| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| PREVEA CLINIC, INC. PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN | GREEN BAY, WI | Advisor / Consultant | 2,068 | $491.7M | $21K | $0 |
| PREVEA CLINIC, INC. PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN | GREEN BAY, WI | Advisor / Consultant | 2,393 | $461.7M | $21K | $0 |
| PREVEA CLINIC, INC. PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN | GREEN BAY, WI | Advisor / Consultant | 2,382 | $386.6M | $18K | $0 |
| BOTTOMLINE TECHNOLOGIES, INC. BOTTOMLINE TECHNOLOGIES 401(K) PLAN | PORTSMOUTH, NH | Advisor / Consultant | 1,267 | $242.2M | $42K | $0 |
| SAN MATEO HOTEL EMPLOYEES & RESTAURANT EMPLOYEES PENSION FUND SAN MATEO HOTEL EMPLOYEES & RESTAURANT EMPLOYEES PENSION FUND | SAN JOSE, CA | Other service providers | 4,444 | $217.2M | $380K | $0 |
| BOTTOMLINE TECHNOLOGIES, INC. BOTTOMLINE TECHNOLOGIES 401(K) PLAN | PORTSMOUTH, NH | Advisor / Consultant | 1,138 | $207.0M | $20K | $0 |
| SAN MATEO HOTEL EMPLOYEES & RESTAURANT EMPLOYEES PENSION FUND SAN MATEO HOTEL EMPLOYEES & RESTAURANT EMPLOYEES PENSION FUND | SAN JOSE, CA | Other service providers | 4,425 | $174.4M | $291K | $0 |
| KONIAG, INC. KONIAG RETIREMENT PLAN | ANCHORAGE, AK | Advisor / Consultant | 3,701 | $130.5M | $5K | $0 |
| SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN | MADISON, WI | Advisor / Consultant | 206 | $111.1M | $44K | $0 |
| SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN | MADISON, WI | Advisor / Consultant | 206 | $110.1M | $44K | $0 |
| SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN | MADISON, WI | Advisor / Consultant | 206 | $104.9M | $44K | $0 |
| KONIAG, INC. KONIAG 401(K) SAVINGS PLAN | ANCHORAGE, AK | Advisor / Consultant | 406 | $62.9M | $5K | $0 |
| THE L.S. STARRETT COMPANY THE L.S. STARRETT COMPANY 401(K) SAVINGS PLAN | ATHOL, MA | Advisor / Consultant | 526 | $29.0M | $79K | $0 |
| WISCONSIN VISION ASSOCIATES, INC. WISCONSIN VISION ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BURLINGTON, WI | Advisor / Consultant | 344 | $28.1M | $42K | $0 |
| THE L.S. STARRETT COMPANY THE L.S. STARRETT COMPANY 401(K) SAVINGS PLAN | ATHOL, MA | Advisor / Consultant | 543 | $24.6M | $70K | $0 |
| WISCONSIN VISION ASSOCIATES, INC. WISCONSIN VISION ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BURLINGTON, WI | Advisor / Consultant | 307 | $23.2M | $38K | $0 |
| DYNALEC CORPORATION DYNALEC CORPORATION PROFIT SHARING 401(K) PLAN | SODUS, NY | Advisor / Consultant | 109 | $20.7M | $46K | $0 |
| THE L.S. STARRETT COMPANY THE L.S. STARRETT COMPANY 401(K) SAVINGS PLAN | ATHOL, MA | Advisor / Consultant | 550 | $20.4M | $15K | $0 |
| LIFE'S WORC LIFE'S WORC 403(B) PROFIT SHARING PLAN | GARDEN CITY, NY | Advisor / Consultant | 1,017 | $19.3M | $88K | $0 |
| LIFE'S WORC LIFE'S WORC 403(B) PROFIT SHARING PLAN | GARDEN CITY, NY | Advisor / Consultant | 895 | $18.6M | $57K | $0 |
| WISCONSIN VISION ASSOCIATES, INC. WISCONSIN VISION ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BURLINGTON, WI | Advisor / Consultant | 300 | $17.8M | $33K | $0 |
| HUNTINGTON LEARNING CORPORATION HUNTINGTON LEARNING CORP. 401(K) PLAN | ORADELL, NJ | Advisor / Consultant | 273 | $12.5M | $28K | $0 |
| DESCO FEDERAL CREDIT UNION DESCO 401(K) PLAN | PORTSMOUTH, OH | Advisor / Consultant | 107 | $11.8M | $17K | $0 |
| HUNTINGTON LEARNING CORPORATION HUNTINGTON LEARNING CORP. 401(K) PLAN | ORADELL, NJ | Advisor / Consultant | 257 | $11.7M | $26K | $0 |
| DESCO FEDERAL CREDIT UNION DESCO 401(K) PLAN | PORTSMOUTH, OH | Advisor / Consultant | 104 | $11.5M | $22K | $0 |
| MCKIE FORD LINCOLN, INC & AFFILIATES MCKIE FORD LINCOLN, INC & AFFILIATES 401(K) PLAN | RAPID CITY, SD | Advisor / Consultant | 172 | $11.0M | $18K | $0 |
| MCKIE FORD LINCOLN, INC & AFFILIATES MCKIE FORD LINCOLN, INC & AFFILIATES 401(K) PLAN | RAPID CITY, SD | Advisor / Consultant | 131 | $10.5M | $16K | $0 |
| HUNTINGTON LEARNING CORPORATION HUNTINGTON LEARNING CORP. 401(K) PLAN | ORADELL, NJ | Advisor / Consultant | 301 | $10.3M | $28K | $0 |
| AMTRACO AMERICAN TRADING COMPANIES LLC AMTRACO 401(K) PLAN | FRANKSVILLE, WI | Advisor / Consultant | 140 | $6.5M | $21K | $0 |
| COMMUNITY LIVING CONNECTIONS, INC. COMMUNITY LIVING CONNECTIONS, INC. 401(K) RETIREMENT PLAN | MADISON, WI | Advisor / Consultant | 168 | $4.7M | $18K | $0 |
| CARING MISSION HOME CARE, LP CARING MISSION HOME CARE, LP 401(K) PLAN | WASHINGTON, PA | Advisor / Consultant | 14 | $1.4M | $6K | $0 |
