Form 5500 Search

STERLING

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
209
Active participants
524,059
Total plan assets
$269.0B
Filings (rows)
229
Direct comp
$25.9M
Indirect comp
$1.4M

SERVICES PROVIDED

Other102
Advisor / Consultant53
Broker53
TPA / Administrator1

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
STERLING CAPITAL TOT RETURN BOND A3

Top plans served

Showing top 229 of 209 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
GENERAL ELECTRIC COMPANY
GENERAL ELECTRIC PENSION TRUST
BOSTON, MA
Advisor / Consultant
INVESTMENT MANAGER
$46.7B$589K
GENERAL ELECTRIC COMPANY
GENERAL ELECTRIC PENSION TRUST
BOSTON, MA
Advisor / Consultant
INVESTMENT MANAGER
$46.7B$708K
GENERAL ELECTRIC COMPANY
GENERAL ELECTRIC PENSION TRUST
BOSTON, MA
Advisor / Consultant
INVESTMENT MANAGER
$46.7B$141K
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Advisor / Consultant
INVESTMENT MANAGER
$46.2B$607K
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Advisor / Consultant
INVESTMENT MANAGER
$46.2B$681K
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Advisor / Consultant
INVESTMENT MANAGER
$46.2B$318K
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Advisor / Consultant
INVESTMENT MANAGER
$24.9B$618K
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Advisor / Consultant
INVESTMENT MANAGER
$24.9B$100K
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Advisor / Consultant
INVESTMENT MANAGER
$24.9B$474K
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON PENSION AND SAVINGS PLAN MASTER TRUST
NEW BRUNSWICK, NJ
Other
$22.7B$2.8M
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON PENSION AND SAVINGS PLAN MASTER TRUST
NEW BRUNSWICK, NJ
Advisor / Consultant
INVESTMENT MANAGER
$22.4B$892K
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON PENSION AND SAVINGS PLANS MAST ER TRUST
NEW BRUNSWICK, NJ
Advisor / Consultant
INVESTMENT MANAGER
$21.1B$1.6M
EIDP, INC.
DUPONT PENSION TRUST
WILMINGTON, DE
Other
NONE
$12.9B$272K
INTERNATIONAL PAPER COMPANY
THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT
MEMPHIS, TN
Other
NONE
$7.4B$288K
INTERNATIONAL PAPER COMPANY
THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT
MEMPHIS, TN
Other
NONE
$7.2B$276K
INTERNATIONAL PAPER COMPANY
THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT
MEMPHIS, TN
Other
NONE
$6.4B$121K
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -
LOCALS 302 & 612 OF THE IUOE - EMPLOYERS CONSTRUCTION INDUSTRY RETIREMENT PLAN
SEATTLE, WA
Other
NONE
7,978$3.3B$134K
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -
LOCALS 302 & 612 OF THE IUOE - EMPLOYERS CONSTRUCTION INDUSTRY RETIREMENT PLAN
SEATTLE, WA
Other
NONE
8,695$3.1B$472K
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -
LOCALS 302 & 612 OF THE IUOE - EMPLOYERS CONSTRUCTION INDUSTRY RETIREMENT PLAN
SEATTLE, WA
Other
NONE
8,339$2.8B$474K
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUND
LABORERS DISTRICT COUNCIL & CONTRACTORS PENSION FUND OF OHIO
WESTERVILLE, OH
Other
15,028$2.7B$33K
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUND
LABORERS DISTRICT COUNCIL & CONTRACTORS PENSION FUND OF OHIO
WESTERVILLE, OH
Other
15,028$2.7B$90K
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUND
LABORERS DISTRICT COUNCIL & CONTRACTORS PENSION FUND OF OHIO
WESTERVILLE, OH
Other
15,028$2.7B$263K
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUND
LABORERS DISTRICT COUNCIL & CONTRACTORS PENSION FUND OF OHIO
WESTERVILLE, OH
Other
14,573$2.7B$27K
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUND
LABORERS DISTRICT COUNCIL & CONTRACTORS PENSION FUND OF OHIO
WESTERVILLE, OH
Other
14,573$2.7B$104K
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUND
LABORERS DISTRICT COUNCIL & CONTRACTORS PENSION FUND OF OHIO
WESTERVILLE, OH
Other
14,152$2.6B$55K
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUND
LABORERS DISTRICT COUNCIL & CONTRACTORS PENSION FUND OF OHIO
WESTERVILLE, OH
Other
14,152$2.6B$124K
TRUSTEES OF THE UNIVERSITY OF PA
UPHS RAP POOL
PHILADELPHIA, PA
Other
NONE
$2.3B$0
TRUSTEES OF THE UNIVERSITY OF PA
UPHS RAP POOL
PHILADELPHIA, PA
Other
NONE
$2.3B$0
TRUSTEES OF THE UNIVERSITY OF PA
UPHS RAP POOL
PHILADELPHIA, PA
Other
NONE
$2.1B$0
TRUSTEES OF THE UNIVERSITY OF PA
UPHS RAP POOL
PHILADELPHIA, PA
Other
NONE
$2.1B$0
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324
OPERATING ENGINEERS' LOCAL 324 PENSION FUND
TROY, MI
Other
NONE KNOWN
8,819$1.9B$180K
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324
OPERATING ENGINEERS' LOCAL 324 PENSION FUND
TROY, MI
Other
NONE KNOWN
8,314$1.8B$139K
GLOBAL TRUST COMPANY
CAHABA PARTNERS CORE FIXED INCOME FUND
WOBURN, MA
Advisor / Consultant
SUBADVISOR
$1.7B$1.1M
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324
OPERATING ENGINEERS' LOCAL 324 PENSION FUND
TROY, MI
Other
NONE KNOWN
7,993$1.6B$89K
SSM HEALTH CARE CORPORATION
SSM HEALTH CARE SYSTEM MASTER PENSION TRUST
SAINT LOUIS, MO
Other
NONE
$1.6B$207K
SSM HEALTH CARE CORPORATION
SSM HEALTH CARE SYSTEM MASTER PENSION TRUST
SAINT LOUIS, MO
Other
NONE
$1.5B$168K
GLOBAL TRUST COMPANY
CAHABA PARTNERS CORE FIXED INCOME FUND
WOBURN, MA
Advisor / Consultant
SUBADVISOR
$1.5B$1.1M
EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNION
UFCW INTL UNION PENSION PLAN FOR EMPLOYEES
WASHINGTON, DC
Other
NONE
2,086$1.2B$225K
EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNION
UFCW INTL UNION PENSION PLAN FOR EMPLOYEES
WASHINGTON, DC
Other
NONE
2,113$1.1B$221K
EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNION
UFCW INTL UNION PENSION PLAN FOR EMPLOYEES
WASHINGTON, DC
Other
NONE
2,212$1.1B$217K
TRUSTEES OF THE UNIVERSITY OF PA
UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP
PHILADELPHIA, PA
Other
N/A
0$854.2M$0
TRUSTEES OF THE UNIVERSITY OF PA
UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP
PHILADELPHIA, PA
Other
N/A
0$854.2M$0
TRUSTEES OF THE UNIVERSITY OF PA
UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP
PHILADELPHIA, PA
Other
N/A
0$854.2M$0
TRUSTEES OF THE UNIVERSITY OF PA
UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP
PHILADELPHIA, PA
Other
N/A
0$775.0M$0
TRUSTEES OF THE UNIVERSITY OF PA
UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP
PHILADELPHIA, PA
Other
N/A
0$775.0M$0
TRUSTEES OF THE UNIVERSITY OF PA
UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP
PHILADELPHIA, PA
Other
N/A
0$775.0M$0
TRUSTEES OF THE UNIVERSITY OF PA
UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP
PHILADELPHIA, PA
Other
N/A
0$710.8M$0
TRUSTEES OF THE UNIVERSITY OF PA
UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP
PHILADELPHIA, PA
Other
N/A
0$710.8M$0
BOARD OF TRUSTEES OF NURSES AND LOCAL 813 IBT RETIREMENT PLAN
NURSES AND LOCAL 813 IBT RETIREMENT PLAN
LONG ISLAND CITY, NY
Other
NONE
2,716$619.2M$123K
BOARD OF TRUSTEES OF NURSES AND LOCAL 813 IBT RETIREMENT PLAN
NURSES AND LOCAL 813 IBT RETIREMENT PLAN
LONG ISLAND CITY, NY
Other
NONE
2,162$613.1M$137K
GLOBAL TRUST COMPANY
CAHABA PARTNERS EQUITY PLUS FUND
WOBURN, MA
Advisor / Consultant
SUBADVISOR
$609.9M$194K
BOARD OF TRUSTEES OF NURSES AND LOCAL 813 IBT RETIREMENT PLAN
NURSES AND LOCAL 813 IBT RETIREMENT PLAN
LONG ISLAND CITY, NY
Other
NONE
2,649$589.4M$131K
UNITED FOOD AND COMMERCIAL WORKERS EMPLOYERS PENSION PLAN
UNITED FOOD AND COMMERCIAL WORKERS UNIONS AND EMPLOYERS PENSION PLAN
GREENDALE, WI
Other
NONE
304$474.7M$33K
UFCW UNION LOCAL 919 & CONTRIBUTING EMPL PENSION
UFCW UNION LOCAL 919 & CONTRIBUTING EMPLOYERS' FOOD PENSION FUND
FARMINGTON, CT
Other
NONE
4,271$470.3M$186K
UNITED FOOD AND COMMERCIAL WORKERS EMPLOYERS PENSION PLAN
UNITED FOOD AND COMMERCIAL WORKERS UNIONS AND EMPLOYERS PENSION PLAN
GREENDALE, WI
Other
NONE
296$450.1M$33K
UFCW UNION LOCAL 919 & CONTRIBUTING EMPL PENSION
UFCW UNION LOCAL 919 & CONTRIBUTING EMPLOYERS' FOOD PENSION FUND
FARMINGTON, CT
Other
NONE
4,298$449.7M$195K
UFCW UNION LOCAL 919 & CONTRIBUTING EMPL PENSION
UFCW UNION LOCAL 919 & CONTRIBUTING EMPLOYERS' FOOD PENSION FUND
FARMINGTON, CT
Other
NONE
4,279$419.8M$216K
REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION FUND
REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION PLAN
WEST TRENTON, NJ
Other
NONE
1,868$409.9M$34K
PARKVIEW HEALTH SYSTEM, INC.
PARKVIEW HEALTH SYSTEM, INC. EMPLOYEES PENSION PLAN
FORT WAYNE, IN
Other
NONE
1,492$407.7M$239K
GLOBAL TRUST COMPANY
CAHABA PARTNERS CORE FIXED INCOME FUND
WOBURN, MA
Advisor / Consultant
SUBADVISOR
$394.8M$828K
REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION FUND
REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION PLAN
WEST TRENTON, NJ
Other
NONE
1,818$369.6M$23K
JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUND
CLEVELAND BAKERS AND TEAMSTERS PENSION FUND
VALLEY VIEW, OH
Other
NONE
2,011$350.4M$39K
JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUND
CLEVELAND BAKERS AND TEAMSTERS PENSION FUND
VALLEY VIEW, OH
Other
NONE
1,990$348.3M$88K
JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUND
CLEVELAND BAKERS AND TEAMSTERS PENSION FUND
VALLEY VIEW, OH
Other
NONE
1,930$341.7M$92K
WATSON CLINIC LLP
WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN
LAKELAND, FL
Advisor / Consultant
ADVISOR
2,092$327.8M$13K
REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION FUND
REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION PLAN
WEST TRENTON, NJ
Other
NONE
1,740$324.1M$23K
MCWANE, INC.
MCWANE PENSION PLAN FOR SALARIED EMPLOYEES
BIRMINGHAM, AL
Other
NONE
113$222.9M$23K
CAROMONT HEALTH, INC.
PENSION PLAN FOR THE EMPLOYEES OF CAROMONT HEALTH
GASTONIA, NC
Other
NONE
658$212.5M$20K
AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE PLAN
AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE PLAN
HONOLULU, HI
Other
NONE
8,197$197.5M$60K
PRS HOLDINGS, INC.
PAVEMENT RECYCLING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
JURUPA VALLEY, CA
Advisor / Consultant
FINANCIAL ADVISORS
491$193.1M$6K
AMERIHEALTH CARITAS SERVICES, LLC
AMERIHEALTH CARITAS PENSION PLAN
NEWTOWN SQUARE, PA
Other
NONE
1,335$186.3M$59K
MCWANE, INC.
MCWANE MASTER TRUST
BIRMINGHAM, AL
Other
NONE
$165.4M$25K
AMERIHEALTH CARITAS SERVICES, LLC
AMERIHEALTH CARITAS PENSION PLAN
NEWTOWN SQUARE, PA
Other
NONE
1,411$161.4M$72K
PRS HOLDINGS, INC.
PAVEMENT RECYCLING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
JURUPA VALLEY, CA
Advisor / Consultant
FINANCIAL ADVISORS
448$154.1M$6K
BDO USA, LLP
BDO USA, LLP CASH BALANCE PLAN
CHICAGO, IL
Other
NONE
749$134.6M$52K
PRS HOLDINGS, INC.
PAVEMENT RECYCLING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
JURUPA VALLEY, CA
Other
389$130.0M$0
BDO USA, P.C.
BDO USA, LLP CASH BALANCE PLAN
CHICAGO, IL
Other
NONE
611$115.5M$63K
ALLIANCE COAL, LLC
ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES
TULSA, OK
Other
NONE
237$101.4M$177K
RETA TRUST
RETA PLAN
WALNUT CREEK, CA
Other
N/A
23,680$101.4M$26K
CONESTOGA WOOD SPECIALTIES CORP.
CONESTOGA WOOD EMPLOYEES' 401(K) PLAN
EAST EARL, PA
Advisor / Consultant
ADVISOR
1,007$98.0M$62K
ALLIANCE COAL, LLC
ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES
TULSA, OK
Other
NONE
258$97.5M$0
RETA TRUST
RETA PLAN
WALNUT CREEK, CA
Other
N/A
22,433$95.0M$17K
RETA TRUST
RETA PLAN
WALNUT CREEK, CA
Other
N/A
21,890$90.5M$22K
CONESTOGA WOOD SPECIALTIES CORP.
CONESTOGA WOOD EMPLOYEES' 401(K) PLAN
EAST EARL, PA
Advisor / Consultant
ADVISOR
925$88.4M$55K
BOARD OF TRUSTEES LEAGUE - ATPAM PENSION FUND
LEAGUE - ATPAM PENSION FUND
ENGLEWOOD CLIFFS, NJ
Other
NONE
269$79.7M$54K
BOARD OF TRUSTEES LEAGUE - ATPAM PENSION FUND
LEAGUE - ATPAM PENSION FUND
ENGLEWOOD CLIFFS, NJ
Other
NONE
264$78.0M$47K
CONESTOGA WOOD SPECIALTIES CORP.
CONESTOGA WOOD EMPLOYEES' 401(K) PLAN
EAST EARL, PA
Advisor / Consultant
ADVISOR
993$75.9M$59K
AAA COOPER TRANSPORTATION
AAA COOPER TRANSPORTATION PENSION PLAN FOR ELIGIBLE EMPLOYEES
DOTHAN, AL
Other
NONE
358$52.5M$36K
CHART INDUSTRIES, INC.
THE CHART PENSION PLAN
BALL GROUND, GA
Other
INVESTMENT PROVIDER
151$49.1M$0
PRINCETON CONSULTANTS, INC.
PRINCETON CONSULTANTS, INC. 401(K) PLAN
PRINCETON, NJ
Advisor / Consultant
ADVISOR
66$45.2M$30K
GARRETT COUNTY MEMORIAL HOSPITAL (DBA GARRETT REGIONAL MEDICAL CENTER)
RETIREMENT PLAN FOR EMPLOYEES OF GARRETT COUNTY MEMORIAL HOSPITAL
OAKLAND, MD
Advisor / Consultant
INVESTMENT ADVISORY
135$41.0M$12K
PRINCETON CONSULTANTS, INC.
PRINCETON CONSULTANTS, INC. 401(K) PLAN
PRINCETON, NJ
Advisor / Consultant
ADVISOR
71$39.8M$30K
GRMC, INC.
RETIREMENT PLAN FOR EMPLOYEES OF GARRETT COUNTY MEMORIAL HOSPITAL
OAKLAND, MD
Advisor / Consultant
INVESTMENT MANAGER
176$38.6M$52K
AAA COOPER TRANSPORTATION
AAA COOPER TRANSPORTATION PENSION PLAN FOR ELIGIBLE EMPLOYEES
DOTHAN, AL
Other
NONE
328$35.4M$90K
BEN HILL GRIFFIN INC
BEN HILL GRIFFIN, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST AGREEMENT
FROSTPROOF, FL
Advisor / Consultant
INVESTMENT MANAGER
128$34.3M$63K
AAA COOPER TRANSPORTATION
AAA COOPER TRANSPORTATION PENSION PLAN FOR ELIGIBLE EMPLOYEES
DOTHAN, AL
Other
NONE
297$33.8M$85K
PRINCETON CONSULTANTS, INC.
PRINCETON CONSULTANTS, INC. 401(K) PLAN
PRINCETON, NJ
Advisor / Consultant
ADVISOR
69$32.9M$28K
BEN HILL GRIFFIN, INC.
BEN HILL GRIFFIN, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST AGREEMENT
FROSTPROOF, FL
Advisor / Consultant
INVESTMENT MANAGER
138$32.6M$83K
BRADLEY CALDWELL, INC.
BRADLEY CALDWELL, INC. 401(K) RETIREMENT SAVINGS PLAN
HAZLETON, PA
Advisor / Consultant
ADVISOR
384$30.1M$50K
BEN HILL GRIFFIN, INC.
BEN HILL GRIFFIN, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST AGREEMENT
FROSTPROOF, FL
Advisor / Consultant
INVESTMENT MANAGER
153$29.7M$43K
TUCSON ELECTRIC POWER COMPANY
TUCSON ELECTRIC POWER COMPANY RETIREE WELFARE PLAN
TUCSON, AZ
Advisor / Consultant
INVESTMENT MANAGEMENT
875$28.7M$51K
ORTHOCAROLINA, P.A.
ORTHOCAROLINA CASH BALANCE PENSION PLAN
CHARLOTTE, NC
Advisor / Consultant
INVESTMENT MANAGER
119$27.7M$0
RUDD EQUIPMENT COMPANY, INC.
RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLAN
LOUISVILLE, KY
Other
NONE
68$27.6M$91K
BRADLEY CALDWELL, INC.
BRADLEY CALDWELL, INC. 401(K) RETIREMENT SAVINGS PLAN
HAZLETON, PA
Advisor / Consultant
ADVISOR
348$27.2M$44K
TUCSON ELECTRIC POWER COMPANY
TUCSON ELECTRIC POWER COMPANY RETIREE WELFARE PLAN
TUCSON, AZ
Advisor / Consultant
INVESTMENT MANAGEMENT
863$27.1M$49K
RUPP PFALZGRAF LLC
RUPP PFALZGRAF LLC 401(K) PROFIT SHARING PLAN
BUFFALO, NY
Advisor / Consultant
INVESTMENT ADVISOR
129$25.9M$34K
RUDD EQUIPMENT COMPANY, INC.
RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLAN
LOUISVILLE, KY
Other
NONE
71$25.5M$99K
B & G MANUFACTURING, INC.
B & G MANUFACTURING 401(K) PROFIT SHARING PLAN
HATFIELD, PA
Advisor / Consultant
ADVISOR
181$24.0M$37K
BRADLEY CALDWELL, INC.
BRADLEY CALDWELL, INC. 401(K) RETIREMENT SAVINGS PLAN
HAZLETON, PA
Advisor / Consultant
ADVISOR
404$23.6M$45K
B & G MANUFACTURING, INC.
B & G MANUFACTURING 401(K) PROFIT SHARING PLAN
HATFIELD, PA
Advisor / Consultant
ADVISOR
205$22.4M$34K
RUPP, PFALZGRAF LLC
RUPP, PFALZGRAF LLC 401(K) PS PLAN
BUFFALO, NY
Advisor / Consultant
INVESTMENT ADVISOR
107$20.8M$27K
SNYDER PAPER CORPORATION
SNYDER PAPER CORPORATION RETIREMENT PLAN
HICKORY, NC
Other
NONE
49$20.7M$29K
SNYDER PAPER CORPORATION
SNYDER PAPER CORPORATION RETIREMENT PLAN
HICKORY, NC
Other
NONE
47$20.5M$31K
B & G MANUFACTURING, INC.
B & G MANUFACTURING 401(K) PROFIT SHARING PLAN
HATFIELD, PA
Advisor / Consultant
ADVISOR
183$19.2M$39K
RUPP, BAASE, PFALZGRAF, CUNNINGHAM LLC
RUPP, BAASE, PFALZGRAF, CUNNINGHAM LLC 401(K) PS PLAN
BUFFALO, NY
Advisor / Consultant
INVESTMENT ADVISOR
96$18.2M$25K
GLENN O. HAWBAKER, INC.
GLENN O. HAWBAKER, INC. WELFARE BENEFIT PLAN
STATE COLLEGE, PA
Other
WELLNESS ADMINISTRATOR
963$17.5M$81K
ANRO INC.
ANRO INC. PROFIT SHARING RETIREMENT SAVINGS PLAN
WEST CHESTER, PA
Advisor / Consultant
ADVISOR
113$17.2M$29K
GLENN O. HAWBAKER, INC.
GLENN O. HAWBAKER, INC. WELFARE BENEFIT PLAN
STATE COLLEGE, PA
Other
WELLNESS ADMINISTRATOR
945$17.0M$86K
ANRO INC.
ANRO INC. PROFIT SHARING RETIREMENT SAVINGS PLAN
WEST CHESTER, PA
Advisor / Consultant
ADVISOR
102$16.4M$27K
CIVIL AIR PATROL
CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST
MAXWELL AFB, AL
Other
RETAINED BY PLAN SPONSOR
160$16.0M$0
AUTONEUM NORTH AMERICA, INC.
AUTONEUM NORTH AMERICA, INC. CARPET HOURLY-PAID EMPLOYEES' PENSION PLAN
NOVI, MI
Other
NONE
172$15.0M$0
ANRO INC.
ANRO INC. PROFIT SHARING RETIREMENT SAVINGS PLAN
WEST CHESTER, PA
Advisor / Consultant
ADVISOR
101$14.6M$31K
AUTONEUM NORTH AMERICA, INC.
AUTONEUM NORTH AMERICA, INC. CARPET HOURLY-PAID EMPLOYEES' PENSION PLAN
NOVI, MI
Other
NONE
196$14.3M$0
AUTONEUM NORTH AMERICA, INC.
AUTONEUM NORTH AMERICA, INC. CARPET HOURLY-PAID EMPLOYEES' PENSION PLAN
NOVI, MI
Other
NONE
220$12.8M$0
WELLSVILLE CARPET TOWN, INC.
WELLSVILLE CARPET TOWN, INC. 401K RETIREMENT PLAN
WESTONS MILLS, NY
Advisor / Consultant
FINANCIAL ADV ADVISOR
275$11.7M$41K
IGM RESINS USA INC.
IGM RESINS CHARLOTTE, INC. RETIREMENT PLAN
Other
NONE
0$11.5M$26K
IGM RESINS USA INC.
IGM RESINS CHARLOTTE, INC. RETIREMENT PLAN
CHARLOTTE, NC
Other
NONE
3$11.4M$20K
GLENN O. HAWBAKER, INC.
GLENN O. HAWBAKER, INC. WELFARE BENEFIT PLAN
STATE COLLEGE, PA
Other
WELLNESS ADMINISTRATOR
969$10.4M$71K
IGM RESINS USA INC.
IGM RESINS CHARLOTTE, INC. RETIREMENT PLAN
CHARLOTTE, NC
Other
NONE
7$10.2M$31K
WELLSVILLE CARPET TOWN, INC.
WELLSVILLE CARPET TOWN, INC. 401K RETIREMENT PLAN
WESTONS MILLS, NY
Advisor / Consultant
FINANCIAL ADV ADVISOR
270$9.8M$32K
BOSTON INSURANCE EMPLOYEE BENEFIT TRUST - DFE
BOSTON INSURANCE EMPLOYEE BENEFIT TRUST - DFE
WALLINGFORD, CT
Other
NONE
52,445$8.6M$8K
AUTONEUM NORTH AMERICA, INC.
AUTONEUM NORTH AMERICA, INC. CARPET RETIREMENT PLAN FOR SALARIED EMPLOYEES
NOVI, MI
Other
NONE
34$8.5M$0
AUTONEUM NORTH AMERICA, INC.
AUTONEUM NORTH AMERICA, INC. CARPET RETIREMENT PLAN FOR SALARIED EMPLOYEES
NOVI, MI
Other
NONE
29$8.2M$0
AUTONEUM NORTH AMERICA, INC.
AUTONEUM NORTH AMERICA, INC. CARPET RETIREMENT PLAN FOR SALARIED EMPLOYEES
NOVI, MI
Other
NONE
35$8.1M$0
RADIO FREE ASIA
RADIO FREE ASIA POST-RETIREMENT MEDICAL/LIFE VEBA
WASHINGTON, DC
Other
NONE
350$8.0M$12K
AUTONEUM NORTH AMERICA, INC.
AUTONEUM NORTH AMERICA, INC. EMPLOYEE RETIREMENT PLAN
NOVI, MI
Other
NONE
2$7.7M$0
AUTONEUM NORTH AMERICA, INC.
AUTONEUM NORTH AMERICA, INC. EMPLOYEE RETIREMENT PLAN
NOVI, MI
Other
NONE
2$7.6M$0
WELLSVILLE CARPET TOWN, INC.
WELLSVILLE CARPET TOWN, INC. 401K RETIREMENT PLAN
WESTONS MILLS, NY
Advisor / Consultant
FINANCIAL ADV ADVISOR
275$7.5M$31K
AUTONEUM NORTH AMERICA, INC.
AUTONEUM NORTH AMERICA, INC. EMPLOYEE RETIREMENT PLAN
NOVI, MI
Other
NONE
1$7.4M$0
AFFILIATED PHYSICIANS AND EMPLOYERS MASTER TRUST
THE AFFILIATED PHYSICIANS & EMPLOYERS HEALTH PLAN
LAWRENCEVILLE, NJ
Other
NONE
0$6.9M$65K
RADIO FREE ASIA
RADIO FREE ASIA POST-RETIREMENT MEDICAL/LIFE VEBA
WASHINGTON, DC
Advisor / Consultant
INVESTMENT CONSULTANT
329$6.9M$34K
ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC.
DFEASSOCIATION OF COMMUNITY SERVICE AGENCIES EMPLOYEE BENEFIT TRUST
WALLINGFORD, CT
Other
NONE
54,087$6.7M$8K
BOSTON INSURANCE EMPLOYEE BENEFIT TRUST - DFE
BOSTON INSURANCE EMPLOYEE BENEFIT TRUST - DFE
WALLINGFORD, CT
Other
NONE
52,442$6.4M$11K
ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC.
DFEASSOCIATION OF COMMUNITY SERVICE AGENCIES EMPLOYEE BENEFIT TRUST
WALLINGFORD, CT
Other
NONE
54,144$6.0M$8K
ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC.
DFEASSOCIATION OF COMMUNITY SERVICE AGENCIES EMPLOYEE BENEFIT TRUST
WALLINGFORD, CT
Other
NONE
53,349$5.8M$12K
ENTECH CONSULTING, LLC
ENTECH CONSULTING, LLC 401(K) PLAN
MALVERN, PA
Advisor / Consultant
INVESTMENT ADVISORY
94$5.2M$23K
ENTECH CONSULTING, LLC
ENTECH CONSULTING, LLC 401(K) PLAN
MALVERN, PA
Advisor / Consultant
INVESTMENT ADVISORY
84$4.8M$19K
HANA GROUP US, LLC
HANA GROUP US LLC 401(K) PLAN
ALLENTOWN, PA
Advisor / Consultant
RIA
867$4.4M$20K
HANA GROUP US, LLC
HANA GROUP US LLC 401(K) PLAN
ALLENTOWN, PA
Advisor / Consultant
RIA
723$3.8M$17K
ENTECH CONSULTING, LLC
ENTECH CONSULTING, LLC 401(K) PLAN
MALVERN, PA
Advisor / Consultant
INVESTMENT ADVISORY
91$3.7M$19K
RUDD EQUIPMENT COMPANY, INC.
RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLAN
LOUISVILLE, KY
Other
NONE
0$3.4M$90K
HANA GROUP US, LLC
HANA GROUP US LLC 401(K) PLAN
ALLENTOWN, PA
Advisor / Consultant
RIA
677$3.1M$15K
FOURSQUARE HEALTHCARE, LTD.
FOURSQUARE HEALTHCARE, LTD. BENEFITS TRUST
ROCKWALL, TX
Advisor / Consultant
FORM 1095 CONSULTANT
528$1.2M$12K
MOVERS SPECIALTY SERVICE, INC.
MOVERS SPECIALTY SERVICE, INC. EMPLOYEE WELFARE PLAN
MONTGOMERYVILLE, PA
Broker
BROKER
183$998K$100K
FOURSQUARE HEALTHCARE, LTD.
FOURSQUARE HEALTHCARE, LTD. BENEFITS TRUST
ROCKWALL, TX
Advisor / Consultant
FORM 1095 CONSULTANT
306$981K$13K
CADDICK UTILITIES, LLC
CADDICK UTILITIES, LLC GROUP MEDICAL PLAN
AMBLER, PA
Broker
BROKER
128$895K$92K
CADDICK UTILITIES, LLC
CADDICK UTILITIES, LLC GROUP MEDICAL PLAN
AMBLER, PA
Broker
BROKER
119$895K$87K
FOURSQUARE HEALTHCARE, LTD.
FOURSQUARE HEALTHCARE, LTD. BENEFITS TRUST
ROCKWALL, TX
Advisor / Consultant
FORM 1095 CONSULTANT
329$798K$14K
MOVERS SPECIALTY SERVICE, INC.
MOVERS SPECIALTY SERVICE, INC. EMPLOYEE WELFARE PLAN
MONTGOMERYVILLE, PA
Broker
BROKER
156$689K$97K
MOVERS SPECIALTY SERVICE, INC.
MOVERS SPECIALTY SERVICE, INC. EMPLOYEE WELFARE PLAN
MONTGOMERYVILLE, PA
Broker
BROKER
155$562K$86K
CADDICK UTILITIES, LLC
CADDICK UTILITIES, LLC GROUP MEDICAL PLAN
AMBLER, PA
Broker
BROKER
126$395K$91K
BDO USA, P.C.
BDO USA, LLP CASH BALANCE PLAN
CHICAGO, IL
Other
NONE
0$0$39K
COMSTAR TECHNOLOGIES, LLC
COMSTAR TECHNOLOGIES 401(K) PLAN
WEST CHESTER, PA
Advisor / Consultant
CONSULTANT
0$0$10K
GLOBAL TRUST COMPANY
CAHABA PARTNERS TACTICAL EQUITY FUND
WOBURN, MA
Advisor / Consultant
SUBADVISOR
$0$49K
NEW SOUTH CONSTRUCTION COMPANY LLC
NEW SOUTH CONSTRUCTION COMPANY LLC HEALTH AND WELFARE PLAN
ATLANTA, GA
Broker
BROKER
233$86K
HOSPICE SAVANNAH, INC.
HOSPICE SAVANNAH, INC. DENTAL, STD AND LTD
SAVANNAH, GA
Other
210$30K
JM SEARCH & COMPANY
JM & COMPANY EMPLOYEE BENEFIT PLAN
KING OF PRUSSIA, PA
Broker
BROKER
165$86K
COMPUTER COMPONENTS CORPORATION
COMPUTER COMPONENTS CORPORATION GROUP MEDICAL PLAN
PHILADELPHIA, PA
Broker
BROKER
53$25K
WEST READING RADIOLOGY ASSOCIATES
WEST READING RADIOLOGY ASSOCIATES EMPLOYEE BENEFIT PLAN
READING, PA
Broker
BROKER
31$16K
HUFF, POWELL AND BAILEY, LLC
HUFF, POWELL AND BAILEY, LLC WELFARE BENEFIT PLAN
ATLANTA, GA
Broker
BROKER
127$57K
GEORGIA EYE INSTITUTE OF THE SOUTHEAST, LLC
GEORGIA EYE INSTITUTE OF THE SOUTHEAST EMPLOYEE BE
SAVANNAH, GA
Other
ADMINISTRATION
114$40K
GHR HEALTHCARE, LLC
GHR HEALTHCARE, LLC EMPLOYEE BENEFIT PLAN
BLUE BELL, PA
Broker
BROKER
799$147K
TRANSLOGISTICS, INC.
TRANSLOGISTICS, INC. EMPLOYEE BENEFIT PLAN
BIRDSBORO, PA
Broker
BROKER
45$22K
DIXIEN LLC
DIXIEN LLC GROUP BENEFITS PLAN
LAKE CITY, GA
Other
CLAIMS PROCESSING
96$471
KFI FURNITURE, LLC
KFI FURNITURE, LLC CBS BENEFIT PLAN
LOUISVILLE, KY
Broker
BROKER
29$9K
GEORGIA EYE INSTITUTE OF THE SOUTHEAST, LLC
GEORGIA EYE INSTITUTE OF THE SOUTHEAST EMPLOYEE BE
SAVANNAH, GA
Other
ADMINISTRATION
187$36K
COMPUTER COMPONENTS CORPORATION
COMPUTER COMPONENTS CORPORATION GROUP MEDICAL PLAN
PHILADELPHIA, PA
Broker
BROKER
42$22K
GHR HEALTHCARE, LLC
GHR HEALTHCARE, LLC EMPLOYEE BENEFIT PLAN
PLYMOUTH MEETING, PA
Broker
BROKER
906$218K
GHR HEALTHCARE, LLC
GHR HEALTHCARE, LLC EMPLOYEE BENEFIT PLAN
BLUE BELL, PA
Broker
BROKER
835$272K
KENT & MCBRIDE, P.C.
KENT & MCBRIDE, P.C. EMPLOYEE BENEFIT PLAN
CHERRY HILL, NJ
Broker
BROKER
45$42K
PINNACLE PHYSICIANS, P.C.
PINNACLE PHYSICIANS, P.C. EMPLOYEE BENEFIT PLAN
FEASTERVILLE-TREVOSE, PA
Broker
BROKER
78$11K
TIP TOP POULTRY GROUP INSURANCE PLAN
TIP TOP POULTRY INC EMPLOYEES GROUP INSURANCE
MARIETTA, GA
Broker
BROKER
542$127K
GHR HEALTHCARE, LLC
GHR HEALTHCARE, LLC EMPLOYEE BENEFIT PLAN
PLYMOUTH MEETING, PA
Broker
BROKER
584$132K
SHIELDS CORPORATION DBA FROMUTH TENNIS
SHIELDS CORPORATION
WEST LAWN, PA
Broker
BROKER
43$19K
PEEPLES INDUSTRIES, INC.
PEEPLES INDUSTRIES, INC. EMPLOYEE BENEFIT PLAN
SAVANNAH, GA
Broker
BROKER
103$41K
KFI FURNITURE, LLC
KFI FURNITURE, LLC CBS BENEFIT PLAN
LOUISVILLE, KY
Broker
BROKER
30$750
KFI FURNITURE, LLC
KFI FURNITURE, LLC CBS BENEFIT PLAN
LOUISVILLE, KY
Broker
BROKER
28$9K
COMPUTER COMPONENTS CORPORATION
COMPUTER COMPONENTS CORPORATION GROUP MEDICAL PLAN
PHILADELPHIA, PA
Broker
BROKER
59$28K
CCR SPECIALTY CHEMICALS, LLC
CCR SPECIALTY CHEMICALS, LLC EMPLOYEE BENEFIT PLAN
NEWTON SQUARE, PA
Broker
BROKER
45$52K
TIP TOP POULTRY GROUP INSURANCE PLAN
TIP TOP POULTRY INC EMPLOYEES GROUP INSURANCE
MARIETTA, GA
Broker
BROKER
536$127K
KFI FURNITURE, LLC
KFI FURNITURE, LLC CBS BENEFIT PLAN
LOUISVILLE, KY
Broker
BROKER
32$10K
JM SEARCH & COMPANY
JM & COMPANY EMPLOYEE BENEFIT PLAN
KING OF PRUSSIA, PA
Broker
BROKER
144$70K
BROOK VALLEY MANAGEMENT INC
BROOK VALLEY MANAGEMENT INC WELFARE BENEFIT PLAN
BIRMINGHAM, AL
Broker
BROKER
312$86K
REINICKE ATHENS INC
REINICKE ATHENS INC WELFARE BENEFIT PLAN
ATHENS, GA
Broker
BROKER
149$2K
GSC STEEL STAMPING LLC
GSC STEEL STAMPING
LAKE CITY, GA
Other
CLAIMS PROCESSING
87$2K
OCEAN HEALTHCARE MANAGEMENT
OCEAN HEALTHCARE MANAGEMENT WELFARE PLANS
LAKEWOOD, NJ
Broker
BROKER
1,102$173K
GSC STEEL STAMPING LLC
DIXIEN LLC GROUP BENEFITS PLAN
LAKE CITY, GA
Other
CLAIMS PROCESSING
113$994
KENT & MCBRIDE, P.C.
KENT & MCBRIDE, P.C. EMPLOYEE BENEFIT PLAN
CHERRY HILL, NJ
Broker
BROKER
45$41K
SAVANNAH COUNTRY DAY SCHOOL, INC.
SAVANNAH COUNTRY DAY SCHOOL, INC. GROUP WELFARE PLAN
SAVANNAH, GA
Broker
BROKER
245$38K
WEST READING RADIOLOGY ASSOCIATES
WEST READING RADIOLOGY ASSOCIATES EMPLOYEE BENEFIT PLAN
READING, PA
Broker
BROKER
32$15K
HUFF, POWELL AND BAILEY, LLC
HUFF, POWELL AND BAILEY, LLC WELFARE BENEFIT PLAN
ATLANTA, GA
Broker
BROKER
151$72K
KENT & MCBRIDE, P.C.
KENT & MCBRIDE, P.C. EMPLOYEE BENEFIT PLAN
CHERRY HILL, NJ
Broker
BROKER
61$40K
DAN VADEN CHEVROLET, INC.
DAN VADEN CHEVROLET, INC. EMPLOYEE BENEFIT PLAN
SAVANNAH, GA
Other
257$54K
BROOK VALLEY MANAGEMENT INC
BROOK VALLEY MANAGEMENT INC WELFARE BENEFIT PLAN
BIRMINGHAM, AL
Broker
BROKER
313$80K
TRANSLOGISTICS, INC.
TRANSLOGISTICS, INC. EMPLOYEE BENEFIT PLAN
BIRDSBORO, PA
Broker
BROKER
40$22K
WEST READING RADIOLOGY ASSOCIATES
WEST READING RADIOLOGY ASSOCIATES EMPLOYEE BENEFIT PLAN
READING, PA
Broker
BROKER
34$16K
GSC STEEL STAMPING LLC
DIXIEN LLC GROUP BENEFITS PLAN
LAKE CITY, GA
Other
CLAIMS PROCESSING
113$16K
COLONIAL GROUP, INC.
COLONIAL GROUP, INC GROUP HEALTH INSURANCE PLAN
SAVANNAH, GA
Other
928$45K
CCH HEALTHCARE, LLC
CCH HEALTHCARE, LLC
LAKEWOOD, NJ
Broker
BROKER
638$113K
MADISON APARTMENT GROUP, L.P.
MADISON APARTMENT GROUP, L.P. HEALTH AND WELFARE PLAN (501)
NEWTOWN SQUARE, PA
Broker
BROKER
124$67K
DIXIEN LLC
DIXIEN LLC GROUP BENEFITS PLAN
LAKE CITY, GA
Other
CLAIMS PROCESSING
96$11K
THOMAS AND HUTTON ENGINEERING CO.
THOMAS AND HUTTON ENGINEERING CO. WELFARE BENEFIT PLAN
SAVANNAH, GA
Other
346$62K
CALDWELL TANKS, INC & PRELOAD, LLC
CALDWELL TANKS, INC./PRELOAD, LLC WELFARE BENEFIT PLAN
LOUISVILLE, KY
Broker
BROKER
479$58K
SUNLAND ASPHALT & CONSTRUCTION, LLC
SUNLAND ASPHALT & CONSTRUCTION, LLC GROUP WELFARE BENEFIT PLAN
PHOENIX, AZ
TPA / Administrator
TPA/FSA
1,133$7K
COLONIAL GROUP, INC.
COLONIAL GROUP, INC GROUP HEALTH INSURANCE PLAN
SAVANNAH, GA
Other
1,025$45K
REINICKE ATHENS INC
REINICKE ATHENS INC WELFARE BENEFIT PLAN
ATHENS, GA
Broker
BROKER
149$3K
GRAVOTECH INC
GRAVOTECH INC WELFARE PLAN
DULUTH, GA
Broker
BROKER
81$26K
PEEPLES INDUSTRIES, INC.
PEEPLES INDUSTRIES, INC. EMPLOYEE BENEFIT PLAN
SAVANNAH, GA
Broker
BROKER
97$32K
CCR SPECIALTY CHEMICALS, LLC
CCR SPECIALTY CHEMICALS, LLC EMPLOYEE BENEFIT PLAN
NEWTON SQUARE, PA
Broker
BROKER
45$19K
SHIELDS CORPORATION DBA FROMUTH TENNIS
SHIELDS CORPORATION
WEST LAWN, PA
Broker
BROKER
43$20K
LAKEWOOD RESOURCE AND REFERRAL CENTER
LAKEWOOD RESOURCE AND REFERRAL CENTER WRAP PLAN
LAKEWOOD, NJ
Other
NONE
95$82K
GEORGIA EYE INSTITUTE OF THE SOUTHEAST, LLC
GEORGIA EYE INSTITUTE OF THE SOUTHEAST EMPLOYEE BE
SAVANNAH, GA
Other
ADMINISTRATION
120$39K
THOMAS AND HUTTON ENGINEERING CO.
THOMAS AND HUTTON ENGINEERING CO. WELFARE BENEFIT PLAN
SAVANNAH, GA
Other
530$63K
THOMAS AND HUTTON ENGINEERING CO.
THOMAS AND HUTTON ENGINEERING CO. WELFARE BENEFIT PLAN
SAVANNAH, GA
Other
441$63K
CALDWELL TANKS, INC & PRELOAD, LLC
CALDWELL TANKS, INC.
LOUISVILLE, KY
Broker
BROKER
237$15K
GHR HEALTHCARE, LLC
GHR HEALTHCARE, LLC EMPLOYEE BENEFIT PLAN
BLUE BELL, PA
Broker
BROKER
948$294K
HUFF, POWELL AND BAILEY, LLC
HUFF, POWELL AND BAILEY, LLC WELFARE BENEFIT PLAN
ATLANTA, GA
Broker
BROKER
127$69K
JM SEARCH & COMPANY
JM & COMPANY EMPLOYEE BENEFIT PLAN
KING OF PRUSSIA, PA
Broker
BROKER
105$23K
CCH HEALTHCARE, LLC
CCH HEALTHCARE, LLC
LAKEWOOD, NJ
Broker
BROKER
2,052$120K