| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| EMERGENT HEALTH PARTNERS EMERGENT HEALTH PARTNERS 403(B) RETIREMENT PLAN | ANN ARBOR, MI | Other NONE | 1,030 | $59.4M | $27K |
| EMERGENT HEALTH PARTNERS EMERGENT HEALTH PARTNERS 403(B) RETIREMENT PLAN | ANN ARBOR, MI | Advisor / Consultant INVESTMENT ADVISORY | 857 | $52.3M | $0 |
| MORTENSON FAMILY DENTAL HOLDINGS, INC. |
| LOUISVILLE, KY |
Advisor / Consultant INVESTMENT ADVISORY |
| 2,029 |
| $51.6M |
| $12K |
| EMERGENT HEALTH PARTNERS EMERGENT HEALTH PARTNERS 403(B) RETIREMENT PLAN | ANN ARBOR, MI | Advisor / Consultant INVESTMENT ADVISORY | 880 | $44.8M | $0 |
| NORTHPOINT SENIOR SERVICES, LLC PRESTIGE MANAGEMENT EMPLOYEE PLAN | LOUISVILLE, KY | Other RETAINED BY CLIENT | 4,468 | $43.8M | $27K |
| MORTENSON FAMILY DENTAL HOLDINGS, INC. MORTENSON DENTAL PARTNERS 401(K) PLAN | LOUISVILLE, KY | Advisor / Consultant INVESTMENT ADVISORY | 1,960 | $40.5M | $32K |
| MORTENSON FAMILY DENTAL HOLDINGS, INC. MORTENSON DENTAL PARTNERS 401(K) PLAN | LOUISVILLE, KY | Advisor / Consultant INVESTMENT ADVISORY | 1,960 | $40.5M | $34K |
| NORTHPOINT SENIOR SERVICES, LLC PRESTIGE MANAGEMENT EMPLOYEE PLAN | LOUISVILLE, KY | Other RETAINED BY CLIENT | 4,407 | $40.0M | $36K |
| NORTHPOINT SENIOR SERVICES, LLC PRESTIGE MANAGEMENT EMPLOYEE PLAN | LOUISVILLE, KY | Other RETAINED BY CLIENT | 4,217 | $35.2M | $37K |
| LITER'S, INC. LITER'S, INC. 401(K) PLAN | LOUISVILLE, KY | Advisor / Consultant INVESTMENT ADVISORY | 128 | $6.4M | $20K |
| LITER'S, INC. LITER'S, INC. 401(K) PLAN | LOUISVILLE, KY | Advisor / Consultant INVESTMENT ADVISORY | 114 | $5.6M | $20K |
| LITER'S, INC. LITER'S, INC. 401(K) PLAN | LOUISVILLE, KY | Advisor / Consultant INVESTMENT ADVISORY | 117 | $5.0M | $20K |
| MIDDLETON REUTLINGER, P.S.C. MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN | LOUISVILLE, KY | Advisor / Consultant ADVISOR | 0 | $0 | $26K |
