| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| TRAM, INC. TRAM, INC. 401(K) RETIREMENT PLAN | PLYMOUTH, MI | Advisor / Consultant | 1,520 | $134.4M | $0 | $57K |
| TRAM, INC. TRAM, INC. 401(K) RETIREMENT PLAN | PLYMOUTH, MI | Advisor / Consultant | 1,520 | $117.6M | $0 | $125K |
| HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S TAX DEFERRED ANNUITY PLAN | HAYS, KS | Advisor / Consultant | 1,460 | $115.5M | $0 | $106K |
| HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S TAX DEFERRED ANNUITY PLAN | HAYS, KS | Advisor / Consultant | 1,512 | $103.8M | $0 | $93K |
| HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S PENSION PLAN | HAYS, KS | Advisor / Consultant | 1,178 | $96.9M | $0 | $90K |
| HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S TAX DEFERRED ANNUITY PLAN | HAYS, KS | Advisor / Consultant | 1,498 | $89.8M | $0 | $101K |
| HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S PENSION PLAN | HAYS, KS | Advisor / Consultant | 1,242 | $87.9M | $0 | $80K |
| STERLING CONSTRUCTION COMPANY, INC. STERLING CONSTRUCTION 401(K) PLAN | THE WOODLANDS, TX | Advisor / Consultant | 2,273 | $85.7M | $0 | $43K |
| HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S PENSION PLAN | HAYS, KS | Advisor / Consultant | 1,195 | $77.5M | $0 | $87K |
| VALKYRIE ENTERPRISES, LLC VALKYRIE ENTERPRISES 401(K) PLAN | VIRGINIA BEACH, VA | Advisor / Consultant | 775 | $75.6M | $0 | $19K |
| DOTERRA INTERNATIONAL LLC DOTERRA 401(K) PLAN | PLEASANT GROVE, UT | Advisor / Consultant | 2,098 | $74.3M | $0 | $21K |
| NATURE'S SUNSHINE PRODUCTS, INC. NATURE'S SUNSHINE PRODUCTS, INC. TAX DEFERRED RETIREMENT PLAN | LEHI, UT | Advisor / Consultant | 422 | $74.2M | $0 | $70K |
| FRONTLINE INSURANCE MANAGERS, INC. FRONTLINE INSURANCE MANAGERS 401(K) PLAN | LAKE MARY, FL | Advisor / Consultant | 586 | $73.8M | $0 | $40K |
| NATURE'S SUNSHINE PRODUCTS, INC. NATURE'S SUNSHINE PRODUCTS, INC. TAX DEFERRED RETIREMENT PLAN | LEHI, UT | Advisor / Consultant | 445 | $68.4M | $0 | $70K |
| STERLING CONSTRUCTION COMPANY, INC. STERLING CONSTRUCTION 401(K) PLAN | THE WOODLANDS, TX | Advisor / Consultant | 2,225 | $66.2M | $0 | $71K |
| COLQUITT ELECTRIC MEMBERSHIP CORPORATION COLQUITT EMC RETIREMENT PLAN | MOULTRIE, GA | Advisor / Consultant | 170 | $62.5M | $133K | $0 |
| FRONTLINE INSURANCE MANAGERS, INC. FRONTLINE INSURANCE MANAGERS 401(K) PLAN | LAKE MARY, FL | Advisor / Consultant | 529 | $58.7M | $0 | $40K |
| NATURE'S SUNSHINE PRODUCTS, INC. NATURE'S SUNSHINE PRODUCTS, INC. TAX DEFERRED RETIREMENT PLAN | LEHI, UT | Advisor / Consultant | 444 | $57.9M | $0 | $86K |
| DOTERRA INTERNATIONAL LLC DOTERRA 401(K) PLAN | PLEASANT GROVE, UT | Advisor / Consultant | 2,389 | $56.4M | $0 | $80K |
| COLQUITT ELECTRIC MEMBERSHIP CORPORATION COLQUITT EMC RETIREMENT PLAN | MOULTRIE, GA | Advisor / Consultant | 172 | $56.3M | $121K | $0 |
| CHILDREN'S MIRACLE NETWORK CHILDREN'S MIRACLE NETWORK 403(B) PLAN | SALT LAKE CITY, UT | Advisor / Consultant | 183 | $53.3M | $0 | $48K |
| COLQUITT ELECTRIC MEMBERSHIP CORPORATION COLQUITT EMC RETIREMENT PLAN | MOULTRIE, GA | Advisor / Consultant | 165 | $51.6M | $25K | $95K |
| VALKYRIE ENTERPRISES, INC. VALKYRIE ENTERPRISES 401(K) PLAN | VIRGINIA BEACH, VA | Advisor / Consultant | 782 | $49.4M | $0 | $33K |
| CHILDREN'S MIRACLE NETWORK CHILDREN'S MIRACLE NETWORK 403(B) PLAN | SALT LAKE CITY, UT | Advisor / Consultant | 178 | $45.7M | $0 | $57K |
| FRONTLINE INSURANCE MANAGERS, INC. FRONTLINE INSURANCE MANAGERS 401(K) PLAN | LAKE MARY, FL | Advisor / Consultant | 463 | $44.4M | $0 | $40K |
| CHILDREN'S MIRACLE NETWORK CHILDREN'S MIRACLE NETWORK 403(B) PLAN | SALT LAKE CITY, UT | Advisor / Consultant | 205 | $36.2M | $0 | $55K |
| TEXAS OIL & CHEMICAL CO. II, INC. TEXAS OIL & CHEMICAL CO. II, INC. 401(K) PLAN | SILSBEE, TX | Advisor / Consultant | 266 | $31.9M | $0 | $33K |
| THE HORST GROUP, INC. THE HORST GROUP PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | LANCASTER, PA | Advisor / Consultant | 410 | $31.0M | $0 | $48K |
| BROADWIND, INC. BROADWIND, INC. EMPLOYEES' 401(K) PLAN | CICERO, IL | Advisor / Consultant | 422 | $30.9M | $0 | $47K |
| EVANS HOTELS, LLC EVANS HOTELS 401(K) EMPLOYEE RETIREMENT PLAN | SAN DIEGO, CA | Advisor / Consultant | 1,008 | $30.7M | $10K | $0 |
| IBASET, INC. IBASET, INC. SAVINGS PLAN | LAKE FOREST, CA | Advisor / Consultant | 155 | $29.8M | $0 | $13K |
| BROADWIND, INC. BROADWIND, INC. EMPLOYEES' 401(K) PLAN | CICERO, IL | Advisor / Consultant | 448 | $29.7M | $0 | $35K |
| TEXAS OIL & CHEMICAL CO. II, INC. TEXAS OIL & CHEMICAL CO. II, INC. 401(K) PLAN | SILSBEE, TX | Advisor / Consultant | 223 | $27.1M | $0 | $56K |
| IBASET, INC. IBASET, INC. SAVINGS PLAN | LAKE FOREST, CA | Advisor / Consultant | 163 | $25.6M | $0 | $20K |
| THE HORST GROUP, INC. THE HORST GROUP PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | LANCASTER, PA | Advisor / Consultant | 376 | $24.9M | $0 | $43K |
| EVANS HOTELS, LLC EVANS HOTELS 401(K) EMPLOYEE RETIREMENT PLAN | SAN DIEGO, CA | Advisor / Consultant | 934 | $24.6M | $20K | $0 |
| BROADWIND, INC. BROADWIND, INC. EMPLOYEES' 401(K) PLAN | CICERO, IL | Advisor / Consultant | 498 | $23.1M | $0 | $34K |
| SMA HEALTHCARE, INC. SMA HEALTHCARE, INC. 403(B) PLAN | DAYTONA BEACH, FL | Advisor / Consultant | 1,035 | $22.5M | $0 | $53K |
| ESHERICK HOMSEY DODGE AND DAVIS, ARCHITECTS ESHERICK HOMSEY DODGE & DAVIS 401(K) SAVINGS PLAN | SAN FRANCISCO, CA | Advisor / Consultant | 80 | $21.9M | $0 | $17K |
| SMA HEALTHCARE, INC. SMA HEALTHCARE, INC. 403(B) PLAN | DAYTONA BEACH, FL | Advisor / Consultant | 966 | $19.5M | $0 | $24K |
| ALLEN IMPORTS, LTD., INC. LANCASTER TOYOTA, INC. 401(K) PROFIT SHARING PLAN | EAST PETERSBURG, PA | Advisor / Consultant | 139 | $18.5M | $0 | $36K |
| GIBSON TECHNICAL SERVICES, INC. GTS PLATFORM 401(K) PLAN | CANTON, GA | Advisor / Consultant | 139 | $17.8M | $0 | $24K |
| LADD MEMORIAL HOSPITAL DBA OSCEOLA MEDICAL CENTER OSCEOLA MEDICAL CENTER 403(B) TAX DEFERRED ANNUITY PLAN | OSCEOLA, WI | Advisor / Consultant | 341 | $17.4M | $0 | $43K |
| ANKLE AND FOOT CENTERS OF GEORGIA, LLC ANKLE AND FOOT CENTERS OF GEORGIA 401(K) PLAN | PEACHTREE CITY, GA | Advisor / Consultant | 310 | $16.8M | $0 | $44K |
| ORBITAL INFRASTRUCTURE GROUP, INC. ORBITAL ENERGY GROUP 401(K) PLAN | HOUSTON, TX | Advisor / Consultant | 379 | $16.2M | $0 | $22K |
| ALLEN IMPORTS, LTD., INC. LANCASTER TOYOTA, INC. 401(K) PROFIT SHARING PLAN | EAST PETERSBURG, PA | Advisor / Consultant | 140 | $16.0M | $0 | $34K |
| SWARCO MCCAIN, INC. SWARCO MCCAIN, INC. 401(K) PROFIT SHARING PLAN | VISTA, CA | Advisor / Consultant | 152 | $15.9M | $0 | $10K |
| GIBSON TECHNICAL SERVICES, INC. GTS PLATFORM 401(K) PLAN | CANTON, GA | Advisor / Consultant | 145 | $15.8M | $0 | $26K |
| LADD MEMORIAL HOSPITAL DBA OSCEOLA MEDICAL CENTER OSCEOLA MEDICAL CENTER 403(B) TAX DEFERRED ANNUITY PLAN | OSCEOLA, WI | Advisor / Consultant | 305 | $15.4M | $0 | $36K |
| ALLEN IMPORTS, LTD., INC. LANCASTER TOYOTA, INC. 401(K) PROFIT SHARING PLAN | EAST PETERSBURG, PA | Advisor / Consultant | 153 | $15.2M | $0 | $41K |
| ANKLE AND FOOT CENTERS OF GEORGIA, LLC ANKLE AND FOOT CENTERS OF GEORGIA 401(K) PLAN | PEACHTREE CITY, GA | Advisor / Consultant | 309 | $14.2M | $0 | $36K |
| ARROWHEAD DENTAL LABORATORIES, INC. ARROWHEAD DENTAL LABORATORIES, INC. 401(K) RETIREMENT SAVINGS PLAN | SANDY, UT | Advisor / Consultant | 213 | $14.0M | $0 | $29K |
| ARROWHEAD DENTAL LABORATORIES, INC. ARROWHEAD DENTAL LABORATORIES, INC. 401(K) RETIREMENT SAVINGS PLAN | SANDY, UT | Advisor / Consultant | 213 | $13.1M | $0 | $27K |
| SWARCO MCCAIN, INC. SWARCO MCCAIN, INC. 401(K) PROFIT SHARING PLAN | VISTA, CA | Advisor / Consultant | 141 | $13.1M | $0 | $15K |
| LADD MEMORIAL HOSPITAL DBA OSCEOLA MEDICAL CENTER OSCEOLA MEDICAL CENTER 403(B) TAX DEFERRED ANNUITY PLAN | OSCEOLA, WI | Advisor / Consultant | 242 | $12.8M | $0 | $35K |
| BERGMEYER ASSOCIATES, INC. BERGMEYER ASSOCIATES, INC. 401(K) PLAN | BOSTON, MA | Advisor / Consultant | 116 | $12.6M | $0 | $28K |
| SYNERGY ENTERPRISES, INCORPORATED SEI 401(K) PLAN | NORTH BETHESDA, MD | Advisor / Consultant | 115 | $12.1M | $0 | $31K |
| ARROWHEAD DENTAL LABORATORIES, INC. ARROWHEAD DENTAL LABORATORIES, INC. 401(K) RETIREMENT SAVINGS PLAN | SANDY, UT | Advisor / Consultant | 217 | $12.1M | $0 | $29K |
| ANKLE AND FOOT CENTERS OF GEORGIA, LLC ANKLE AND FOOT CENTERS OF GEORGIA 401(K) PLAN | PEACHTREE CITY, GA | Advisor / Consultant | 302 | $11.4M | $0 | $37K |
| BERGMEYER ASSOCIATES, INC. BERGMEYER ASSOCIATES, INC. 401(K) PLAN | BOSTON, MA | Advisor / Consultant | 123 | $10.7M | $0 | $28K |
| CRESCENT INDUSTRIES, INC. CRESCENT INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | NEW FREEDOM, PA | Advisor / Consultant | 155 | $10.5M | $34K | $0 |
| CRESCENT INDUSTRIES, INC. CRESCENT INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | NEW FREEDOM, PA | Advisor / Consultant | 155 | $10.0M | $31K | $0 |
| SYNERGY ENTERPRISES, INCORPORATED SEI 401(K) PLAN | NORTH BETHESDA, MD | Advisor / Consultant | 109 | $9.3M | $0 | $28K |
| CRESCENT INDUSTRIES, INC. CRESCENT INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | NEW FREEDOM, PA | Advisor / Consultant | 157 | $8.4M | $31K | $0 |
| HIDDEN VALLEY INVESTMENTS, INC. DBA QUALITY CHEVROLET QUALITY CHEVROLET 401(K) RETIREMENT PLAN | ESCONDIDO, CA | Advisor / Consultant | 102 | $8.1M | $0 | $13K |
| SYNERGY ENTERPRISES, INCORPORATED SEI 401(K) PLAN | NORTH BETHESDA, MD | Advisor / Consultant | 105 | $7.5M | $0 | $28K |
| LEGACY EFFECTS, LLC LEGACY EFFECTS, LLC 401(K) PROFIT SHARING PLAN | SAN FERNANDO, CA | Advisor / Consultant | 66 | $7.1M | $0 | $20K |
| HIDDEN VALLEY INVESTMENTS, INC. DBA QUALITY CHEVROLET QUALITY CHEVROLET 401(K) RETIREMENT PLAN | ESCONDIDO, CA | Advisor / Consultant | 106 | $6.8M | $0 | $20K |
| MCNELLY SERVICES, INC. MCNELLY SERVICES, 401(K) PLAN | LAKE ZURICH, IL | Advisor / Consultant | 140 | $5.9M | $0 | $24K |
| MCNELLY SERVICES, INC. MCNELLY SERVICES, 401(K) PLAN | LAKE ZURICH, IL | Advisor / Consultant | 139 | $4.5M | $0 | $18K |
| BERNARD KARCHER INVESTMENTS, INC. BKI 401(K) PLAN | CORONA, CA | Advisor / Consultant | 225 | $4.4M | $0 | $15K |
| PSA BEHAVIORAL HEALTH AGENCY DBA RESILIENT HEALTH RESILIENT HEALTH 403(B) PLAN | PHOENIX, AZ | Advisor / Consultant | 176 | $3.4M | $0 | $11K |
| MCNELLY SERVICES, INC. MCNELLY SERVICES, 401(K) PLAN | LAKE ZURICH, IL | Advisor / Consultant | 126 | $3.3M | $0 | $16K |
| PSA BEHAVIORAL HEALTH AGENCY DBA RESILIENT HEALTH RESILIENT HEALTH 403(B) PLAN | PHOENIX, AZ | Advisor / Consultant | 187 | $3.0M | $0 | $8K |
| THE ARC OF CAPE MAY COUNTY, INC. THE ARC OF CAPE MAY COUNTY, INC. 403(B) PLAN | SOUTH DENNIS, NJ | Advisor / Consultant | 150 | $2.8M | $0 | $16K |
| ADVANTAGE FIRE SPRINKLER COMPANY, INC. ADVANTAGE FIRE SPRINKLER COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WINDER, GA | Advisor / Consultant | 128 | $2.7M | $0 | $8K |
| PSA BEHAVIORAL HEALTH AGENCY DBA RESILIENT HEALTH RESILIENT HEALTH 403(B) PLAN | PHOENIX, AZ | Advisor / Consultant | 159 | $2.3M | $0 | $7K |
| BERGMEYER ASSOCIATES, INC. BERGMEYER ASSOCIATES, INC. 401(K) PLAN | BOSTON, MA | Advisor / Consultant | 0 | $0 | $0 | $7K |
