SPECTRUM 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
181
Active participants
77,642
Total plan assets
$8.4B
Filings (rows)
183
Direct comp
$8.1M
Indirect comp
$518
Aggregating 4 name variants under "SPECTRUM INVESTMENT"
SERVICES PROVIDED
Advisor / Consultant124
Other57
Top plans served
Showing top 183 of 181 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UCB HOLDINGS, INC. UCB, INC. 401(K) RETIREMENT PLAN | SMYRNA, GA | Other INVESTMENT/FINANCIAL ADVI | 1,896 | $979.7M | $97K |
| UCB HOLDINGS, INC. UCB, INC. 401(K) RETIREMENT PLAN | SMYRNA, GA | Other INVESTMENT/FINANCIAL ADVI | 1,803 | $832.5M | $96K |
| UCB HOLDINGS, INC. UCB, INC. 401(K) RETIREMENT PLAN | SMYRNA, GA | Other INVESTMENT/FINANCIAL ADVI | 1,686 | $686.3M | $89K |
| CONVERGINT TECHNOLOGIES, LLC CONVERGINT TECHNOLOGIES LLC 401(K) PROFIT-SHARING PLAN | HOFFMAN ESTATES, IL | Advisor / Consultant INVESTMENT ADVISORY | 5,765 | $376.3M | $177K |
| CONVERGINT TECHNOLOGIES, LLC CONVERGINT TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN | SCHAUMBURG, IL | Advisor / Consultant INVESTMENT ADVISORY | 5,630 | $320.2M | $162K |
| CONVERGINT TECHNOLOGIES, LLC CONVERGINT TECHNOLOGIES LLC 401(K) PROFIT-SHARING PLAN | SCHAUMBURG, IL | Advisor / Consultant INVESTMENT ADVISORY | 5,143 | $251.0M | $156K |
| CHURCH MUTUAL INSURANCE COMPANY, S.I. CHURCH MUTUAL SALARY SAVINGS PLAN AND TRUST (401(K) PLAN) | MERRILL, WI | Advisor / Consultant INVESTMENT ADVISOR | 1,148 | $170.6M | $44K |
| CHURCH MUTUAL INSURANCE COMPANY, S.I. CHURCH MUTUAL SALARY SAVINGS PLAN AND TRUST (401(K) PLAN) | MERRILL, WI | Advisor / Consultant INVESTMENT ADVISOR | 1,128 | $165.2M | $42K |
| CHURCH MUTUAL INSURANCE COMPANY, S.I. CHURCH MUTUAL SALARY SAVINGS PLAN AND TRUST (401(K) PLAN) | MERRILL, WI | Advisor / Consultant INVESTMENT ADVISOR | 1,148 | $148.1M | $46K |
| COMBE INCORPORATED COMBE INCORPORATED EMPLOYEES SAVINGS PLAN | WHITE PLAINS, NY | Other INVESTMENT/FINANCIAL ADVI | 234 | $127.9M | $35K |
| METALTEK INTERNATIONAL INC. WISCONSIN METALTEK INTERNATIONAL, INC. WISCONSIN CENTRIFUGAL DIVISION 401(K) RETIREMENT PLAN | WAUKESHA, WI | Advisor / Consultant CONSULTANT | 506 | $121.0M | $44K |
| COMBE INCORPORATED COMBE INCORPORATED EMPLOYEES SAVINGS PLAN | WHITE PLAINS, NY | Other INVESTMENT/FINANCIAL ADVI | 220 | $110.6M | $34K |
| COMBE INCORPORATED COMBE INCORPORATED EMPLOYEES SAVINGS PLAN | WHITE PLAINS, NY | Other INVESTMENT/FINANCIAL ADVI | 211 | $100.3M | $35K |
| NAVITUS HEALTH SOLUTIONS, LLC NAVITUS HEALTH SOLUTIONS, LLC RETIREMENT PLAN | MADISON, WI | Advisor / Consultant INVESTMENT ADVISOR | 1,235 | $92.8M | $93K |
| RESEARCH PRODUCTS CORPORATION RESEARCH PRODUCTS CORPORATION INCENTIVE SAVINGS PLAN | MADISON, WI | Advisor / Consultant INVESTMENT ADVISOR | 362 | $90.5M | $42K |
| METALTEK INTERNATIONAL INC. WISCONSIN METALTEK INTERNATIONAL, INC. WISCONSIN CENTRIFUGAL DIVISION 401(K) RETIREMENT PLAN | WAUKESHA, WI | Advisor / Consultant CONSULTANT | 576 | $90.4M | $85K |
| METALTEK INTERNATIONAL INC. WISCONSIN METALTEK INTERNATIONAL, INC. WISCONSIN CENTRIFUGAL DIVISION 401(K) RETIREMENT PLAN | WAUKESHA, WI | Advisor / Consultant CONSULTANT | 553 | $85.5M | $118K |
| MASTERS GALLERY FOODS, INC. MASTERS GALLERY FOODS, INC. RETIREMENT SAVINGS PLAN | PLYMOUTH, WI | Advisor / Consultant ADVISOR | 1,023 | $80.5M | $59K |
| RESEARCH PRODUCTS CORPORATION RESEARCH PRODUCTS CORPORATION INCENTIVE SAVINGS PLAN | MADISON, WI | Advisor / Consultant INVESTMENT ADVISOR | 334 | $76.4M | $61K |
| BADGER MINING CORPORATION BADGER MINING CORPORATION 401(K) SAVINGS PLAN | BERLIN, WI | Advisor / Consultant ADVISOR | 295 | $76.1M | $69K |
| METALCRAFT OF MAYVILLE, INC. METALCRAFT OF MAYVILLE, INC. 401(K) PROFIT SHARING PLAN | MAYVILLE, WI | Advisor / Consultant INVESTMENT ADVISOR | 759 | $70.8M | $86K |
| MASTERS GALLERY FOODS, INC. MASTERS GALLERY FOODS, INC. RETIREMENT SAVINGS PLAN | PLYMOUTH, WI | Advisor / Consultant ADVISOR | 990 | $70.3M | $60K |
| BADGER MINING CORPORATION BADGER MINING CORPORATION 401(K) SAVINGS PLAN | BERLIN, WI | Advisor / Consultant ADVISOR | 290 | $68.5M | $70K |
| EMERGENCY MEDICINE SPECIALISTS, S.C. EMERGENCY MEDICINE SPECIALISTS, S.C. EMPLOYEES' PROFIT SHARING PLAN | WAUWATOSA, WI | Other NONE | 198 | $66.6M | $46K |
| WAREHOUSE SPECIALISTS, LLC VAN HOOF COMPANIES RETIREMENT AND SAVINGS PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT ADVISOR | 718 | $66.4M | $123K |
| ZYWAVE, INC. ZYWAVE 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 545 | $66.0M | $25K |
| RESEARCH PRODUCTS CORPORATION RESEARCH PRODUCTS CORPORATION INCENTIVE SAVINGS PLAN | MADISON, WI | Advisor / Consultant INVESTMENT ADVISOR | 339 | $65.3M | $61K |
| WAREHOUSE SPECIALISTS, LLC VAN HOOF COMPANIES RETIREMENT AND SAVINGS PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT ADVISOR | 761 | $63.4M | $114K |
| BADGER MINING CORPORATION BADGER MINING CORPORATION 401(K) SAVINGS PLAN | BERLIN, WI | Advisor / Consultant ADVISOR | 297 | $60.9M | $69K |
| MASTERS GALLERY FOODS, INC. MASTERS GALLERY FOODS, INC. RETIREMENT SAVINGS PLAN | PLYMOUTH, WI | Other NONE | 898 | $57.8M | $60K |
| ZYWAVE, INC. ZYWAVE 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 662 | $57.3M | $25K |
| METALCRAFT OF MAYVILLE, INC. METALCRAFT OF MAYVILLE, INC. 401(K) PROFIT SHARING PLAN | MAYVILLE, WI | Advisor / Consultant INVESTMENT ADVISOR | 663 | $57.1M | $104K |
| EMERGENCY MEDICINE SPECIALISTS, S.C. EMERGENCY MEDICINE SPECIALISTS, S.C. EMPLOYEES' PROFIT SHARING PLAN | WAUWATOSA, WI | Other NONE | 182 | $55.7M | $3K |
| WAREHOUSE SPECIALISTS, LLC VAN HOOF COMPANIES RETIREMENT AND SAVINGS PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT ADVISOR | 744 | $55.7M | $116K |
| MONROE TRUCK EQUIPMENT, INC. MONROE TRUCK EQUIPMENT, INC. PROFIT SHARING AND SAVINGS PLAN | MONROE, WI | Advisor / Consultant INVESTMENT ADVISOR | 818 | $54.7M | $18K |
| DAVIS & KUELTHAU, S.C. DAVIS & KUELTHAU, S.C. 401(K) SAVINGS PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 22 | $53.9M | $118K |
| MONROE TRUCK EQUIPMENT, INC. MONROE TRUCK EQUIPMENT, INC. PROFIT SHARING AND SAVINGS PLAN | MONROE, WI | Advisor / Consultant INVESTMENT ADVISOR | 778 | $51.4M | $17K |
| EVERBRITE, LLC EVERBRITE, LLC PROFIT SHARING PLAN | GREENFIELD, WI | Advisor / Consultant INVESTMENT ADVISOR | 578 | $50.4M | $82K |
| EVERBRITE, LLC EVERBRITE, LLC PROFIT SHARING PLAN | GREENFIELD, WI | Advisor / Consultant INVESTMENT ADVISOR | 489 | $50.1M | $83K |
| EVERBRITE, LLC EVERBRITE, LLC PROFIT SHARING PLAN | GREENFIELD, WI | Advisor / Consultant INVESTMENT ADVISOR | 553 | $50.0M | $76K |
| MONROE TRUCK EQUIPMENT, INC. MONROE TRUCK EQUIPMENT, INC. PROFIT SHARING AND SAVINGS PLAN | MONROE, WI | Advisor / Consultant INVESTMENT ADVISOR | 801 | $47.1M | $22K |
| ZYWAVE, INC. ZYWAVE 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 861 | $46.8M | $25K |
| LPI DIGITAL, LLC LPI RETIREMENT SAVINGS PLAN | NEW BERLIN, WI | Other OTHER | 382 | $43.9M | $63K |
| EMERGENCY MEDICINE SPECIALISTS, SC EMERGENCY MEDICINE SPECIALISTS, SC EMPLOYEES' PROFIT SHARING PLAN | WAUWATOSA, WI | Other NONE | 113 | $42.1M | $31K |
| OCONOMOWOC RESIDENTIAL PROGRAMS, INC. MYPATH 401(K) RETIREMENT PLAN | OCONOMOWOC, WI | Advisor / Consultant ADVISOR | 1,583 | $39.3M | $85K |
| HENTZEN COATINGS, INC. HENTZEN COATINGS, INC. 401(K) AND PROFIT SHARING PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 328 | $38.9M | $58K |
| LITURGICAL PUBLICATIONS, INC. LITURGICAL PUBLICATIONS, INC. EMPLOYEE INCENTIVE SAVINGS PLAN | NEW BERLIN, WI | Other OTHER | 403 | $37.4M | $63K |
| OCONOMOWOC RESIDENTIAL PROGRAMS, INC. MYPATH 401(K) RETIREMENT PLAN | OCONOMOWOC, WI | Advisor / Consultant ADVISOR | 1,565 | $34.4M | $74K |
| LITURGICAL PUBLICATIONS, INC. LITURGICAL PUBLICATIONS, INC. EMPLOYEE INCENTIVE SAVINGS PLAN | NEW BERLIN, WI | Other OTHER | 337 | $34.0M | $75K |
| HENTZEN COATINGS, INC. HENTZEN COATINGS, INC. 401(K) AND PROFIT SHARING PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 301 | $33.3M | $55K |
| EQUIX HOLDINGS, INC. 401(K) RETIREMENT SAVINGS PLAN | FOND DU LAC, WI | Advisor / Consultant INVESTMENT ADVISORY | 767 | $33.0M | $8K |
| DIXON TICONDEROGA COMPANY DIXON TICONDEROGA COMPANY 401(K) PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT ADVISORY | 189 | $31.7M | $69K |
| HENTZEN COATINGS, INC. HENTZEN COATINGS, INC. 401(K) AND PROFIT SHARING PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADV/ADVISOR | 308 | $31.7M | $58K |
| EQUIX HOLDINGS, INC. 401(K) RETIREMENT SAVINGS PLAN | FOND DU LAC, WI | Advisor / Consultant INVESTMENT ADVISORY | 842 | $29.4M | $30K |
| EQUIX HOLDINGS, INC. 401(K) RETIREMENT SAVINGS PLAN | FOND DU LAC, WI | Advisor / Consultant INVESTMENT ADVISORY | 842 | $29.4M | $10K |
| DIXON TICONDEROGA COMPANY DIXON TICONDEROGA COMPANY 401(K) PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT ADVISORY | 219 | $28.4M | $70K |
| DIXON TICONDEROGA COMPANY DIXON TICONDEROGA COMPANY 401(K) PLAN | APPLETON, WI | Advisor / Consultant INVESTMENT ADVISORY | 187 | $28.3M | $67K |
| RESEARCH PRODUCTS CORPORATION RESEARCH PRODUCTS CORPORATION PRODUCTION STAFF 401(K) SAVINGS PLAN | MADISON, WI | Advisor / Consultant INVESTMENT ADVISOR | 401 | $28.3M | $21K |
| OCONOMOWOC RESIDENTIAL PROGRAMS, INC. MYPATH 401(K) RETIREMENT PLAN | OCONOMOWOC, WI | Advisor / Consultant ADVISOR | 1,586 | $28.1M | $72K |
| EJOT ATF, LP EJOT ATF, LP WELLNESS & SAVINGS PLAN | LINCOLNWOOD, IL | Advisor / Consultant INVESTMENT ADVISORY | 348 | $28.1M | $67K |
| EJOT ATF, LP EJOT ATF, LP WELLNESS & SAVINGS PLAN | LINCOLNWOOD, IL | Advisor / Consultant INVESTMENT ADVISORY | 319 | $27.7M | $71K |
| LAKESIDE INTERNATIONAL TRUCKS, INC. LAKESIDE INTERNATIONAL TRUCKS, INC. RETIREMENT PLAN | MILWAUKEE, WI | Other NONE | 326 | $27.2M | $78K |
| RESEARCH PRODUCTS CORPORATION RESEARCH PRODUCTS CORPORATION PRODUCTION STAFF 401(K) SAVINGS PLAN | MADISON, WI | Advisor / Consultant INVESTMENT ADVISOR | 356 | $26.1M | $21K |
| LAKESIDE INTERNATIONAL TRUCKS, INC. LAKESIDE INTERNATIONAL TRUCKS, INC. RETIREMENT PLAN | MILWAUKEE, WI | Other NONE | 328 | $25.9M | $64K |
| OWNERSEDGE, INC. OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA, WI | Other NONE | 324 | $24.7M | $32K |
| ATF, INC. ATF WELLNESS & SAVINGS PLAN | LINCOLNWOOD, IL | Advisor / Consultant INVESTMENT ADVISORY | 348 | $24.5M | $65K |
| EQUIX HOLDINGS, INC. 401(K) RETIREMENT SAVINGS PLAN | FOND DU LAC, WI | Advisor / Consultant INVESTMENT ADVISORY | 847 | $24.3M | $40K |
| KICKHAEFER MANUFACTURING COMPANY, LLC KICKHAEFER MANUFACTURING COMPANY 401K PLAN | PORT WASHINGTON, WI | Advisor / Consultant INVESTMENT ADVISORY - PLA | 264 | $22.8M | $46K |
| KICKHAEFER MANUFACTURING COMPANY, LLC KICKHAEFER MANUFACTURING COMPANY 401K PLAN | PORT WASHINGTON, WI | Advisor / Consultant INVESTMENT ADVISORY - PLA | 258 | $22.5M | $41K |
| DRI-STEEM CORPORATION RPC SUBSIDIARIES 401(K) PLAN | EDEN PRAIRIE, MN | Advisor / Consultant INVESTMENT ADVISOR | 210 | $22.4M | $8K |
| CITIZENS BANK CITIZENS BANK 401K MUKWONAGO WI | MUKWONAGO, WI | Advisor / Consultant ADVISOR | 143 | $22.2M | $42K |
| HELGESEN INDUSTRIES, LLC HELGESEN INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN | HARTFORD, WI | Advisor / Consultant INVESTMENT ADVISORY | 246 | $22.1M | $12K |
| HELGESEN INDUSTRIES, LLC HELGESEN INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN | HARTFORD, WI | Advisor / Consultant INVESTMENT ADVISORY | 246 | $22.1M | $40K |
| RESEARCH PRODUCTS CORPORATION RESEARCH PRODUCTS CORPORATION PRODUCTION STAFF 401(K) SAVINGS PLAN | MADISON, WI | Advisor / Consultant INVESTMENT ADVISOR | 348 | $22.0M | $20K |
| KENDALL PACKAGING CORPORATION KENDALL PACKAGING CORPORATION 401(K) PLAN | MEQUON, WI | Advisor / Consultant ADVISOR | 166 | $21.3M | $45K |
| OWNERSEDGE, INC. OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA, WI | Other NONE | 291 | $20.5M | $29K |
| SANI-MATIC, INC. SANI-MATIC, INC. RETIREMENT SAVINGS PLAN | SUN PRAIRIE, WI | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 154 | $20.4M | $52K |
| HELGESEN INDUSTRIES, INC. HELGESEN INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN | HARTFORD, WI | Advisor / Consultant INVESTMENT ADVISORY | 352 | $20.3M | $45K |
| DRI-STEEM CORPORATION RPC SUBSIDIARIES 401(K) PLAN | EDEN PRAIRIE, MN | Advisor / Consultant INVESTMENT ADVISOR | 128 | $20.1M | $11K |
| INDEPENDENT PHARMACY COOPERATIVE INDEPENDENT PHARMACY COOPERATIVE RETIREMENT SAVINGS PLAN | SUN PRAIRIE, WI | Advisor / Consultant INVESTMENT ADVISOR | 161 | $19.9M | $70K |
| LAKESIDE INTERNATIONAL TRUCKS, INC. LAKESIDE INTERNATIONAL TRUCKS, INC. RETIREMENT PLAN | MILWAUKEE, WI | Other NONE | 326 | $19.9M | $58K |
| CITIZENS BANK CITIZENS BANK 401K MUKWONAGO, WI | MUKWONAGO, WI | Advisor / Consultant ADVISOR | 157 | $19.7M | $39K |
| GLENN RIEDER, LLC GLENN RIEDER, LLC 401(K) SAVINGS PLAN | WEST ALLIS, WI | Other NONE | 275 | $19.6M | $50K |
| KICKHAEFER MANUFACTURING COMPANY, LLC KICKHAEFER MANUFACTURING COMPANY 401K PLAN | PORT WASHINGTON, WI | Advisor / Consultant INVESTMENT ADVISORY - PLA | 268 | $19.4M | $41K |
| SANI-MATIC, INC. SANI-MATIC, INC. RETIREMENT SAVINGS PLAN | SUN PRAIRIE, WI | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 155 | $18.8M | $44K |
| KENDALL PACKAGING CORPORATION KENDALL PACKAGING CORPORATION 401(K) PLAN | MEQUON, WI | Advisor / Consultant ADVISOR | 168 | $18.7M | $44K |
| INDEPENDENT PHARMACY COOPERATIVE INDEPENDENT PHARMACY COOPERATIVE RETIREMENT SAVINGS PLAN | SUN PRAIRIE, WI | Advisor / Consultant INVESTMENT ADVISOR | 150 | $18.5M | $64K |
| DRI-STEEM CORPORATION RPC SUBSIDIARIES 401(K) PLAN | EDEN PRAIRIE, MN | Advisor / Consultant INVESTMENT ADVISOR | 132 | $18.4M | $12K |
| GLENN RIEDER, LLC GLENN RIEDER, LLC 401(K) SAVINGS PLAN | WEST ALLIS, WI | Other NONE | 258 | $18.3M | $47K |
| OWNERSEDGE, INC. OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA, WI | Other NONE | 314 | $18.3M | $27K |
| HELGESEN INDUSTRIES, INC. HELGESEN INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN | HARTFORD, WI | Advisor / Consultant INVESTMENT ADVISORY | 320 | $17.8M | $44K |
| KENDALL PACKAGING CORPORATION KENDALL PACKAGING CORPORATION 401(K) PLAN | MEQUON, WI | Advisor / Consultant ADVISOR | 177 | $16.7M | $46K |
| RITEWAY BUS SERVICE, INC. RITEWAY BUS SERVICE, INC. 401(K) PLAN | OAK CREEK, WI | Advisor / Consultant ADVISOR | 2,237 | $16.6M | $32K |
| CITIZENS BANK CITIZENS BANK 401K MUKWONAGO, WI | MUKWONAGO, WI | Advisor / Consultant ADVISOR | 165 | $16.5M | $46K |
| CARMA LABORATORIES, INC. CARMA LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | FRANKLIN, WI | Advisor / Consultant ADVISOR | 248 | $16.4M | $39K |
| PFLOW INDUSTRIES, INC. PFLOW INDUSTRIES, INC. 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 162 | $16.2M | $34K |
| INDEPENDENT PHARMACY COOPERATIVE INDEPENDENT PHARMACY COOPERATIVE RETIREMENT SAVINGS PLAN | SUN PRAIRIE, WI | Advisor / Consultant INVESTMENT ADVISOR | 131 | $15.9M | $67K |
| WESTBURY BANK WESTBURY BANK 401K PSP | WAUKESHA, WI | Advisor / Consultant ADVISOR | 107 | $15.9M | $44K |
| MOLDED DIMENSIONS, LLC MOLDED DIMENSIONS, LLC 401(K) SALARY REDUCTION PLAN & TRUST | PORT WASHINGTON, WI | Advisor / Consultant ADVISOR | 207 | $15.4M | $50K |
| GLENN RIEDER, LLC GLENN RIEDER, LLC 401(K) SAVINGS PLAN | WEST ALLIS, WI | Other NONE | 200 | $15.4M | $48K |
| FIRST FEDERAL SAVINGS BANK FIRST FEDERAL SAVINGS BANK SALARY SAVINGS 401(K) PLAN | OTTAWA, IL | Advisor / Consultant INVESTMENT ADVISOR | 88 | $15.4M | $38K |
| SANI-MATIC, INC. SANI-MATIC, INC. RETIREMENT SAVINGS PLAN | SUN PRAIRIE, WI | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 147 | $15.1M | $41K |
| COMBE PRODUCTS INC COMBE PRODUCTS EMPLOYEES SAVINGS PLAN | NAGUABO, PR | Other INVESTMENT/FINANCIAL ADVI | 117 | $15.0M | $12K |
| PFLOW INDUSTRIES, INC. PFLOW INDUSTRIES, INC. 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 156 | $15.0M | $30K |
| MUZA METAL PRODUCTS, LLC MUZA METAL PRODUCTS, LLC 401(K) SAVINGS PLAN | OSHKOSH, WI | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 151 | $14.6M | $41K |
| ZIMMERMAN ARCHITECTURAL STUDIOS, INC. ZDG/HEC 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 97 | $14.2M | $42K |
| BANK OF LUXEMBURG BANK OF LUXEMBURG EMPLOYEES' RETIREMENT SAVINGS PLAN | LUXEMBURG, WI | Advisor / Consultant INVESTMENT ADVISORY | 101 | $14.1M | $37K |
| CARMA LABORATORIES, INC. CARMA LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | FRANKLIN, WI | Advisor / Consultant ADVISOR | 228 | $14.0M | $34K |
| FIRST FEDERAL SAVINGS BANK FIRST FEDERAL SAVINGS BANK SALARY SAVINGS 401(K) PLAN | OTTAWA, IL | Advisor / Consultant INVESTMENT ADVISOR | 94 | $13.9M | $36K |
| RITEWAY BUS SERVICE, INC. RITEWAY BUS SERVICE, INC. 401(K) PLAN | OAK CREEK, WI | Advisor / Consultant ADVISOR | 1,254 | $13.8M | $28K |
| FIRST FEDERAL SAVINGS BANK FIRST FEDERAL SAVINGS BANK SALARY SAVINGS 401(K) PLAN | OTTAWA, IL | Advisor / Consultant INVESTMENT ADVISOR | 93 | $13.6M | $36K |
| MOLDED DIMENSIONS, LLC MOLDED DIMENSIONS, LLC 401(K) SALARY REDUCTION PLAN & TRUST | PORT WASHINGTON, WI | Advisor / Consultant ADVISOR | 185 | $13.5M | $46K |
| ASYST TECHNOLOGIES L.P. ASYST TECHNOLOGIES RETIREMENT SAVINGS PLAN | KENOSHA, WI | Other NONE | 124 | $13.3M | $44K |
| SANDUSKY INTERNATIONAL INC SANDUSKY INTERNATIONAL INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN | SANDUSKY, OH | Advisor / Consultant CONSULTANT | 65 | $13.2M | $20K |
| L.F. GEORGE, INC. L.F. GEORGE, INC. 401(K) SAVINGS PLAN | WAUKESHA, WI | Advisor / Consultant INVESTMENT ADVISOR | 106 | $13.2M | $52K |
| PFLOW INDUSTRIES, INC. PFLOW INDUSTRIES, INC. 401 (K) PROFIT SHARING PLAN | MILWAUKEEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 157 | $13.2M | $33K |
| BANK OF LUXEMBURG BANK OF LUXEMBURG EMPLOYEES' RETIREMENT SAVINGS PLAN | LUXEMBURG, WI | Advisor / Consultant INVESTMENT ADVISORY | 99 | $13.1M | $31K |
| SANDUSKY INTERNATIONAL INC SANDUSKY INTERNATIONAL INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN | SANDUSKY, OH | Advisor / Consultant CONSULTANT | 64 | $12.9M | $12K |
| WESTBURY BANK WESTBURY BANK 401(K) PROFIT SHARING PLAN | WAUKESHA, WI | Advisor / Consultant ADVISOR | 102 | $12.9M | $38K |
| MUZA METAL PRODUCTS, LLC MUZA METAL PRODUCTS, LLC 401(K) SAVINGS PLAN | OSHKOSH, WI | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 168 | $12.8M | $34K |
| COMBE PRODUCTS INC COMBE PRODUCTS EMPLOYEES SAVINGS PLAN | NAGUABO, PR | Other INVESTMENT/FINANCIAL ADVI | 112 | $12.6M | $12K |
| ZIMMERMAN ARCHITECTURAL STUDIOS, INC. ZDG/HEC 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 105 | $12.6M | $29K |
| L.F. GEORGE, INC. L.F. GEORGE, INC. 401(K) SAVINGS PLAN | WAUKESHA, WI | Advisor / Consultant INVESTMENT ADVISOR | 101 | $12.4M | $48K |
| ACE CORPORATE SUPPORT, INC. ACE WORLD WIDE 401(K) PLAN | CUDAHY, WI | Advisor / Consultant ADVISOR | 145 | $12.4M | $32K |
| JOHNSON & QUIN, INC. JOHNSON & QUIN, INC. RETIREMENT PLAN | NILES, IL | Other NONE | 99 | $12.4M | $43K |
| WESTBURY BANK WESTBURY BANK 401(K) PROFIT SHARING PLAN | WAUKESHA, WI | Advisor / Consultant ADVISOR | 102 | $12.3M | $40K |
| ASYST TECHNOLOGIES L.P. ASYST TECHNOLOGIES RETIREMENT SAVINGS PLAN | KENOSHA, WI | Other NONE | 116 | $12.0M | $40K |
| FYTERTECH NONWOVENS, LLC FYTERTECH NONWOVENS, LLC 401K RETIREMENT SAVINGS PLAN | DE PERE, WI | Other INVESTMENT/FINANCIAL ADVI | 187 | $11.6M | $33K |
| CARMA LABORATORIES, INC. CARMA LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | FRANKLIN, WI | Advisor / Consultant ADVISOR | 184 | $11.3M | $37K |
| MOLDED DIMENSIONS, LLC MOLDED DIMENSIONS, LLC 401(K) SALARY REDUCTION PLAN & TRUST | PORT WASHINGTON, WI | Advisor / Consultant ADVISOR | 105 | $11.1M | $42K |
| JOHNSON & QUIN, INC. JOHNSON & QUIN, INC. RETIREMENT PLAN | NILES, IL | Other NONE | 106 | $11.1M | $9K |
| WIGWAM MILLS, INC. WIGWAM MILLS RETIREMENT SAVINGS PLAN | SHEBOYGAN, WI | Other NONE | 59 | $11.0M | $27K |
| WIGWAM MILLS, INC. WIGWAM MILLS RETIREMENT SAVINGS PLAN | SHEBOYGAN, WI | Other NONE | 52 | $11.0M | $31K |
| COMBE PRODUCTS INC COMBE PRODUCTS EMPLOYEES SAVINGS PLAN | NAGUABO, PR | Other INVESTMENT/FINANCIAL ADVI | 111 | $10.9M | $12K |
| ORION BANCORPORATION, INC. ORION BANCORPORATION, INC. RETIREMENT SAVINGS PLAN | ORION, IL | Advisor / Consultant INVESTMENT ADVISOR | 82 | $10.9M | $32K |
| ACE CORPORATE SUPPORT, INC. ACE WORLD WIDE 401(K) PLAN | CUDAHY, WI | Advisor / Consultant ADVISOR\INVESTMENT ADV | 173 | $10.9M | $15K |
| ASYST TECHNOLOGIES LLC ASYST TECHNOLOGIES L.L.C. RETIREMENT SAVINGS PLAN | KENOSHA, WI | Other NONE | 134 | $10.9M | $36K |
| MUZA METAL PRODUCTS, LLC MUZA METAL PRODUCTS, LLC 401(K) SAVINGS PLAN | OSHKOSH, WI | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 169 | $10.8M | $36K |
| ARIES INDUSTRIES, INC. ARIES INDUSTRIES 401(K) SAVINGS PLAN | WAUKESHA, WI | Other NONE | 110 | $10.7M | $38K |
| RITEWAY BUS SERVICE, INC. RITEWAY BUS SERVICE, INC. 401(K) PLAN | OAK CREEK, WI | Advisor / Consultant ADVISOR | 1,247 | $10.6M | $40K |
| L.F. GEORGE, INC. L.F. GEORGE, INC. 401(K) SAVINGS PLAN | WAUKESHA, WI | Advisor / Consultant INVESTMENT ADVISOR | 105 | $10.6M | $46K |
| ZIMMERMAN ARCHITECTURAL STUDIOS, INC. ZDG/HEC 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 99 | $10.5M | $48K |
| METALTEK INTERNATIONAL, INC.-CARONDELET DIVISION CARONDELET FOUNDRY COMPANY RETIREMENT SAVINGS PLAN | PEVELY, MO | Advisor / Consultant CONSULTANT | 126 | $10.3M | $14K |
| FYTERTECH NONWOVENS, LLC FYTERTECH NONWOVENS, LLC 401K RETIREMENT SAVINGS PLAN | DE PERE, WI | Other INVESTMENT/FINANCIAL ADVI | 185 | $10.1M | $53K |
| ORION BANCORPORATION, INC. ORION BANCORPORATION, INC. RETIREMENT SAVINGS PLAN | ORION, IL | Advisor / Consultant INVESTMENT ADVISOR | 90 | $10.0M | $27K |
| JOHNSON & QUIN, INC. JOHNSON & QUIN, INC. PROFIT SHARING PLAN | NILES, IL | Other INVESTMENT/FINANCIAL ADVI | 112 | $9.3M | $36K |
| ARIES INDUSTRIES, INC. ARIES INDUSTRIES 401(K) SAVINGS PLAN | WAUKESHA, WI | Other NONE | 100 | $9.2M | $33K |
| DHI CORP DHI CORP. 401(K) PLAN | MEQUON, WI | Other NONE | 66 | $8.8M | $31K |
| FORTIFI BANK FORTIFI BANK 401(K) PLAN | BERLIN, WI | Advisor / Consultant INVESTMENT ADVISOR | 88 | $8.7M | $15K |
| ORION BANCORPORATION, INC. ORION BANCORPORATION, INC. RETIREMENT SAVINGS PLAN | ORION, IL | Advisor / Consultant INVESTMENT ADVISOR | 83 | $8.6M | $26K |
| KIRSH FOUNDRY, INC. KIRSH FOUNDRY SAVINGS FOR RETIREMENT PLAN | BEAVER DAM, WI | Advisor / Consultant ADVISOR | 82 | $8.5M | $32K |
| DHI CORP DHI CORP RETIREMENT SAVINGS PLAN | MEQUON, WI | Other NONE | 73 | $8.4M | $31K |
| FYTERTECH NONWOVENS, LLC FYTERTECH NONWOVENS, LLC 401K RETIREMENT SAVINGS PLAN | DE PERE, WI | Other INVESTMENT/FINANCIAL ADVI | 265 | $8.4M | $27K |
| DHI CORP. DHI CORP. RETIREMENT SAVINGS PLAN | MEQUON, WI | Other NONE | 68 | $8.4M | $29K |
| XYMOX TECHNOLOGIES, INC. XYMOX TECHNOLOGIES, INC 401K SAVINGS AND PROFIT SHARING PLAN | MILWAUKEE, WI | Other NONE | 77 | $8.1M | $26K |
| SUPER STEEL LLC SUPER STEEL LLC RETIREMENT & SAVINGS PLAN | MEQUON, WI | Other NONE | 158 | $8.1M | $25K |
| GUARANTY SERVICE GROUP, INC. GUARANTY SERVICE GROUP 401(K) SAVINGS PLAN | FOND DU LAC, WI | Other NONE | 191 | $7.9M | $33K |
| KIRSH FOUNDRY, INC. KIRSH FOUNDRY SAVINGS FOR RETIREMENT PLAN | BEAVER DAM, WI | Advisor / Consultant ADVISOR | 70 | $7.5M | $29K |
| ARIES INDUSTRIES, INC. ARIES INDUSTRIES 401K SAVINGS PLAN | WAUKESHA, WI | Other NONE | 100 | $7.4M | $33K |
| GUARANTY SERVICE GROUP, INC. GUARANTY SERVICE GROUP 401(K) SAVINGS PLAN | FOND DU LAC, WI | Other NONE | 61 | $7.4M | $31K |
| XYMOX TECHNOLOGIES, INC. XYMOX TECHNOLOGIES, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 86 | $6.8M | $27K |
| FORTIFI BANK FORTIFI BANK 401(K) PLAN | BERLIN, WI | Advisor / Consultant INVESTMENT ADVISOR | 95 | $6.8M | $35K |
| GUARANTY SERVICE GROUP, INC. GUARANTY SERVICE GROUP, INC 401(K) SAVINGS PLAN | FOND DU LAC, WI | Other NONE | 58 | $6.7M | $29K |
| SADOFF AND RUDOY INDUSTRIES, LLP SADOFF AND RUDOY INDUSTRIES PENSION PLAN FOR UNION EMPLOYEES | FOND DU LAC, WI | Other NONE | 35 | $6.6M | $15K |
| ULTRA TOOL & MANUFACTURING., INC. ULTRA TOOL & MANUFACTURING., INC. 401(K) SAVINGS PLAN | GERMANTOWN, WI | Advisor / Consultant INVESTMENT ADVISOR | 102 | $6.4M | $25K |
| KIRSH FOUNDRY, INC. KIRSH FOUNDRY SAVINGS FOR RETIREMENT PLAN | BEAVER DAM, WI | Advisor / Consultant ADVISOR | 90 | $6.2M | $30K |
| EVERBRITE, LLC THE EVERBRITE, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY THE MADISON IBEW LOCAL #965 PENSION PLAN | GREENFIELD, WI | Advisor / Consultant INVESTMENT ADVISOR | 84 | $6.0M | $9K |
| VULCAN GLOBAL MANUFACTURING SOLUTIONS, INC. VULCAN GLOBAL MANUFACTURING SOLUTIONS 401(K) PROFIT SHARING PLAN AND TRUST | MILWAUKEE, WI | Other NONE | 89 | $5.4M | $17K |
| EVERBRITE, LLC THE EVERBRITE, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY THE MADISON IBEW LOCAL #965 PENSION PLAN | GREENFIELD, WI | Advisor / Consultant INVESTMENT ADVISOR | 67 | $5.4M | $8K |
| EVERBRITE, LLC THE EVERBRITE, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY THE MADISON IBEW LOCAL #965 PENSION PLAN | GREENFIELD, WI | Advisor / Consultant INVESTMENT ADVISOR | 77 | $5.0M | $7K |
| INGETEAM INC. INGETEAM INC 401(K) PLAN | MILWAUKEE, WI | Other INVESTMENT/FINANCIAL ADVI | 97 | $4.5M | $18K |
| VULCAN GLOBAL MANUFACTURING SOLUTIONS, INC. VULCAN GLOBAL MANUFACTURING SOLUTIONS 401(K) PROFIT SHARING PLAN AND TRUST | MILWAUKEE, WI | Other NONE | 96 | $4.4M | $13K |
| EVERBRITE, LLC THE EVERBRITE, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY THE MADISON IBEW LOCAL #965 PENSION PLAN | GREENFIELD, WI | Advisor / Consultant INVESTMENT ADVISOR | 76 | $4.4M | $6K |
| PIUS XI CATHOLIC HIGH SCHOOL PIUS XI CATHOLIC HIGH SCHOOL SAVINGS & RETIREMENT PLAN | MILWAUKEE, WI | Other NONE | 68 | $4.1M | $18K |
| INGETEAM INC. INGETEAM INC 401(K) PLAN | MILWAUKEE, WI | Other INVESTMENT/FINANCIAL ADVI | 99 | $3.8M | $17K |
| VULCAN GLOBAL MANUFACTURING SOLUTIONS, INC. VULCAN GLOBAL MANUFACTURING SOLUTIONS 401(K) PROFIT SHARING PLAN AND TRUST | MILWAUKEE, WI | Other NONE | 99 | $3.4M | $12K |
| BARTOLOTTA MANAGEMENT GROUP, INC. BARTOLOTTA MANAGEMENT GROUP 401(K) PLAN | MILWAUKEE, WI | Other NONE | 623 | $3.0M | $15K |
| BARTOLOTTA MANAGEMENT GROUP, INC. BARTOLOTTA MANAGEMENT GROUP 401(K) PLAN | MILWAUKEE, WI | Other NONE | 360 | $2.7M | $13K |
| BARTOLOTTA MANAGEMENT GROUP, INC. BARTOLOTTA MANAGEMENT GROUP 401(K) PLAN | MILWAUKEE, WI | Other NONE | 444 | $2.4M | $13K |
| JACK'S FRESH MARKET JACK'S FRESH MARKET SAVINGS & RETIREMENT PLAN | MENOMINEE, MI | Advisor / Consultant ADVISOR | 176 | $1.8M | $10K |
| DAVIS & KUELTHAU, S.C. DAVIS & KUELTHAU, S.C. 401(K) SAVINGS PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $56K |
| METALTEK INTERNATIONAL, INC.-CARONDELET DIVISION CARONDELET FOUNDRY COMPANY RETIREMENT SAVINGS PLAN | PEVELY, MO | Advisor / Consultant CONSULTANT | 0 | $0 | $17K |
| GATEWAY PLASTIC, INC. GATEWAY PLASTICS, INC. 401(K) PROFIT SHARING PLAN | MEQUON, WI | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $35K |
