| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| Global Trust Company Cahaba Partners Core Fixed Income Fund · all filings | WOBURN, MA | Advisor / Consultant | — | $1.7B | $1.1M | $0 |
| Global Trust Company Cahaba Partners Core Fixed Income Fund · all filings | WOBURN, MA | Advisor / Consultant | — | $1.5B | $1.1M | $0 |
| Global Trust Company Cahaba Partners Equity Plus Fund · all filings | WOBURN, MA | Advisor / Consultant | — | $780.0M | $71K | $0 |
| Global Trust Company Cahaba Partners Equity Plus Fund · all filings | WOBURN, MA | Advisor / Consultant | — | $609.9M | $194K | $0 |
| Global Trust Company Cahaba Partners Core Fixed Income Fund · all filings | WOBURN, MA | Advisor / Consultant | — | $447.0M | $366K | $0 |
| Global Trust Company Cahaba Partners Core Fixed Income Fund · all filings | WOBURN, MA | Advisor / Consultant | — | $394.8M | $828K | $0 |
| Conestoga Wood Specialties Corp. Conestoga Wood Employees' 401(k) Plan · all filings | EAST EARL, PA | Advisor / Consultant | 1,007 | $98.0M | $62K | $0 |
| Conestoga Wood Specialties Corp. Conestoga Wood Employees' 401(k) Plan · all filings | EAST EARL, PA | Advisor / Consultant | 925 | $88.4M | $55K | $0 |
| Conestoga Wood Specialties Corp. Conestoga Wood Employees' 401(k) Plan · all filings | EAST EARL, PA | Advisor / Consultant | 993 | $75.9M | $59K | $0 |
| Princeton Consultants, Inc. Princeton Consultants, Inc. 401(k) Plan · all filings | PRINCETON, NJ | Advisor / Consultant | 66 | $45.2M | $30K | $0 |
| Princeton Consultants, Inc. Princeton Consultants, Inc. 401(k) Plan · all filings | PRINCETON, NJ | Advisor / Consultant | 71 | $39.8M | $30K | $0 |
| Princeton Consultants, Inc. Princeton Consultants, Inc. 401(k) Plan · all filings | PRINCETON, NJ | Advisor / Consultant | 69 | $32.9M | $28K | $0 |
| Bradley Caldwell, Inc. Bradley Caldwell, Inc. 401(k) Retirement Savings Plan · all filings | HAZLETON, PA | Advisor / Consultant | 384 | $30.1M | $50K | $0 |
| Bradley Caldwell, Inc. Bradley Caldwell, Inc. 401(k) Retirement Savings Plan · all filings | HAZLETON, PA | Advisor / Consultant | 348 | $27.2M | $44K | $0 |
| B & G Manufacturing, Inc. B & G Manufacturing 401(k) Profit Sharing Plan · all filings | HATFIELD, PA | Advisor / Consultant | 185 | $26.3M | $36K | $0 |
| RUPP Pfalzgraf LLC RUPP Pfalzgraf LLC 401(k) Profit Sharing Plan · all filings | BUFFALO, NY | Advisor / Consultant | 129 | $25.9M | $34K | $0 |
| B & G Manufacturing, Inc. B & G Manufacturing 401(k) Profit Sharing Plan · all filings | HATFIELD, PA | Advisor / Consultant | 181 | $24.0M | $37K | $0 |
| Bradley Caldwell, Inc. Bradley Caldwell, Inc. 401(k) Retirement Savings Plan · all filings | HAZLETON, PA | Advisor / Consultant | 404 | $23.6M | $45K | $0 |
| B & G Manufacturing, Inc. B & G Manufacturing 401(k) Profit Sharing Plan · all filings | HATFIELD, PA | Advisor / Consultant | 205 | $22.4M | $34K | $0 |
| RUPP, Pfalzgraf LLC RUPP, Pfalzgraf LLC 401(k) PS Plan · all filings | BUFFALO, NY | Advisor / Consultant | 107 | $20.8M | $27K | $0 |
| B & G Manufacturing, Inc. B & G Manufacturing 401(k) Profit Sharing Plan · all filings | HATFIELD, PA | Advisor / Consultant | 183 | $19.2M | $39K | $0 |
| RUPP, Baase, Pfalzgraf, Cunningham LLC RUPP, Baase, Pfalzgraf, Cunningham LLC 401(k) PS Plan · all filings | BUFFALO, NY | Advisor / Consultant | 96 | $18.2M | $25K | $0 |
| ANRO Inc. ANRO Inc. Profit Sharing Retirement Savings Plan · all filings | WEST CHESTER, PA | Advisor / Consultant | 111 | $17.5M | $31K | $0 |
| ANRO Inc. ANRO Inc. Profit Sharing Retirement Savings Plan · all filings | WEST CHESTER, PA | Advisor / Consultant | 113 | $17.2M | $29K | $0 |
| ANRO Inc. ANRO Inc. Profit Sharing Retirement Savings Plan · all filings | WEST CHESTER, PA | Advisor / Consultant | 102 | $16.4M | $27K | $0 |
