SOLTIS INVESTMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
126
Active participants
251,018
Total plan assets
$11.5B
Filings (rows)
131
Direct comp
$8.4M
Indirect comp
$291K
Aggregating 3 name variants under "SOLTIS INVESTMENT"
SERVICES PROVIDED
Advisor / Consultant91
Other34
TPA / Administrator2
Top plans served
Showing top 131 of 126 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SKYWEST, INC. SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN | ST. GEORGE, UT | Other NONE | 15,517 | $1.4B | $10K |
| SKYWEST, INC. SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN | ST. GEORGE, UT | Other NONE | 15,517 | $1.4B | $45K |
| SKYWEST, INC. SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN | ST. GEORGE, UT | Other NONE | 14,131 | $1.2B | $45K |
| COLORADO PERMANENTE MEDICAL GROUP, P.C. COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN | DENVER, CO | Other NONE | 1,259 | $1.0B | $13K |
| SKYWEST, INC. SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN | ST. GEORGE, UT | Other NONE | 14,409 | $951.7M | $45K |
| NCL BAHAMAS LTD. NCLC 401(K) PLAN | MIAMI, FL | Advisor / Consultant INVESTMENT ADVISOR | 4,828 | $330.3M | $112K |
| CLYDE COMPANIES, INC. CLYDE COMPANIES, INC. 401(K) RETIREMENT PLAN | OREM, UT | Other NONE | 3,752 | $326.3M | $394K |
| CLYDE COMPANIES, INC. CLYDE COMPANIES, INC. 401(K) RETIREMENT PLAN | OREM, UT | Other NONE | 3,752 | $326.3M | $35K |
| CLYDE COMPANIES, INC. CLYDE COMPANIES, INC. 401(K) RETIREMENT PLAN | OREM, UT | Other NONE | 3,378 | $280.8M | $95K |
| NCL BAHAMAS LTD NCLC 401(K) PLAN | MIAMI, FL | Advisor / Consultant INVESTMENT ADVISOR | 4,683 | $273.3M | $96K |
| NCL BAHAMAS LIMITED NCLC 401(K) PLAN | MIAMI, FL | Other NONE | 4,251 | $224.6M | $92K |
| CLYDE COMPANIES, INC. CLYDE COMPANIES, INC. 401(K) RETIREMENT PLAN | OREM, UT | Advisor / Consultant INVESTMENT ADVISORS | 3,544 | $223.4M | $185K |
| MERIT MEDICAL SYSTEMS, INC. MERIT MEDICAL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | SOUTH JORDAN, UT | Advisor / Consultant INVESTMENT ADVISOR | 3,324 | $217.1M | $139K |
| AFS HOLDINGS, INC. ASSOCIATED FOOD STORES, INC. 401(K) PLAN AND TRUST | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISORY PLAN | 2,806 | $208.3M | $57K |
| MERIT MEDICAL SYSTEMS, INC. MERIT MEDICAL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | SOUTH JORDAN, UT | Advisor / Consultant INVESTMENT ADVISOR | 3,015 | $185.7M | $96K |
| AFS HOLDINGS, INC ASSOCIATED FOOD STORES, INC. 401(K) PLAN AND TRUST | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISOR | 2,902 | $165.6M | $172K |
| ADVISORTRUST, INC. 401(K) SIMPLIFIED FLEXIBLE | SIOUX FALLS, SD | Advisor / Consultant INVESTMENT ADVISORY | 5,104 | $157.4M | $403K |
| MERIT MEDICAL SYSTEMS, INC. MERIT MEDICAL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | SOUTH JORDAN, UT | Advisor / Consultant INVESTMENT ADVISOR | 2,590 | $153.6M | $124K |
| ASSOCIATED FOOD STORES, INC. ASSOCIATED FOOD STORES, INC. 401(K) PLAN AND TRUST | SALT LAKE CITY, UT | Other NONE | 2,777 | $147.7M | $174K |
| UNION PACIFIC RAILROAD COMPANY UNION PACIFIC RAILROAD EMPLOYES HEALTH SYSTEMS | SALT LAKE CITY, UT | Other NONE | 12,447 | $146.5M | $27K |
| UNION PACIFIC RAILROAD COMPANY UNION PACIFIC RAILROAD EMPLOYES HEALTH SYSTEMS | SALT LAKE CITY, UT | Other NONE | 13,395 | $145.1M | $24K |
| UNION PACIFIC RAILROAD COMPANY UNION PACIFIC RAILROAD EMPLOYES HEALTH SYSTEMS | SALT LAKE CITY, UT | Other NONE | 12,851 | $131.3M | $28K |
| TEXO ABC/AGC, INC. TEXO MEMBERS 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISORY - PLA | 10,306 | $128.7M | $88K |
| TOM JAMES COMPANY TOM JAMES COMPANY 401(K) AND PROFIT SHARING PLAN | FRANKLIN, TN | Other NONE | 1,251 | $126.2M | $208K |
| C.R. ENGLAND, INC. C. R. ENGLAND, INC. PROFIT SHARING | SALT LAKE CITY, UT | Advisor / Consultant ADVISOR | 6,763 | $120.9M | $35K |
| TEXO ABC-AGC, INC. TEXO MEMBERS 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISORY | 6,383 | $117.1M | $98K |
| TOM JAMES COMPANY TOM JAMES COMPANY 401(K) AND PROFIT SHARING PLAN | FRANKLIN, TN | Other NONE | 1,303 | $114.4M | $162K |
| ULTRADENT PRODUCTS, INC. ULTRADENT PRODUCTS, INC. 401(K) PLAN | SOUTH JORDAN, UT | Advisor / Consultant ADVISOR\INVESTMENT ADV | 1,341 | $110.2M | $193K |
| TEXO ABC/AGC, INC. TEXO MEMBERS 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISORY - PLA | 8,333 | $107.9M | $86K |
| C.R. ENGLAND, INC. C. R. ENGLAND, INC. PROFIT SHARING | SALT LAKE CITY, UT | Advisor / Consultant ADVISOR | 5,358 | $104.7M | $35K |
| HARMON CITY, INC. HARMON CITY, INC. 401(K) RETIREMENT SAVINGS PLAN | WEST VALLEY, UT | Advisor / Consultant ADVISOR | 4,125 | $97.8M | $110K |
| TOM JAMES COMPANY TOM JAMES COMPANY 401(K) AND PROFIT SHARING PLAN | FRANKLIN, TN | Other NONE | 1,164 | $95.0M | $221K |
| ULTRADENT PRODUCTS, INC. ULTRADENT PRODUCTS, INC. 401(K) PLAN | SOUTH JORDAN, UT | Advisor / Consultant INVEST ADVISOR/ADVISOR | 1,262 | $94.5M | $202K |
| C.R. ENGLAND, INC. C. R. ENGLAND, INC. PROFIT SHARING | SALT LAKE CITY, UT | Advisor / Consultant ADVISOR | 5,885 | $84.4M | $35K |
| HARMON CITY, INC. HARMON CITY, INC. 401(K) RETIREMENT SAVINGS PLAN | WEST VALLEY, UT | Advisor / Consultant ADVISOR | 3,756 | $83.5M | $93K |
| BEST BEST & KRIEGER LLP BEST BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN | RIVERSIDE, CA | Advisor / Consultant INVESTMENT ADVISOR | 393 | $79.7M | $30K |
| ULTRADENT PRODUCTS, INC. ULTRADENT PRODUCTS, INC. 401(K) PLAN | SOUTH JORDAN, UT | Advisor / Consultant ADVISOR/CONSULTANT | 1,423 | $77.3M | $200K |
| ADVISORTRUST, INC. 401(K) SIMPLIFIED FLEXIBLE | SIOUX FALLS, SD | Advisor / Consultant INVESTMENT ADVISORY | 3,007 | $75.5M | $44K |
| BEST BEST & KRIEGER LLP BEST BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN | RIVERSIDE, CA | Advisor / Consultant INVESTMENT ADVISOR | 373 | $75.4M | $30K |
| HARMON CITY, INC. HARMON CITY, INC. 401(K) RETIREMENT SAVINGS PLAN | WEST VALLEY, UT | Advisor / Consultant ADVISOR | 3,806 | $69.5M | $95K |
| IFIT INC. IFIT INC. 401(K) PLAN | LOGAN, UT | Advisor / Consultant CONSULTANT | 812 | $69.0M | $14K |
| CHALLENGER SCHOOL FOUNDATION CHALLENGER SCHOOL 401K RETIREMENT PLAN | SANDY, UT | Other NONE | 986 | $66.8M | $39K |
| FRED A. MORETON & COMPANY MORETON COMPANIES PROFIT SHARING PLAN | SALT LAKE CITY, UT | TPA / Administrator CONTRACT ADMINISTRATOR | 230 | $66.5M | $29K |
| BEST BEST & KRIEGER LLP BEST BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN | RIVERSIDE, CA | Advisor / Consultant INVESTMENT ADVISOR | 395 | $63.0M | $30K |
| FRED A. MORETON & COMPANY MORETON COMPANIES PROFIT SHARING PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISORY | 232 | $62.9M | $20K |
| IFIT INC. IFIT INC. 401(K) PLAN | LOGAN, UT | Advisor / Consultant CONSULTANT | 851 | $60.2M | $58K |
| FRED A. MORETON & COMPANY MORETON COMPANIES PROFIT SHARING PLAN | SALT LAKE CITY, UT | Other NONE | 222 | $55.7M | $93K |
| CHALLENGER SCHOOL FOUNDATION CHALLENGER SCHOOL 401K RETIREMENT PLAN | SANDY, UT | Other NONE | 932 | $55.6M | $53K |
| BRISTOL HOSPICE BRISTOL HOSPICE 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISOR | 2,600 | $49.2M | $133K |
| DHI COMPUTING SERVICES, INC. DHI COMPUTING SERVICE, INC. 401(K) PROFIT SHARING PLAN | PROVO, UT | Advisor / Consultant INVESTMENT ADVISOR | 369 | $46.6M | $133K |
| BRISTOL HOSPICE BRISTOL HOSPICE 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISOR | 2,601 | $43.7M | $139K |
| DHI COMPUTING SERVICES, INC. DHI COMPUTING SERVICE, INC. 401(K) PROFIT SHARING PLAN | PROVO, UT | Advisor / Consultant INVESTMENT ADVISOR | 360 | $41.9M | $128K |
| 1 SOURCE BUSINESS SOLUTIONS, LLC 1 SOURCE BUSINESS SOLUTIONS 401(K) PLAN | MIDVALE, UT | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 2,509 | $41.5M | $17K |
| SECURITY NATIONAL FINANCIAL CORPORATION SNF CORPORATION TAX-FAVORED RETIREMENT SAVINGS PLAN | MURRAY, UT | Other NONE | 439 | $37.2M | $41K |
| BRISTOL HOSPICE BRISTOL HOSPICE 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISOR | 2,769 | $34.7M | $83K |
| AVALON HEALTH CARE, INC. AVALON HEALTH CARE, INC. 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISORS | 3,980 | $34.4M | $189K |
| MLSC HOLDING CO. INC. MLSC HOLDING CO., INC. EMPLOYEES' RETIREMENT PLAN | OREM, UT | Advisor / Consultant INVESTMENT ADVISORY | 944 | $34.3M | $0 |
| ADVISORTRUST, INC. 401(K) SIMPLIFIED FLEXIBLE | SIOUX FALLS, SD | Advisor / Consultant INVESTMENT ADVISORY | 1,736 | $33.5M | $11K |
| SECURTIY NATIONAL FINANCIAL CORPORATION SNFC MORTGAGE COMPANY 401(K) PLAN | MURRAY, UT | Other NONE | 557 | $33.4M | $12K |
| SECURTIY NATIONAL FINANCIAL CORPORATION SNFC MORTGAGE COMPANY 401(K) PLAN | MURRAY, UT | Other NONE | 557 | $33.4M | $37K |
| SECURTIY NATIONAL FINANCIAL CORPORATION SNFC MORTGAGE COMPANY 401(K) PLAN | MURRAY, UT | Other NONE | 566 | $31.8M | $12K |
| 1 SOURCE BUSINESS SOLUTIONS, LLC 1 SOURCE BUSINESS SOLUTIONS 401(K) PLAN | MIDVALE, UT | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 1,943 | $31.0M | $147K |
| WATERFORD INSTITUTE, INC. WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET | TAYLORSVILLE, UT | Other | 287 | $30.2M | $25K |
| WATERFORD INSTITUTE, INC. WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET | TAYLORSVILLE, UT | Other | 253 | $29.8M | $10K |
| AVALON HEALTH CARE, INC. AVALON HEALTH CARE, INC. 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 1,996 | $29.5M | $113K |
| AVALON HEALTH CARE, INC. AVALON HEALTH CARE, INC. 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISORS | 2,303 | $29.0M | $261K |
| SECURTIY NATIONAL FINANCIAL CORPORATION SNFC MORTGAGE COMPANY 401(K) PLAN | MURRAY, UT | Advisor / Consultant INVESTMENT ADVISORS | 943 | $29.0M | $85K |
| MEDICAL PRIORITY CONSULTANTS, INC. MEDICAL PRIORITY CONSULTANTS 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADV/ADVISOR | 256 | $28.7M | $58K |
| SECURITY NATIONAL FINANCIAL CORPORATION SNF CORPORATION TAX-FAVORED RETIREMENT SAVINGS PLAN | MURRAY, UT | Other NONE | 427 | $28.2M | $10K |
| AMERICAN PACIFIC CORPORATION AMERICAN PACIFIC CORPORATION 401(K) PLAN | CEDAR CITY, UT | Other INVESTMENT/FINANCIAL ADVI | 146 | $25.4M | $43K |
| MOAB VALLEY HEALTHCARE, INC. MOAB VALLEY HEALTHCARE, INC. RETIREMENT PLAN | MOAB, UT | Advisor / Consultant ADVISOR | 311 | $24.9M | $55K |
| WATERFORD INSTITUTE, INC. WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET | TAYLORSVILLE, UT | Other | 372 | $24.8M | $37K |
| MEDICAL PRIORITY CONSULTANTS, INC. MEDICAL PRIORITY CONSULTANTS 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant ADVISOR | 238 | $24.2M | $7K |
| 2ND ADVENTURE PAYROLL SERVICES, LLC 2ND ADVENTURE PAYROLL SERVICES 401(K) PLAN | GRINNELL, IA | Other NONE | 297 | $24.1M | $49K |
| MLSC HOLDING CO. INC. MLSC HOLDING CO., INC. EMPLOYEES' RETIREMENT PLAN | OREM, UT | Advisor / Consultant INVESTMENT ADVISORY | 898 | $24.0M | $21K |
| SECURITY NATIONAL FINANCIAL CORPORATION SNF CORPORATION TAX-FAVORED RETIREMENT SAVINGS PLAN | MURRAY, UT | Advisor / Consultant INVESTMENT ADVISORS | 410 | $23.3M | $63K |
| ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER 401(K) PLAN | ST. GEORGE, UT | Advisor / Consultant ADVISOR | 771 | $21.5M | $86K |
| MOAB VALLEY HEALTHCARE, INC. MOAB VALLEY HEALTHCARE, INC. RETIREMENT PLAN | MOAB, UT | Advisor / Consultant ADVISOR | 299 | $21.2M | $35K |
| CENTRAL VALLEY MEDICAL CENTER CENTRAL VALLEY MEDICAL CENTER 403(B) RETIREMENT PLAN | NEPHI, UT | Other INV ADV, PARTICIPANTS | 400 | $20.3M | $21K |
| CHRISTOPHERSON ANDAVO TRAVEL, LP CHRISTOPHERSON ANDAVO LP 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant ADVISOR | 270 | $19.5M | $19K |
| ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER 401(K) PLAN | ST. GEORGE, UT | Advisor / Consultant ADVISOR | 571 | $18.8M | $80K |
| CHRISTOPHERSON ANDAVO TRAVEL LP CHRISTOPHERSON ANDAVO LP 401(K) PLAN | SALT LAKE CITY, UT | Other INVESTMENT ADV | 302 | $18.0M | $45K |
| CENTRAL VALLEY MEDICAL CENTER CENTRAL VALLEY MEDICAL CENTER 403(B) RETIREMENT PLAN | NEPHI, UT | TPA / Administrator CONTRACT ADMINISTRATOR | 388 | $17.3M | $19K |
| PEAK INDUSTRIAL INC. PEAK INDUSTRIAL INC. RETIREMENT SAVINGS PLAN | WEST VALLEY CITY, UT | Other INVESTMENT/FINANCIAL ADVI | 205 | $17.3M | $12K |
| MOUNTAIN LAND REHABILITATION, LLC MOUNTAIN LAND REHABILITATION 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant ADVISOR | 1,073 | $17.2M | $35K |
| ALPINE PEDIATRICS, P.C. ALPINE PEDIATRICS, P.C. PROFIT SHARING PLAN | PLEASANT GROVE, UT | Advisor / Consultant INVESTMENT ADVISOR | 90 | $16.6M | $28K |
| VASION, INC. VASION, INC. 401(K) PLAN | ST GEORGE, UT | Advisor / Consultant ADVISOR | 318 | $16.4M | $66K |
| MOAB VALLEY HEALTHCARE, INC. MOAB VALLEY HEALTHCARE, INC. RETIREMENT PLAN | MOAB, UT | Advisor / Consultant ADVISOR | 294 | $16.2M | $44K |
| ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER 401(K) PLAN | ST. GEORGE, UT | Advisor / Consultant ADVISOR | 574 | $15.8M | $80K |
| PEAK INDUSTRIAL INC. PEAK INDUSTRIAL INC. RETIREMENT SAVINGS PLAN | WEST VALLEY CITY, UT | Advisor / Consultant ADVISOR | 269 | $15.2M | $44K |
| MOUNTAINLANDS COMMUNITY HEALTH CENTER 403(B) THRIFT PLAN OF MOUNTAINLANDS COMMUNITY HEALTH CENTER | PROVO, UT | Other SERVICE PROVIDER | 197 | $15.1M | $14K |
| MOUNTAINLANDS COMMUNITY HEALTH CENTER 403(B) THRIFT PLAN OF MOUNTAINLANDS COMMUNITY HEALTH CENTER | PROVO, UT | Other SERVICE PROVIDER | 197 | $15.1M | $0 |
| CENTRAL VALLEY MEDICAL CENTER CENTRAL VALLEY MEDICAL CENTER 403(B) RETIREMENT PLAN | NEPHI, UT | Advisor / Consultant ADVISOR | 354 | $14.7M | $82K |
| CHRISTOPHERSON ANDAVO TRAVEL LP CHRISTOPHERSON ANDAVO LP 401(K) PLAN | SALT LAKE CITY, UT | Other INVESTMENT ADV | 233 | $14.6M | $44K |
| PEAK INDUSTRIAL INC. PEAK INDUSTRIAL INC. RETIREMENT SAVINGS PLAN | WEST VALLEY CITY, UT | Advisor / Consultant ADVISOR | 157 | $14.3M | $52K |
| MOUNTAIN LAND REHABILITATION, LLC MOUNTAIN LAND REHABILITATION 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant ADVISOR | 448 | $13.0M | $28K |
| PRINTERLOGIC, INC. DBA VASION PRINTERLOGIC, INC. 401(K) PLAN | ST GEORGE, UT | Advisor / Consultant ADVISOR | 271 | $12.2M | $44K |
| RAM MANUFACTURING COMPANY, INC. D/B/A RAM AVIATION SPACE AND DEFENSE RAM MANUFACTURING COMPANY, INC. 401(K) PLAN | ST. GEORGE, UT | Advisor / Consultant ADVISOR | 323 | $11.5M | $47K |
| VOLARE HEALTH LLC VOLARE HEALTH LLC 401(K) PLAN | LOUISVILLE, KY | Advisor / Consultant INVESTMENT ADVISOR | 1,982 | $11.3M | $55K |
| MOUNTAIN LAND REHABILITATION, LLC MOUNTAIN LAND REHABILITATION 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant ADVISOR | 394 | $11.0M | $32K |
| INFOTRAX SYSTEMS INFOTRAX 401(K) PLAN | OREM, UT | Advisor / Consultant INVESTMENT ADVISOR | 45 | $10.7M | $94K |
| RAM MANUFACTURING COMPANY, INC. D/B/A RAM AVIATION SPACE AND DEFENSE RAM MANUFACTURING COMPANY, INC. 401(K) PLAN | ST. GEORGE, UT | Advisor / Consultant ADVISOR | 282 | $9.7M | $36K |
| MOUNTAINLANDS COMMUNITY HEALTH CENTER 403(B) THRIFT PLAN OF MOUNTAINLANDS COMMUNITY HEALTH CENTER | PROVO, UT | Advisor / Consultant INVESTMENT ADVISOR | 168 | $9.6M | $59K |
| JS PRODUCTS, INC. JS PRODUCTS, INC. 401(K) PLAN | LAS VEGAS, NV | Advisor / Consultant ADVISOR | 155 | $8.0M | $15K |
| VOLARE HEALTH LLC VOLARE HEALTH LLC 401(K) PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISOR | 1,390 | $7.8M | $29K |
| PRINTERLOGIC, INC. DBA VASION PRINTERLOGIC, INC. 401(K) PLAN | ST GEORGE, UT | Advisor / Consultant ADVISOR | 223 | $7.8M | $36K |
| RAM MANUFACTURING COMPANY, INC D/B/A RAM AVIATION, SPACE & DEFENSE RAM MANUFACTURING COMPANY, INC 401K PLAN | ST. GEORGE, UT | Advisor / Consultant ADVISOR | 245 | $7.4M | $38K |
| PAYDAY BENEFITS, LLC PAYDAY BENEFITS RETIREMENT PLAN | LEHI, UT | Advisor / Consultant INVESTMENT ADVISOR | 1,385 | $6.9M | $42K |
| JS PRODUCTS, INC. JS PRODUCTS, INC. 401(K) PLAN | LAS VEGAS, NV | Advisor / Consultant ADVISOR | 121 | $6.7M | $13K |
| CANOPY TAX, INC. CANOPY TAX 401(K) PLAN | SOUTH JORDAN, UT | Advisor / Consultant ADVISOR | 176 | $6.0M | $7K |
| TRANSPORTATION CHARTER SERVICES, INC. TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN | ORANGE, CA | Advisor / Consultant INVESTMENT ADVISOR | 142 | $5.1M | $15K |
| TRANSPORTATION CHARTER SERVICES, INC. TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN | ORANGE, CA | Advisor / Consultant INVESTMENT ADVISOR | 142 | $5.1M | $15K |
| BEST VINYL FENCE & DECK, LLC BEST VINYL 401(K) RETIREMENT PLAN | SPRINGVILLE, UT | Advisor / Consultant INVESTMENT ADVISOR | 87 | $4.9M | $16K |
| BEST VINYL FENCE & DECK, LLC BEST VINYL 401(K) RETIREMENT PLAN | LEHI, UT | Advisor / Consultant INVESTMENT ADVISOR | 78 | $4.9M | $14K |
| 300 STEWART AVENUE CORPORATION. THE 300 STEWART AVENUE CORPORATION 401(K) PLAN | LAS VEGAS, NV | Advisor / Consultant INVESTMENT ADVISOR | 166 | $4.8M | $9K |
| KIMBALL ELECTRONICS, INC. KIMBALL ELECTRONICS, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISOR | 132 | $4.5M | $26K |
| BEST VINYL FENCE & DECK, LLC BEST VINYL 401(K) RETIREMENT PLAN | SPRINGVILLE, UT | Advisor / Consultant INVESTMENT ADVISOR | 90 | $4.2M | $20K |
| TRANSPORTATION CHARTER SERVICES, INC. TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN | ORANGE, CA | Advisor / Consultant INVESTMENT ADVISOR | 173 | $4.0M | $15K |
| SPRING DENTAL SPRING DENTAL 401(K) PLAN | JENKS, OK | Advisor / Consultant INVESTMENT ADVISOR | 799 | $3.8M | $49K |
| DESERT PAIN SPECIALISTS, PC DESERT PAIN SPECIALISTS, PC 401(K) PLAN | ST. GEORGE, UT | Advisor / Consultant INVESTMENT ADVISOR | 124 | $3.4M | $25K |
| EVIG, LLC BALANCE OF NATURE MEP | ST. GEORGE, UT | Advisor / Consultant INVESTMENT ADVISORS | 455 | $3.2M | $4K |
| EVIG, LLC BALANCE OF NATURE MEP | ST. GEORGE, UT | Other INVESTMENT MGMT | 455 | $3.2M | $124 |
| SECURTIY NATIONAL FINANCIAL CORPORATION SNFC CEMETERIES AND MORTUARIES 401(K) PLAN | MURRAY, UT | Advisor / Consultant INVESTMENT ADVISORS | 201 | $3.2M | $11K |
| DESERT PAIN SPECIALISTS, PC DESERT PAIN SPECIALISTS, PC 401(K) PLAN | ST. GEORGE, UT | Advisor / Consultant INVESTMENT ADVISOR | 106 | $2.8M | $23K |
| SPRING DENTAL SPRING DENTAL 401(K) PLAN | JENKS, OK | Advisor / Consultant INVESTMENT ADVISOR | 785 | $2.6M | $13K |
| DESERET LABORATORIES, INC. DESERET LABORATORIES, INC. 401K RETIREMENT SAVINGS PLAN | ST. GEORGE, UT | Advisor / Consultant INVESTMENT ADVISOR | 137 | $1.8M | $18K |
| SPRING DENTAL SPRING DENTAL 401(K) PLAN | JENKS, OK | Advisor / Consultant INVESTMENT ADVISOR | 663 | $1.3M | $7K |
| TRANSPORTATION CHARTER SERVICES, INC. TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN | ORANGE, CA | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $0 |
| TRANSPORTATION CHARTER SERVICES, INC. TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN | ORANGE, CA | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $0 |
| AMERICAN PACIFIC CORPORATION AMERICAN PACIFIC CORPORATION 401(K) PLAN | CEDAR CITY, UT | Other INVESTMENT/FINANCIAL ADVI | 0 | $0 | $51K |
| CEDAR BAND CORPORATION CEDAR BAND CORPORATION 401(K) PROFIT SHARING PLAN | CEDAR CITY, UT | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $14K |