| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 34,203 | $8.0B | $15K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 33,913 | $6.6B | $19K |
| AABR, INC. |
| COLLEGE POINT, NY |
Advisor / Consultant INVESTMENT ADVISOR |
| 358 |
| $13.2M |
| $51K |
| AABR, INC. AABR, INC. 403(B) THRIFT PLAN | COLLEGE POINT, NY | Advisor / Consultant INVESTMENT ADVISOR | 453 | $12.3M | $11K |
| AABR, INC. AABR, INC. PENSION PLAN | COLLEGE POINT, NY | Other NONE | 29 | $8.7M | $63K |
| AABR, INC. AABR, INC. PENSION PLAN | COLLEGE POINT, NY | Other NONE | 36 | $7.6M | $91K |