Form 5500 Search

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

SERVICES PROVIDED

Advisor / Consultant124
Other57

Top plans served

Showing top 183 of 181 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect 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
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