| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| GLOBAL TRUST COMPANY CAHABA PARTNERS CORE FIXED INCOME FUND | WOBURN, MA | Advisor / Consultant SUBADVISOR | — | $1.7B | $1.1M |
| GLOBAL TRUST COMPANY CAHABA PARTNERS CORE FIXED INCOME FUND | WOBURN, MA | Advisor / Consultant SUBADVISOR | — | $1.5B | $1.1M |
| GLOBAL TRUST COMPANY CAHABA PARTNERS EQUITY PLUS FUND |
| WOBURN, MA |
Advisor / Consultant SUBADVISOR |
| — |
| $609.9M |
| $194K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS CORE FIXED INCOME FUND | WOBURN, MA | Advisor / Consultant SUBADVISOR | — | $394.8M | $828K |
| CONESTOGA WOOD SPECIALTIES CORP. CONESTOGA WOOD EMPLOYEES' 401(K) PLAN | EAST EARL, PA | Advisor / Consultant ADVISOR | 1,007 | $98.0M | $62K |
| CONESTOGA WOOD SPECIALTIES CORP. CONESTOGA WOOD EMPLOYEES' 401(K) PLAN | EAST EARL, PA | Advisor / Consultant ADVISOR | 925 | $88.4M | $55K |
| CONESTOGA WOOD SPECIALTIES CORP. CONESTOGA WOOD EMPLOYEES' 401(K) PLAN | EAST EARL, PA | Advisor / Consultant ADVISOR | 993 | $75.9M | $59K |
| PRINCETON CONSULTANTS, INC. PRINCETON CONSULTANTS, INC. 401(K) PLAN | PRINCETON, NJ | Advisor / Consultant ADVISOR | 66 | $45.2M | $30K |
| PRINCETON CONSULTANTS, INC. PRINCETON CONSULTANTS, INC. 401(K) PLAN | PRINCETON, NJ | Advisor / Consultant ADVISOR | 71 | $39.8M | $30K |
| PRINCETON CONSULTANTS, INC. PRINCETON CONSULTANTS, INC. 401(K) PLAN | PRINCETON, NJ | Advisor / Consultant ADVISOR | 69 | $32.9M | $28K |
| BRADLEY CALDWELL, INC. BRADLEY CALDWELL, INC. 401(K) RETIREMENT SAVINGS PLAN | HAZLETON, PA | Advisor / Consultant ADVISOR | 384 | $30.1M | $50K |
| BRADLEY CALDWELL, INC. BRADLEY CALDWELL, INC. 401(K) RETIREMENT SAVINGS PLAN | HAZLETON, PA | Advisor / Consultant ADVISOR | 348 | $27.2M | $44K |
| RUPP PFALZGRAF LLC RUPP PFALZGRAF LLC 401(K) PROFIT SHARING PLAN | BUFFALO, NY | Advisor / Consultant INVESTMENT ADVISOR | 129 | $25.9M | $34K |
| 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 |
| 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 |
| ANRO INC. ANRO INC. PROFIT SHARING RETIREMENT SAVINGS PLAN | WEST CHESTER, PA | Advisor / Consultant ADVISOR | 113 | $17.2M | $29K |
| ANRO INC. ANRO INC. PROFIT SHARING RETIREMENT SAVINGS PLAN | WEST CHESTER, PA | Advisor / Consultant ADVISOR | 102 | $16.4M | $27K |
| ANRO INC. ANRO INC. PROFIT SHARING RETIREMENT SAVINGS PLAN | WEST CHESTER, PA | Advisor / Consultant ADVISOR | 101 | $14.6M | $31K |
| WELLSVILLE CARPET TOWN, INC. WELLSVILLE CARPET TOWN, INC. 401K RETIREMENT PLAN | WESTONS MILLS, NY | Advisor / Consultant FINANCIAL ADV ADVISOR | 275 | $11.7M | $41K |
| WELLSVILLE CARPET TOWN, INC. WELLSVILLE CARPET TOWN, INC. 401K RETIREMENT PLAN | WESTONS MILLS, NY | Advisor / Consultant FINANCIAL ADV ADVISOR | 270 | $9.8M | $32K |
| WELLSVILLE CARPET TOWN, INC. WELLSVILLE CARPET TOWN, INC. 401K RETIREMENT PLAN | WESTONS MILLS, NY | Advisor / Consultant FINANCIAL ADV ADVISOR | 275 | $7.5M | $31K |
| 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 |
| HANA GROUP US, LLC HANA GROUP US LLC 401(K) PLAN | ALLENTOWN, PA | Advisor / Consultant RIA | 677 | $3.1M | $15K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS TACTICAL EQUITY FUND | WOBURN, MA | Advisor / Consultant SUBADVISOR | — | $0 | $49K |
| COMSTAR TECHNOLOGIES, LLC COMSTAR TECHNOLOGIES 401(K) PLAN | WEST CHESTER, PA | Advisor / Consultant CONSULTANT | 0 | $0 | $10K |
