| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| EXPERTVOICE, INC. EXPERTVOICE, INC. 401(K) PROFIT SHARING PLAN & TRUST | SALT LAKE CITY, UT | Advisor / Consultant ADVISOR | 164 | $19.8M | $18K |
| EXPERTVOICE, INC. EXPERTVOICE, INC. 401(K) PROFIT SHARING PLAN & TRUST | SALT LAKE CITY, UT | Advisor / Consultant ADVISOR | 161 | $14.9M | $33K |
| EXPERTVOICE, INC. |
| SALT LAKE CITY, UT |
Advisor / Consultant ADVISOR |
| 168 |
| $12.5M |
| $32K |
| CV HOLDINGS LC COSTA VIDA 401(K) PLAN | LEHI, UT | Advisor / Consultant INVESTMENT ADVISOR | 521 | $1.7M | $16K |
| FAT CATS HOLDINGS, LC FAT CATS HOLDINGS 401(K) PLAN | LEHI, UT | Advisor / Consultant INVESTMENT ADVISOR | 188 | $715K | $5K |