| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| THIRD COAST BANK THIRD COAST BANK 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | HOUSTON, TX | Advisor / Consultant | 370 |
| $31.4M |
| $0 |
| $67K |
| LAKE HIGHLAND PREPARATORY SCHOOL LAKE HIGHLAND PREPARATORY SCHOOL, INC. | ORLANDO, FL | Advisor / Consultant | 329 | $28.5M | $18K | $0 |
| LAKE HIGHLAND PREPARATORY SCHOOL, INC. LAKE HIGHLAND PREPARATORY SCHOOL, INC. | ORLANDO, FL | Advisor / Consultant | 353 | $24.6M | $18K | $4 |
| THIRD COAST BANK, SSB THIRD COAST BANK, SSB 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | HOUSTON, TX | Advisor / Consultant | 366 | $24.0M | $0 | $46K |
| THIRD COAST BANK, SSB THIRD COAST BANK, SSB 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | HOUSTON, TX | Advisor / Consultant | 368 | $15.7M | $0 | $9K |
| BULLFROG INTERNATIONAL, L.C. BULL FROG INTERNATIONAL, L.C. 401(K) PLAN | HERRIMAN, UT | Advisor / Consultant | 529 | $11.2M | $0 | $29K |
| BULLFROG INTERNATIONAL, L.C. BULL FROG INTERNATIONAL, L.C. 401(K) PLAN | BLUFFDALE, UT | Advisor / Consultant | 513 | $9.9M | $0 | $24K |
| APICHA COMMUNITY HEALTH CENTER APICHA COMMUNITY HEALTH CENTER 403(B) RETIREMENT SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant | 120 | $4.1M | $0 | $5K |
| APICHA COMMUNITY HEALTH CENTER APICHA COMMUNITY HEALTH CENTER 403(B) RETIREMENT SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant | 100 | $3.1M | $0 | $9K |
