INVESTMENT ADVISORY | 94 | $23.2M | $79K |
| H MART INC. H MART 401(K) PLAN | LYNDHURST, NJ | Advisor / Consultant INVESTMENT ADVISORY | 3,748 | $22.7M | $29K |
| SHINHAN BANK AMERICA SHINHAN BANK AMERICA 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK, NY | Other NONE | 217 | $22.7M | $600 |
| LUDVIK ELECTRIC CO. LUDVIK ELECTRIC CO. 401(K) PLAN | LAKEWOOD, CO | Advisor / Consultant INVESTMENT ADVISORY | 197 | $22.7M | $16K |
| KIDSPEACE CORPORATION KIDSPEACE TAX DEFERRED ANNUITY PLAN | SCHNECKSVILLE, PA | Advisor / Consultant ADVISORY | 1,843 | $22.4M | $12K |
| BLAIR, CHURCH & FLYNN CONSULTING ENGINEERS, INC. BLAIR, CHURCH & FLYNN CONSULTING ENGINEERS RETIREMENT PLAN | CLOVIS, CA | Advisor / Consultant INVESTMENT ADVISOR | 168 | $22.2M | $22K |
| DOOR SYSTEMS ASSA ABLOY US, INC. DOOR SYSTEMS 401(K) PLAN | NAPERVILLE, IL | Advisor / Consultant INV ADVISORY PARTICIPANT | 416 | $22.2M | $82K |
| KEY BENEFIT ADMINISTRATORS KEY FAMILY 401K PLAN | FISHERS, IN | Advisor / Consultant INVESTMENT ADVISORY | 393 | $21.6M | $3K |
| 2014 HEALTH, LLC US HEALTHVEST GROUP 401(K) PLAN | DES PLAINES, IL | Other NONE | 2,262 | $21.6M | $44K |
| SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE SCI-ARC RETIREMENT SAVINGS PLAN | LOS ANGELES, CA | Advisor / Consultant INVESTMENT ADVISORY | 98 | $21.1M | $372 |
| KLINGBEIL CAPITAL MANAGEMENT, LTD. KLINGBEIL CAPITAL MANAGEMENT, LTD. 401(K) PROFIT SHARING PLAN | MANNASAS, VA | Advisor / Consultant INVESTMENT ADVISORY PPTS | 192 | $21.0M | $9K |
| SAINT AGNES MEDICAL PROVIDERS SAINT AGNES MEDICAL PROVIDERS 401(K) PLAN | FRESNO, CA | Advisor / Consultant ADVISOR | 94 | $20.5M | $9K |
| FORCINE CONCRETE & CONSTRUCTION CO. INC. FORCINE CONCRETE & CONSTRUCTION COMPANY 401(K)PLAN | MALVERN, PA | Advisor / Consultant INVESTMENT ADVISORY | 291 | $19.1M | $617 |
| NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION 403(B) TAX SHELTERED ANNUITY PLAN | LOWELL, MA | Advisor / Consultant INVESTMENT ADVISORY | 123 | $18.7M | $13K |
| MEDICAL CITY DALLAS MANAGEMENT, LTD. MEDICAL CITY DALLAS MANAGEMENT, LTD. 401(K) PROFIT SHARING PLAN | DALLAS, TX | Other MONEY MANAGER | 100 | $18.5M | $60K |
| CHINATOWN COMMUNITY DEVELOPMENT CENTER CHINATOWN CDC 403(B) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISORY (PARTICIPANTS) | 257 | $18.2M | $3K |
| EQUALITY HEALTH, LLC EQUALITY HEALTH, LLC 401(K) PLAN | PHOENIX, AZ | Recordkeeper RECORDKEEPER | 230 | $18.0M | $11K |
| KLOVER SEPA INC. THE KLOVER COMPANIES RETIREMENT SAVINGS PLAN | QUAKERTOWN, PA | Advisor / Consultant INVESTMENT ADVISORY | 137 | $17.9M | $271 |
| DUDLEY DEBOSIER, APLC DUDLEY DEBOSIER, APLC 401(K) PROFIT SHARING PLAN | BATON ROUGE, LA | Other INVESTMENT ADV (PART) | 228 | $17.9M | $11K |
| EQUITAS HEALTH EQUITAS HEALTH 401(K) PLAN AND PROFIT SHARING PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISORY | 545 | $17.9M | $31K |
| GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, INC. GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, INC. 403(B) THRIFT PLAN | LOS ANGELES, CA | Advisor / Consultant INVESTMENT ADVISORY | 2,794 | $17.8M | $4K |
| SAN DIEGO BLOOD BANK SAN DIEGO BLOOD BANK 403(B) PLAN | SAN DEIGO, CA | Advisor / Consultant INVESTMENT ADVISORY | 329 | $17.8M | $4K |
| NETWORK ADJUSTERS, INCORPORATED NETWORK ADJUSTERS, INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST | FARMINGDALE, NY | Advisor / Consultant ADVISOR | 166 | $17.7M | $42K |
| SPORT CHEVROLET COMPANY LLC SPORT CHEVROLET HONDA 401(K) PLAN | SILVER SPRING, MD | Advisor / Consultant INVESTMENT ADVISORY | 181 | $17.1M | $35K |
| SOUTHWEST TRANSPLANT ALLIANCE SOUTHWEST TRANSPLANT ALLIANCE 401(A) RETIREMENT PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISORY | 388 | $16.8M | $63K |
| LANEHART ELECTRICAL CONTRACTORS, LLC LANEHART ELECTRICAL CONTRACTORS, LLC 401(K) PROFIT SHARING PLAN | IRVING, TX | Other MONEY MANAGER | 507 | $16.7M | $96K |
| JACK DOHENY COMPANY JACK DOHENY COMPANY 401(K) PLAN | NORTHVILLE, MI | Advisor / Consultant INVESTMENT ADVISORY | 155 | $16.6M | $54K |
| CI&T, INC. CI&T, INC. EMPLOYEES' 401(K) RETIREMENT PLAN | KING OF PRUSSIA, PA | Advisor / Consultant INVESTMENT ADVISORY-PART | 104 | $16.3M | $11K |
| INDUSTRIAL HARD CHROME, LTD. INDUSTRIAL HARD CHROME, LTD. 401(K) RETIREMENT PLAN AND TRUST | GENEVA, IL | Advisor / Consultant INVESTMENT ADVISORY | 102 | $16.2M | $31K |
| BRIGHT HARBOR HEALTHCARE BRIGHT HARBOR HEALTHCARE TAX SHELTERED ANNUITY PLAN | BAYVILLE, NJ | Advisor / Consultant INVESTMENT ADVISORY | 311 | $15.6M | $6 |
| LULA-WESTFIELD, L.L.C. LULA-WESTFIELD, L.L.C. SAVINGS PLAN | PAINCOURTVILLE, LA | Advisor / Consultant INVESTMENT ADVISORY | 127 | $15.4M | $625 |
| THOMPSON PUMP AND MANUFACTURING CO. THOMPSON PUMP PROFIT SHARING AND 401(K) PLAN | PORT ORANGE, FL | Other NONE | 114 | $15.2M | $23K |
| GREAT LAKES FOOT & ANKLE INSTITUTE, PC BEYOND PODIATRY 401(K) PLAN | CHESTERFIELD, MI | Advisor / Consultant INVESTMENT ADVISORY | 252 | $15.1M | $27K |
| CYBERTHINK, INC. CYBERTHINK, INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER, NJ | Advisor / Consultant INVESTMENT ADVISORY | 131 | $15.0M | $136 |
| OHIO VALLEY ELECTRICAL SERVICES, INC. OHIO VALLEY ELECTRICAL SERVICES, INC. 401(K) RETIREMENT PLAN | BLUE ASH, OH | Advisor / Consultant INVESTMENT ADVISORY (PAR | 155 | $14.9M | $21K |
| T. R. MILLER MILL COMPANY, INC. T. R. MILLER MILL COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BREWTON, AL | Other NONE | 171 | $14.9M | $8K |
| JOHNSON ENGINEERING, LLC JOHNSON ENGINEERING, LLC EMPLOYEE 401(K) PROFIT SHARING PLAN | FORT MYERS, FL | Advisor / Consultant INVESTMENT ADVISOR | 134 | $14.9M | $47K |
| EL EDUCATION INC EL EDUCATION, INC. 403(B) PLAN | NEW YORK, NY | Other | 172 | $14.6M | $5K |
| KEVANE GRANT THORNTON, LLP KEVANE GRANT THORNTON RETIREMENT PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 170 | $14.6M | $12K |
| UNITED SECURITY BANK UNITED SECURITY BANK CASH OR DEFERRED STOCK OWNERSHIP PLAN | FRESNO, CA | Advisor / Consultant INVESTMENT ADVISORY | 108 | $14.2M | $19K |
| BELL MOTOR CARS, INC. BELL AUTOMOTIVE NETWORK 401K PLAN | NORTH EDISON, NJ | Advisor / Consultant INVESTMENT ADVISORY | 352 | $14.0M | $36K |
| SPIRIT BANKCORP, INC. SPIRIT BANKCORP, INC. 401(K) PLAN AND TRUST | TULSA, OK | Recordkeeper TRUST RECORDKEEPER | 124 | $13.7M | $1K |
| INNOSOURCE, INC. INNOSOURCE, INC. 401(K) PLAN | DUBLIN, OH | Advisor / Consultant INVESTMENT ADVISORY | 541 | $13.2M | $6K |
| PRIMARY CARE CENTERS OF EASTERN KENTUCKY PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN | HAZARD, KY | Advisor / Consultant INVESTMENT ADVISORY | 295 | $13.1M | $4K |
| HELM43, LLC HELM43, LLC 401(K) & PROFIT SHARING PLAN | PLYMOUTH, MI | Advisor / Consultant INVESTMENT ADVISORY | 306 | $12.9M | $11K |
| ARK SYSTEMS, INC. ARK SYSTEMS, INC. PROFIT SHARING 401(K) PLAN | COLUMBIA, MD | Recordkeeper RECORDKEEPER | 122 | $12.9M | $45K |
| COLLEGIATE ACADEMIES COLLEGIATE ACADEMIES 403(B) PLAN | NEW ORLEANS, LA | Advisor / Consultant INVESTMENT ADVISORY | 573 | $12.8M | $16K |
| SHORKEY GROUP MANAGEMENT, LLC JIM SHORKEY FAMILY AUTO GROUP 401(K) PLAN | IRWIN, PA | Advisor / Consultant INVESTMENT ADVISORY (PAR | 936 | $12.7M | $11K |
| SCOTT CARS, INC. SCOTT CARS, INC. 401(K) PROFIT SHARING PLAN | ALLENTOWN, PA | Advisor / Consultant INVESTMENT ADVISORY | 121 | $12.7M | $16K |
| EYESIGHT HOLDING CO., LLC EYESIGHT HOLDING CO., LLC 401(K) PLAN | FT. WORTH, TX | Advisor / Consultant INVESTMENT ADVISOR | 681 | $12.4M | $5K |
| LAND MARK ELECTRIC, INC. LAND MARK ELECTRIC, INC. 401(K) PLAN | CANOGA PARK, CA | Advisor / Consultant INVESTMENT ADVISOR | 200 | $12.0M | $19K |
| SOUTHWEST TRANSPLANT ALLIANCE SOUTHWEST TRANSPLANT ALLIANCE 403(B) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISORY | 388 | $11.7M | $50K |
| SOILS ENGINEERING SERVICES, INC. SOILS ENGINEERING SERVICES, INC. 401K PROFIT SHARING PLAN | PARSIPPANY, NJ | Other NONE | 96 | $11.6M | $289 |
| INFIRST BANK INFIRST BANK 401(K) PROFIT SHARING PLAN | INDIANA, PA | Other N/A | 113 | $11.5M | $7K |
| VALEO BEHAVIORAL HEALTH CARE VALEO BEHAVIORAL HEALTH CARE 401(K) PLAN | TOPEKA, KS | Other NONE | 243 | $11.4M | $8K |
| OMAHA NATIONAL GROUP, INC. OMAHA NATIONAL GROUP RETIREMENT PLAN | OMAHA, NE | Advisor / Consultant ADVISOR | 206 | $11.3M | $10K |
| JP LAMBORN CO., INC J.P. LAMBORN CO. 401(K) PROFIT SHARING PLAN | FRESNO, CA | Advisor / Consultant INVESTMENT ADVISORY | 176 | $11.2M | $12K |
| RUSCILLI CONSTRUCTION CO. LLC RUSCILLI CONSTRUCTION CO. LLC 401(K) PROFIT SHARING PLAN | DUBLIN, OH | Advisor / Consultant INVESTMENT ADVISORY | 172 | $10.9M | $2K |
| M. R. WILLIAMS, INC. M. R. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN | HENDERSON, NC | Other NONE | 581 | $10.8M | $10K |
| GOODWILL OF THE FINGER LAKES, INC. GOODWILL OF THE FINGER LAKES, INC. 403(B) PLAN | ROCHESTER, NY | Advisor / Consultant ADVISOR | 771 | $10.6M | $11K |
| AREA AGENCY ON AGING, REGION ONE, INCORPORATED AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN | PHOENIX, AZ | Other NA | 125 | $10.5M | $28K |
| INTEGRITY MANAGEMENT SERVICES, INC. INTEGRITY MANAGEMENT SERVICES, INC. 401(K) PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISORY | 98 | $10.3M | $13K |
| RIVER HOLDING COMPANY RIVER HOLDING COMPANY RETIREMENT PLAN | LA CROSSE, WI | Advisor / Consultant INVESTMENT ADVISORY | 109 | $10.2M | $429 |
| THE MIND GYM USA INC THE MIND GYM USA INC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY (PAR | 68 | $10.2M | $14K |
| FIRST FEDERAL BANK FIRST FEDERAL BANK OF KANSAS CITY 401(K) SAVINGS PLAN | LEAWOOD, KS | Advisor / Consultant INVESTMENT ADVISORY | 161 | $10.0M | $1K |
| THE DAVE THOMAS FAMILY COMPANIES, LLC THE DAVE THOMAS FAMILY COMPANIES, LLC 401(K) PROFIT SHARING PLAN | DUBLIN, OH | Advisor / Consultant INVESTMENT ADVISORY | 548 | $9.9M | $11K |
| FRESNO BEVERAGE COMPANY, INC. VALLEY WIDE BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN | FRESNO, CA | Advisor / Consultant INVESTMENT ADVISOR | 345 | $9.8M | $21K |
| MIURA AMERICA CO. LTD. MIURA AMERICA CO. LTD. RETIREMENT PLAN | ROCKMART, GA | Other NONE | 178 | $9.7M | $21K |
| EAGLE CONSTRUCTION OF VA, LLC EAGLE CONSTRUCTION OF VA, LLC 401(K) PLAN | HENRICO, VA | Advisor / Consultant INVESTMENT ADVISORY | 124 | $9.7M | $7K |
| MCCORD'S VANCOUVER AUTO CENTER, INC. TOYOTA OF VANCOUVER 401(K) PROFIT SHARING PLAN | VANCOUVER, WA | Advisor / Consultant INVESTMENT ADVISOR | 205 | $9.5M | $34K |
| CORE, LLC CORE, LLC 401(K) SAFE HARBOR PLAN | BATON ROUGE, LA | Advisor / Consultant INV ADVISOR (PART) | 427 | $9.4M | $4K |
| UNION JOINTS LLC UNION JOINTS MULTIPLE EMPLOYER PLAN | CLARKSTON, MI | Advisor / Consultant INVESTMENT ADVISORY | 546 | $9.3M | $4K |
| BEAU TOWNSEND FORD, INC. BEAU TOWNSEND FORD, INC. 401(K) PLAN | VANDALIA, OH | Advisor / Consultant INVESTMENT ADVISOR | 252 | $9.2M | $15K |
| TRI STATE COMMUNITY HEALTH CENTER TRI STATE COMMUNITY HEALTH CENTER TAX SHELTERED SAVINGS PLAN | HANCOCK, MD | Advisor / Consultant INVESTMENT ADVISORY | 155 | $9.1M | $10K |
| STERLING AUTOMOTIVE GROUP STERLING AUTOMOTIVE GROUP 401(K) PLAN | OPELOUSAS, LA | Advisor / Consultant INVESTMENT ADVISORY (PAR | 751 | $9.1M | $11K |
| EPIC AIRCRAFT LLC EPIC AIRCRAFT LLC 401(K) PLAN | BEND, OR | Other NONE | 486 | $8.9M | $38K |
| ADORAMA INC. ADORAMA 401(K) PLAN | NEW YORK, NY | Advisor / Consultant OTINVESTMENT ADVISORY (P | 497 | $8.7M | $22K |
| FAMILY FIRST DENTAL ASSOCIATES OF NEBRASKA, P.C. FAMILY 1ST DENTAL 401(K) PLAN | NORFOLK, NE | Recordkeeper RECORDKEEPER | 164 | $8.7M | $17K |
| VNA HEALTH SYSTEM VNA HEALTH SYSTEM 403(B) PLAN | SHAMOKIN, PA | Recordkeeper RECORDKEEPER | 96 | $8.6M | $24K |
| COASTAL GULF & INTERNATIONAL, INC. COASTAL GULF & INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | KENNER, LA | Advisor / Consultant INVESTMENT ADVISORY | 190 | $8.4M | $6K |
| DOWDING INDUSTRIES, INC. DOWDING INDUSTRIES, INC. 401(K) PROFIT-SHARING PLAN | EATON RAPIDS, MI | Recordkeeper RECORD KEEPING FEES | 198 | $8.4M | $31K |
| TIFF'S TREATS GP, LLC TIFF'S TREATS GP, LLC 401(K) PLAN | AUSTIN, TX | Advisor / Consultant IVESTMENT ADVISORY | 1,420 | $8.4M | $2K |
| BIZLINK ROBOTIC SOLUTIONS USA, INC. BIZLINK ROBOTIC SOLUTIONS USA, INC. 401(K) PLAN | LAKE ORION, MI | Advisor / Consultant INVESTMENT ADVISORY | 97 | $8.3M | $1K |
| PORTACOOL, LLC PORTACOOL, LLC 401(K) PLAN | CENTER, TX | Recordkeeper RECORDKEEPER | 320 | $8.2M | $7K |
| ESTIS COMPRESSION, LLC ESTIS COMPRESSION, LLC 401(K) PROFIT SHARING PLAN AND TRUST | KILGORE, TX | Advisor / Consultant INVESTMENT ADVISORY | 320 | $7.9M | $31K |
| BLOOD ASSURANCE, INC. BLOOD ASSURANCE, INC. 401(K) PLAN | CHATTANOOGA, TN | Advisor / Consultant INVESTMENT ADVISORY | 191 | $7.9M | $17K |
| MICROPRECISION, LLC MICROPRECISION, LLC 401(K) PROFIT SHARING PLAN | DELAVAN, WI | Advisor / Consultant INVESTMENT ADVISORY | 96 | $7.8M | $4K |
| TRI COUNTY COMMUNITY HEALTH COUNCIL, INC. DBA COMMWELL HEALTH EASY STREET 401(K) RETIREMENT PLAN | FOUR OAKS, NC | Advisor / Consultant INVESTMENT ADVISOR | 257 | $7.7M | $3K |
| PS WHOLESALE FLOORS, LLC PS WHOLESALE FLOORS, LLC. 401(K) AND PROFIT SHARING PLAN | BATON ROUGE, LA | Advisor / Consultant INVESTMENT ADVISORY (PAR | 165 | $7.6M | $1K |
| PEROT MUSEUM OF NATURE AND SCIENCE PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISORY | 144 | $7.5M | $42K |
| GOODWILL INDUSTRIES OF MIDDLE GEORGIA GOODWILL INDUSTRIES OF MIDDLE GA 401(K) P/S PLAN | MACON, GA | Other | 1,291 | $7.5M | $7K |
| WAWONA FROZEN FOODS WAWONA FROZEN FOODS 401(K) PLAN | CLOVIS, CA | Advisor / Consultant INVESTMENT ADVISORY | 454 | $7.5M | $1 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 403(B) PLAN | STATEN ISLAND, NY | Recordkeeper RECORDKEEPER | 350 | $7.2M | $15K |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 403(B) PLAN | STATEN ISLAND, NY | Other NONE | 350 | $7.2M | $1K |
| RUSTY ECK FORD, INC. ECK AUTOMOTIVE GROUP 401(K) PLAN | WICHITA, KS | Advisor / Consultant INVESTMENT ADVISORY | 366 | $7.1M | $22K |
| APPLE FORD, INC. APPLE FORD, INC. 401(K) PLAN | COLUMBIA, MD | Advisor / Consultant INVESTMENT ADVISORY | 165 | $7.0M | $16K |
| CFBANK CFBANK EMPLOYEE'S SAVINGS & PROFIT SHARING PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISORY | 96 | $7.0M | $7K |
| TENNSMITH HOLDINGS INC. TENNSMITH HOLDINGS INC. EMPLOYEE SAVINGS & PROFIT SHARING PLAN | MCMINNVILLE, TN | Advisor / Consultant INVESTMENT ADVISORY | 116 | $7.0M | $1K |
| BUSINESS JET CENTER, LTD. BUSINESS JET 401(K) SAVINGS PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISORY | 169 | $6.9M | $31K |
| SEVEN ISLES CAPITAL LLC SIC LLC 401(K) PLAN | FT. LAUDERDALE, FL | Advisor / Consultant INVESTMENT ADVISOR | 730 | $6.9M | $7K |
| MENNIE MACHINE COMPANY MENNIE MACHINE COMPANY 401(K) PLAN | GRANVILLE, IL | Other RELATIONSHIP | 213 | $6.9M | $28K |
| HPM, INC. HPM CONTRACTING, INC. 401(K) PLAN | ENGLEWOOD, CO | Advisor / Consultant INVESTMENT ADVISORY | 107 | $6.7M | $9K |
| NEW HOPE INTEGRATED BEHAVIORAL HEALTH CARE NEW HOPE INTEGRATED BEHAVIORAL HEALTH CARE 401(K) RETIREMENT PLAN | MARLBORO, NJ | Advisor / Consultant INVESTMENT ADVISOR | 183 | $6.6M | $108 |
| SMART MOTORS, INC. SMART MOTORS, INC. 401(K) SAVINGS PLAN | MADISON, WI | Advisor / Consultant INVESTMENT ADVISORY (PAR | 229 | $6.6M | $55K |
| LEADERSTAT, LLC LEADERSTAT LLC 401 K PROFIT SHARING PLAN AND TRUST | POWELL, OH | Advisor / Consultant INVESTMENT ADVISORY | 105 | $6.4M | $2K |
| WESTMINSTER CHRISTIAN SCHOOL WESTMINSTER CHRISTIAN SCHOOL 403(B) PLAN | PALMETTO BAY, FL | Recordkeeper TRUST RECORDKEEPER | 249 | $6.4M | $7K |
| APPLE VALLEY WASTE SERVICES, INC. AVW-GME 401(K) PLAN | KEARNEYSVILLE, WV | Other | 253 | $5.9M | $14K |
| LEAP GROUP HOLDINGS, INC. LEAP GROUP HOLDINGS, INC. 401(K) PLAN | JERSEY CITY, NJ | Advisor / Consultant ADVISORY TO PARTICIPANTS | 228 | $5.8M | $8K |
| HOPE CHRISTIAN SCHOOLS, INC. HOPE CHRISTIAN SCHOOLS, INC. 403(B) PLAN | ALBUQUERQUE, NM | Recordkeeper RECORDKEEPER | 172 | $5.7M | $13K |
| RIVERSBEND REHABILITATION, INC. RIVERSBEND REHABILITATION, INC. 401(K) PLAN | BAY CITY, MI | Other NONE | 98 | $5.7M | $212 |
| JUNIPER HEALTH, INC. JUNIPER HEALTH RETIREMENT PLAN | BEATTYVILLE, KY | Advisor / Consultant INVESTMENT ADVISORY | 163 | $5.6M | $923 |
| GENEVA FINANCIAL, LLC GENEVA FINANCIAL, LLC 401(K) PLAN | CHANDLER, AZ | Other NONE | 487 | $5.3M | $9K |
| THE FAISON CENTER, INC. THE FAISON CENTER, INC. EMPLOYEES' RETIREMENT PLAN | RICHMOND, VA | Advisor / Consultant INVESTMENT ADVISOR | 298 | $5.3M | $6K |
| SJB CHILD DEVELOPMENT CENTERS SJB CHILD DEVELOPMENT CENTERS 403(B) PLAN | SAN JOSE, CA | Other NONE | 260 | $5.2M | $2K |
| ST. JOSEPH CENTER ST. JOSEPH CENTER 403(B) PLAN | VENICE, CA | Other NONE | 320 | $5.2M | $11K |
| FAYETTE PARTS SERVICE INC FAYETTE PARTS SERVICE INC 401(K) PROFIT SHARING PLAN & TRUST | BROWNSVILLE, PA | Advisor / Consultant INVESTMENT ADVISORY | 296 | $5.0M | $15K |
| STRYKER ELECTRICAL CONTRACTING, LLC STRYKER ELECTRICAL CONTRACTING, INC., 401(K) PROFIT SHARING PLAN | PALM CITY, FL | Advisor / Consultant INVESTMENT ADVISORY | 214 | $4.9M | $6K |
| COMMUNITY ACTION COMMITTEE OF PIKE COUNTY, INC. COMMUNITY ACTION COMMITTEE OF PIKE COUNTY RETIREMENT PLAN | PIKETON, OH | Advisor / Consultant INVESTMENT ADVISORY | 273 | $4.8M | $12K |
| ROBERT RESOURCES, L.L.C. ROBERT RESOURCES, L.L.C. RETIREMENT PLAN AND TRUST | NEW ORLEANS, LA | Advisor / Consultant INVESTMENT ADVISORY | 491 | $4.7M | $2K |
| APPOLO HEATING, INC. APPOLO HEATING, INC. 401(K) PROFIT SHARING PLAN | SCHENECTADY, NY | Other NONE | 84 | $4.6M | $3K |
| WESTERN COMPOSITES LLC WESTERN COMPOSITES LLC 401(K) SAVINGS PLAN | SCOTTSDALE, CA | Advisor / Consultant INVESTMENT ADVISORY-PART | 47 | $4.4M | $451 |
| INFINITY COMMUNICATIONS, LLC INFINITY COMMUNICATIONS 401(K) PLAN | DURHAM, NC | Advisor / Consultant INVEST ADVIS (PART) | 112 | $4.3M | $4K |
| C.A.S.E. CONSTRUCTION, INC. C.A.S.E. CONSTRUCTION, INC. RETIREMENT PLAN | EDINBURGH, IN | Advisor / Consultant INVESTMENT ADVISORY | 101 | $4.3M | $408 |
| AMERICAN GAS AND OIL, INC. AMERICAN GAS & OIL, INC. 401(K) PROFIT SHARING PLAN | SPARTA, MI | Advisor / Consultant INVESTMENT ADVISORY | 238 | $4.3M | $8K |
| HARBER-LAMAN, LLC HARBER-LAMAN MANAGEMENT COMPANY 401(K) PLAN | ALAMO, TN | Advisor / Consultant ADVISOR | 306 | $4.3M | $24K |
| MENTAL HEALTH FOR CHILDREN, INC. RIVERVIEW CENTER FOR GROWTH 403(B) PLAN | SPRINGFIELD, OR | Advisor / Consultant INVESTMENT ADVISORY | 111 | $4.2M | $67 |
| SLI ENTERPRISES, INC. SLI ENTERPRISES 401(K) PROFIT SHARING PLAN | MESQUITE, TX | Advisor / Consultant INVESTMENT ADVISORY | 396 | $4.1M | $23K |
| CD PEO PLUS, LLC PEOPLE PREMIER 401(K) RETIREMENT PLAN | CLEARWATER, FL | Advisor / Consultant INVESTMENT ADVISORY | 272 | $4.0M | $8K |
| V.T. CONSTRUCTION, INC. V.T. CONSTRUCTION, INC. RETIREMENT SAVINGS PLAN | LAS VEGAS, NV | Other NONE | 131 | $3.9M | $11K |
| ALLEGANY REHABILITATION ASSOCIATES, INC. ALLEGANY REHABILITATION ASSOCIATES, INC. 401(K) RETIREMENT PLAN | WELLSVILLE, NY | Other NONE | 73 | $3.8M | $2K |
| DIVERSIFIED SERVICES NETWORK, INC. DIVERSIFIED SERVICES NETWORK, INC. RETIREMENT PLAN | NAPERVILLE, IL | Other NONE | 174 | $3.7M | $9K |
| MESA FULLY FORMED, LLC MESA FULLY FORMED 401(K) PLAN | MESA, AZ | Advisor / Consultant ADVISORY | 262 | $3.7M | $2K |
| GMRG ACQ 1, LLC GMRG 401(K) PLAN | OVERLAND PARK, KS | Advisor / Consultant ADVISOR | 663 | $3.7M | $2K |
| MEDICAL MANAGEMENT & REHAB SERVICES INC. MEDICAL MANAGEMENT & REHAB SERVICES INC. 401(K) PROFIT SHARING PLAN AND TRUST | LINTHICUM, MD | Other NONE | 216 | $3.7M | $7K |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS SEE 403(B) RETIREMENT PLAN | CALABASAS, CA | Advisor / Consultant INVESTMENT ADVISORY (PPT | 457 | $3.7M | $7K |
| PRIMARY CARE SOLUTIONS, INC. PRIMARY CARE SOLUTIONS 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISORY | 148 | $3.6M | $21K |
| INDIANA MASONIC HOME, INC. INDIANA MASONIC HOME, INC. 401(K) PLAN | FRANKLIN, IN | Advisor / Consultant INVESTMENT ADVISORY | 301 | $3.6M | $2K |
| THE FRANKLIN INVESTMENT CORPORATION DBA FRANKLIN INDUSTRIES FRANKLIN INDUSTRIES EMPLOYEES RETIREMENT PLAN | FRANKLIN, PA | Advisor / Consultant INVESTMENT ADVISORY | 111 | $3.6M | $12K |
| RES CONTRACTORS, LLC RES CONTRACTORS, LLC 401(K) PLAN | PLATTENVILLE, LA | Recordkeeper TRUST RECORDKEEPER | 72 | $3.4M | $4K |
| BEACH HAUS, LLC BEACH HAUS, LLC 401(K) PLAN | LOS ANGELES, CA | Advisor / Consultant INVESTMENT ADVISORY | 99 | $3.4M | $7K |
| SENIOR LIVING CHOICES OF VIRGINIA, INC. SENIOR LIVING CHOICES OF VIRGINIA, INC. 403(B) PLAN | MIDLOTHIAN, VA | Advisor / Consultant ADVISOR | 335 | $3.4M | $1K |
| PARK NURSING HOME C/O ROCKAWAY CARE CTR THE GOLDEN PLAN | EDGEMERE, NY | Other | 912 | $3.4M | $123 |
| TRI CITIES RESIDENTIAL SERVICES, INC. TCRS 401(K) PLAN | KENNEWICK, WA | Recordkeeper RECORDKEEPER | 115 | $3.3M | $592 |
| 741 EIGHTH AVENUE OWNERS LLC 741 EIGHTH AVE 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY FEE | 253 | $3.2M | $8K |
| HOMECENTRIS HEALTHCARE, LLC HOMECENTRIS HEALTHCARE, LLC 401(K) PROFIT SHARING PLAN AND TRUST | OWINGS MILLS, MD | Advisor / Consultant INVESTMENT ADVISORY | 1,036 | $3.2M | $758 |
| PLIMOTH PATUXET MUSEUMS, INC. PLIMOTH PATUXET MUSEUMS, INC. TAX SHELTERED ANNUITY PLAN | PLYMOUTH, MA | Advisor / Consultant INVESTMENT ADVISORY | 88 | $3.1M | $163 |
| SPORTS ACADEMY LLC SPORTS ACADEMY MANAGEMENT LLC 401(K) PLAN | THOUSAND OAKS, CA | Recordkeeper RECORDKEEPER | 113 | $3.0M | $3K |
| CHILDREN'S DISCOVERY CENTER CHILDREN'S DISCOVERY CENTER 401(K) PLAN | MAUMEE, OH | Advisor / Consultant ADVISOR | 128 | $3.0M | $2K |
| CLARK & WASHINGTON, PC CLARK & WASHINGTON, PC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA, GA | Other NONE | 81 | $3.0M | $104 |
| GULF COAST TEACHING FAMILY SERVICES INC GULF COAST SOCIAL SERVICES 403B | METAIRIE, LA | Advisor / Consultant INVESTMENT ADVISORY | 631 | $2.9M | $4K |
| C. ROSS MANAGEMENT, LLC C. ROSS MANAGEMENT 401(K) AND PROFIT SHARING PLAN | BOLINGBRAKE, GA | Advisor / Consultant INVESTMENT ADVISOR | 704 | $2.7M | $2K |
| KDW AUTOMOTIVE INC. KDW AUTOMOTIVE 401(K) PLAN | GLENDALE, CA | Advisor / Consultant INVESTMENT ADVISORY | 193 | $2.7M | $3K |
| GOOD SHEPHERD SERVICES, LTD GOOD SHEPHERD SERVICES, LTD 403(B) RETIREMENT PLAN | SEYMOUR, WI | Advisor / Consultant INVESTMENT ADVISORY | 197 | $2.6M | $690 |
| RITCHIE TRUCKING SERVICE HOLDINGS, INC. RITCHIE TRUCKING SERVICE HOLDINGS, INC. 401 (K) PLAN | FRESNO, CA | Advisor / Consultant INVESTMENT ADVISOR (PART | 80 | $2.5M | $5K |
| ECONOMIC OPPORTUNITY AGENCY OF WASHINGTON COUNTY, INC. EOA OF WASHINGTON COUNTY 401(K) RETIREMENT PLAN | SPRINGDALE, AR | Other | 73 | $2.5M | $7K |
| AMATUS HEALTH AMATUS HEALTH 401(K) PLAN | OWINGS MILLS, MD | Other NONE | 350 | $2.3M | $6K |
| TRANSPRO HOLDINGS GROUP, INC. CAROLINA FREIGHTWAYS, INC. 401(K) PLAN | GREENSBORO, NC | Advisor / Consultant INVESTMENT ADVISORY | 114 | $2.3M | $6K |
| LINK HOMECARE, LLC LINK HOMECARE, LLC RETIREMENT PLAN AND TRUST | QUEENS, NY | Other NONE | 3,919 | $2.2M | $4 |
| CHINESE INFORMATION AND SERVICE CENTER CHINESE INFORMATION AND SERVICE CENTER 401(K) PLAN | SEATTLE, WA | Advisor / Consultant INVESTMENT ADVISORY | 136 | $1.4M | $350 |
| AIA CORPORATION AIA CORPORATION 401(K) PLAN | APPLETON, WI | Other NONE | 63 | $635K | $2K |
| PIPER FIRE PROTECTION, INC. PIPER FIRE PROTECTION, LLC 401(K) PLAN & TRUST | CLEARWATER, FL | Advisor / Consultant INVESTMENT ADVISORY | 0 | $0 | $17K |
| GEORGIA EYE INSTITUTE OF THE SE LLC GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST | SAVANNAH, GA | Other INVESTMENT ADV | 0 | $0 | $7K |