| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| AUSTIN 3(16) FIDUCIARY LIMITED THE INTERNATIONAL 401(K) POOLED EMPLOYER PLAN | OCEANSIDE, NY | Other service providers | 1,509 | $74.5M | $35K | $0 |
| AUSTIN 3(16) FIDUCIARY LIMITED THE INTERNATIONAL 401(K) POOLED EMPLOYER PLAN | OCEANSIDE, NY | Other service providers | 1,200 | $64.9M | $30K | $0 |
| AUSTIN 3(16) FIDUCIARY LIMITED THE INTERNATIONAL 401(K) POOLED EMPLOYER PLAN | OCEANSIDE, NY | Other service providers | 863 | $50.9M | $28K | $0 |
| REVERSE MORTGAGE FUNDING LLC REVERSE MORTGAGE FUNDING LLC 401(K) RETIREMENT PLAN | MELVILLE, NY | Other service providers | 107 | $25.1M | $31K | $0 |
| I.A.T.S.E. LOCAL NO. 6 I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN | LANSING, MI | Other service providers | 721 | $22.0M | $6K | $0 |
| I.A.T.S.E. LOCAL NO. 6 I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN | LANSING, MI | Other service providers | 798 | $20.4M | $7K | $0 |
| I.A.T.S.E. LOCAL NO. 6 I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN | ST. LOUIS, MO | Other service providers | 681 | $17.9M | $5K | $0 |
| COTTONWOOD CAPITAL MANAGEMENT, INC. COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN | SALT LAKE CITY, UT | Advisor / Consultant | 225 | $11.8M | $27K | $22 |
| PLAN COMPLIANCE SERVICES, INC. QBOX POOLED EMPLOYER PLAN | CLEARWATER, FL | Advisor / Consultant | 313 | $11.0M | $39K | $0 |
| COTTONWOOD CAPITAL MANAGEMENT, INC. COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN | SALT LAKE CITY, UT | Advisor / Consultant | 146 | $9.9M | $22K | $22 |
| PLAN COMPLIANCE SERVICES, INC. QBOX POOLED EMPLOYER PLAN | CLEARWATER, FL | Advisor / Consultant | 277 | $9.7M | $30K | $0 |
| WAGSTAFF CRANE AND RIGGING, LLC WAGSTAFF CRANE AND RIGGING, LLC 401(K) PROFIT SHARING PLAN | MURRAY, UT | Other service providers | 102 | $9.3M | $19K | $0 |
| WENDY'S OF COLORADO SPRINGS, INC. WENDY'S OF COLORADO SPRINGS 401(K) PLAN | COLORADO SPRINGS, CO | Other service providers | 5,099 | $8.3M | $7K | $0 |
| COTTONWOOD CAPITAL MANAGEMENT, INC. COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN | SALT LAKE CITY, UT | Advisor / Consultant | 159 | $8.1M | $21K | $16 |
| RELIABLE PARTS, INC. RELIABLE PARTS, INC. 401(K) PLAN | DALLAS, TX | Advisor / Consultant | 335 | $7.9M | $14K | $13 |
| RELIABLE PARTS, INC. RELIABLE PARTS, INC. 401(K) PLAN | DALLAS, TX | Advisor / Consultant | 288 | $7.4M | $13K | $12 |
| WENDY'S OF COLORADO SPRINGS, INC. WENDY'S OF COLORADO SPRINGS 401(K) PLAN | COLORADO SPRINGS, CO | Other service providers | 5,313 | $6.9M | $7K | $0 |
| RELIABLE PARTS, INC. RELIABLE PARTS, INC. 401(K) PLAN | DALLAS, TX | Advisor / Consultant | 321 | $6.1M | $12K | $0 |
| KR CONTRACTING, INC. KR CONTRACTING, INC 401(K) PLAN | HAGERSTOWN, VA | Other service providers | 448 | $3.4M | $4 | $0 |
| INTEGRIWARD, LLC INTEGRIWARD, LLC 401(K) RETIREMENT PLAN | SAN ANTONIO, TX | Advisor / Consultant | 153 | $1.6M | $250 | $0 |
| COGNITION LLC COGNITION LLC 401(K) PROFIT SHARING PLAN | WASHINGTON, DC | Other service providers | 24 | $755K | $0 | $356 |
| REVERSE MORTGAGE FUNDING LLC REVERSE MORTGAGE FUNDING LLC 401(K) RETIREMENT PLAN | LOS ANGELES, CA | Other service providers | 0 | $0 | $14K | $0 |
| KR CONTRACTING, INC. KR CONTRACTING, INC 401(K) PLAN | HAGERSTOWN, VA | Other service providers | 0 | $0 | $0 | $0 |
| GEIGER EXCAVATING, INC. GEIGER EXCAVATING, INC. 401(K) PLAN | FORT WAYNE, IN | Advisor / Consultant | 8 | — | $0 | $4K |
| PLAN COMPLIANCE SERVICES, INC. QBOX POOLED EMPLOYER PLAN | CLEARWATER, FL | Advisor / Consultant | 214 | — | $21K | $0 |
| GEIGER EXCAVATING, INC. GEIGER EXCAVATING, INC. 401(K) PLAN | FORT WAYNE, IN | Advisor / Consultant | 38 | — | $0 | $3K |
| GEIGER EXCAVATING, INC. GEIGER EXCAVATING, INC. 401(K) PLAN | FORT WAYNE, IN | Advisor / Consultant | 48 | — | $0 | $4K |
