Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 1
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
101 PENSION SOLUTIONS
MORRO BAY, CA
317E297BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704843-01/20/2023
1ST SOURCE BANK
SOUTH BEND, IN
3177035BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703368-06/30/2020
1ST SOURCE BANK
SOUTH BEND, IN
3177035BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704767-09/23/2022
3(16) FIDUCIARY SERVICES CORPORATION
PALM SPRINGS, FL
317E187BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703175-06/30/2020
401K ADMINISTRATORS.COM
CARLSBAD, CA
317D572FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704014-06/30/2020
401K AMERICA INC
CHINO, CA
317C225BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703141-06/30/2020
403B PARTNERS, LLC
CUMMING, GA
317E267BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q705523-05/03/2024
A C G ASSOCIATES INC
NEW HARTFORD, CT
317A216FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704009-06/30/2020
AAAA BENEFITS INC
CHARLOTTE, NC
317D3010701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702986-06/30/2020
ABA RETIREMENT FUNDS
CHICAGO, IL
31702580003-001
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702467-06/30/2020
ABA RETIREMENT FUNDS
CHICAGO, IL
31702580003-004
NON-STANDARDIZED PROFIT SHARING/CODA
Q702468-06/30/2020
ABA RETIREMENT FUNDS
CHICAGO, IL
31702580003-005
NON-STANDARDIZED MONEY PURCHASE
Q702469-06/30/2020
ABA RETIREMENT FUNDS
CHICAGO, IL
31702580003-008
STANDARDIZED PROFIT SHARING/CODA
Q702470-06/30/2020
ABACUS RETIREMENT SOLUTIONS LLC
ALBUQUERQUE, NM
317D9008520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703787-06/30/2020
ABG RETIREMENT PLAN SERVICES
PEORIA, IL
317A413FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703962-06/30/2020
ABG RETIREMENT PLAN SERVICES
PEORIA, IL
317A413FT03-001
NON-STANDARDIZED PROFIT
Q704078-06/30/2020
ABOVE & BEYOND RETIREMENT LLC
GIG HARBOR, WA
317E023BH01-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703240-06/30/2020
ACCESS RETIREMENT PLAN RESOURCES LLC
WAVERLY, IA
317D8350701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702987-06/30/2020
ACCESS RETIREMENT SERVICES LLC
GOODLETTSVILLE, TN
317A2780702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702597-06/30/2020
ACCRUED BENEFIT ADMINISTRATORS INC
SANTA BARBARA, CA
317A623BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703100-06/30/2020
ACCRUED BENEFIT ADMINISTRATORS INC
SANTA BARBARA, CA
317A623BH04-001
NON-STANDARDIZED PROFIT
Q703484-06/30/2020
ACCRUED BENEFITS PLANNING LTD
SMITHTOWN, NY
317B6630701-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702988-06/30/2020
ACH RETIREMENT PLAN CONSULTANTS INC
TUCSON, AZ
317A2960701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702989-06/30/2020
ACTUARIAL & EMPLOYEE BENEFIT SERVICES
CINCINNATI, OH
317B380FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704306-11/30/2020
CO
ACTUARIAL BENEFITS & DESIGN CO
MIDLOTHIAN, VA
317A7780001-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704133-06/30/2020
ACTUARIAL BENEFITS CORP
TORRANCE, CA
317D156BE13-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703832-06/30/2020
ACTUARIAL BENEFITS CORP
TORRANCE, CA
317D156BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703885-06/30/2020
ACTUARIAL CONSULTING GROUP
BREA, CA
317D5068520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704683-12/17/2021
ACTUARIAL CONSULTING SERVICES INC
AMHERST, NY
317B5990701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702990-06/30/2020
PURCHASE/CODA
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 2
Plan Sponsor
FFN
Plan Type
LSN-Date
ACTUARIAL DATA INC
317A2940701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702991-06/30/2020
ACTUARIAL DATA INC
317A2940701-003
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704269-11/30/2020
ACTUARIAL IDEAS INC
317E035BE14-000
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703878-06/30/2020
ACTUARIAL PENSION RETIREMENT SERVICES
317E1548520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703741-06/30/2020
ACTUARIES & ASSOCIATES
317B0368520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703788-06/30/2020
ACTUARIES UNLIMITED INC
317D159FT01-004
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE
Q704338-12/07/2020
ACTUARIES UNLIMITED INC
317D159FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704337-12/07/2020
ACUFF & ASSOCIATES INC
317A2800701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704241-11/30/2020
ACUFF & ASSOCIATES INC
317A2800701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q704251-11/30/2020
ACUFF & ASSOCIATES INC
317A2800703-001
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704285-11/30/2020
ADMINISTRATIVE RETIREMENT SERVICES INC
317B0358520-001
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703789-06/30/2020
ADMINISTRATOR PLANNING SERVICES INC
317A6890701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702992-06/30/2020
ADP, LLC
317C1710701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704162-10/06/2020
ADP, LLC
317C1710701-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704165-10/06/2020
ADP, LLC
317C1710701-003
NON-STANDARDIZED PROFIT SHARING/CODA
Q704164-10/06/2020
ADP, LLC
317C1710701-004
STANDARDIZED PROFIT SHARING/CODA
Q704163-10/06/2020
ADVANCED BENEFIT CONSULTANTS INC
317E081BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703245-06/30/2020
ADVANCED PENSION DESIGNS LLC
317E176BE14-000
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703867-06/30/2020
ADVANCED PLAN DESIGNS LLC
317D919FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703950-06/30/2020
ADVANTA IRA SERVICES LLC
317D639AQ01-001
STANDARDIZED PROFIT SHARING/MONEY
Q704427-01/08/2021
ADVANTAGE BENEFITS CONSULTANTS INC
317A6170701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704496-06/01/2021
ADVANTAGE RESOURCE INC
317E0620701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702916-06/30/2020
ADVANTAGE RESOURCE INC
317E0620701-003
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702692-06/30/2020
ADVISORS PLAN ADMINISTATORS LLC
317D296BH01-001
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
Q703136-06/30/2020
AEGIS RETIREMENT PARTNERS
317E068BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703362-06/30/2020
AFFINITY FINANCIAL
317E231BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704359-11/30/2020
AHP BENEFITS LLC
317A9980701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
Q702993-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 3
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
AIG FUNDS
JERSEY CITY, NJ
317B7792701-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
AIG FUNDS
JERSEY CITY, NJ
317B7792701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
AIG FUNDS
JERSEY CITY, NJ
317B7792702-001
STANDARDIZED PROFIT SHARING/CODA
ABANDONED
AIMBANK
LITTLEFIELD, TX
31741322701-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
ALAN S. BERGER, SOLE PROP.
MESA, AZ
317E246BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704517-06/07/2021
ALERUS FINANICAL NA
ARDEN HILLS, MN
31723620701-003
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704257-11/30/2020
ALERUS FINANICAL NA
ARDEN HILLS, MN
31723620702-001
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702486-06/30/2020
ALERUS FINANICAL NA
ARDEN HILLS, MN
31723620703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702627-06/30/2020
ALERUS FINANICAL NA
ARDEN HILLS, MN
31723620704-001
SHARING
NON-STANDARDIZED ESOP
Q702662-06/30/2020
ALEXANDER INVESTMENT SERVICES CO
LOUISVILLE, KY
317B5618520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703790-06/30/2020
ALJEN ASSET MANAGEMENT LLC
CEDAR KNOLLS, NJ
317C1532701-003
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703685-06/30/2020
ALJEN ASSET MANAGEMENT LLC
CEDAR KNOLLS, NJ
317C1532702-001
STANDARDIZED PROFIT SHARING/CODA
Q703707-06/30/2020
ALL VALLEY ADMINISTRATORS LLC
FRESNO, CA
317B6248520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703791-06/30/2020
ALLEN PRITCHETT & BASSETT LLP
TIFTON, GA
317E177BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703871-06/30/2020
ALLEN R NORRIS LAW OFFICE LLC
DAYTON, OH
317D969BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704768-09/23/2022
ALLEN R NORRIS LAW OFFICE LLC
DAYTON, OH
317D969BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703284-06/30/2020
ALLIANCE BENEFIT GROUP OF HOUSTON INC
HOUSTON, TX
317D302FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703947-06/30/2020
ALLIANCE BENEFIT GROUP SOUTHWEST LLC
ALBUQUERQUE, NM
317E202FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703926-06/30/2020
ALLIANCE BERNSTEIN
WHITE PLAINS, NY
317E1992701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703555-06/30/2020
ALLIANCE BERNSTEIN
WHITE PLAINS, NY
317E1992701-002
NON-STANDARDIZED MONEY PURCHASE
Q703628-06/30/2020
ALLIANCE BERNSTEIN
WHITE PLAINS, NY
317E1992702-001
STANDARDIZED PROFIT SHARING/CODA
Q703708-06/30/2020
ALLIANT INSURANCE SERVICES INC
NEW YORK, NY
317E008BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703221-06/30/2020
ALLIANT INSURANCE SERVICES INC
NEW YORK, NY
317E008BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703039-06/30/2020
ALLIANT INSURANCE SERVICES INC
NEW YORK, NY
317E008BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703445-06/30/2020
ALLIANT INSURANCE SERVICES INC
NEW YORK, NY
317E008BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703476-06/30/2020
ALLIANT INSURANCE SERVICES INC
NEW YORK, NY
317E008BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703544-06/30/2020
ALLIANT INSURANCE SERVICES INC
NEW YORK, NY
317E008BH05-002
NON-STANDARDIZED MONEY PURCHASE
Q703516-06/30/2020
ALLIED CONSULTANTS INC
CHINO HILLS, CA
317B5168520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703792-06/30/2020
ALPHA & OMEGA FINANCIAL MANAGEMENT
LA MESA, CA
317D1930701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704678-12/06/2021
CONSULTANTS INC
ALPHA & OMEGA FINANCIAL MANAGEMENT
LA MESA, CA
317D1930704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q704679-12/06/2021
CONSULTANTS INC
ALPHA RETIREMENT PLAN CONSULTANTS
KENNEWICK, WA
317E075BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703145-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 4
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
ALTIGRO RETIREMENT SERVICES LLC
FAIRFIELD, NJ
317D3450701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702994-06/30/2020
ALTIGRO RETIREMENT SERVICES LLC
FAIRFIELD, NJ
317D3450701-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704492-06/01/2021
ALTITUDE RETIREMENT PARTNERS LLC
CASTLE PINES, CO
317E308BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q705432-06/02/2023
AMERICA'S 401K INC
DALLAS, TX
317D826BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703146-06/30/2020
AMERICA'S 401K INC
DALLAS, TX
317D826BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703450-06/30/2020
AMERICAN CENTURY INVESTMENT
KANSAS CITY, MO
31747972701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703577-06/30/2020
MANAGEMENT INC
AMERICAN CENTURY INVESTMENT
KANSAS CITY, MO
31747972701-002
NON-STANDARDIZED MONEY PURCHASE
Q703645-06/30/2020
MANAGEMENT INC
AMERICAN CENTURY INVESTMENT
KANSAS CITY, MO
31747972702-001
STANDARDIZED PROFIT SHARING/CODA
Q703709-06/30/2020
MANAGEMENT INC
AMERICAN ECONOMIC PLANNING GROUP INC
WARREN, NJ
317B5388520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703793-06/30/2020
AMERICAN IRA LLC
ASHEVILLE, NC
317D640AQ01-001
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/MONEY
Q704428-01/08/2021
AMERICAN NATIONAL INSURANCE COMPANY
GALVESTON, TX
31703520701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702753-06/30/2020
AMERICAN NATIONAL INSURANCE COMPANY
GALVESTON, TX
31703520701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702698-06/30/2020
AMERICAN PENSION ADVISORS LTD
INDIANAPOLIS, IN
317B4160702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702487-06/30/2020
AMERICAN PENSION BENEFITS
WEXFORD, PA
317D370FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703958-06/30/2020
AMERICAN PENSION BENEFITS
WEXFORD, PA
317D370FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704132-06/30/2020
AMERICAN PENSION LLC
BERKELEY HEIGHTS, NJ
317B4918520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704688-12/17/2021
AMERICAN PENSION SERVICES LLC
CLEARWATER, FL
317D727BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703352-06/30/2020
AMERITAS LIFE INSURANCE CORPORATION
LINCOLN, NE
31707460701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702995-06/30/2020
AMERITAS LIFE INSURANCE CORPORATION
LINCOLN, NE
31707460703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702628-06/30/2020
AMES RECORDKEEPING SERVICES INC
CHICAGO, IL
317C148BH01-002
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
Q704751-06/03/2022
AMG NATIONAL TRUST BANK
AMG NATIONAL TRUST BANK
GREENWOOD VILLAGE,
CO
GREENWOOD VILLAGE,
317B9840701-001
317B9840701-002
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702754-06/30/2020
Q702699-06/30/2020
AMG NATIONAL TRUST BANK
CO
GREENWOOD VILLAGE,
317B9840702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702489-06/30/2020
AMI BENEFIT PLAN ADMINISTRATORS INC
CO
YOUNGSTOWN, OH
317B5140701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704637-10/01/2021
AMY WAN
SIMI VALLEY, CA
317E030BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703380-06/30/2020
ANEW 401K TPA LLC
LOUISVILLE, KY
317E050BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703179-06/30/2020
ANEW 401K TPA LLC
LOUISVILLE, KY
317E050BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703334-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 5
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
ANEW 401K TPA LLC
LOUISVILLE, KY
317E050BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702418-06/30/2020
APEX CLEARING CORPORATION
DALLAS, TX
317D7962701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703578-06/30/2020
APEX CLEARING CORPORATION
DALLAS, TX
317D7962701-002
NON-STANDARDIZED MONEY PURCHASE
Q703646-06/30/2020
APEX CLEARING CORPORATION
DALLAS, TX
317D7962702-001
STANDARDIZED PROFIT SHARING/CODA
Q703721-06/30/2020
APPLE BANK
NEW YORK, NY
31781332701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703556-06/30/2020
APPLE BANK
NEW YORK, NY
31781332701-002
NON-STANDARDIZED MONEY PURCHASE
Q703629-06/30/2020
APPLEBAUM & ASSOCIATES PC
NORTHBROOK, IL
317D531BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704741-05/18/2022
APPLIED PENSION SERVICES LLC
HAUPPAUGE, NY
317B282FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704023-06/30/2020
APS PENSION SERVICES LLC
MELVILLE, NY
317E3060701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703000-06/20/2023
ARMANINO, LLP
DALLAS, TX
317A506FT04-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704026-06/30/2020
ARMSTRONG TEASDALE LLP
ST LOUIS, MO
317D532BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703162-06/30/2020
ARMSTRONG TEASDALE LLP
ST LOUIS, MO
317D532BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703075-06/30/2020
ARMSTRONG TEASDALE LLP
ST LOUIS, MO
317D532BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702429-06/30/2020
ARMSTRONG TEASDALE LLP
ST LOUIS, MO
317D532BH04-001
NON-STANDARDIZED PROFIT
Q703506-06/30/2020
ARNOLD WARSHAVCHIK
BROOKLYN, NY
317E055BE13-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703833-06/30/2020
ARNOLD WARSHAVCHIK
BROOKLYN, NY
317E055BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703886-06/30/2020
ARS RETIREMENT CORPORATION
LAFAYETTE, LA
317E165BE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703821-06/30/2020
ARS RETIREMENT CORPORATION
LAFAYETTE, LA
317E165BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703879-06/30/2020
ASC INSTITUTE LLC
SYLMAR, CA
317D048BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703096-06/30/2020
ASC INSTITUTE LLC
SYLMAR, CA
317D048BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703315-06/30/2020
ASC INSTITUTE LLC
SYLMAR, CA
317D048BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703280-06/30/2020
ASC INSTITUTE LLC
SYLMAR, CA
317D048BH01-004
STANDARDIZED PROFIT SHARING/CODA
Q703403-06/30/2020
ASC INSTITUTE LLC
SYLMAR, CA
317D048BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703009-06/30/2020
ASC INSTITUTE LLC
SYLMAR, CA
317D048BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702383-06/30/2020
ASC INSTITUTE LLC
SYLMAR, CA
317D048BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703420-06/30/2020
ASC INSTITUTE LLC
SYLMAR, CA
317D048BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703462-06/30/2020
ASC INSTITUTE LLC
SYLMAR, CA
317D048BH04-001
NON-STANDARDIZED PROFIT
Q703482-06/30/2020
ASC INSTITUTE LLC
SYLMAR, CA
317D048BH05-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703519-06/30/2020
ASC INSTITUTE LLC
SYLMAR, CA
317D048BH05-002
NON-STANDARDIZED MONEY PURCHASE
Q703510-06/30/2020
ASC TRUST LLC
HAGATNA, GU
317E1840701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702867-06/30/2020
ASC TRUST LLC
HAGATNA, GU
317E1840701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702746-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 6
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
ASCENSUS LLC
DRESHER, PA
31799270703-001
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702629-06/30/2020
ASCENSUS LLC
DRESHER, PA
31799270705-001
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702814-06/30/2020
ASCENSUS LLC
DRESHER, PA
31799270705-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702697-06/30/2020
ASCENSUS LLC
DRESHER, PA
31799272701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703552-06/30/2020
ASCENSUS LLC
DRESHER, PA
31799272701-002
NON-STANDARDIZED MONEY PURCHASE
Q703626-06/30/2020
ASCENSUS LLC
DRESHER, PA
31799272701-003
NON-STANDARDIZED PROFIT SHARING/CODA
Q703678-06/30/2020
ASCENSUS LLC
DRESHER, PA
31799272701-004
NON-STANDARDIZED MONEY PURCHASE
Q703688-06/30/2020
ASCENSUS LLC
DRESHER, PA
31799272702-001
STANDARDIZED PROFIT SHARING/CODA
Q703694-06/30/2020
ASCENSUS LLC
DRESHER, PA
3179927AQ01-005
STANDARDIZED PROFIT SHARING/MONEY
Q704429-01/08/2021
ASNY CONSULTING LLC
SUFFERN, NY
317E283BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704742-05/18/2022
ASSOCIATED BENEFIT PLANNERS LTD
KING OF PRUSSIA, PA
317B5398520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703794-06/30/2020
ASSOCIATED FINANCIAL CONSULTANTS LLC
FORT LAUDERDALE, FL
317D827BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703117-06/30/2020
ASSOCIATED FINANCIAL CONSULTANTS LLC
FORT LAUDERDALE, FL
317D827BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703065-06/30/2020
ASSOCIATED FINANCIAL CONSULTANTS LLC
FORT LAUDERDALE, FL
317D827BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703548-06/30/2020
ASSOCIATED PENSION CONSULTANTS
CHICO, CA
317A6090702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702490-06/30/2020
ASSOCIATED TRUST COMPANY NA
NEENAH, WI
3179074BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703270-06/30/2020
ASSOCIATED TRUST COMPANY NA
NEENAH, WI
3179074BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703029-06/30/2020
ASSOCIATED TRUST COMPANY NA
NEENAH, WI
3179074BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703469-06/30/2020
ASSOCIATION COUNTY COMMISSIONERS OF
ATLANTA, GA
317E1090002-001
NON-STANDARDIZED PROFIT SHARING
Q702321-06/30/2020
GEORGIA
AT RETIREMENT SERVICES LLC
PITTSBURGH, PA
31703890701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702812-05/28/2021
AT RETIREMENT SERVICES LLC
PITTSBURGH, PA
31703890702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702488-06/30/2020
AT RETIREMENT SERVICES LLC
PITTSBURGH, PA
31703890703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702645-05/28/2021
ATLANTIC PENSION SERVICES INC
KENNETT SQUARE, PA
317D943BH01-001
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
Q703174-06/30/2020
ATLANTIC PENSION SERVICES INC
KENNETT SQUARE, PA
317D943BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703402-06/30/2020
ATLANTIC PENSION SERVICES INC
KENNETT SQUARE, PA
317D943BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704620-08/03/2021
ATLANTIC PENSION SERVICES INC
KENNETT SQUARE, PA
317D943BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704621-08/03/2021
ATLANTIC PENSION SERVICES INC
KENNETT SQUARE, PA
317D943BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q704455-03/22/2021
ATLANTIC PENSION SERVICES INC
KENNETT SQUARE, PA
317D943BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704622-08/03/2021
ATLANTIC PENSIONS INC
VIRGINIA BEACH, VA
317B5150701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703001-06/30/2020
ATLANTIC PENSIONS INC
VIRGINIA BEACH, VA
317B515FT01-007
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704739-05/03/2022
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 7
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
ATLANTIC PENSIONS INC
VIRGINIA BEACH, VA
317B515FT01-008
NON-STANDARDIZED PROFIT SHARING/CODA
Q704740-05/03/2022
ATR INC
KING OF PRUSSIA, PA
317A217BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703225-06/30/2020
ATR INC
KING OF PRUSSIA, PA
317A217BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702410-06/30/2020
ATR INC
KING OF PRUSSIA, PA
317A217BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q704769-09/23/2022
ATR INC
KING OF PRUSSIA, PA
317A217BH04-001
NON-STANDARDIZED PROFIT
Q704382-12/29/2020
ATTEBERRY/ SEARLE INCORPORATED
SACRAMENTO, CA
317A303FT01-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703915-06/30/2020
AUSTIN CAPITAL RETIREMENT PLAN
SERVICES LLC
AUSTIN CAPITAL RETIREMENT PLAN
DALLAS, TX
DALLAS, TX
317D8980701-001
317D8980701-002
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702755-06/30/2020
Q702700-06/30/2020
SERVICES LLC
AVANTAX PLANNING PARTNERS
DUBUQUE, IA
317D6180702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702525-06/30/2020
B&E PENSION ADVISERS INC
WAYZATA, MN
317C1900701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703002-06/30/2020
BAKER & HOSTETLER LLP
ORLANDO, FL
317A462BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
BAKER & HOSTETLER LLP
ORLANDO, FL
317A462BH01-003
STANDARDIZED PROFIT SHARING/CODA
ABANDONED
BAKER & HOSTETLER LLP
ORLANDO, FL
317A462BH01-005
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
BAKER TILLY VANTAGEN LLC
NEW CASTLE, PA
317E3270701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702865-03/25/2024
BALANCE LEDGER SERVICES LLC
FALMOUTH, ME
317E279BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704700-01/12/2022
BALLARD SPAHR LLP
PHILADELHIA, PA
317D096FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704017-06/30/2020
BANCFIRST
DUNCAN, OK
3179665BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703129-06/30/2020
BANCFIRST
DUNCAN, OK
3179665BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703312-06/30/2020
BANCFIRST
DUNCAN, OK
3179665BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702413-06/30/2020
BANCO POPULAR DE PUERTO RICO
SAN JUAN, PR
317E0650701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702820-06/30/2020
BANK OF EDWARDSVILLE
EDWARDSVILLE, IL
3170554BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703322-06/30/2020
BANK OF EDWARDSVILLE
EDWARDSVILLE, IL
3170554BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703289-06/30/2020
BANK OF EDWARDSVILLE
EDWARDSVILLE, IL
3170554BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703051-06/30/2020
BANK OF HAWAII
HONOLULU, HI
31705792701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703579-06/30/2020
BANK OF HAWAII
HONOLULU, HI
31705792701-002
NON-STANDARDIZED MONEY PURCHASE
Q703647-06/30/2020
BANK OF PONTIAC
PONTIAC, IL
317ZZHCBH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703125-06/30/2020
BANK OF PONTIAC
PONTIAC, IL
317ZZHCBH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702425-06/30/2020
BANK OF SUN PRAIRIE
SUN PRAIRIE, WI
31706792701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703580-06/30/2020
BANK OF SUN PRAIRIE
SUN PRAIRIE, WI
31706792701-002
NON-STANDARDIZED MONEY PURCHASE
Q703648-06/30/2020
BANK OF THE WEST
OMAHA, NE
31706872701-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
BANK OF THE WEST
OMAHA, NE
31706872701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
BANK OZK
LITTLE ROCK, AR
317E105BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703154-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 8
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
BANKERS TRUST COMPANY
DES MOINES, IA
31707530702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702491-06/30/2020
BARACK PENSIONS, LLC
KEY WEST, FL
317D3030701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703003-06/30/2020
BARBER EMERSON LC
LAWRENCE, KS
317A7620702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702492-06/30/2020
BARBICH HOOPER KING DILL HOFFMAN
BAKERSFIELD, CA
317A7540702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702493-06/30/2020
ACCOUNTANCY CORPORATION
BARNARD & ASSOCIATES RETIREMENT PLAN
PENSACOLA, FL
317A311BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703155-06/30/2020
SPECIALISTS LLC
BARNARD & ASSOCIATES RETIREMENT PLAN
PENSACOLA, FL
317A311BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704644-09/22/2021
SPECIALISTS LLC
BARNES TPA & ASSOCIATES LLC
CHESAPEAKE, VA
317D6030701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703004-03/17/2022
BARRY BUTCHER & ASSOCIATES PC
PORTLAND, OR
317E213BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703346-06/30/2020
BATES & COMPANY INC
WINTER PARK, FL
317D533BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703241-06/30/2020
BATES & COMPANY INC
WINTER PARK, FL
317D533BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703470-06/30/2020
BATES & COMPANY INC
WINTER PARK, FL
317D533BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703524-06/30/2020
BAUMAN NOONAN & ASSOCIATES
PARSIPPANY, NJ
317A224BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703263-06/30/2020
BBM FINANCIAL SERVICES INC
YAKIMA, WA
317B970FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704661-10/13/2021
BBM FINANCIAL SERVICES INC
YAKIMA, WA
317B970FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704660-10/13/2021
BBS INC
CYPRESS, CA
317E313BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q705433-06/02/2023
BCL FINANCIAL MANAGEMENT CONSULTANTS,EDWARDSVILLE, IL
INC. DBA BCL RETIREMENT SERVICES
317E247BH01-001 NON-STANDARDIZED PROFIT SHARING/CODA Q704518-06/07/2021
BEARD PENSION SERVICES INC
BEASLEY & COMPANY
BEASLEY & COMPANY
BEASLEY & COMPANY
BEASLEY & COMPANY
BEASLEY & COMPANY
BENCOR INC
BENDER LIPPERT MEYER & COMPANY
YOUNGSTOWN, OH
TULSA, OK
TULSA, OK
TULSA, OK
TULSA, OK
TULSA, OK
SARASOTA, FL
PISMO BEACH, CA
317A528FT01-001
317A527FT01-002
317A527FT01-004
317A527FT02-001
317A527FT02-002
317A527FT03-001
317D2290001-001
317B5138520-001
NON-STANDARDIZED PROFIT SHARING/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
NON-STANDARDIZED MONEY PURCHASE
NON-STANDARDIZED PROFIT SHARING
NON-STANDARDIZED MONEY PURCHASE
NON-STANDARDIZED PROFIT
SHARING/CODA/ESOP
STANDARDIZED PROFIT SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
Q703983-06/30/2020
Q704329-11/30/2020
Q704174-06/30/2020
Q704173-06/30/2020
Q704172-06/30/2020
Q704160-06/30/2020
Q702325-06/30/2020
Q703795-06/30/2020
BENEFIT ASSOCIATES INC
BENEFIT ASSOCIATES INC
HUNTINGTON BEACH, CA 317D161BH01-001
HUNTINGTON BEACH, CA 317D161BH01-005
NON-STANDARDIZED PROFIT SHARING/CODA
NON-STANDARDIZED MONEY PURCHASE
Q703110-06/30/2020
Q703057-06/30/2020
BENEFIT CONSULTANTS GROUP INC
BENEFIT CONSULTANTS GROUP INC
BENEFIT EQUITY INC
BENEFIT EQUITY INC
CHERRY HILL, NJ
CHERRY HILL, NJ
SANTA ANA, CA
SANTA ANA, CA
317B1840701-001
317B1840701-002
317D536BH01-002
317D536BH01-005
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
NON-STANDARDIZED MONEY PURCHASE
Q702868-06/30/2020
Q702738-06/30/2020
Q703374-06/30/2020
Q703033-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 9
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
BENEFIT INVESTMENT GROUP INC
PLANO, TX
317A2770702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704276-11/30/2020
BENEFIT PLAN PROS INC
STUART, FL
317A227BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703229-06/30/2020
BENEFIT PLANS ADMINISTRATIVE SERVICES
UTICA, NY
317D373FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703964-06/30/2020
LLC
BENEFIT PLANS ADMINISTRATIVE SERVICES
UTICA, NY
317D373FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704035-06/30/2020
LLC
BENEFIT PLANS ADMINISTRATIVE SERVICES
UTICA, NY
317D373FT02-001
NON-STANDARDIZED PROFIT SHARING
Q704054-06/30/2020
LLC
BENEFIT PLANS INC
OMAHA, NE
317A6030701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703006-06/30/2020
BENEFIT PLANS SERVICES INC
HUNTINGTON, WV
317A230FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703927-06/30/2020
BENEFIT PROFESSIONALS INC
ALBERTVILLE, AL
317A732FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704114-06/30/2020
BENEFIT PROFESSIONALS INC
ALBERTVILLE, AL
317A732FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704025-06/30/2020
BENEFIT RESOURCES INC
SACRAMENTO, CA
317A5220701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702936-06/30/2020
BENEFIT SOLUTIONS
ABILENE, TX
317B6288520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703754-06/30/2020
BENEFIT SOLUTIONS, ETC. LIMITED
DAYTON, OH
317E053FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703991-06/30/2020
BENEFIT STRATEGIES INC
GRANADA HILLS, CA
317D162FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704104-06/30/2020
BENEFITS 2 ADMINISTRATORS LLC
EAGLE, ID
317B828FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703954-09/13/2023
BENEFITS 2 ADMINISTRATORS LLC
EAGLE, ID
317B828FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704131-06/30/2020
BENEFITS ADMINISTRATORS LLC
LEXINGTON, KY
317A9030701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702937-06/30/2020
BENEFITS ADMINISTRATORS LLC
LEXINGTON, KY
317A9030703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702647-06/30/2020
BENEFITS INTEGRITY LLC
COLORADO SPRINGS,
317D954BH01-001
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
Q703219-06/30/2020
BENEFITS INTEGRITY LLC
CO
COLORADO SPRINGS,
317D954BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703399-06/30/2020
BENEFITS INTEGRITY LLC
CO
COLORADO SPRINGS,
317D954BH04-001
NON-STANDARDIZED PROFIT
Q703501-06/30/2020
BENEFITS MANAGEMENT INC
CO
FAIRPORT, NY
317D950BH01-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703236-06/30/2020
BENETECH INC
IRVINE, CA
317A240BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703234-06/30/2020
BENETECH INC
IRVINE, CA
317A240BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703381-06/30/2020
BENETECH INC
IRVINE, CA
317A240BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703300-06/30/2020
BENETECH INC
IRVINE, CA
317A240BH01-004
STANDARDIZED PROFIT SHARING/CODA
Q703408-06/30/2020
BENETECH INC
IRVINE, CA
317A240BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703047-06/30/2020
BENETECH INC
IRVINE, CA
317A240BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702392-06/30/2020
BENETECH INC
IRVINE, CA
317A240BH04-001
NON-STANDARDIZED PROFIT
Q703493-06/30/2020
BENETECH INC
IRVINE, CA
317A240BH05-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703528-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 10
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
BENETRENDS INC
NORTH WALES, PA
317B690FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704212-11/19/2020
BESSEMER TRUST CO NA
NEW YORK, NY
31708282701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703581-06/30/2020
BESSEMER TRUST CO NA
NEW YORK, NY
31708282701-002
NON-STANDARDIZED MONEY PURCHASE
Q703649-06/30/2020
BESSEN ACTUARIAL SERVICES INC
SCOTTSDALE, AZ
317D830BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703103-06/30/2020
BESSEN ACTUARIAL SERVICES INC
SCOTTSDALE, AZ
317D830BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703061-06/30/2020
BEVER DYE LC
WICHITA, KS
317A6450702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702494-06/30/2020
BFP ASSOCIATES INC
WEST SPRINGFIELD, MA
317D7180701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702821-06/30/2020
BIA CONSULTING LLC DBA ENHANCED
ROCHESTER, NY
317E028FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703913-08/19/2020
RETIREMENT SOLUTIONS
BIDWELL CONSULTING SERVICES INC
CHICO, CA
317D509FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704107-06/30/2020
BIDWELL CONSULTING SERVICES INC
CHICO, CA
317D509FT02-001
NON-STANDARDIZED PROFIT SHARING
Q703959-06/30/2020
BIG SKY RETIREMENT, INC.
HELENA, MT
317B096BE13-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703834-06/30/2020
BIG SKY RETIREMENT, INC.
HELENA, MT
317B096BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703887-06/30/2020
BILLINGS & COMPANY LLC
THE WOODLANDS, TX
317A589BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704287-11/30/2020
BILLINGS AND COMPANY INC
SIOUX CITY, IA
317A589FT02-001
NON-STANDARDIZED PROFIT SHARING
Q704322-11/30/2020
BKR INTERNATIONAL
NEW YORK, NY
31794050701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702822-06/30/2020
BLACK CREEK RETIREMENT PLANS INC
ORANGE PARK, FL
317E118FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703919-06/30/2020
BLAND GARVEY PC
RICHARDSON, TX
317D778FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703965-06/30/2020
BLANK ROME LLP
PHILADELPHIA, PA
317D0500001-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q702482-06/30/2020
BLB&B PLAN SERVICES
MONTGOMERYVILLE, PA
317E135BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703339-06/30/2020
BLB&B PLAN SERVICES
MONTGOMERYVILLE, PA
317E135BH04-001
NON-STANDARDIZED PROFIT
Q704195-06/30/2020
BLOCK CONSULTING ACTUARIES INC
EL SEGUNDO, CA
317D1630701-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704491-05/26/2021
BLUE BENEFITS CONSULTING INC
CARMEL, IN
317B9580701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702869-06/30/2020
BLUE BENEFITS CONSULTING INC
CARMEL, IN
317B9580701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702739-06/30/2020
BLUE SKY 401 (K) SPECIALISTS INC
MATTHEW, NC
317B4690701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702752-06/30/2020
BLUESTAR RETIREMENT SERVICES INC
PONTE VEDRA BEACH,
317D1950701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702939-06/30/2020
BNC NATIONAL BANK
FL
BISMARCK, ND
3176078BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703367-06/30/2020
BNY MELLON SECURITIES CORPORATION
NEW YORK, NY
31717132701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703585-06/30/2020
BNY MELLON SECURITIES CORPORATION
NEW YORK, NY
31717132701-002
NON-STANDARDIZED MONEY PURCHASE
Q703660-06/30/2020
BODMAN PLC
DETROIT, MI
317A6020701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
Q704234-11/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 11
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
BOERTZEL & ASSOCIATES LTD
COLUMBIA, MD
317E1538520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703740-06/30/2020
BOKF NA
TULSA, OK
3170650FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703970-06/30/2020
BOKF NA
TULSA, OK
3170650FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704045-06/30/2020
BOKF NA
TULSA, OK
3170650FT02-001
NON-STANDARDIZED PROFIT SHARING
Q704052-06/30/2020
BOKF NA
TULSA, OK
3170650FT02-002
NON-STANDARDIZED MONEY PURCHASE
Q704065-06/30/2020
BOKF NA
TULSA, OK
3170650FT03-001
NON-STANDARDIZED PROFIT
Q704076-06/30/2020
BOSSE' ROLLMAN PC
TUCSON, AZ
317B4750702-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702485-06/30/2020
BOSTON BENEFITS CONSULTING INC
CONCORD, MA
317A329BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703228-06/30/2020
BOSTON BENEFITS CONSULTING INC
CONCORD, MA
317A329BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703397-06/30/2020
BOULAY DONNELLY & SUPOVITZ CONSULTING
WORCESTER, MA
317U235BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703369-06/30/2020
GROUP
BOYARSKY CONSULTING GROUP INC
BEVERLY HILLS, CA
317E083FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704497-06/02/2021
BOYCE & ASSOCIATES INC
PHOENIX, AZ
317A917BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703170-06/30/2020
BOYCE & ASSOCIATES INC
PHOENIX, AZ
317A917BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703068-06/30/2020
BOYCE SPADY & MOORE PLC
SUFFOLK, VA
317C2220701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702756-06/30/2020
BOYCE SPADY & MOORE PLC
SUFFOLK, VA
317C2220701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702701-06/30/2020
BOYS & GIRLS CLUBS OF AMERICA
ATLANTA, GA
317A2430001-001
STANDARDIZED MONEY PURCHASE
Q702359-06/30/2020
BOYS & GIRLS CLUBS OF AMERICA
ATLANTA, GA
317A2430001-002
STANDARDIZED PROFIT SHARING/CODA
Q702358-06/30/2020
BRADLEY ARANT BOULT CUMMINGS LLP
NASHVILLE, TN
317A9410701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702940-06/30/2020
BRANCH BANKING & TRUST COMPANY
GREENSBORO, NC
31754370702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702495-06/30/2020
BRANCH BANKING & TRUST COMPANY
GREENSBORO, NC
31754370703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702630-06/30/2020
BRANCH BANKING & TRUST COMPANY
GREENSBORO, NC
31754370704-001
SHARING
NON-STANDARDIZED ESOP
Q702659-06/30/2020
BREMER BANK NATIONAL ASSOCIATION
ST. PAUL, MN
31717160702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702596-06/30/2020
BRENNAN MANNA & DIAMOND LLC
AKRON, OH
317B714001-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING
Q702362-06/30/2020
BRENNAN MANNA & DIAMOND LLC
AKRON, OH
317B714001-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q702363-06/30/2020
BRICKHOUSE CONSULTING
FENTON, MI
317E295BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704823-11/09/2022
BRINKLEY MORGAN
FORT LAUDERDALE, FL
317B9650702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702595-06/30/2020
BROAD FINANCIAL LLC
MONTVALE, NJ
317D716BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704576-07/13/2021
BRODEK & GILLARD SC
RACINE, WI
317D0380001-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702344-06/30/2020
BROOKS PIERCE MCLENDON ET AL
GREENSBORO, NC
317A2860702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
Q702594-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 12
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
BROOKS PIERCE MCLENDON ET AL
GREENSBORO, NC
317A2860704-001
NON-STANDARDIZED ESOP
Q702660-06/30/2020
BROWN EDWARDS & COMPANY LLP
BLACKSBURG, VA
317A6380701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702757-06/30/2020
BROWN EDWARDS & COMPANY LLP
BLACKSBURG, VA
317A6380701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702702-06/30/2020
BROWN EDWARDS & COMPANY LLP
BLACKSBURG, VA
317A6380704-001
NON-STANDARDIZED ESOP
Q702664-06/30/2020
BRYAN CAVE LEIGHTON PAISNER LLP
ST LOUIS, MO
317A4510001-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702324-06/30/2020
BSG BENEFITS INC
LAYTON, UT
317E163BE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703847-06/30/2020
BSG BENEFITS INC
LAYTON, UT
317E163BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703870-06/30/2020
BST & CO., CPAS, LLP
ALBANY, NY
317D3530701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702942-06/30/2020
BUELOW VETER BUIKEMA OLSON & VILET LLC
WAUKESHA, WI
317D758FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703978-06/30/2020
BUELOW VETER BUIKEMA OLSON & VILET LLC
WAUKESHA, WI
317D758FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704022-06/30/2020
BUFFINGTON & AARON ALC
SAN FRANCISCO, CA
317D0210001-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q702343-06/30/2020
BURLEIGH CONSULTING GROUP
MEMPHIS, TN
317A6360701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702758-06/30/2020
BURLEIGH CONSULTING GROUP
MEMPHIS, TN
317A6360701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702703-06/30/2020
BURLEIGH CONSULTING GROUP
MEMPHIS, TN
317A6360701-003
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704255-11/30/2020
BUTLER SNOW LLP
RIDGELAND, MS
317A6350702-001
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702496-06/30/2020
BUTTERFIELD SCHECHTER LLP
SAN DIEGO, CA
317D0130001-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/ESOP
Q702379-06/30/2020
BUTTERFIELD SCHECHTER LLP
SAN DIEGO, CA
317D0130001-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q702382-06/30/2020
C & M ADMINISTRATORS INC
SAN ANTONIO, TX
317A5970701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702943-06/30/2020
C-BEN GROUP LLC
BELMONT, CA
317E230BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704213-11/23/2020
C-BEN GROUP LLC
BELMONT, CA
317E230BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704214-11/23/2020
C-BEN GROUP LLC
BELMONT, CA
317E230BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704215-11/23/2020
C-BEN GROUP LLC
BELMONT, CA
317E230BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q704216-11/23/2020
CAC PENSION
SAN RAMON, CA
317D816BE14-000
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704470-05/03/2021
CADES SCHUTTE A LLLP LLP
HONOLULU, HI
317D426FT03-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT
Q704085-06/30/2020
CADES SCHUTTE A LLLP LLP
HONOLULU, HI
317D426FT04-000
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q704015-06/30/2020
CALIFORNIA BENEFIT PLANNERS
PASADENA, CA
317C0038520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703796-06/30/2020
CALIFORNIA DENTISTS' GUILD
SACRAMENTO, CA
317E089BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703168-06/30/2020
CALIFORNIA PENSION ADMINISTRATORS &
CONSULTANTS INC
CALIFORNIA PENSION ADMINISTRATORS &
AGOURA HILLS, CA
AGOURA HILLS, CA
317D206BE13-001
317D206BE14-000
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703835-06/30/2020
Q703888-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 13
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
CONSULTANTS INC
PURCHASE/CODA
CALIFORNIA RETIREMENT PLANS INC
WALNUT CREEK, CA
317D759FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703973-06/30/2020
CAMA SELFDIRECTED IRA LLC
AMBLER, PA
317D641AQ01-001
STANDARDIZED PROFIT SHARING/MONEY
Q704408-01/08/2021
CAMPBELL PENSION SERVICES INC
WOODLAND HILLS, CA
317D7008520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703797-06/30/2020
CANNON FINANCIAL STRATEGISTS INC
ATHENS, GA
317E206BH03-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703421-06/30/2020
CANTERBURY BENEFIT SOLUTIONS INC
INDIANAPOLIS, IN
317E0220701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702944-06/30/2020
CAPE ANN SAVINGS BANK
GLOUCESTER, MA
31789072701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703582-06/30/2020
CAPITAL BANK & TRUST COMPANY
IRVINE, CA
317E1900702-001
NON-STANDARDIZED PROFIT SHARING
Q704182-10/22/2020
CAPITAL BANK & TRUST COMPANY
IRVINE, CA
317E1900702-002
NON-STANDARDIZED MONEY PURCHASE
Q704180-10/22/2020
CAPITAL GROUP RETIREMENT PLAN
SERVICES
CAPITAL GROWTH MANAGEMENT
LOS ANGELES, CA
BOSTON, MA
317E1600702-001
31795842701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702508-06/30/2020
ABANDONED
CAPITAL GROWTH MANAGEMENT
BOSTON, MA
31795842701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
CAPITAL ONE INVESTING
MCLEAN, VA
31733282701-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
CAPITAL ONE INVESTING
MCLEAN, VA
31733282701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
CAPITAL PENSION SERVICES INC
SACRAMENTO, CA
317B4630702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702497-06/30/2020
CAPITAL RETIREMENT PLAN SERVICES INC
CANONSBURG, PA
317B3020701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702759-06/30/2020
CAPITAL RETIREMENT PLAN SERVICES INC
CANONSBURG, PA
317B3020701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702704-06/30/2020
CAPSTONE RETIREMENT SERVICES LLC
EDMOND, OK
317A9228520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704684-12/17/2021
CARLSMITH BALL LLP
HONOLULU, HI
317D0580001-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702447-06/30/2020
CARLTON FIELDS PA
TAMPA, FL
317E087BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704556-07/08/2021
CARLTON FIELDS PA
TAMPA, FL
317E087BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703429-06/30/2020
CARLTON FIELDS PA
TAMPA, FL
317E087BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703464-06/30/2020
CARLTON FIELDS PA
TAMPA, FL
317E087BH04-001
NON-STANDARDIZED PROFIT
Q704196-06/30/2020
CARNAHAN EVANS CANTWELL & BROWN PC
SPRINGFIELD, MO
317A6520702-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702498-06/30/2020
CARNAHAN EVANS CANTWELL & BROWN PC
SPRINGFIELD, MO
317A6520704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702680-06/30/2020
CARNOW & ASSOCIATES LTD
NORTHFIELD, IL
317E0448520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703750-06/30/2020
CARRUTHERS & ROTH PA
GREENSBORO, NC
317A6510702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702593-06/30/2020
CASE LOMBARDI & PETTIT
HONOLULU, HI
317A5960702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702499-06/30/2020
CATANZARITE LAW CORPORATION
ANAHEIM, CA
317D208BE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703836-06/30/2020
PURCHASE/CODA
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 14
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
CAUTHEN & FELDMAN PA
TAVARES, FL
317A650BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703395-06/30/2020
CBIZ BENEFITS & INSURANCE SERVICES
CLEVELAND, OH
317B3010701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702823-06/30/2020
CBIZ MHM LLC
KANSAS CITY, MO
317B2610701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702945-06/30/2020
CBIZ RETIREMENT PLAN SERVICES
PLEASANT HILL, CA
317D228FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703967-06/30/2020
CBIZ RETIREMENT PLAN SERVICES
TORRANCE, CA
317E069BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703167-06/30/2020
CBIZ RETIREMENT PLAN SERVICES
TORRANCE, CA
317E069BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703325-06/30/2020
CBIZ RETIREMENT PLAN SERVICES
TORRANCE, CA
317E069BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703072-06/30/2020
CBIZ RETIREMENT PLAN SERVICES
PHILADELPHIA, PA
317E1880701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702917-06/30/2020
CBIZ RETIREMENT PLAN SERVICES
PHILADELPHIA, PA
317E1880705-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703008-06/30/2020
CCH INCORPORATED DBA FTWILLIAM COM
MADISON, WI
317C083FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703912-06/30/2020
CCH INCORPORATED DBA FTWILLIAM COM
MADISON, WI
317C083FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704091-06/30/2020
CCH INCORPORATED DBA FTWILLIAM COM
MADISON, WI
317C083FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704115-06/30/2020
CCH INCORPORATED DBA FTWILLIAM COM
MADISON, WI
317C083FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704029-06/30/2020
CCH INCORPORATED DBA FTWILLIAM COM
MADISON, WI
317C083FT01-005
NON-STANDARDIZED TARGET BENEFIT
Q704046-06/30/2020
CCH INCORPORATED DBA FTWILLIAM COM
MADISON, WI
317C083FT02-001
NON-STANDARDIZED PROFIT SHARING
Q704048-06/30/2020
CCH INCORPORATED DBA FTWILLIAM COM
MADISON, WI
317C083FT02-002
NON-STANDARDIZED MONEY PURCHASE
Q704060-06/30/2020
CCH INCORPORATED DBA FTWILLIAM COM
MADISON, WI
317C083FT03-001
NON-STANDARDIZED PROFIT
Q704072-06/30/2020
CCH INCORPORATED DBA FTWILLIAM COM
MADISON, WI
317C083FT04-000
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703995-06/30/2020
CDA BENEFIT CONSULANTS INC
SAN JOSE, CA
317D753BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703123-06/30/2020
CDA BENEFIT CONSULANTS INC
SAN JOSE, CA
317D753BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703062-06/30/2020
CDA BENEFIT CONSULANTS INC
SAN JOSE, CA
317D753BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703434-06/30/2020
CENTRAL ADMINSTRATIVE SERVICES INC DBA
HICKS PENSION SERVICES
CENTRAL BANK & TRUST CO
FRESNO, CA
LEXINGTON, KY
317D9208520-001
31710530702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703806-06/30/2020
Q702500-06/30/2020
CENTURY PENSION CORPORATION
LOS ANGELES, CA
317E133BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703333-06/30/2020
CENTURY PENSION CORPORATION
LOS ANGELES, CA
317E133BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703088-06/30/2020
CERBERUS RETIREMENT INC
PHOENIX, AZ
317E082BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703153-06/30/2020
CERTIFIED PENSION SERVICES INC
TWINSBURG, OH
317A6480701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702946-06/30/2020
CETERA RETIREMENT PLAN SPECIALISTS
SAN DIEGO, CA
317D865BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703137-06/30/2020
CETERA RETIREMENT PLAN SPECIALISTS
ST. CLOUD, MN
317D865BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704676-12/06/2021
CH PENSION SERVICE
SAN JOSE, CA
317B0160702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702501-06/30/2020
CHANDLER & ASSOCIATES PC
WILLIAMSON, GA
317B7288520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703745-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 15
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PURCHASE/CODA
CHARLES SCHWAB & CO. INC.
SAN FRANCISCO, CA
31762472701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704153-09/14/2020
CHARLES SCHWAB & CO. INC.
SAN FRANCISCO, CA
31762472701-002
NON-STANDARDIZED MONEY PURCHASE
Q704154-09/14/2020
CHARLES SCHWAB & CO. INC.
SAN FRANCISCO, CA
31762472702-001
STANDARDIZED PROFIT SHARING/CODA
Q704149-08/31/2020
CHASE BENEFIT ADVISORS
GLEN ALLEN, VA
317E1528520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
Q703739-06/30/2020
CHEMICAL BANK WEALTH MANAGEMENT A DIVMIDLAND, MI
OF TCF NATIONAL BANK
CHEMICAL BANK WEALTH MANAGEMENT A DIVMIDLAND, MI
OF TCF NATIONAL BANK
CHEMICAL BANK WEALTH MANAGEMENT A DIVMIDLAND, MI
OF TCF NATIONAL BANK
CHEMICAL BANK WEALTH MANAGEMENT A DIVMIDLAND, MI
OF TCF NATIONAL BANK
CHEMICAL BANK WEALTH MANAGEMENT A DIVMIDLAND, MI
OF TCF NATIONAL BANK
CHEMICAL BANK WEALTH MANAGEMENT A DIVMIDLAND, MI
OF TCF NATIONAL BANK
317D604BH01-001
317D604BH01-002
317D604BH01-003
317D604BH02-001
317D604BH03-001
317D604BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
STANDARDIZED PROFIT SHARING/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703098-06/30/2020
Q703358-06/30/2020
Q703292-06/30/2020
Q702386-06/30/2020
Q703427-06/30/2020
Q703550-06/30/2020
CHEMUNG CANAL TRUST COMPANY
ELMIRA, NY
31711510701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702760-06/30/2020
CHEMUNG CANAL TRUST COMPANY
ELMIRA, NY
31711510701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702705-06/30/2020
CHEROKEE BENEFITS GROUP INC
WOODSTOCK, GA
317B605BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703327-06/30/2020
CHEROKEE BENEFITS GROUP INC
WOODSTOCK, GA
317B605BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703458-06/30/2020
CHEROKEE BENEFITS GROUP INC
WOODSTOCK, GA
317B605BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703533-06/30/2020
CHERRY BEKAERT LLP
VIRGINIA BEACH, VA
317D3120701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702947-06/30/2020
CHEVY CHASE TRUST COMPANY
BETHESDA, MD
317B6062701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703584-06/30/2020
CHEVY CHASE TRUST COMPANY
BETHESDA, MD
317B6062701-002
NON-STANDARDIZED MONEY PURCHASE
Q703651-06/30/2020
CHEVY CHASE TRUST COMPANY
BETHESDA, MD
317B6062702-001
STANDARDIZED PROFIT SHARING/CODA
Q703722-06/30/2020
CHIMENTO & WEBB PC
DEDHAM, MA
317E0972701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703604-06/30/2020
CHOICES 401K LLC
WEAVERVILLE, NC
317D6212702-001
STANDARDIZED PROFIT SHARING/CODA
Q703723-06/30/2020
CHUHAK & TECSON PC
CHICAGO, IL
317D402FT03-001
NON-STANDARDIZED PROFIT
Q704090-06/30/2020
CHUHAK & TECSON PC
CHICAGO, IL
317D402FT04-000
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q704004-06/30/2020
CIT BANK NA
PASADENA, CA
317D6232701-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
CIT BANK NA
PASADENA, CA
317D6232701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
CITIBANK NA
LONG ISLAND CITY, NY
3171182AQ01-001
STANDARDIZED PROFIT SHARING/MONEY
Q704409-01/08/2021
CITIBANK NA
LONG ISLAND CITY, NY
3171182AQ01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704431-01/08/2021
CITIZENS & NORTHERN BANK
WELLSBORO, PA
31772810701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702929-06/30/2020
PURCHASE/CODA
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 16
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
CITIZENS BANK & TRUST
MARYVILLE, MO
31712232701-3
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
CITIZENS STATE BANK AT MOHALL
MOHALL, ND
317B9072701-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
CITIZENS STATE BANK OF NEW CASTLE IN
NEW CASTLE, IN
31713412701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703605-06/30/2020
CITIZENS STATE BANK OF NEW CASTLE IN
NEW CASTLE, IN
31713412701-002
NON-STANDARDIZED MONEY PURCHASE
Q703652-06/30/2020
CLARK & CLARK FINANCIAL SOLUTIONS LLC
SOUTH HOLLAND, IL
317E274BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q705492-10/26/2023
CLARK SCHAEFER HACKETT & COMPANY
DAYTON, OH
317A2110702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702592-06/30/2020
CLF RETIREMENT PLANNING LLC
BALTIMORE, MD
317E309BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703101-07/20/2023
CLF RETIREMENT PLANNING LLC
BALTIMORE, MD
317E309BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704713-07/20/2023
CLINTON NATIONAL BANK
CLINTON, IA
31786570701-002
STANDARDIZED PROFIT SHARING/CODA
Q702706-06/30/2020
CLINTON NATIONAL BANK
CLINTON, IA
31786570702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702502-06/30/2020
CMC
GLENDALE, CA
317A715BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703257-06/30/2020
CMC
GLENDALE, CA
317A715BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703010-06/30/2020
CMC
GLENDALE, CA
317A715BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702420-06/30/2020
CMC
GLENDALE, CA
317A715BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703546-06/30/2020
CMFG LIFE INSURANCE COMPANY
MADISON, WI
31716380701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702918-06/30/2020
CMFG LIFE INSURANCE COMPANY
MADISON, WI
31716380703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702648-06/30/2020
CN & COMPANY CPA'S LTD
WESTMONT, IL
317A9330702-001
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702503-06/30/2020
COASTAL PENSION SERVICES INC
COLUMBIA, MD
317A8940701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704244-11/30/2020
COE ADMINISTRATORS LLC
OSHKOSH, WI
317A8440701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702824-06/30/2020
COHNE KINGHORN PC
SALT LAKE CITY, UT
317A6590702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702553-06/30/2020
COLE, EVANS & PETERSON CPA' S
SHREVPORT, LA
317D8940701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702930-06/30/2020
COLEMAN CONSULTING CORPORATION
NEW YORK, NY
317B9750701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704377-11/30/2020
COLEMAN CONSULTING CORPORATION
NEW YORK, NY
317B9750701-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704378-11/30/2020
COLLIER & ASSOCIATES INC
CLEVELAND, OH
317D0610001-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702370-06/30/2020
COLLIN W FRITZ & ASSOCIATES LTD
BRAINERD, MN
31799110001-001
STANDARDIZED PROFIT SHARING/CODA
Q702381-06/30/2020
COLUMBIA BANK
FAIR LAWN, NJ
31714462701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703606-06/30/2020
COLUMBIA BANK
FAIR LAWN, NJ
31714462701-002
NON-STANDARDIZED MONEY PURCHASE
Q703653-06/30/2020
COLUMBIA BANK
FAIR LAWN, NJ
31714462702-001
STANDARDIZED PROFIT SHARING/CODA
Q703724-06/30/2020
COMMUNITY TRUST & INVESTMENT COMPANY
ASHLAND, KY
31739150701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702931-06/30/2020
COMPENSATION BENEFIT PLANNING INC
LEES SUMMIT, MO
317B0840701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702870-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 17
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PURCHASE/CODA
COMPENSATION BENEFIT PLANNING INC
LEES SUMMIT, MO
317B0840701-002
STANDARDIZED PROFIT SHARING/CODA
Q702740-06/30/2020
COMPENSATION PLANNING INC
WARWICK, RI
317D7018520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703798-06/30/2020
COMPENSATION PLANNING INC
WARWICK, RI
317D701BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704624-08/03/2021
COMPENSATION SYSTEMS
GREENSBORO, NC
317E253BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704563-07/13/2021
COMPENSATION SYSTEMS
GREENSBORO, NC
317E253BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q704557-07/13/2021
COMPENSATION SYSTEMS
GREENSBORO, NC
317E253BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704558-07/13/2021
COMPENSATION SYSTEMS INC
INDIANAPOLIS, IN
317B785BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704217-11/23/2020
COMPENSATION SYSTEMS INC
INDIANAPOLIS, IN
317B785BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q705493-10/26/2023
COMPENSATION SYSTEMS INC
INDIANAPOLIS, IN
317B785BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704603-07/30/2021
COMPUTERIZED PENSION ADMINISTRATION
INC
CONCERT RETIREMENT PLAN CONSULTING
BAY SHORE, NY
HOLLY SPRINGS, NC
317D8950701-001
317E131BH01-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702932-06/30/2020
Q703140-06/30/2020
INC
CONCERT RETIREMENT PLAN CONSULTING
HOLLY SPRINGS, NC
317E131BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702412-06/30/2020
INC
CONCORDIA PLAN SERVICES
ST.LOUIS, MO
317E001BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703529-06/30/2020
CONRAD M SIEGEL INC
HARRISBURG, PA
317D0270001-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702345-06/30/2020
CONSTANGY BROOKS SMITH & PROPHETE
ATLANTA, GA
317E205BH03-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703422-06/30/2020
LLP
CONSULTING ACTUARIAL GROUP INC
NORTHFIELD, IL
317A660BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703196-06/30/2020
CONSULTING ACTUARIAL GROUP INC
NORTHFIELD, IL
317A660BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703307-06/30/2020
CONSULTING ACTUARIAL GROUP INC
NORTHFIELD, IL
317A660BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703037-06/30/2020
CONSULTING ACTUARIAL GROUP INC
NORTHFIELD, IL
317A660BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702423-06/30/2020
CONSULTING ACTUARIES INCORPORATED
FAIRFIELD, NJ
317A696FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703955-06/30/2020
CORNERSTONE BANK
YORK, NE
3177644BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703261-06/30/2020
CORNERSTONE BANK
YORK, NE
3177644BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702406-06/30/2020
CORNERSTONE BANK
FARGO, ND
317B9522701-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
CORPORATE BENEFIT ADMINISTRATORS INC
ST.CLOUD, MN
317D7900702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702554-06/30/2020
CORPORATE COMPENSATION ADVISORS LTD
SCOTTSDALE, AZ
317C1578520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703819-06/30/2020
CORPORATE FINANCIAL SERVICES LLC
MONTGOMERY, AL
317D4330701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702933-06/30/2020
CORPORATE RETIREMENT SOLUTIONS LLC
SCHOFIELD, WI
317D955BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703178-06/30/2020
CORRELL CO
HICKORY HILLS, IL
317A4390001-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702342-06/30/2020
COUNTRY CLUB TRUST COMPANY NA
KANSAS CITY, MO
317D7982702-001
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q703710-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 18
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
COUNTRY INVESTORS LIFE
BLOOMINGTON, IL
31740212701-003
NON-STANDARDIZED PROFIT SHARING/CODA
Q703686-06/30/2020
COUNTRY INVESTORS LIFE
BLOOMINGTON, IL
31740212701-004
NON-STANDARDIZED MONEY PURCHASE
Q703693-06/30/2020
COUNTRY TRUST BANK
BLOOMINGTON, IL
31732210702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702555-06/30/2020
CPH PENSION ADMINISTRATORS INC
CHATTANOOGA, TN
317B0110701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702996-06/30/2020
CPS GROUP CPAS PA
LAKELAND, FL
317E2940701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704782-10/11/2022
CPS GROUP CPAS PA
LAKELAND, FL
317E2940701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q704783-10/11/2022
CRAIG F SIMON ATTORNEY AT LAW
HIGHLAND HILLS, NY
317D060BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703349-06/30/2020
CREATIVE BENEFIT STRATEGIES INC
CREATIVE BENEFIT STRATEGIES INC
BROADVIEW HEIGHTS,
OH
BROADVIEW HEIGHTS,
317D2980701-001
317D298BH01-002
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702934-06/30/2020
Q704838-01/20/2023
CREATIVE BENEFIT STRATEGIES INC
OH
BROADVIEW HEIGHTS,
317D298BH01-003
NON-STANDARDIZED PROFIT SHARING/CODA
Q704837-01/20/2023
CREATIVE PENSION CONSULTANTS INC
OH
ALBANY, NY
317B0328520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703799-06/30/2020
CREATIVE PENSION DESIGN INC
WAUCONDA, IL
317D859BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703113-06/30/2020
CREATIVE PENSION DESIGN INC
WAUCONDA, IL
317D859BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702387-06/30/2020
CREST RETIREMENT PLAN ADMINISTRATORS
DUBLIN, OH
317E116FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703917-06/30/2020
CREST RETIREMENT PLAN ADMINISTRATORS
DUBLIN, OH
317E116FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704100-06/30/2020
CROSSPLANS
DANA POINT, CA
317D874BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703267-06/30/2020
CROSSPLANS
DANA POINT, CA
317D874BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703298-06/30/2020
CROSSPLANS
DANA POINT, CA
317D874BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703031-06/30/2020
CROSSPLANS
DANA POINT, CA
317D874BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702404-06/30/2020
CROWE LLP
SOUTH BEND, IN
317A8030701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702919-06/30/2020
CROWE LLP
SOUTH BEND, IN
317A8030703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702649-06/30/2020
CROWN BENEFITS INC
LOS ANGELES, CA
317D860BH01-001
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
Q703271-06/30/2020
CULVER RETIREMENT SERVICES INC
BROOMFIELD, CO
317B4988520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703800-06/30/2020
CURTIN LAW ROBERSON DUNIGAN & SALANS
WASHINGTON, DC
317D3190701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702948-06/30/2020
PC
CUSHING MORRIS ARMBRUSTER &
MONTGOMERY LLP
CWM RETIREMENT PLAN SERVICES
ATLANTA, GA
WORCESTER, MA
317A9270702-001
317E127FT04-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702556-06/30/2020
Q703996-06/30/2020
DA DAVIDSON & COMPANY
GREAT FALLS, MT
31709262701-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
DA DAVIDSON & COMPANY
GREAT FALLS, MT
31709262702-001
STANDARDIZED PROFIT SHARING/CODA
ABANDONED
DACOTAH BANK
ABERDEEN, SD
31720482701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703608-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 19
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
DANIEL R SAUNDERS ASSOCIATES PC
HACKENSACK, NJ
317D5248520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703801-06/30/2020
DANZIGER & MARKHOFF LLP
WHITE PLAINS, NY
317D064BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703188-06/30/2020
DANZIGER & MARKHOFF LLP
WHITE PLAINS, NY
317D064BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704218-11/23/2020
DANZIGER & MARKHOFF LLP
WHITE PLAINS, NY
317D064BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703046-06/30/2020
DANZIGER & MARKHOFF LLP
WHITE PLAINS, NY
317D064BH04-001
NON-STANDARDIZED PROFIT
Q703487-06/30/2020
DARNALL SIKES & FREDERICK
LAFAYETTE, LA
317B1380701-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702761-06/30/2020
DARNALL SIKES & FREDERICK
LAFAYETTE, LA
317B1380701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702707-06/30/2020
DATAIR EMPLOYEE BENEFIT SYSTEMS INC
WESTMONT, IL
31799858520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703729-06/30/2020
DATAPATH INC
LITTLE ROCK, AR
317D802BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703211-06/30/2020
DAVID L GETZ ESQ
NEW YORK, NY
317D211BE13-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703837-06/30/2020
DAVID L GETZ ESQ
NEW YORK, NY
317D211BE14-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703889-06/30/2020
DAVIS BACON PENSION PLANS INC
SNOHOMISH, WA
317D196BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704288-11/30/2020
DAVIS BACON PENSION PLANS INC
SNOHOMISH, WA
317D196BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704289-11/30/2020
DAVIS MOORE & ASSOCIATES INC
BELLEVUE, WA
317B1370702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702591-06/30/2020
DAVIS WRIGHT TREMAINE LLP C/O R.
SEATTLE, WA
317A2050001-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702346-06/30/2020
BIRMINGHAM
DCP RETIREMENT SERVICES LLC
ROCKVILLE, MD
317E178BE14-000
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703872-06/30/2020
DEAN ACTUARIES LLC
DALLAS, TX
317E091BH01-004
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q703407-06/30/2020
DEARBORN FEDERAL SAVINGS BANK
DEARBORN, MI
31789422701-002
NON-STANDARDIZED MONEY PURCHASE
Q703654-06/30/2020
DECIMAL INC DBA UBIQUITY RETIREMENT
SAN FRANCISCO, CA
317A163FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703972-06/30/2020
DECIMAL INC DBA UBIQUITY RETIREMENT
SAN FRANCISCO, CA
317A163FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704099-06/30/2020
DEFINITI LLC
THE WOODLANDS, TX
317E219BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703214-06/30/2020
DEFINITI LLC
THE WOODLANDS, TX
317E219BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703076-06/30/2020
DEFINITI LLC
THE WOODLANDS, TX
317E219BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703461-06/30/2020
DEFINITI LLC
THE WOODLANDS, TX
317E219BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q704610-07/30/2021
DEFINITI LLC
THE WOODLANDS, TX
317E219BH04-001
NON-STANDARDIZED PROFIT
Q704752-06/03/2022
DELAWARE LIFE INSURANCE COMPANY
WALTHAM, MA
31754320701-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702997-06/30/2020
DELAWARE VALLEY RETIREMENT INC
RIDLEY PARK, PA
317C2110701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702920-06/30/2020
DEMARS PENSION CONSULTING SERVICES
OVERLAND PARK, KS
317B0080701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702921-06/30/2020
INC
DEMARS PENSION CONSULTING SERVICES
OVERLAND PARK, KS
317B008BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704456-03/22/2021
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 20
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
INC
DEMARS PENSION CONSULTING SERVICES
OVERLAND PARK, KS
317B008BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704457-03/22/2021
INC
DEMARS PENSION CONSULTING SERVICES
OVERLAND PARK, KS
317B008BH01-007
NON-STANDARDIZED PROFIT SHARING/CODA
Q705478-08/09/2023
INC
DEMARS PENSION CONSULTING SERVICES
OVERLAND PARK, KS
317B008BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704677-12/06/2021
INC
DEMPSEY LORD SMITH LLC
ROME, GA
317E137BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703308-06/30/2020
DENMAN CONSULTANTS INC
SOUTHHAMPTON, NY
317A898FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704301-11/30/2020
DENMAN CONSULTANTS INC
SOUTHHAMPTON, NY
317A898FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704320-11/30/2020
DENMAN CONSULTANTS INC
SOUTHHAMPTON, NY
317A898FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704331-11/30/2020
DENTAL RETIREMENT STRATEGIES INC
HIGHLANDS, NC
317B0860702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704733-04/29/2022
DENTONS BINGHAM GREENEBAUM LLP
LOUISVILLE, KY
31799AS0001-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702340-06/30/2020
DENTONS BINGHAM GREENEBAUM LLP
LOUISVILLE, KY
31799AS0701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702938-06/30/2020
DENTONS BINGHAM GREENEBAUM LLP
LOUISVILLE, KY
31799AS0704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702663-06/30/2020
DERMODY BURKE & BROWN CPAS LLC
SYRACUSE, NY
317C1550701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702922-06/30/2020
DEVINE MILLIMET & BRANCH PA
MANCHESTER, NH
317B1330701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702923-06/30/2020
DF PENSIONS INC
JACKSONVILLE BEACH,
317D928BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703201-06/30/2020
DICKINSON WRIGHT PLLC
FL
TROY, MI
317D066FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704005-06/30/2020
DIGITAL RETIREMENT SOLUTIONS INC
LONGMONT, CO
317A5470701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702924-06/30/2020
DIGNAN GROUP INC
OAK LAWN, IL
317D648BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703250-06/30/2020
DIGNAN GROUP INC
OAK LAWN, IL
317D648BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703355-06/30/2020
DIME COMMUNITY BANK
BROOKLYN, NY
31781402701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703609-06/30/2020
DIME COMMUNITY BANK
BROOKLYN, NY
31781402701-002
NON-STANDARDIZED MONEY PURCHASE
Q703655-06/30/2020
DINSMORE & SHOHL LLP
CINCINNATI, OH
317E1610702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702509-06/30/2020
DIXON HUGHES GOODMAN LLP
NORFOLK, VA
317C1620701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702925-06/30/2020
DOCUMENT AGILITY INC
LAKE MARY, FL
31799BEBE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703820-06/30/2020
DOCUMENT AGILITY INC
LAKE MARY, FL
31799BEBE13-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/ESOP
Q703853-06/30/2020
DOCUMENT AGILITY INC
LAKE MARY, FL
31799BEBE14-000
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703858-06/30/2020
DOCUMENT AGILITY INC
LAKE MARY, FL
31799BEBE15-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703901-06/30/2020
DOCUMENT AGILITY INC
LAKE MARY, FL
31799BEBE15-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703904-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 21
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PURCHASE/CODA
DOCUMENT AGILITY INC
LAKE MARY, FL
31799BEBE16-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q703905-06/30/2020
DOCUMENT AGILITY INC
LAKE MARY, FL
31799BEBE17-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703908-06/30/2020
DOEREN MAYHEW GRAND RAPIDS PLLC, DBA
BEENE GARTER A DOEREN MAYHEW FIRM
DOLLAR BANK FSB
GRAND RAPIDS, MI
PITTSBURGH, PA
317A5260701-001
3171696AQ01-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/MONEY
Q703005-04/29/2022
Q704410-01/08/2021
DONALD C WHITMIRE
ORLANDO, FL
317D212BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704192-11/02/2020
DONOHUE FEIMAN RETIREMENT PLAN
DENVER, CO
317B007FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703969-06/30/2020
SERVICES INC
DOUGLAS M FARR & COMPANY INC
LA CRESCENTA, CA
317B5178520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703802-06/30/2020
DOUGLAS M FARR & COMPANY INC
LA CRESCENTA, CA
317B517BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704625-08/03/2021
DOWELL GROUP LLP
PALATINE, IL
317D2910701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704230-06/07/2021
DOWNEAST PENSION SERVICES INC
NEW GLOUCESTER, ME
317A8930701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702762-06/30/2020
DOWNEAST PENSION SERVICES INC
NEW GLOUCESTER, ME
317A8930701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702708-06/30/2020
DR HUBE LLC
ELLIJAY, GA
317E1920701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702998-06/30/2020
DRAPER & MCGINLEY PA
FREDERICK, MD
317E166BE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703822-06/30/2020
DRAPER & MCGINLEY PA
FREDERICK, MD
317E166BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703866-06/30/2020
DRDA PLLC
HOUSTON, TX
317D1970701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702926-06/30/2020
DUBUQUE BANK AND TRUST CO
DUBUQUE, IA
31717190702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702590-06/30/2020
DUNBAR BENDER & ZAPF INC
PITTSBURGH, PA
317B1550701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702928-06/30/2020
DUNBAR BENDER & ZAPF INC
PITTSBURGH, PA
317B1550704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702665-06/30/2020
DUNBAR BENDER & ZAPF INC
PITTSBURGH, PA
317B155FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q705502-12/05/2023
DUNBAR BENDER & ZAPF INC
PITTSBURGH, PA
317B155FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q705503-12/05/2023
DUNBAR PATTERSON FUND LLC
TROY, OH
317E284BH04-001
NON-STANDARDIZED PROFIT
Q704743-05/18/2022
DUNCAN FINANCIAL GROUP LLC
IRWIN, PA
317D7080701-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702927-05/27/2021
DWC ERISA CONSULTANTS LLC
APPLE VALLEY, MN
317B784FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q705481-09/06/2023
DWC ERISA CONSULTANTS LLC
APPLE VALLEY, MN
317B784FT03-001
NON-STANDARDIZED PROFIT SHARING
Q705482-09/06/2023
DWC THE 401(K) EXPERTS
ROSEMOUNT, MN
317B7840702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702589-06/30/2020
DYATECH LLC
RIDGELAND, MS
317B587FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703951-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 22
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
DYATECH LLC
RIDGELAND, MS
317B587FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704128-06/30/2020
DYLAN C TAI CONSULTING ACTUARY
MISSION VIEJO, CA
317B5028520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703818-06/30/2020
E H THOMSON & CO INC
SEA GIRT, NJ
317B5378520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703803-06/30/2020
EAST WEST BANK
PASADENA, CA
317B955BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703210-06/30/2020
EAST WEST BANK
PASADENA, CA
317B955BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703085-06/30/2020
ECP DESIGN & SERVICE GROUP LTD
BOHEMIA, NY
317A7960701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702999-06/30/2020
EDBERG PERRY LLC
PHOENIX, AZ
317B006BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703206-06/30/2020
EDBERG PERRY LLC
PHOENIX, AZ
317B006BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704701-01/12/2022
EDBERG PERRY LLC
PHOENIX, AZ
317B006BH04-001
NON-STANDARDIZED PROFIT
Q703507-06/30/2020
EDBERG PERRY LLC
PHOENIX, AZ
317B006BH05-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q704702-01/12/2022
EDWARD D JONES & COMPANY LP
ST. LOUIS, MO
317A3950702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702557-06/30/2020
EIP CORP
OVERLAND PARK, KS
317A7970702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704279-11/30/2020
EISENHOWER CARLSON PLLC
TACOMA, WA
317E2090702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702611-06/30/2020
EISNER ADVISORY GROUP LLC
NEW YORK, NY
317C029FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703948-06/20/2022
EISNER ADVISORY GROUP LLC
NEW YORK, NY
317C029FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704106-06/20/2022
EISNER ADVISORY GROUP LLC
NEW YORK, NY
317C029FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704127-06/20/2022
EISNER ADVISORY GROUP LLC
NEW YORK, NY
317C029FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704011-06/20/2022
EJREYNOLDS INC
PEMBROKE PINES, FL
317B005BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703266-06/30/2020
EJREYNOLDS INC
PEMBROKE PINES, FL
317B005BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704645-09/22/2021
EJREYNOLDS INC
PEMBROKE PINES, FL
317B005BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702403-06/30/2020
EJREYNOLDS INC
PEMBROKE PINES, FL
317B005BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q704646-09/22/2021
ELLIS & WARD CONSULTING GROUP
CORDOVA, TN
317B5548520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703804-06/30/2020
EMBEDDED CAPITAL ADVISORS LLC
AUSTIN, TX
317E304BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q705494-10/26/2023
EMIGRANT BANK
NEW YORK, NY
31718822701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703610-06/30/2020
EMIGRANT BANK
NEW YORK, NY
31718822701-002
NON-STANDARDIZED MONEY PURCHASE
Q703656-06/30/2020
EMPLOYEE BENEFIT COMPLIANCE SERVICES
INC
EMPLOYEE BENEFIT SERVICES INC
ROCKY HILL, CT
BRENTWOOD, TN
317B0040701-001
317B5018520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702949-06/30/2020
Q703805-06/30/2020
EMPLOYEE BENEFITS GROUP LLC
TULSA, OK
317E0190701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702901-06/30/2020
EMPLOYEE BENEFITS LAW GROUP PC
FOLSOM, CA
317E0960001-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT
Q702317-06/30/2020
SHARING/CODA/ESOP
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 23
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
EMPLOYEE FIDUCIARY LLC
MOBILE, AL
317D933FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703936-06/30/2020
EMPLOYEE FIDUCIARY LLC
MOBILE, AL
317D933FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704116-06/30/2020
EMPLOYEE INCENTIVE PLANS INC
AUSTIN, TX
317B2760701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702950-06/30/2020
EMPOWER RETIREMENT LLC
GREENWOOD VILLAGE,
317B5950702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702518-11/14/2022
EMPOWER RETIREMENT LLC
EMPOWER RETIREMENT LLC
CO
GREENWOOD VILLAGE,
CO
GREENWOOD VILLAGE,
317B5950703-002
317B5950704-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
SHARING
NON-STANDARDIZED ESOP
Q702631-11/14/2022
Q702669-11/14/2022
EMPOWER RETIREMENT LLC
CO
GREENWOOD VILLAGE,
317B595BE15-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703902-09/22/2022
EMPOWER RETIREMENT LLC
CO
GREENWOOD VILLAGE,
317B595BE16-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703907-09/22/2022
EMPOWER RETIREMENT LLC
CO
GREENWOOD VILLAGE,
317B595BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703120-04/07/2021
EMPOWER RETIREMENT LLC
CO
GREENWOOD VILLAGE,
317B595BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703448-11/09/2022
EMPOWER RETIREMENT LLC
CO
GREENWOOD VILLAGE,
317B595BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703541-04/07/2021
EMPOWER RETIREMENT LLC
CO
GREENWOOD VILLAGE,
317B595BH05-002
NON-STANDARDIZED MONEY PURCHASE
Q703512-04/07/2021
EMPOWER RETIREMENT LLC
CO
GREENWOOD VILLAGE,
317B595FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704336-09/16/2022
ENTERPRISE PENSIONS INC
CO
PHOENIX, AZ
317D863BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703183-06/30/2020
ENTERPRISE PENSIONS INC
PHOENIX, AZ
317D863BH04-001
NON-STANDARDIZED PROFIT
Q704197-06/30/2020
ENTREPRENEUR RETIREMENT BENEFITS LLC
WICHITA FALLS, TX
317E223FT01-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q704144-08/19/2020
ENTREPRENEUR RETIREMENT BENEFITS LLC
WICHITA FALLS, TX
317E223FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704145-08/19/2020
ENVOY FINANCIAL
COLORADO SPRINGS,
317E330BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q705528-05/03/2024
ENVOY FINANCIAL
CO
COLORADO SPRINGS,
317E330BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q705529-05/03/2024
EPIC RETIREMENT PLAN SERVICES
CO
ROCHESTER, NY
317A355BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703383-06/30/2020
EPIC RETIREMENT PLAN SERVICES
ROCHESTER, NY
317A355BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703044-06/30/2020
EPIC RETIREMENT PLAN SERVICES
ROCHESTER, NY
317A355BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703436-06/30/2020
EPIC RETIREMENT PLAN SERVICES
ROCHESTER, NY
317A355BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q704753-06/03/2022
EPIC RETIREMENT PLAN SERVICES
ROCHESTER, NY
317A355BH04-001
NON-STANDARDIZED PROFIT
Q703494-06/30/2020
EPIC RETIREMENT PLAN SERVICES
ROCHESTER, NY
317A355BH05-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703527-06/30/2020
EPLANEDGE
SANTA BARBARA, CA
317E106BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703231-06/30/2020
EPlan Services Inc
DENVER, CO
317A2290701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
Q702902-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 24
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
EQRP LLC
BIRMINGHAM, AL
317E321FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704125-06/07/2023
EQUITABLE FINANCIAL LIFE INSURANCE
NEW YORK, NY
3171787BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703244-06/30/2020
COMPANY
EQUITABLE FINANCIAL LIFE INSURANCE
NEW YORK, NY
3171787BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703303-06/30/2020
COMPANY
EQUITABLE FINANCIAL LIFE INSURANCE
NEW YORK, NY
3171787BH01-004
STANDARDIZED PROFIT SHARING/CODA
Q703409-06/30/2020
COMPANY
EQUITABLE FINANCIAL LIFE INSURANCE
NEW YORK, NY
3171787BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703093-06/30/2020
COMPANY
EQUITABLE FINANCIAL LIFE INSURANCE
NEW YORK, NY
3171787BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702396-06/30/2020
COMPANY
EQUITABLE FINANCIAL LIFE INSURANCE
NEW YORK, NY
3171787BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703438-06/30/2020
COMPANY
EQUITABLE FINANCIAL LIFE INSURANCE
NEW YORK, NY
3171787BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703471-06/30/2020
COMPANY
EQUITABLE FINANCIAL LIFE INSURANCE
NEW YORK, NY
3171787BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703523-06/30/2020
COMPANY
EQUITABLE FINANCIAL LIFE INSURANCE
NEW YORK, NY
3171787BH05-002
NON-STANDARDIZED MONEY PURCHASE
Q703513-06/30/2020
COMPANY
EQUITRUST LIFE INSURANCE COMPANY
WEST DES MOINES, IA
317E1982701-001
NON-STANDARDIZED PROFIT SHARING/CODA
WITHDRAWN
EQUITRUST LIFE INSURANCE COMPANY
WEST DES MOINES, IA
317E1982701-002
NON-STANDARDIZED MONEY PURCHASE
WITHDRAWN
ERISA INC
BROOKLYN PARK, MN
317B540BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703353-06/30/2020
ERISA LAW GROUP LLC
LENEXA, KS
317E2110702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702551-06/30/2020
ERISA PARTNERS INC
NASHVILLE, TN
317D550BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703276-06/30/2020
ERISA SERVICES INC
KNOXVILLE, TN
317B2750701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702951-06/30/2020
ERISA SERVICES INC
KNOXVILLE, TN
317B275FT01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704504-06/01/2021
ERISA SERVICES INC
KNOXVILLE, TN
317B275FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704505-06/01/2021
ERNEST S RYDER & ASSOCIATES INC
SAN DIEGO, CA
317D0680001-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q702444-06/30/2020
ERP NATIONAL LLC DBA ERP RETIREMENT
MELVILLE, NY
317D652BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703106-06/30/2020
SERVICES
ERP NATIONAL LLC DBA ERP RETIREMENT
MELVILLE, NY
317D652BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703059-06/30/2020
SERVICES
ESLER & VANDERSCHAAFF CO LPA
DAYTON, OH
317D525FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703960-06/30/2020
ESLER & VANDERSCHAAFF CO LPA
DAYTON, OH
317D525FT03-001
NON-STANDARDIZED PROFIT
Q704080-06/30/2020
ESLER & VANDERSCHAAFF CO LPA
DAYTON, OH
317D525FT04-000
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q704007-06/30/2020
ESTATE & PENSION ADVISORY BOARD
CHERRY HILL, NJ
317D864BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703277-06/30/2020
ESTATE & PENSION ADVISORY BOARD
CHERRY HILL, NJ
317D864BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703055-06/30/2020
ETA CONSULTING LLC
MARION, SC
317D926BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703104-06/30/2020
ETA CONSULTING LLC
MARION, SC
317D926BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703060-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 25
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
ETA CONSULTING LLC
MARION, SC
317D926BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702401-06/30/2020
EVERINGTON CONSULTING INC
CHANTILLY, VA
317E280BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704703-01/12/2022
EVOLVE RETIREMENT PLAN SOLUTIONS LLC
TEMPLETON, CA
317E299BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704844-01/25/2023
EXECUTIVE BENEFITS DESIGN
HOUSTON, TX
317E012BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704383-12/29/2020
EXECUTIVE BENEFITS DESIGN
HOUSTON, TX
317E012BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704384-12/29/2020
EXECUTIVE BENEFITS DESIGN
HOUSTON, TX
317E012BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703285-06/30/2020
EXECUTIVE BENEFITS DESIGN
HOUSTON, TX
317E012BH01-004
STANDARDIZED PROFIT SHARING/CODA
Q703416-06/30/2020
EXECUTIVE BENEFITS INC
YORBA LINDA, CA
317B5438520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704685-12/17/2021
EXPERT 412(I) INC
ORANGE, CA
317D462FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703937-06/30/2020
FACTS INC
CRAWFORDSVILLE, IN
317A904BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703191-06/30/2020
FACTS INC
CRAWFORDSVILLE, IN
317A904BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703540-06/30/2020
FAIR FITZGERALD & HERSHAFT PC
WHITE PLAINS, NY
31799AB0701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702952-06/30/2020
FAM FUNDS
COBLESKILL, NY
317A0032702-001
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
ABANDONED
FARLEIGH WADA WITT
PORTLAND, OR
317E291BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704770-09/23/2022
FARLEIGH WADA WITT
PORTLAND, OR
317E291BH04-001
NON-STANDARDIZED PROFIT
Q704771-09/23/2022
FARM BUREAU LIFE INSURANCE
LANSING, MI
31718372701-002
SHARING/CODA/ESOP
NON-STANDARDIZED MONEY PURCHASE
Q703634-06/30/2020
FARM BUREAU LIFE INSURANCE CO
WEST DES MOINES, IA
31718352701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703611-06/30/2020
FARM BUREAU LIFE INSURANCE CO
WEST DES MOINES, IA
31718352701-002
NON-STANDARDIZED MONEY PURCHASE
Q703657-06/30/2020
FARMER & BETTS INC
TACOMA, WA
317D596BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703181-06/30/2020
FARMER & BETTS INC
TACOMA, WA
317D596BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703030-06/30/2020
FARMER & BETTS INC
TACOMA, WA
317D596BH04-001
NON-STANDARDIZED PROFIT
Q704385-12/29/2020
FARMER & BETTS INC
TACOMA, WA
317D596BH05-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703530-06/30/2020
FARMERS NEW WORLD LIFE INSURANCE
COMPANY
FECTEAU BENEFITS GROUP INC
BELLEVUE, WA
EAST PROVIDENCE, RI
31719100701-001
317D213BE13-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702903-06/30/2020
Q703838-06/30/2020
FECTEAU BENEFITS GROUP INC
EAST PROVIDENCE, RI
317D213BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703890-06/30/2020
FEDERATED FUNERAL DIRECTORS OF
SPRINGFIELD, IL
317E0848520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703773-06/30/2020
AMERICA
FEINGOLD COMPANIES
WORCESTER, MA
317B6910701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702883-06/30/2020
FERGUSON WIDMAYER PC
ANN ARBOR, MI
317D070FT03-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT
Q704079-06/30/2020
FERGUSON WIDMAYER PC
ANN ARBOR, MI
317D070FT04-000
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q704008-06/30/2020
FIDUCIARY OUTSOURCING LLC DBA PERRY
MOLZAHN & ASSOCIATES
PHOENIX, AZ
317E265BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704647-09/22/2021
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 26
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
FIELD & MAIN BANK
HENDERSON, KY
31744770701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702953-06/30/2020
FIFTH THIRD BANK
CINCINNATI, OH
31740050702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702588-06/30/2020
FINANCIAL CONSULTING GROUP
GERMANTOWN, TN
317D991FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704472-05/11/2021
FINANCIAL CONSULTING GROUP
GERMANTOWN, TN
317D991FT03-001
NON-STANDARDIZED PROFIT
Q704471-05/11/2021
FINANCIAL FOCUS RETIREMENT PLAN
CHANDLER, AZ
317E125FT01-003
SHARING/CODA/ESOP
STANDARDIZED PROFIT SHARING/CODA
Q704118-06/30/2020
SERVICES
FINANCIAL MANAGEMENT INC
LITTLE ROCK, AR
317D6000001-001
STANDARDIZED PROFIT SHARING/CODA
Q702318-03/15/2023
FINANCIAL TECHNOLOGY INC
EAST LANSING, MI
317D6240701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702904-06/30/2020
FINDEC BENEFIT SERVICES INC
STOCKTON, CA
317D654BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703127-07/13/2021
FINDEC BENEFIT SERVICES INC
STOCKTON, CA
317D654BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703034-07/13/2021
FINDEC BENEFIT SERVICES INC
STOCKTON, CA
317D654BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702426-07/13/2021
FINDEC BENEFIT SERVICES INC
STOCKTON, CA
317D654BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703453-07/13/2021
FINDLEY INC
BRENTWOOD, TN
317A3990702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702587-06/30/2020
FINDLEY INC
BRENTWOOD, TN
317A3990703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702650-06/30/2020
FINDLEY INC
BRENTWOOD, TN
317A3990704-001
SHARING
NON-STANDARDIZED ESOP
Q702666-06/30/2020
FIRST AMERICAN BANK
ELK GROVE VILLAGE, IL
31790960702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702558-06/30/2020
FIRST AMERICAN BANK
ELK GROVE VILLAGE, IL
31790960704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702667-06/30/2020
FIRST BANK & TRUST
BROOKINGS, SD
31723520701-002
STANDARDIZED PROFIT SHARING/CODA
Q702710-06/30/2020
FIRST BANK & TRUST
BROOKINGS, SD
31723520702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702510-06/30/2020
FIRST BUSINESS BANK
MADISON, WI
3173625BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704519-06/07/2021
FIRST BUSINESS BANK
MADISON, WI
3173625BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703304-06/30/2020
FIRST COUNTY BANK
STAMFORD, CT
317ZZKT2701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703613-06/30/2020
FIRST COUNTY BANK
STAMFORD, CT
317ZZKT2701-002
NON-STANDARDIZED MONEY PURCHASE
Q703658-06/30/2020
FIRST FINANCIAL TRUST & ASSET
MANAGEMENT CO NA
FIRST HAWAIIAN BANK
ABILENE, TX
HONOLULU, HI
317C1750702-001
31721882701-003
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702511-06/30/2020
ABANDONED
FIRST HAWAIIAN BANK
HONOLULU, HI
31721882701-004
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
FIRST MIDWEST BANK
JOLIET, IL
31740960702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704579-07/13/2021
FIRST NATIONAL BANK OF HUNTSVILLE
HUNTSVILLE, TX
3177666BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703176-06/30/2020
FIRST PREMIER BANK
SIOUX FALLS, SD
31757360702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702598-06/30/2020
FIRST STATE BANK & TRUST
WILLISTON, ND
31723872701-003
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703680-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 27
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
FIRST STATE BANK & TRUST
WILLISTON, ND
31723872701-004
NON-STANDARDIZED MONEY PURCHASE
Q703689-06/30/2020
FIRST STATE BANK & TRUST
WILLISTON, ND
31723872702-001
STANDARDIZED PROFIT SHARING/CODA
Q703726-06/30/2020
FIRST STATE BANK OF UVALDE
UVALDE, TX
31794642701-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
FIRST STATE BANK OF UVALDE
UVALDE, TX
31794642701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
FIRST WESTERN BANK & TRUST
MINOT, ND
31729292701-003
NON-STANDARDIZED PROFIT SHARING/CODA
Q703681-06/30/2020
FIRST WESTERN BANK & TRUST
MINOT, ND
31729292702-001
STANDARDIZED PROFIT SHARING/CODA
Q703727-06/30/2020
FIS CAPITAL MARKETS US LLC
JACKSONVILLE, FL
31799070701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702751-08/01/2023
FIS CAPITAL MARKETS US LLC
JACKSONVILLE, FL
31799070701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702694-08/01/2023
FIS CAPITAL MARKETS US LLC
JACKSONVILLE, FL
31799070701-003
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702690-08/01/2023
FIS CAPITAL MARKETS US LLC
JACKSONVILLE, FL
31799070702-001
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702483-08/01/2023
FIS CAPITAL MARKETS US LLC
JACKSONVILLE, FL
31799070703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702626-08/01/2023
FIS CAPITAL MARKETS US LLC
JACKSONVILLE, FL
31799070704-001
SHARING
NON-STANDARDIZED ESOP
Q702653-08/01/2023
FIS CAPITAL MARKETS US LLC
JACKSONVILLE, FL
31799070705-000
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703007-08/01/2023
FITZGERALD & CONTA PENSION SERVICES
BLOOMFIELD, NJ
317A841BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704520-06/07/2021
FJC & ASSOCIATES INC
NEWTOWN, CT
317E1518520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703738-06/30/2020
FLASH FINANCIAL LLC
WHEATON, IL
317E315BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q705434-06/02/2023
FLORA PETTIT PC
HARRISONBURG, VA
317C1440701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702905-06/30/2020
FLORA PETTIT PC
HARRISONBURG, VA
317C1440704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702661-06/30/2020
FLORIDA ACTUARIAL CORPORATION
FORT LAUDERDALE, FL
317D7382701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703614-06/30/2020
FLORIDA RETIREMENT CONSULTANTS
LUTZ, FL
317B3880701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702954-06/30/2020
FLOWER & ASSOCIATES INC
LAFAYETTE, LA
317B632BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703121-06/30/2020
FLOWER & ASSOCIATES INC
LAFAYETTE, LA
317B632BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703293-06/30/2020
FMR LLC
BOSTON, MA
317E1080004-001
STANDARDIZED PROFIT SHARING/CODA
Q702435-06/30/2020
FMR LLC
BOSTON, MA
317E1080004-002
STANDARDIZED MONEY PURCHASE
Q702436-06/30/2020
FMR LLC
BOSTON, MA
317E1080016-001
NON-STANDARDIZED MONEY PURCHASE
Q702437-06/30/2020
FMR LLC
BOSTON, MA
317E1080017-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702438-06/30/2020
FMR LLC
BOSTON, MA
317E1080018-001
NON-STANDARDIZED ESOP
Q702442-06/30/2020
FORESTERS FINANCIAL SERVICES INC
NEW YORK, NY
31722022701-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
FORESTERS FINANCIAL SERVICES INC
NEW YORK, NY
31722022701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
FORRESTALL CPAS, LLC
BUFORD, GA
317D956BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704458-03/22/2021
FORRESTALL CPAS, LLC
BUFORD, GA
317D956BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703299-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 28
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
FORTUNE 401K, INC.
ATLANTA, GA
317E248BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704573-07/13/2021
FORTUNE BENEFITS INC
ATLANTA, GA
317D653BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703198-06/30/2020
FORTUNE BENEFITS INC
ATLANTA, GA
317D653BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702385-06/30/2020
FOSTER GARVEY PC
SEATTLE, WA
317E0490702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702512-06/30/2020
FOSTER SWIFT COLLINS & SMITH P C
LANSING, MI
317D0740001-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702356-06/30/2020
FOULSTON SIEFKIN LLP
WICHITA, KS
317A4770001-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q702328-06/30/2020
FOUTS & MORGAN CPA
MEMPHIS, TN
317D216BE13-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703839-06/30/2020
FOX ROTHSCHILD LLP
MINNEAPOLIS, MN
317D0180001-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702334-06/30/2020
FOX ROTHSCHILD LLP
GREENVILLE, SC
317D0180702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702599-06/30/2020
FOX ROTHSCHILD LLP
PITTSBURGH, PA
317D018FT03-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT
Q704088-06/30/2020
FOX ROTHSCHILD LLP
PITTSBURGH, PA
317D018FT04-000
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703997-06/30/2020
FRANCIS P GALLAGHER & ASSOCIATES INC
WESTLAKE, OH
317D0720001-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q702365-06/30/2020
FRANDSEN BANK & TRUST
NEW ULM, MN
31774020702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702513-06/30/2020
FRANFUND INC
FORT WORTH, TX
317D576FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704587-07/23/2021
FRANFUND INC
FORT WORTH, TX
317D576FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704314-11/30/2020
FRANTZ WARD
CLEVELAND, OH
317E238FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704003-01/25/2021
FRED S SHAPIRO & ASSOCIATES INC
OWINGS MILLS, MD
317A139BE13-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703840-06/30/2020
FRED S SHAPIRO & ASSOCIATES INC
OWINGS MILLS, MD
317A139BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703891-06/30/2020
FREDERIC Z KONIGSBERG PC
HAUPPAUGE, NY
317D3780702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702549-06/30/2020
FREDRIKSON & BYRON PA
MINNEAPOLIS, MN
317D0760701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704574-07/13/2021
FREDRIKSON & BYRON PA
MINNEAPOLIS, MN
317D0760701-003
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704575-07/13/2021
FREDRIKSON & BYRON PA
MINNEAPOLIS, MN
317D0760702-001
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702514-06/30/2020
FREDRIKSON & BYRON PA
MINNEAPOLIS, MN
317D0760704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q704444-01/25/2021
FREEDOM ONE RETIREMENT SERVICES LLC
CLARKSTON, MI
317D3260701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702955-06/30/2020
FREEDOMBANK
MONONA, IA
317B8932701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703615-06/30/2020
FREEMAN RETIREMENT PLAN CONSULTING
LLC
FRIDAY ELDREDGE & CLARK LLP
MYSTIC, CT
PHOENIX, AR
317D1980701-001
31799830001-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702956-06/30/2020
Q702327-06/30/2020
FRIDAY ELDREDGE & CLARK LLP
PHOENIX, AR
3179983BE13-002
NON-STANDARDIZED PROFIT SHARING/ESOP
Q703855-06/30/2020
FRIDAY ELDREDGE & CLARK LLP
PHOENIX, AR
3179983BE17-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703910-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 29
Plan Sponsor
FRIEDMAN & FRIEDMAN LLP
FRIEDMAN & FRIEDMAN LLP
FRINGE BENEFIT GROUP INC
City, State
TOWSON, MD
TOWSON, MD
AUSTIN, TX
FFN
317A318BH01-001
317A318BH01-002
317C2060701-001
Plan Type
NON-STANDARDIZED PROFIT SHARING/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
LSN-Date
Q703105-06/30/2020
Q703370-06/30/2020
Q704152-08/24/2020
FRINGE BENEFITS DESIGN OF MINNESOTA INCBLOOMINGTON, MN
317A5130702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702515-06/30/2020
FROST BROWN TODD LLC LOUISVILLE, KY
317A5120702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702516-06/30/2020
FROST BROWN TODD LLC LOUISVILLE, KY
317A5120704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702668-06/30/2020
FROST PLLC LITTLE ROCK, AR
317D866BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703396-06/30/2020
FROST PLLC LITTLE ROCK, AR
317D866BH01-004
STANDARDIZED PROFIT SHARING/CODA
Q703410-06/30/2020
FROST PLLC LITTLE ROCK, AR
317D866BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702422-06/30/2020
FULTON BANK, N.A. LANCASTER, PA
317A161BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703255-06/30/2020
FULTON BANK, N.A. LANCASTER, PA
317A161BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703023-06/30/2020
FUTURE PLANNING ASSOCIATES INC WILLISTON, VT
31784780701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702957-06/30/2020
FUTURE PLANNING CONSULTANTS INC MONSEY, NY
317E254BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704604-07/30/2021
FUTURE PLANNING CONSULTANTS INC MONSEY, NY
317E254BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704605-07/30/2021
FUTUREPLAN ADMINISTRATIVE SERVICES LLC DRESHER, PA
317E324FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703938-12/05/2023
FUTUREPLAN ADMINISTRATIVE SERVICES LLC DRESHER, PA
317E324FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703956-12/11/2023
FUTUREPLAN ADMINISTRATIVE SERVICES LLC DRESHER, PA
317E324FT03-001
NON-STANDARDIZED PROFIT
Q704081-12/11/2023
G ROBERT COLLIER JR ATTORNEY PLLC MONROE, LA
317E216BH01-002
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703347-06/30/2020
GALLAGHER BENEFIT SERVICES INC BLOOMINGTON, MN
317E126BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704626-08/03/2021
GALLAGHER BENEFIT SERVICES INC BLOOMINGTON, MN
317E126BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703311-06/30/2020
GALLAGHER BENEFIT SERVICES INC MADISON, WI
317E126FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704061-06/30/2020
GAM CONSULTING INC DBA THE PEGAESUS FLAT ROCK, NC
317D990FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704582-08/20/2021
GROUP
GARDNER & QUAN INC IRVINE, CA
317D0820001-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702350-06/30/2020
GARDNER & QUAN INC IRVINE, CA
317D082BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703350-06/30/2020
GARY A NAGLER PLLC HOUSTON, TX
317B1800701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704231-11/30/2020
GARY R ZEIGLER, P.C. VALDOSTA, GA
317D7620701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702958-06/30/2020
GASAWAY INVESTMENT ADVISORS INC PORTAGE, MI
317A8590702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704272-11/30/2020
GATEWAY PENSION SERVICES LTD ST. LOUIS, MO
317B5358520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703817-06/30/2020
GELMAN PENSION CONSULTING INC NEW YORK, NY
317D821BE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703841-06/30/2020
PURCHASE/CODA
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 30
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
GELMAN PENSION CONSULTING INC
NEW YORK, NY
317D821BE14-000
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703892-06/30/2020
GEMINI BENEFITS PARTNER
FAIRFAX, CA
317E287BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704754-06/03/2022
GEORGIA BANKERS ASSOCIATION
ATLANTA, GA
317D5840001-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702446-06/30/2020
RETIREMENT SERVICES INC
GEORGIA MUNICIPAL ASSOCIATION INC
ATLANTA, GA
317E0630001-000
NON-STANDARDIZED MONEY PURCHASE
Q702380-06/30/2020
GIBSON & COMPANY INC CPA
SACRAMENTO, CA
317E1508520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703737-06/30/2020
GILLESPIE & COMPANY
DANVILLE, VA
317A8560701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702959-06/30/2020
GLENS FALLS NATIONAL BANK AND TRUST
GLENS FALLS, NY
31731190701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702960-06/30/2020
COMPANY
GLENVIEW STATE BANK
GLENVIEW, IL
317D3280702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702517-06/30/2020
GLM FINANCIAL GROUP LTD
KILDEER, IL
317D548FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703939-06/30/2020
GLM FINANCIAL GROUP LTD
KILDEER, IL
317D548FT03-001
NON-STANDARDIZED PROFIT
Q704073-06/30/2020
GOLDBERG SWEDELSON & ASSOCIATES INC
ENCINO, CA
317D172FT01-004
SHARING/CODA/ESOP
NON-STANDARDIZED MONEY PURCHASE
Q704473-05/11/2021
GOLDBERG SWEDELSON & ASSOCIATES INC
ENCINO, CA
317D172FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704474-05/11/2021
GOLDEN K PLANS INC
WOODLAND HILLS, CA
317D760FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704319-11/30/2020
GOLDLEAF PARTNERS
BLOOMINGTON, MN
317D569FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704031-06/30/2020
GOLDLEAF PARTNERS
BLOOMINGTON, MN
317D569FT02-001
NON-STANDARDIZED PROFIT SHARING
Q704049-06/30/2020
GOLDLEAF PARTNERS
BLOOMINGTON, MN
317D569FT02-002
NON-STANDARDIZED MONEY PURCHASE
Q704062-06/30/2020
GORDON M SANDLER CPA
KENILWORTH, NJ
317D957BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703286-06/30/2020
GORDON M SANDLER CPA
KENILWORTH, NJ
317D957BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703036-06/30/2020
GORRELICK TIEVY & ABACUS
ROCKVILLE, MD
317D267BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703372-06/30/2020
GORRELICK TIEVY & ABACUS
ROCKVILLE, MD
317D267BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704629-08/03/2021
GOTTLIEB & GOTTLIEB LIMITED
VIRGINIA BEACH, VA
317E139BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703086-06/30/2020
GRAVIS LAW PLLC
BOISE, ID
317B131BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703233-09/13/2021
GRAVIS LAW PLLC
BOISE, ID
317B131BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702407-09/13/2021
GRAVIS LAW PLLC
BOISE, ID
317B131BH04-001
NON-STANDARDIZED PROFIT
Q703492-09/13/2021
GRAY ROBINSON PA
ORLANDO, FL
317A364BH01-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703171-06/30/2020
GRAY ROBINSON PA
ORLANDO, FL
317A364BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703066-06/30/2020
GRAY ROBINSON PA
ORLANDO, FL
317A364BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703459-06/30/2020
GRAY ROBINSON PA
ORLANDO, FL
317A364BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703479-06/30/2020
GRAY ROBINSON PA
ORLANDO, FL
317A364BH04-001
NON-STANDARDIZED PROFIT
Q704198-06/30/2020
GREAT LAKES PENSION ASSOCIATES INC
FARMINGTON HILLS, MI
317E234BH01-002
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q704386-12/29/2020
GREENBERG TRAURIG PA
BOCA RATON, FL
317E179BE14-000
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703873-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 31
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PURCHASE/CODA
GREENLEAF TRUST
KALAMAZOO, MI
317A0510701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702764-06/30/2020
GREENLEAF TRUST
KALAMAZOO, MI
317A0510701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702711-06/30/2020
GREENSFELDER HEMKER & GALE PC
ST. LOUIS, MO
317B724BE13-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703842-06/30/2020
GREENSFELDER HEMKER & GALE PC
ST. LOUIS, MO
317B724BE13-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/ESOP
Q703856-06/30/2020
GREENSFELDER HEMKER & GALE PC
ST. LOUIS, MO
317B724BE14-000
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703893-06/30/2020
GREENSFELDER HEMKER & GALE PC
ST. LOUIS, MO
317B724BE17-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703911-06/30/2020
GREENSFELDER HEMKER & GALE PC
ST. LOUIS, MO
317B724FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704658-09/23/2021
GREENSFELDER HEMKER & GALE PC
ST. LOUIS, MO
317B724FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704655-09/23/2021
GREENSFELDER HEMKER & GALE PC
ST. LOUIS, MO
317B724FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704653-09/23/2021
GREENSFELDER HEMKER & GALE PC
ST. LOUIS, MO
317B724FT03-001
NON-STANDARDIZED PROFIT
Q704654-09/23/2021
GREENSFELDER HEMKER & GALE PC
ST. LOUIS, MO
317B724FT04-000
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q704659-09/23/2021
GREER BENEFIT CONSULTANTS INC
GLASTONBURY, CT
317B7748520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703774-06/30/2020
GREGORY POWELL BURGE & COMPANY DBA
SIMI VALLEY, CA
317B1080701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702985-06/30/2020
401 PLANS
GROUP & PENSION ADMINISTRATORS INC
DALLAS, TX
317B2400701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702961-06/30/2020
GROW RASMUSSEN LLP
BOISE, ID
317D803BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704704-01/12/2022
GROW RASMUSSEN LLP
BOISE, ID
317D803BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703288-06/30/2020
GUARANTEED PENSION SERVICE
DIAMOND BAR, CA
317D870BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703356-06/30/2020
GUARDIAN INSURANCE & ANNUITY COMPANY
PITTSFIELD, MA
31732180702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702519-06/30/2020
GUIDANT FINANCIAL GROUP INC
BOISE, ID
317C1590701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704228-11/30/2020
GUIDELINE INC
BURLINGAME, CA
317E1420701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
WITHDRAWN
GUIDELINE INC
BURLINGAME, CA
317E1420701-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704210-11/18/2020
GUIDESTONE FINANCIAL RESOURCES OF THE
DALLAS, TX
317D9980701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702906-06/30/2020
SBC
GUIDESTONE FINANCIAL RESOURCES OF THE
DALLAS, TX
317D998BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704387-12/29/2020
SBC
GUIDESTONE FINANCIAL RESOURCES OF THE
DALLAS, TX
317D998BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704388-12/29/2020
SBC
GUNSTER YOAKLEY & STEWART PA
FORT LAUDERDALE, FL
317A6460701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702962-06/30/2020
GUY J LANDOLFI CPA CFP
ALTOONA, PA
317D927BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703200-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 32
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
GWN MARKETING INC
H & H RETIREMENT SERVICES
PALM BEACH GARDEN,
FL
LIMA, OH
317E227AQ01-001
317B2890701-001
STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704420-01/08/2021
Q702963-06/30/2020
HAGA KOMMER LTD
FARGO, ND
317E090BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704360-11/30/2020
HAGA KOMMER LTD
FARGO, ND
317E090BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704361-11/30/2020
HAGA KOMMER LTD
FARGO, ND
317E090BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703296-06/30/2020
HALL BENEFITS LAW LLC
ATLANTA, GA
317E221BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703217-06/30/2020
HALL RENDER KILLIAN HEATH & LYMAN PC
INDIANAPOLIS, IN
317A4910701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702815-06/30/2020
HALLMAN & LORBER
JERICHO, NY
317B7048520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703775-06/30/2020
HAMPTON & ROYCE LC
SALINA, KS
317A4310702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702484-06/30/2020
HARLOWE & FALK LLP
TACOMA, WA
317E2900702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702569-09/21/2022
HARTER SECREST & EMERY LLP
ROCHESTER, NY
317B6470701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702964-06/30/2020
HAWES HOLLIDAY & ASSOCIATES, PC.
ROSEVILLE, CA
317D8478520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704759-06/13/2022
HAWLEY TROXELL ENNIS & HAWLEY LLP
BOISE, ID
317A4980702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704673-12/03/2021
HAYNES BENEFITS PC
LEES SUMMIT, MO
317D8550702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702520-06/30/2020
HAYNES BENEFITS PC
LEES SUMMIT, MO
317D8550704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702670-06/30/2020
HAYNIE & COMPANY
WEST VALLEY CITY, UT
317E2718520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704691-12/17/2021
HCIEBS INC DBA EMPLOYEE BENEFITS
LYNCHBURG, VA
317A677FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703946-06/30/2020
SERVICES
HEALTHCARE MANAGEMENT CONSULTANTS
MENASHA, WI
317D4300701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704245-11/30/2020
INC
HEALTHCARE MANAGEMENT CONSULTANTS
MENASHA, WI
317D430FT01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704479-05/20/2021
INC
HEARD MCELROY & VESTAL LLC
SHREVEPORT, LA
317C1800701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702765-06/30/2020
HEARD MCELROY & VESTAL LLC
SHREVEPORT, LA
317C1800701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702712-06/30/2020
HEARD MCELROY & VESTAL LLC
SHREVEPORT, LA
317C1800704-001
NON-STANDARDIZED ESOP
Q702671-06/30/2020
HEARTLAND CONSULTING GROUP INC
OVERLAND PARK, KS
317D334FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704304-11/30/2020
HEARTLAND CONSULTING GROUP INC
OVERLAND PARK, KS
317D334FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704332-11/30/2020
HEARTLAND CONSULTING GROUP INC
OVERLAND PARK, KS
317D334FT02-001
NON-STANDARDIZED PROFIT SHARING
Q704323-11/30/2020
HEARTLAND CONSULTING GROUP INC
OVERLAND PARK, KS
317D334FT02-002
NON-STANDARDIZED MONEY PURCHASE
Q704321-11/30/2020
HEARTLAND CONSULTING GROUP INC
OVERLAND PARK, KS
317D334FT03-001
NON-STANDARDIZED PROFIT
SHARING/CODA/ESOP
Q704159-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 33
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
HEARTLAND TRUST COMPANY
FARGO, ND
3170351BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703114-06/30/2020
HEARTLAND TRUST COMPANY
FARGO, ND
3170351BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703361-06/30/2020
HELLER PENSION ASSOCIATES INC
HYDE PARK, NY
317D463BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703258-06/30/2020
HELLER PENSION ASSOCIATES INC
HYDE PARK, NY
317D463BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703027-06/30/2020
HELTZEL WILLIAMS
SALEM, OR
317D129FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704018-06/30/2020
HENDERSON & GODBEE LLP
VALDOSTA, GA
317A4960702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702521-06/30/2020
HENDERSON FRANKLIN STARNES & HOLT PA
FORT MYERS, FL
317B294BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703156-06/30/2020
HENDERSON RETIREMENT SERVICES INC
CHANDLER, AZ
317D549FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703975-06/30/2020
HERBERT E GREENBERG INC
NEW YORK, NY
317B5800701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702965-06/30/2020
HERITAGE ADMINISTRATIVE SERVICES LLC
WOODBURY, NY
317E239BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704459-03/22/2021
HERITAGE ADMINISTRATIVE SERVICES LLC
WOODBURY, NY
317E239BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704460-03/22/2021
HERITAGE BENEFIT CONSULTANTS INC
WATERTOWN, CT
317D3330701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704238-11/30/2020
HERITAGE PENSION ADVISORS LLC
COMMACK, NY
317D897BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703390-06/30/2020
HERITAGE PENSION ADVISORS LLC
COMMACK, NY
317D897BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703080-06/30/2020
HERSHNER HUNTER LLP
EUGENE, OR
317D025FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704303-11/30/2020
HERSHNER HUNTER LLP
EUGENE, OR
317D025FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704312-11/30/2020
HESSEL & ASSOCIATES LLC
LINCOLNSHIRE, IL
317D0810701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704581-07/13/2021
HICKORY POINT BANK & TRUST
DECATUR, IL
317A104BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703177-06/30/2020
HICKS PENSION GROUP LLC
RENO, NV
317E2628520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704690-12/17/2021
HICKS PENSION SERVICES
SAN LUIS OBISPO, CA
317B5538520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704687-12/17/2021
HIGHLAND FINANCIAL ADVISORS LLC
WAYNE, NJ
317E207BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703323-06/30/2020
HIGHLAND FINANCIAL ADVISORS LLC
WAYNE, NJ
317E207BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703041-06/30/2020
HILB GROUP
CRANSTON, RI
317E072BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703187-07/13/2021
HILDE MINKEL & ASSOCIATES
SAN LUIS OBISPO, CA
317D754BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703274-06/30/2020
HILDE MINKEL & ASSOCIATES
SAN LUIS OBISPO, CA
317D754BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703376-06/30/2020
HILL WARD & HENDERSON PA
TAMPA, FL
317B237BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703116-06/30/2020
HILL WARD & HENDERSON PA
TAMPA, FL
317B237BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703015-06/30/2020
HILL WARD & HENDERSON PA
TAMPA, FL
317B237BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704611-07/30/2021
HILL WARD & HENDERSON PA
TAMPA, FL
317B237BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703430-06/30/2020
HILL WARD & HENDERSON PA
TAMPA, FL
317B237BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703465-06/30/2020
HILL WARD & HENDERSON PA
TAMPA, FL
317B237BH04-001
NON-STANDARDIZED PROFIT
Q703485-06/30/2020
HILLS BANK AND TRUST COMPANY
NORTH LIBERTY, IA
31733380702-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702600-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 34
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PURCHASE/CODA
HILLS PENSION ASSOCIATES LLC
PLYMPTON, MA
317D958BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703166-06/30/2020
HILLS PENSION ASSOCIATES LLC
PLYMPTON, MA
317D958BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702433-06/30/2020
HILLS PENSION ASSOCIATES LLC
PLYMPTON, MA
317D958BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703457-06/30/2020
HILLTOP NATIONAL BANK
CASPER, WY
31733420702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702522-06/30/2020
HINES NORMAN HINES PL
TAMPA, FL
317B196BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703328-06/30/2020
HINES NORMAN HINES PL
TAMPA, FL
317B196BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703067-06/30/2020
HINKLE LAW FIRM LLC
WICHITA, KS
317B1950701-002
STANDARDIZED PROFIT SHARING/CODA
Q702713-06/30/2020
HINKLE LAW FIRM LLC
WICHITA, KS
317B1950702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702523-06/30/2020
HINKLE LAW FIRM LLC
WICHITA, KS
317B1950704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702672-06/30/2020
HODGSON RUSS LLP
BUFFALO, NY
317A4450701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702966-06/30/2020
HOME SAVINGS BANK
ST. CLAIRSVILLE, OH
317D8480702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702524-06/30/2020
HOOPER HATHAWAY PRICE BEUCHE &
ANN ARBOR, MI
317B2980702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702526-06/30/2020
WALLACE PC
HORIZON RETIREMENT PLAN SOLUTIONS LLC
KAPOLEI, HI
317E285BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704744-05/18/2022
HORIZON TRUST COMPANY
ALBUQUERQUE, NM
317E0522702-001
STANDARDIZED PROFIT SHARING/CODA
Q703713-06/30/2020
HOUSTON HARBAUGH PC
PITTSBURGH, PA
317D0830001-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q702360-06/30/2020
HUB INTERNATIONAL GULF SOUTH
RIDGELAND, MS
317C2330701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702766-06/30/2020
HUB INTERNATIONAL GULF SOUTH
RIDGELAND, MS
317C2330701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702714-06/30/2020
HUB INTERNATIONAL LIMITED
CHICAGO, IL
317E114BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703249-06/30/2020
HUB INTERNATIONAL LIMITED
CHICAGO, IL
317E114BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703354-06/30/2020
HUB INTERNATIONAL LIMITED
CHICAGO, IL
317E114BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703078-06/30/2020
HUB INTERNATIONAL LIMITED
CHICAGO, IL
317E114BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703424-06/30/2020
HUBER, ERICKSON & BOWMAN, LLC
SALT LAKE CITY, UT
317D804BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703365-06/30/2020
HUNNEX & SHOEMAKER INC
SEATTLE, WA
317D929BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703195-06/30/2020
HUNNEX & SHOEMAKER INC
SEATTLE, WA
317D929BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703428-06/30/2020
HUNNEX & SHOEMAKER INC
SEATTLE, WA
317D929BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703549-06/30/2020
HUNTINGTON & ASSOCIATES CPA'S PC
SALT LAKE CITY, UT
317A7640701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702967-06/30/2020
HUNTON ANDREWS KURTH LLP
WASHINGTON, DC
317E1130002-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702441-06/30/2020
HUNTON ANDREWS KURTH LLP
WASHINGTON, DC
317E1130002-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT
Q702440-06/30/2020
SHARING/CODA/ESOP
HURLEY, TOEVS, STYLES, HAMBLIN & PANTER,ALBUQUERQUE, NM
P.A.
317A5010702-001 NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
Q704277-11/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 35
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
HUSCH BLACKWELL LLP
KANSAS CITY, MO
317D6370001-000
NON-STANDARDIZED PROFIT
Q702473-06/30/2020
HUSCH BLACKWELL LLP
KANSAS CITY, MO
317D6370002-000
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q702458-06/30/2020
HUTCHISON & STEFFEN PLLC
LAS VEGAS, NV
317D8540701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702968-06/30/2020
HUTH THOMPSON LLP
LAFAYETTE, IN
317A5030702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704274-11/30/2020
HYDEN MIRON & FOSTER PLLC
LITTLE ROCK, AR
317A3580702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702527-06/30/2020
HYDEN MIRON & FOSTER PLLC
LITTLE ROCK, AR
317A3580704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702673-06/30/2020
INCENTIVE BENEFITS INC
PASADENA, CA
317D4350702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702528-06/30/2020
INDEPENDENCE BANK
OWENSBORO, KY
317E130BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703130-06/30/2020
INDEPENDENT BANK
LONGMONT, CO
31732080702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702550-06/30/2020
INDEPENDENT BENEFIT SERVICE
CANTON, OH
317E222BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703331-06/30/2020
INDEPENDENT RETIREMENT CONSULTING LLCPORTLAND, OR
317D873BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703254-06/30/2020
INDEPENDENT RETIREMENT CONSULTING LLCPORTLAND, OR
317D873BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704705-01/12/2022
INDEPENDENT RETIREMENT CONSULTING LLCPORTLAND, OR
317D873BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702384-06/30/2020
INDEPENDENT RETIREMENT CONSULTING LLCPORTLAND, OR
INGHAM RETIREMENT GROUP MIAMI, FL
INSPERITY RETIREMENT SERVICES, L.P. KINGWOOD, TX
317D873BH04-001
317B4760702-001
317C125BH01-001
NON-STANDARDIZED PROFIT
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703483-06/30/2020
Q704445-01/25/2021
Q703223-06/30/2020
INTEGRA BENEFITS CONSULTING LLC SPARTANBURG, SC
INTEGRITY PLANS LLC GALENA, OH
INTEGRITY PLANS LLC GALENA, OH
317C2390702-001
317E0540701-001
317E0540701-002
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702612-06/30/2020
Q704227-11/30/2020
Q704248-11/30/2020
INTEGRITY RETIREMENT PLAN SERVICES LLC WAUKESHA, WI
INTRUST BANK NA WICHITA, KS
317D8360701-001
31723860702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702907-06/30/2020
Q702529-06/30/2020
INVESCO DISTRIBUTORS INC HOUSTON, TX
INVESCO DISTRIBUTORS INC HOUSTON, TX
INVESTRUST RETIREMENT SPECIALISTS OKLAHOMA CITY, OK
INVISOR SOLUTIONS LLC SENECA, KS
3174160AQ01-001
3174160AQ01-002
317D2700702-001
317E024BH01-001
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704412-01/08/2021
Q704432-01/08/2021
Q702613-06/30/2020
Q703190-06/30/2020
INWEST RETIREMENT SOLUTIONS INC MIDLAND, TX
IRA FINANCIAL GROUP LLC MIAMI BEACH, FL
317A8110701-001
317D6152701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702908-06/30/2020
Q703616-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 36
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
IRA FINANCIAL GROUP LLC
MIAMI BEACH, FL
317D6152702-001
STANDARDIZED PROFIT SHARING/CODA
ABANDONED
IRA INNOVATIONS LLC
BIRMINGHAM, AL
317E1042702-001
STANDARDIZED PROFIT SHARING/CODA
Q704725-03/16/2022
IRIS BASHI ASSOCIATES LLC
FLORHAM PARK, NJ
317D951BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703262-06/30/2020
IRIS BASHI ASSOCIATES LLC
FLORHAM PARK, NJ
317D951BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703024-06/30/2020
JACKSON COUNTY BANK
SEYMOUR, IN
31735412701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703617-06/30/2020
JACKSON KELLY PLLC
CHARLESTON, WV
317B3670701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702969-06/30/2020
JANNEY MONTGOMERY SCOTT LLC
PHILADELPHIA, PA
3172378AQ01-001
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/MONEY
Q704413-01/08/2021
JANNEY MONTGOMERY SCOTT LLC
PHILADELPHIA, PA
3172378AQ01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704433-01/08/2021
JANTZEN ASSOCIATES INC
TEGA CAY, SC
317D764FT04-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704021-06/30/2020
JANUS SERVICES LLC
DENVER, CO
317D8292701-003
NON-STANDARDIZED PROFIT SHARING/CODA
Q703682-06/30/2020
JANUS SERVICES LLC
DENVER, CO
317D8292701-004
NON-STANDARDIZED MONEY PURCHASE
Q703691-06/30/2020
JCCS PC
GREAT FALLS, MT
317A9760702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702614-06/30/2020
JDN BENEFIT CONSULTANTS INC
MCKINLEYVILLE, CA
317D2630702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704580-07/13/2021
JEFFREY S POLINCHOCK CPA
GOLDEN VALLEY, MN
317E167BE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703823-06/30/2020
JG WEALTH MANAGEMENT LLC
LOS ANGELES, CA
317E249BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704559-07/13/2021
JHBENEFITS LTD
WORTHINGTON, OH
317B6200701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702970-06/30/2020
JHBENEFITS LTD
WORTHINGTON, OH
317B620BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q705479-08/09/2023
JM PENSION ADVISORY INC
BURTONSVILLE, MD
317D491FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703940-06/30/2020
JM PENSION ADVISORY INC
BURTONSVILLE, MD
317D491FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704092-06/30/2020
JM PENSION ADVISORY INC
BURTONSVILLE, MD
317D491FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704122-06/30/2020
JM PENSION ADVISORY INC
BURTONSVILLE, MD
317D491FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q703998-06/30/2020
JMR FINANCIAL GROUP INC
SUPERIOR, WI
317A1742701-003
NON-STANDARDIZED PROFIT SHARING/CODA
Q703683-06/30/2020
JOHN HANCOCK FUNDS LLC
BOSTON, MA
31739222701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703566-06/30/2020
JOHN HANCOCK FUNDS LLC
BOSTON, MA
31739222701-002
NON-STANDARDIZED MONEY PURCHASE
Q703638-06/30/2020
JOHN HANCOCK RETIREMENT PLAN
WESTWOOD, MA
317D6330001-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704134-06/30/2020
SERVICES LLC
JOHN HANCOCK RETIREMENT PLAN
WESTWOOD, MA
317D6330701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702971-06/30/2020
SERVICES LLC
JOHN HANNAH CORPORATION
JONESBOROUGH, TN
317E1590702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702530-06/30/2020
JOHNSON BANK
RACINE, WI
3173314BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703375-06/30/2020
JOHNSON BANK
RACINE, WI
3173314BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703052-06/30/2020
JOHNSON BANK
RACINE, WI
3173314BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702427-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 37
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
JOHNSON HANKINS MACDONALD KIMBALL &
CO
JOHNSON O' CONNOR FERON & CARUCCI LLP
WALNUT CREEK, CA
WAKEFIELD, MA
317E1580702-001
317D970BH01-002
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702531-06/30/2020
Q703351-06/30/2020
JOHNSON RETIREMENT SOLUTIONS INC
NOVATO, CA
317E3258520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q705507-12/05/2023
JONATHAN H GREEN & ASSOCIATES PA
CORAL GABLES, FL
317B4310702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704720-03/17/2022
JONES & COMPANY LLC
CLEARWATER, FL
317E168BE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703824-06/30/2020
JONES & ROTH PC
EUGENE, OR
317E031BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703193-06/30/2020
JONES & ROTH PC
EUGENE, OR
317E031BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702417-06/30/2020
JONES BLECHMAN WOLTZ & KELLY PC
NEWPORT NEWS, VA
317B3270701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702972-06/30/2020
JONES CPA GROUP PC
NORFOLK, VA
317D359BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704829-11/09/2022
JORDAN & ASSOCIATES RETIREMENT
SERVICES
JORDAN & ASSOCIATES RETIREMENT
SERVICES
JORDAN & ASSOCIATES RETIREMENT
SANTA ROSA, CA
SANTA ROSA, CA
SANTA ROSA, CA
317B4500702-001
317B4500703-001
317B4500704-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
SHARING
NON-STANDARDIZED ESOP
Q702532-06/30/2020
Q702632-06/30/2020
Q702674-06/30/2020
SERVICES
JOURNEY RETIREMENT PLAN SERVICES LLC
BELMONT, MI
317E070BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703203-06/30/2020
JOURNEY RETIREMENT PLAN SERVICES LLC
BELMONT, MI
317E070BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703309-06/30/2020
JP MORGAN DISTRIBUTION SERVICES INC
COLUMBUS, OH
31711482701-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
JP MORGAN DISTRIBUTION SERVICES INC
COLUMBUS, OH
31711482701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
JPR ADVISORS
SANTA BARBARA, CA
317B430BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703102-06/30/2020
JULY BUSINESS SERVICES
WACO, TX
317A860BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703180-06/30/2020
JULY BUSINESS SERVICES
WACO, TX
317A860BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703084-06/30/2020
JULY BUSINESS SERVICES
WACO, TX
317A860BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703435-06/30/2020
JULY BUSINESS SERVICES
WACO, TX
317A860BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703467-06/30/2020
JULY BUSINESS SERVICES
WACO, TX
317A860BH04-001
NON-STANDARDIZED PROFIT
Q703489-06/30/2020
JULY BUSINESS SERVICES
WACO, TX
317A860BH05-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703531-06/30/2020
JV ASSOCIATES LTD
HUTCHINSON, MN
317D474FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703984-06/30/2020
K&L GATES LLP
SEATTLE, WA
317B4250702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702533-06/30/2020
KASSOUF RETIREMENT PLAN SERVICES LLC
BIRMINGHAM, AL
317C1380701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702911-06/30/2020
KASSOUF RETIREMENT PLAN SERVICES LLC
BIRMINGHAM, AL
317C1380701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702741-06/30/2020
KATZ TELLER BRANT & HILD
CINCINNATI, OH
317D1000001-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702471-06/30/2020
KAUFMAN & CANOLES PC
NORFOLK, VA
317B3240701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
Q702790-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 38
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
KAUFMANN & GOBLE ASSOCIATES INC
SAN JOSE, CA
317A332BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703165-06/30/2020
KB PENSION SERVICES INC
LAKEWOOD RANCH, FL
317B2340701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702909-06/30/2020
KDP RETIREMENT PLAN SERVICES INC
GRAND RAPIDS, MI
317B233FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703979-06/30/2020
KDP RETIREMENT PLAN SERVICES INC
GRAND RAPIDS, MI
317B233FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704034-06/30/2020
KDP RETIREMENT PLAN SERVICES INC
GRAND RAPIDS, MI
317B233FT02-001
NON-STANDARDIZED PROFIT SHARING
Q704058-06/30/2020
KDP RETIREMENT PLAN SERVICES INC
GRAND RAPIDS, MI
317B233FT02-002
NON-STANDARDIZED MONEY PURCHASE
Q704070-06/30/2020
KDP RETIREMENT PLAN SERVICES INC
GRAND RAPIDS, MI
317B233FT03-001
NON-STANDARDIZED PROFIT
Q704086-06/30/2020
KEATING & ASSOCIATES, INC.
MANHATTAN, KS
317D9460701-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702767-06/30/2020
KEATING & ASSOCIATES, INC.
MANHATTAN, KS
317D9460701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702715-06/30/2020
KEATING MUETHING & KLEKAMP PLL
CINCINNATI, OH
317A453BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703157-06/30/2020
KEBS INC DBA 401KINABOX
ELLICOTT CITY, MD
317E289BE13-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704766-09/22/2022
KEENAN & ASSOCIATES
TORRANCE, CA
317D3800003-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702341-06/30/2020
KEENAN & ASSOCIATES
TORRANCE, CA
317D3800005-001
NON-STANDARDIZED PROFIT SHARING
Q702336-06/30/2020
KELLEY FINANCIAL SERVICES INC
OMAHA, NE
317E256BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704606-07/30/2021
KEMPER CPA GROUP LLP
VINCENNES, IN
3179980FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704305-11/30/2020
KENNETH J AUFSESSER
SOUTH SALEM, NY
317E257BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704635-08/03/2021
KERBER ECK & BRAECKEL LLP
SPRINGFIELD, IL
317A3270702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702616-06/30/2020
KERNUTT STOKES LLP
EUGENE, OR
317E2120701-003
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702691-06/30/2020
KERNUTT STOKES LLP
EUGENE, OR
317E2120702-001
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702552-06/30/2020
KILLMER & ASSOCIATES PC
CASPER, WY
317D2520702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702534-06/30/2020
KIMBERLY WILKERSON
LUBBOCK, TX
317E1930701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702910-06/30/2020
KIMBERLY WILKERSON
LUBBOCK, TX
317E1930701-003
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702693-06/30/2020
KING REINSCH PROSSER & CO LLP
SIOUX CITY, IA
317B3960701-001
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704246-11/30/2020
KLERER FINANCIAL SERVICES INC
WANTAGH, NY
317E140BE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703843-06/30/2020
KLERER FINANCIAL SERVICES INC
WANTAGH, NY
317E140BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703894-06/30/2020
KNOX MCLAUGHLIN GORNALL & SENNETT PC
ERIE, PA
317B4510702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702535-06/30/2020
KOLEY JESSEN PC LLO
OMAHA, NE
317A9710701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702791-06/30/2020
PURCHASE/CODA
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 39
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
KPM CPA'S, P.C.
SPRINGFIELD, MO
317A9750702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702617-06/30/2020
KRAFT MILES & TATUM LLC
POPLAR BLUFF, MO
317A9700701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702792-06/30/2020
KRASS SNOW & SCHMUTTER P C
NEW YORK, NY
317D102FT04-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704019-06/30/2020
KRAVITZ LLC
ENCINO, CA
317D180BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703253-06/30/2020
KRAVITZ LLC
ENCINO, CA
317D180BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703021-06/30/2020
KRUGLIAK WILKINS GRIFFTHS & DOUGHERTY
CANTON, OH
317D101BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704286-11/30/2020
CO LPA
KRUGLIAK WILKINS GRIFFTHS & DOUGHERTY
CANTON, OH
317D101BH04-001
NON-STANDARDIZED PROFIT
Q703490-06/30/2020
CO LPA
KURT F PIPER DBA PIPER PENSION & PROFIT
VENICE, CA
317D675BH01-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703109-06/30/2020
SHARING
KURT F PIPER DBA PIPER PENSION & PROFIT
VENICE, CA
317D675BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703058-06/30/2020
SHARING
KUSHNER & COMPANY INC
PORTAGE, MI
317D766FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704016-06/30/2020
KUTZKE RETIREMENT SERVICES INC
ROCHESTER, MN
317A4290701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704638-10/01/2021
KYLER KOHLER OSTERMILLER & SORENSEN
PHOENIX, AZ
317D947BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703382-06/30/2020
LLP
KYLER KOHLER OSTERMILLER & SORENSEN
PHOENIX, AZ
317D947BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702393-06/30/2020
LLP
L & M PENSION SERVICES INC
EBENSBURG, PA
317A7570701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702793-06/30/2020
LAIKEN ASSOCIATES INC
NEW YORK, NY
317D220FT04-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704313-11/30/2020
LANE & WATERMAN LLP
DAVENPORT, IA
317A9970702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702536-06/30/2020
LANER MUCHIN LTD
CHICAGO, IL
317B4890001-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702375-06/30/2020
LARKIN HOFFMAN DALY & LINDGREN LTD
MINNEAPOLIS, MN
317A8650702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702618-06/30/2020
LARRY L MYERS ATTORNEY AT LAW A LAW
KAILUA, HI
317B471BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704745-05/18/2022
CORPORATION
LATHROP GPM LLP
KANSAS CITY, KS
317B2100701-003
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704317-11/30/2020
LATHROP GPM LLP
KANSAS CITY, KS
317B2100702-001
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702619-06/30/2020
LATHROP GPM LLP
KANSAS CITY, KS
317B2100704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702676-06/30/2020
LAW OFFICE OF DAVID M HELLMAN
SAN RAFAEL, CA
317D2690702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702537-06/30/2020
LAW OFFICE OF FREDERIC N ORNITZ
FAIRFAX, VA
317E048BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703279-06/30/2020
LAW OFFICES OF R DAVID DANZIGER PC
SOUTHAMPTON, PA
317D5188520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703776-06/30/2020
LEBENSON ACTUARIAL SERVICES
VALHALLA, NY
317B478BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703238-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 40
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
LEBENSON ACTUARIAL SERVICES
VALHALLA, NY
317B478BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703043-06/30/2020
LEGACY RETIREMENT SOLUTIONS LLC
ASTON, PA
317D934FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703941-06/30/2020
LEGACY RETIREMENT SOLUTIONS LLC
ASTON, PA
317D934FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704123-06/30/2020
LEGEND FINANCIAL SERVICES
HOLBROOK, NY
317E208BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703324-06/30/2020
LEGEND FINANCIAL SERVICES
HOLBROOK, NY
317E208BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703042-06/30/2020
LEON E WERNTZ & ASSOCIATES INC
SHREVEPORT, LA
3179928FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704380-12/10/2020
LEON E WERNTZ & ASSOCIATES INC
SHREVEPORT, LA
3179928FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704381-12/10/2020
LETORT MANAGEMENT & TRUST COMPANY
CAMP HILL, PA
317B6610701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702794-06/30/2020
LEVENFELD PEARLSTEIN LLC
CHICAGO, IL
317E1120001-000
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702465-06/30/2020
LEVIN & BREND PC
CHICAGO, IL
317A7890701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704135-07/31/2020
LEWIS HANSON & COMPANY INC
ALBANY, OR
317B9760701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702795-06/30/2020
LEWIS RICE LLC
ST LOUIS, MO
317D0940001-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702348-06/30/2020
LEWIS RICE LLC
ST LOUIS, MO
317D094BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q705530-05/03/2024
LEWIS RICE LLC
ST LOUIS, MO
317D094BH04-001
NON-STANDARDIZED PROFIT
Q705531-05/03/2024
LEWIS ROCA ROTHGERBER CHRISTIE LLP
COLORADO SPRINGS,
317B1700704-003
SHARING/CODA/ESOP
NON-STANDARDIZED ESOP
Q702677-06/30/2020
LEWIS ROCA ROTHGERBER CHRISTIE LLP
CO
COLORADO SPRINGS,
317B170BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703230-06/30/2020
LEWIS ROCA ROTHGERBER CHRISTIE LLP
CO
COLORADO SPRINGS,
317B170BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703287-06/30/2020
LEWIS ROCA ROTHGERBER CHRISTIE LLP
CO
COLORADO SPRINGS,
317B170BH04-001
NON-STANDARDIZED PROFIT
Q703500-06/30/2020
LIBERTY BANK
CO
MIDDLETOWN, CT
31709862701-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
LIDEN NESTLE SOLED & ASSOCIATES INC
WESTLAKE VILLAGE, CA
317D179BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703319-06/30/2020
LIDEN NESTLE SOLED & ASSOCIATES INC
WESTLAKE VILLAGE, CA
317D179BH01-004
STANDARDIZED PROFIT SHARING/CODA
Q703016-06/30/2020
LIDEN NESTLE SOLED & ASSOCIATES INC
WESTLAKE VILLAGE, CA
317D179BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704194-06/30/2020
LIFE INC RETIREMENT SERVICES
COLUMBUS, OH
317E095BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703152-06/30/2020
LIFESTYLE RETIREMENT COMPANY
STATE COLLEGE, PA
317B2860701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702796-06/30/2020
LIFETIME BENEFIT SOLUTIONS
SYRACUSE, NY
317B654BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703251-06/30/2020
LIFETIME BENEFIT SOLUTIONS
SYRACUSE, NY
317B654BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704762-09/22/2022
LIMESTONE PENSION ASSOCIATES LLC
WILMINGTON, DE
317D9038520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703777-06/30/2020
LINCOLN RETIREMENT SERVICES COMPANY
FORT WAYNE, IN
317D185BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703197-06/30/2020
LLC
LINCOLN RETIREMENT SERVICES COMPANY
FORT WAYNE, IN
317D185BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703022-06/30/2020
LLC
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 41
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
LINCOLN RETIREMENT SERVICES COMPANY
FORT WAYNE, IN
317D185BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703425-06/30/2020
LLC
LINCOLN RETIREMENT SERVICES COMPANY
FORT WAYNE, IN
317D185BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703463-06/30/2020
LLC
LINCOLN RETIREMENT SERVICES COMPANY
FORT WAYNE, IN
317D185BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703551-06/30/2020
LLC
LINCOLN RETIREMENT SERVICES COMPANY
FORT WAYNE, IN
317D185BH05-002
NON-STANDARDIZED MONEY PURCHASE
Q703511-06/30/2020
LLC
LIPSITZ GREEN SCIME CAMBRIA LLP
BUFFALO, NY
317B6620701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702797-06/30/2020
LJS PENSIONS & ACTUARIES LLC
WALNUT CREEK, CA
317B1890701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702880-07/13/2021
LOCKE LORD LLP
DALLAS, TX
317B5820702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702538-06/30/2020
LOREN D STARK COMPANY
HOUSTON, TX
317B3310701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704229-11/30/2020
LOREN D STARK COMPANY
HOUSTON, TX
317B3310704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q704161-06/30/2020
M PAUL TURNER & COMPANY INC
TUCSON, AZ
317A4800702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702539-06/30/2020
M2 TRUST SERVICES LLC
DENVER, CO
317E2362702-001
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
ABANDONED
M2B RETIREMENT CONSULTING LLC
WEXFORD, PA
317E252FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704568-07/13/2021
M2B RETIREMENT CONSULTING LLC
WEXFORD, PA
317E252FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704569-07/13/2021
MAIN STREET BANK
MARLBOROUGH, MA
31725762701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703568-06/30/2020
MAINSTAR TRUST
ONAGA, KS
317E0662702-001
STANDARDIZED PROFIT SHARING/CODA
Q703699-06/30/2020
MALCOLM THOMPSON & ASSOCIATES
HOUSTON, TX
317B335BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703260-06/30/2020
MALCOLM THOMPSON & ASSOCIATES
HOUSTON, TX
317B335BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703025-06/30/2020
MALCOLM THOMPSON & ASSOCIATES
HOUSTON, TX
317B335BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702415-06/30/2020
MALCOLM THOMPSON & ASSOCIATES
HOUSTON, TX
317B335BH04-001
NON-STANDARDIZED PROFIT
Q703491-06/30/2020
MANDMARBLESTONE PC
HAVERTOWN, PA
317D5930003-000
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q702368-06/30/2020
MANNING & NAPIER ADVISORS LLC
FAIRPORT, NY
31740232701-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
MANNING & NAPIER ADVISORS LLC
FAIRPORT, NY
31740232701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
MANNING & NAPIER ADVISORS LLC
FAIRPORT, NY
31740232702-001
STANDARDIZED PROFIT SHARING/CODA
ABANDONED
MARC A BOYCE CPA & ASSOCIATES PC
COLORADO SPRINGS,
317E2002701-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
MARK A SCHWAB & ASSOCIATES INC
CO
PALM CITY, FL
317B485BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703144-06/30/2020
MARK A SCHWAB & ASSOCIATES INC
PALM CITY, FL
317B485BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703345-06/30/2020
MARTIN MARTIN RANDALL & ASSOCIATES INC
JACKSON, MS
317B3340701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702799-06/30/2020
MARTIN RETIREMENT SERVICES INC
GAITHERSBURG, MD
317D9240701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702798-06/30/2020
MARTIN TAX & ADVISORY LLC
LEHI, UT
317E298BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704839-01/20/2023
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 42
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
MASLON LLP
MINNEAPOLIS, MN
317B2800702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702540-06/30/2020
MASSACHUSETTS MUTUAL LIFE INSURANCE
SPRINGFIELD, MA
3173883BH01-005
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE
Q703063-06/30/2020
COMPANY
MASSACHUSETTS MUTUAL LIFE INSURANCE
SPRINGFIELD, MA
3173883BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702390-06/30/2020
COMPANY
MASSACHUSETTS MUTUAL LIFE INSURANCE
SPRINGFIELD, MA
3173883BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703432-06/30/2020
COMPANY
MASSACHUSETTS MUTUAL LIFE INSURANCE
SPRINGFIELD, MA
3173883BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703466-06/30/2020
COMPANY
MASSACHUSETTS MUTUAL LIFE INSURANCE
SPRINGFIELD, MA
3173883BH04-001
NON-STANDARDIZED PROFIT
Q703488-06/30/2020
COMPANY
MASTER BENEFIT GROUP INC
ST LOUIS, MO
317B604BH01-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703243-06/30/2020
MASTER BENEFIT GROUP INC
ST LOUIS, MO
317B604BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703302-06/30/2020
MASTER BENEFIT GROUP INC
ST LOUIS, MO
317B604BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703437-06/30/2020
MATTHEW YOKIE PROVIDENT RETIREMENT
COLLIERVILLE, TN
317E141BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704612-07/30/2021
ADVISORS
MAULDIN & JENKINS LLC
ATLANTA, GA
317E3260701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702851-01/31/2024
MAUPIN COX & LEGOY
RENO, NV
317B0870702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702620-06/30/2020
MAY COCAGNE & KING PC
DECATUR, IL
317A9880702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702541-06/30/2020
MBC RETIREMENT SERVICES INC
ROCHESTER HILLS, MI
317D599BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703377-06/30/2020
MCAFEE & TAFT
OKLAHOMA CITY, OK
317D1080001-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702320-06/30/2020
MCAFEE & TAFT
OKLAHOMA CITY, OK
317D1080702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702542-06/30/2020
MCAFEE & TAFT
OKLAHOMA CITY, OK
317D1080703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702633-06/30/2020
MCAFEE & TAFT
OKLAHOMA CITY, OK
317D1080704-001
SHARING
NON-STANDARDIZED ESOP
Q702678-06/30/2020
MCBRAYER PLLC
LOUISVILLE, KY
317A1670701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702974-06/30/2020
MCCAW & SALESBERRY RETIREMENT
GARDEN RIDGE, TX
317E1498520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703736-06/30/2020
SOLUTIONS LLC
MCCULLOUGH & COMPANY PC CPAS
NEWTOWN SQUARE, PA
317D7452701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
MCDONALD HOPKINS LLC
CLEVELAND, OH
317A4720001-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q702331-06/30/2020
MCDONALD HOPKINS LLC
CLEVELAND, OH
317A4720001-005
NON-STANDARDIZED PROFIT SHARING/CODA
Q702322-06/30/2020
MCDONALD HOPKINS LLC
CLEVELAND, OH
317A4720002-000
NON-STANDARDIZED ESOP
Q702347-06/30/2020
MCGRATH NORTH MULLIN & KRATZ, PC LLO
OMAHA, NE
317D9530701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702800-06/30/2020
MCGRATH NORTH MULLIN & KRATZ, PC LLO
OMAHA, NE
317D9530704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702679-06/30/2020
MCGREGOR & ASSOCIATES INC
LEXINGTON, KY
317A986BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703163-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 43
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
MCGREGOR & ASSOCIATES INC
LEXINGTON, KY
317A986BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703373-06/30/2020
MCGREGOR & ASSOCIATES INC
LEXINGTON, KY
317A986BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702430-06/30/2020
MCGREGOR & ASSOCIATES INC
LEXINGTON, KY
317A986BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q704773-09/23/2022
MCGREGOR & ASSOCIATES INC
LEXINGTON, KY
317A986BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703536-06/30/2020
MCGUIRE WOOD & BISSETTE PA
ASHEVILLE, NC
317A8230702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702543-06/30/2020
MCNEES WALLACE & NURICK LLC
HARRISBURG, PA
317A8240701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702801-06/30/2020
MEIER KENNEDY & QUINN CHARTERED
SAINT PAUL, MN
317B0520702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702544-06/30/2020
MERCER INVESTMENTS, LLC
BOSTON, MA
317E164BE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704139-08/14/2020
MEREDITH J SESSER A PROFESSIONAL LAW
ENCINO, CA
317E134BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703337-06/30/2020
CORPORATION
MEREDITH J SESSER A PROFESSIONAL LAW
ENCINO, CA
317E134BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703089-06/30/2020
CORPORATION
MEREDITH J SESSER A PROFESSIONAL LAW
ENCINO, CA
317E134BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704830-11/09/2022
CORPORATION
MEREDITH J SESSER A PROFESSIONAL LAW
ENCINO, CA
317E134BH04-001
NON-STANDARDIZED PROFIT
Q704760-09/22/2022
CORPORATION
MEREDITH J SESSER A PROFESSIONAL LAW
ENCINO, CA
317E134BH05-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q704560-07/13/2021
CORPORATION
MEREDITH J SESSER A PROFESSIONAL LAW
ENCINO, CA
317E134BH05-002
NON-STANDARDIZED MONEY PURCHASE
Q704761-09/22/2022
CORPORATION
MERIDIAN TRUST & INVESTMENT COMPANY
KNOXVILLE, TN
317A1080702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702545-06/30/2020
MERIT BENEFITS GROUP LLC
OAK BROOK, IL
317E220BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703215-06/30/2020
MERKLEY NEWMAN & MCLAWS INC
MESA, AZ
317B3370701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702802-06/30/2020
MERKLEY NEWMAN & MCLAWS INC
MESA, AZ
317B3370703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702634-06/30/2020
MERRILL LYNCH PIERCE FENNER & SMITH INC
PENNINGTON, NJ
31739810003-022
SHARING
STANDARDIZED MONEY PURCHASE
Q702338-06/30/2020
MERRILL LYNCH PIERCE FENNER & SMITH INC
PENNINGTON, NJ
31739810003-023
STANDARDIZED PROFIT SHARING
Q702339-06/30/2020
MERRILL LYNCH PIERCE FENNER & SMITH INC
PENNINGTON, NJ
31739810701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702803-06/30/2020
METRO BENEFITS INC
PITTSBURGH, PA
317B549FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703942-06/30/2020
METRO BENEFITS INC
PITTSBURGH, PA
317B549FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704095-06/30/2020
METROPOLITAN LIFE INSURANCE COMPANY
CHARLOTTE, NC
31739980701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704487-05/26/2021
METROPOLITAN LIFE INSURANCE COMPANY
CHARLOTTE, NC
31739980703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704489-05/26/2021
MFS FUND DISTRIBUTORS INC
BOSTON, MA
31744840701-001
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
Q704175-10/21/2020
MFS FUND DISTRIBUTORS INC
BOSTON, MA
31744840701-002
STANDARDIZED PROFIT SHARING/CODA
Q704176-10/21/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 44
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
MFS FUND DISTRIBUTORS INC
BOSTON, MA
31744840701-003
NON-STANDARDIZED PROFIT SHARING
Q704177-10/21/2020
MFS FUND DISTRIBUTORS INC
BOSTON, MA
31744840701-004
NON-STANDARDIZED MONEY PURCHASE
Q704178-10/21/2020
MGA PENSION CONSULTANTS
ELLICOTT CITY, MD
317E169BE13-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703825-06/30/2020
MGA PENSION CONSULTANTS
ELLICOTT CITY, MD
317E169BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703865-06/30/2020
MICHAEL F YATES & COMPANY INC
WASHINGTON, NJ
317E092FT01-004
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE
Q704040-06/30/2020
MICHAEL F YATES & COMPANY INC
WASHINGTON, NJ
317E092FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704012-06/30/2020
MICHAEL J. BUDZYN, A LAW CORPORATION
PASADENA, CA
317D029BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703222-06/30/2020
MICHAEL O YAMAMOTO
KANEOHE, HI
317B260BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704746-05/18/2022
MID-ATLANTIC BENEFIT CONSULTANTS INC
DOYLESTOWN, PA
317B2590701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702804-06/30/2020
MIDAMERCIA ADMINISTRATIVE & RETIREMENT
LAKELAND, FL
317D2300001-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING
Q702353-06/30/2020
SOLUTIONS INC
MIDATLANTIC IRA LLC
FREDERICK, MD
317D9382702-001
STANDARDIZED PROFIT SHARING/CODA
Q703701-06/30/2020
MIDDELSTAEDT & ASSOCIATES INC
EVERGLADES CITY, FL
317B2580701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702805-06/30/2020
MIDLAND IRA
FORT MYERS, FL
317D642AQ01-001
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/MONEY
Q704418-01/08/2021
MILBERG CONSULTING LLC
SANATOGA, PA
317B479FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704447-01/25/2021
MILLENIUM PENSION SOLUTIONS LLC
PISCATAWAY, NJ
317D226BE14-000
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703895-06/30/2020
MILLENNIUM PENSION SERVICES INC
GLENDORA, CA
317D598BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703237-06/30/2020
MILLENNIUM PENSION SERVICES INC
GLENDORA, CA
317D598BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703392-06/30/2020
MILLENNIUM PENSION SERVICES INC
GLENDORA, CA
317D598BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704831-11/09/2022
MILLENNIUM PENSION SERVICES INC
GLENDORA, CA
317D598BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702394-06/30/2020
MILLENNIUM PENSION SERVICES INC
GLENDORA, CA
317D598BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703525-06/30/2020
MILLENNIUM TRUST COMPANY LLC
OAK BROOK, IL
31712932702-001
STANDARDIZED PROFIT SHARING/CODA
Q703702-06/30/2020
MILLER CANFIELD PADDOCK & STONE PLC
DETROIT, MI
317D113BE13-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703849-06/30/2020
MILLER CANFIELD PADDOCK & STONE PLC
DETROIT, MI
317D113BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703880-06/30/2020
MILLER JOHNSON
GRAND RAPIDS, MI
317D1110001-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702361-06/30/2020
MILLIMAN INC
DALLAS, TX
317A3680701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702852-06/30/2020
MILLIMAN INC
DALLAS, TX
317A3680702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702621-06/30/2020
MILLIMAN INC
DALLAS, TX
317A3680703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702651-06/30/2020
MILLIMAN INC
DALLAS, TX
317A3680704-001
SHARING
NON-STANDARDIZED ESOP
Q702654-06/30/2020
MINNESOTA LIFE INSURANCE COMPANY
SAINT PAUL, MN
31740800701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
Q702806-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 45
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
MINNESOTA LIFE INSURANCE COMPANY
SAINT PAUL, MN
31740800701-003
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704256-11/30/2020
MISSION RETIREMENT CONSULTING INC
SAN DIEGO, CA
317E286BH01-002
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
Q704747-05/18/2022
MISSIONSQUARE RETIREMENT
WASHINGTON, DC
317D0880001-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702366-06/30/2020
MISSIONSQUARE RETIREMENT
WASHINGTON, DC
317D0880002-001
NON-STANDARDIZED MONEY PURCHASE
Q702378-06/30/2020
MODERN WOODMEN OF AMERICA
ROCK ISLAND, IL
31740922701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703587-06/30/2020
MODERN WOODMEN OF AMERICA
ROCK ISLAND, IL
31740922701-002
NON-STANDARDIZED MONEY PURCHASE
Q703661-06/30/2020
MONTANA CONTRACTORS ASSOCIATION INC
BILLINGS, MT
317D0490001-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702329-06/30/2020
MONTANA PENSION ADMINISTRATION INC
BOZEMAN, MT
317B5680701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702807-06/30/2020
MORGAN STANLEY SMITH BARNEY LLC
PURCHASE, NY
31716610701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702768-06/30/2020
MORGAN STANLEY SMITH BARNEY LLC
PURCHASE, NY
31716610701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702716-06/30/2020
MORGAN STANLEY SMITH BARNEY LLC
JERSEY CITY, NJ
317E3012701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703562-04/07/2023
MORGAN STANLEY SMITH BARNEY LLC
JERSEY CITY, NJ
317E3012701-002
NON-STANDARDIZED MONEY PURCHASE
Q703633-04/07/2023
MORGAN STANLEY SMITH BARNEY LLC
JERSEY CITY, NJ
317E3012702-001
STANDARDIZED PROFIT SHARING/CODA
Q703712-04/07/2023
MORRIS LAING EVANS BROCK & KENNEDY
CHARTERED
MT HOOD PENSION SERVICE LLC
WICHITA, KS
PORTLAND, OR
317A3700702-001
317B990BH01-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704275-11/30/2020
Q703189-06/30/2020
MT HOOD PENSION SERVICE LLC
PORTLAND, OR
317B990BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703314-06/30/2020
MUFG INVESTOR SERVICES (US) LLC
ROCKVILLE, MD
317A0932701-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
MUFG INVESTOR SERVICES (US) LLC
ROCKVILLE, MD
317A0932701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
MUTUAL OF AMERICA FINANCIAL GROUP
NEW YORK, NY
31734530013-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702371-06/30/2020
MUTUAL OF AMERICA FINANCIAL GROUP
NEW YORK, NY
31734530013-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q702372-06/30/2020
MUTUAL OF AMERICA FINANCIAL GROUP
NEW YORK, NY
31734530014-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702373-06/30/2020
MUTUAL OF AMERICA FINANCIAL GROUP
NEW YORK, NY
31734530015-001
NON-STANDARDIZED MONEY PURCHASE
Q702374-06/30/2020
MUTUAL OF AMERICA FINANCIAL GROUP
NEW YORK, NY
31734530701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704237-11/30/2020
MUTUAL OF AMERICA FINANCIAL GROUP
NEW YORK, NY
31734530702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704495-05/28/2021
MUTUAL OF AMERICA FINANCIAL GROUP
NEW YORK, NY
31734530703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704284-11/30/2020
MUTUAL OF OMAHA INSURANCE COMPANY
OMAHA, NE
317A0492701-003
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
Q704155-09/21/2020
MUTUAL OF OMAHA INSURANCE COMPANY
OMAHA, NE
317A0492701-004
NON-STANDARDIZED MONEY PURCHASE
Q704156-09/21/2020
MVP PLAN ADMINISTRATORS INC
HOLLY SPRINGS, NC
317B623BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703119-06/30/2020
MVP PLAN ADMINISTRATORS INC
HOLLY SPRINGS, NC
317B623BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702389-06/30/2020
MVP PLAN ADMINISTRATORS INC
HOLLY SPRINGS, NC
317B623BH04-001
NON-STANDARDIZED PROFIT
Q704461-03/22/2021
MWG RETIREMENT PLAN SOLUTIONS LLC
JACKSON, MS
317D7910702-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702601-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 46
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PURCHASE/CODA
MY BENEFITS LLC
ATLANTA, GA
317D767FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703963-06/30/2020
MY BENEFITS LLC
ATLANTA, GA
317D767FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704108-06/30/2020
MY BENEFITS LLC
ATLANTA, GA
317D767FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704044-06/30/2020
MY BENEFITS LLC
ATLANTA, GA
317D767FT02-001
NON-STANDARDIZED PROFIT SHARING
Q704055-06/30/2020
MY BENEFITS LLC
ATLANTA, GA
317D767FT02-002
NON-STANDARDIZED MONEY PURCHASE
Q704067-06/30/2020
MY BENEFITS LLC
ATLANTA, GA
317D767FT03-001
NON-STANDARDIZED PROFIT
Q704077-06/30/2020
MY SOLO 401K FINANCIAL
CARLSBAD, CA
317E120FT01-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703921-06/30/2020
N A FALCONE & ASSOCIATES INC
TREVOSE, PA
317B2510701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702808-06/30/2020
NABERS SERVICES LLC
SCOTTSDALE, AZ
317D7508520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703816-06/30/2020
NASHIONAL SELFDIRECTED LLC
MCKINNEY, TX
317E204FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704476-05/11/2021
NATIONAL ADMINISTRATION INC
MENASHA, WI
317A183BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703149-06/30/2020
NATIONAL ADMINISTRATION INC
MENASHA, WI
317A183BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703336-06/30/2020
NATIONAL ADMINISTRATION INC
MENASHA, WI
317A183BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703070-06/30/2020
NATIONAL ASSOCIATES INC
CLEVELAND, OH
317A704BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703320-08/11/2020
NATIONAL ASSOCIATES INC
CLEVELAND, OH
317A704BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703083-08/11/2020
NATIONAL ASSOCIATES INC
CLEVELAND, OH
317A704BH04-001
NON-STANDARDIZED PROFIT
Q704774-09/23/2022
NATIONAL ASSOCIATES INC
CLEVELAND, OH
317A704BH05-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q704219-11/23/2020
NATIONAL BENEFIT SERVICES INC
CHICAGO, IL
317D769FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704448-01/25/2021
NATIONAL BENEFIT SERVICES INC
CHICAGO, IL
317D769FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704449-01/25/2021
NATIONAL BENEFIT SERVICES LLC
SOUTH JORDAN, UT
317D2540701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702809-06/30/2020
NATIONAL BENEFIT SERVICES LLC
SOUTH JORDAN, UT
317D2540701-003
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704263-11/30/2020
NATIONAL BENEFIT SERVICES LLC
SOUTH JORDAN, UT
317D2540703-001
SHARING
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702635-06/30/2020
NATIONAL BENEFIT SERVICES LLC
SOUTH JORDAN, UT
317D2540704-001
SHARING
NON-STANDARDIZED ESOP
Q702655-06/30/2020
NATIONAL FARMERS UNION LIFE INSURANCE
KANSAS CITY, MO
31772262701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
COMPANY
NATIONAL FINANCIAL SERVICES LLC
BOSTON, MA
31757412702-001
STANDARDIZED PROFIT SHARING/CODA
Q703703-06/30/2020
NATIONAL GUARDIAN LIFE INSURANCE CO
MADISON, WI
31742472701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703589-06/30/2020
NATIONAL PENSION SERVICES CORPORATION
MONROVIA, CA
317A8750701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702810-06/30/2020
NATIONAL RETIREMENT PLAN SERVICES INC
DALLAS, TX
317B9940701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702853-06/30/2020
NATIONWIDE FINANCIAL SERVICES INC
COLUMBUS, OH
31742810004-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704452-02/09/2021
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 47
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
NATIONWIDE FINANCIAL SERVICES INC
COLUMBUS, OH
31742810701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702811-06/30/2020
NATIONWIDE FINANCIAL SERVICES INC
COLUMBUS, OH
31742810703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702636-06/30/2020
NATIONWIDE FINANCIAL SERVICES INC
COLUMBUS, OH
3174281BH05-001
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
Q704824-11/09/2022
NELSON MULLINS RILEY & SCARBOROUGH
LLP
NERIMAN GUVEN PLLC
COLUMBIA, SC
SAN ANTONIO, TX
317A6670702-001
317E1488520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702546-06/30/2020
Q703735-06/30/2020
NESTEGGS RETIREMENT PLAN SERVICES INC
JACKSONVILLE, FL
317E100BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703209-06/30/2020
NEUBERGER BERMAN BD LLC
NEW YORK, NY
31771782701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703570-06/30/2020
NEUBERGER BERMAN BD LLC
NEW YORK, NY
31771782701-002
NON-STANDARDIZED MONEY PURCHASE
Q703640-06/30/2020
NEUBERGER BERMAN BD LLC
NEW YORK, NY
31771782702-001
STANDARDIZED PROFIT SHARING/CODA
Q703714-06/30/2020
NEUBERGER BERMAN BD LLC
NEW YORK, NY
3177178AQ01-005
STANDARDIZED PROFIT SHARING/MONEY
Q704417-01/08/2021
NEUBERGER BERMAN BD LLC
NEW YORK, NY
3177178AQ01-006
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704437-01/08/2021
NEW DIRECTION TRUST COMPANY
LOUISVILLE, CO
317E228AQ01-001
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/MONEY
Q704421-01/08/2021
NEWPORT GROUP INC
DRESHER, PA
317D7840701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702826-06/30/2020
NEWPORT GROUP INC
DRESHER, PA
317D7840701-003
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704261-11/30/2020
NEWPORT GROUP INC
DRESHER, PA
317D7840701-004
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702981-11/28/2022
NEWPORT GROUP INC
DRESHER, PA
317D7840702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704225-11/30/2020
NEWPORT GROUP INC
DRESHER, PA
317D7840703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702637-06/30/2020
NEWPORT GROUP INC
DRESHER, PA
317D7840704-001
SHARING
NON-STANDARDIZED ESOP
Q702656-06/30/2020
NEXT GENERATION TRUST COMPANY
SIOUX FALLS, SD
317E226AQ01-001
STANDARDIZED PROFIT SHARING/MONEY
Q704419-01/08/2021
NEXUS ADMINISTRATORS INC
FRESNO, CA
317D2810702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704270-11/30/2020
NFP RETIREMENT INC
ALISO VIEJO, CA
317A6950701-003
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702941-06/30/2020
NFP RETIREMENT INC
ALISO VIEJO, CA
317A695BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703099-06/30/2020
NFP RETIREMENT INC
ALISO VIEJO, CA
317A695BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703359-06/30/2020
NICHOLAS & ASSOCIATES INC
ELLICOTT CITY, MD
317A851BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704648-09/22/2021
NICHOLAS PENSION CONSULTANTS INC
RANCHO CORDOVA, CA
317D6118520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703778-06/30/2020
NIXON PEABODY LLP
ROCHESTER, NY
317A3190701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702827-06/30/2020
PURCHASE/CODA
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 48
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
NJM BENEFIT CONSULTANTS
LOWER LAKE, CA
317E214BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703509-06/30/2020
NLS INSURANCE SERVICES INC
MURRIETA, CA
317B1780701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702769-06/30/2020
NLS INSURANCE SERVICES INC
MURRIETA, CA
317B1780701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702717-06/30/2020
NOBLEDAVIS CONSULTING INC
SOLON, OH
317A4680701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702828-06/30/2020
NORTH AMERICAN PENSION SERVICES LLC
ROCHESTER, MI
317D571BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703192-06/30/2020
NORTH SHORE BANK OF COMMERCE
DULUTH, MN
31786240701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702770-06/30/2020
NORTH SHORE BANK OF COMMERCE
DULUTH, MN
31786240701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702718-06/30/2020
NORTHEAST BENEFIT SERVICES INC
WEST SENECA, NY
317A967BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703185-06/30/2020
NORTHEAST BENEFIT SERVICES INC
WEST SENECA, NY
317A967BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703344-06/30/2020
NORTHEAST BENEFIT SERVICES INC
WEST SENECA, NY
317A967BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704462-03/22/2021
NORTHEAST PLANNING SERVICES INC
WALTHAM, MA
317B3040701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702829-06/30/2020
NORTHERN TRUST COMPANY
CHICAGO, IL
31743942701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703590-06/30/2020
NORTHERN TRUST COMPANY
CHICAGO, IL
31743942701-002
NON-STANDARDIZED MONEY PURCHASE
Q703664-06/30/2020
NORTHWEST LAW SERVICES
SALEM, OR
317E1960701-002
STANDARDIZED PROFIT SHARING/CODA
Q702749-06/30/2020
NORTHWEST QUALIFIED PLANS LLC
LAKE OSWEGO, OR
317E1570702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702547-06/30/2020
NORTHWEST RETIREMENT PLANS INC
MEDFORD, OR
317B176BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704220-11/23/2020
NORTHWEST RETIREMENT PLANS INC
MEDFORD, OR
317B176BH01-004
STANDARDIZED PROFIT SHARING/CODA
Q703404-06/30/2020
NORTHWEST RETIREMENT PLANS INC
MEDFORD, OR
317B176BH04-001
NON-STANDARDIZED PROFIT
Q704199-06/30/2020
NORTHWESTERN WISCONSIN ASSOCIATES
WAUSAU, WI
317B4968520-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703779-06/30/2020
NORTHWESTERN WISCONSIN ASSOCIATES
WAUSAU, WI
317B496BH04-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT
Q705480-08/09/2023
NOVA 401K ASSOCIATES INC
HOUSTON, TX
317D7140701-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702830-06/30/2020
NOVA 401K ASSOCIATES INC
HOUSTON, TX
317D7140701-003
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704259-11/30/2020
NOVA 401K ASSOCIATES INC
HOUSTON, TX
317D7140703-001
SHARING
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702638-06/30/2020
NUVIEW IRA INC
LONGWOOD, FL
317E225AQ01-001
SHARING
STANDARDIZED PROFIT SHARING/MONEY
Q704414-01/08/2021
NWRPC LLC
PUYALLUP, WA
317D963BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703329-09/23/2022
NWRPC LLC
PUYALLUP, WA
317D963BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704522-09/23/2022
NWRPC LLC
PUYALLUP, WA
317D963BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703532-09/23/2022
NYEMASTER GOODE PC LAW FIRM
DES MOINES, IA
317A8500702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702548-06/30/2020
NYEMASTER GOODE PC LAW FIRM
DES MOINES, IA
317A8500704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702657-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 49
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
O'HAVER FINANCIAL LLC
NEWARK, NJ
317E032BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703316-06/30/2020
OAK CREEK PARTNERS LLC
MINNEAPOLIS, MN
317D805BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703139-06/30/2020
OAK CREEK PARTNERS LLC
MINNEAPOLIS, MN
317D805BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702411-06/30/2020
ODYSSEY ADVISORS INC
COLCHESTER, CT
317D656BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704362-11/30/2020
ODYSSEY ADVISORS INC
COLCHESTER, CT
317D656BH01-004
STANDARDIZED PROFIT SHARING/CODA
Q703405-06/30/2020
ODYSSEY ADVISORS INC
COLCHESTER, CT
317D656BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704607-07/30/2021
ODYSSEY ADVISORS INC
COLCHESTER, CT
317D656BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704608-07/30/2021
OGLETREE DEAKINS NASH SMOAK &
STEWART PC
OGLETREE DEAKINS NASH SMOAK &
STEWART PC
OHIO PENSION SERVICES
GREENVILLE, SC
GREENVILLE, SC
FAIRLAWN, OH
317E170BE13-001
317E170BE14-000
317E123BH01-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703826-06/30/2020
Q703864-06/30/2020
Q703150-06/30/2020
OHIO STATE UNIVERSITY
COLUMBUS, OH
317D1190001-000
NON-STANDARDIZED PROFIT SHARING
Q702349-06/30/2020
OLD POINT FINANCIAL CORPORATION
NEWPORT NEWS, VA
317A3930701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702831-06/30/2020
OLD SECOND NATIONAL BANK
AURORA, IL
31745040701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704232-11/30/2020
OLD SECOND NATIONAL BANK
AURORA, IL
31745040701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q704249-11/30/2020
OLSEN THIELEN & CO LTD
ST PAUL, MN
317B1000701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702832-06/30/2020
OMEGA INC
SYRACUSE, NY
317B5588520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703780-06/30/2020
ONEAMERICA FINANCIAL PARTNERS INC
INDIANAPOLIS, IN
317D7850001-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704137-08/19/2020
ONEAMERICA FINANCIAL PARTNERS INC
INDIANAPOLIS, IN
317D7850001-003
NON-STANDARDIZED MONEY PURCHASE
Q704224-11/30/2020
ONEAMERICA FINANCIAL PARTNERS INC
INDIANAPOLIS, IN
317D7850003-001
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704136-08/19/2020
ONEAMERICA FINANCIAL PARTNERS INC
INDIANAPOLIS, IN
317D785BH01-002
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
Q704775-09/23/2022
ONEAMERICA FINANCIAL PARTNERS INC
INDIANAPOLIS, IN
317D785BH03-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704202-06/30/2020
ONEAMERICA FINANCIAL PARTNERS INC
INDIANAPOLIS, IN
317D785BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704200-06/30/2020
ONEAMERICA FINANCIAL PARTNERS INC
INDIANAPOLIS, IN
317D785BH05-002
NON-STANDARDIZED MONEY PURCHASE
Q704201-06/30/2020
OPPENHEIMER & CO INC
NEW YORK, NY
3175677AQ01-001
STANDARDIZED PROFIT SHARING/MONEY
Q704415-01/08/2021
OPPENHEIMER & CO INC
NEW YORK, NY
3175677AQ01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704434-01/08/2021
ORAM & MOSS CHARTERED
ROCKVILLE, MD
3179993BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703204-06/30/2020
ORAM & MOSS CHARTERED
ROCKVILLE, MD
3179993BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703087-06/30/2020
ORIENTAL PENSION CONSULTANTS
W BOCA RATON, FL
317E180BE14-000
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703874-06/30/2020
OSBORN CARREIRO & ASSOCIATES INC
LITTLE ROCK, AR
317A4700701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702833-06/30/2020
OSBORNE & ASSOCIATES INC
MODESTO, CA
317D9138520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703781-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 50
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PURCHASE/CODA
OWEN & TRUBAN PLC
WINCHESTER, VA
317A1570001-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702364-06/30/2020
PA RETIREMENT SOLUTIONS INC
HARRISBURG, PA
317D612FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704113-06/30/2020
PA RETIREMENT SOLUTIONS INC
HARRISBURG, PA
317D612FT02-001
NON-STANDARDIZED PROFIT SHARING
Q704059-06/30/2020
PA RETIREMENT SOLUTIONS INC
HARRISBURG, PA
317D612FT02-002
NON-STANDARDIZED MONEY PURCHASE
Q704071-06/30/2020
PACIFIC PENSION ADMINISTRATORS
AGOURA HILLS, CA
317E057BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703122-06/30/2020
PACIFIC PENSION ADMINISTRATORS
AGOURA HILLS, CA
317E057BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703294-06/30/2020
PACIFIC PENSION ADMINISTRATORS
HENDERSON, NV
317E057BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704748-05/18/2022
PACIFIC PENSION ADMINISTRATORS
AGOURA HILLS, CA
317E057BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702391-06/30/2020
PACIFIC PENSION ADMINISTRATORS
AGOURA HILLS, CA
317E057BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703433-06/30/2020
PACIFIC PENSION ADMINISTRATORS
AGOURA HILLS, CA
317E057BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703539-06/30/2020
PACIFIC PREMIER BANK DBA PACIFIC
DENVER, CO
317D4572702-001
STANDARDIZED PROFIT SHARING/CODA
ABANDONED
PREMIER TRUST
PACKMAN NEUWAHL & ROSENBERG PA
MIAMI, FL
317A9830701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702854-06/30/2020
PACO INC
WEST DES MOINES, IA
317A9820702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702505-06/30/2020
PAI PENSION SERVICES INC
LAKELAND, FL
317A6570701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702771-06/30/2020
PAI PENSION SERVICES INC
LAKELAND, FL
317A6570701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702719-06/30/2020
PALEY ROTHMAN
BETHESDA, MD
317D127FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703977-06/30/2020
PALEY ROTHMAN
BETHESDA, MD
317D127FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704328-11/30/2020
PALMER PENSION SERVICES INC
MARIETTA, GA
317B3770701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702772-06/30/2020
PALMER PENSION SERVICES INC
MARIETTA, GA
317B3770701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702720-06/30/2020
PAMELA D PERDUE
ST LOUIS, MO
317D0340006-000
NON-STANDARDIZED PROFIT SHARING/MONEY
ABANDONED
PANAGIOTU PENSION ADVISORS INC
UNIVERSITY PLACE, WA
317A500BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703202-06/30/2020
PANGO FINANCIAL LLC
WILMINGTON, DE
317D942BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703232-06/30/2020
PARADIGM BENEFITS LLC
WAVERLY, IA
317B4010701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702773-06/30/2020
PARADIGM BENEFITS LLC
WAVERLY, IA
317B4010701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702721-06/30/2020
PARAGON TPA GROUP INC
FISHERS, IN
317D6998520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703815-06/30/2020
PARK NATIONAL BANK
NEWARK, OH
31750962701-003
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703684-06/30/2020
PARK NATIONAL BANK
NEWARK, OH
31750962701-004
NON-STANDARDIZED MONEY PURCHASE
Q703690-06/30/2020
PASI LLC
FARMINGTON, CT
317D7810701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702774-06/30/2020
PASI LLC
FARMINGTON, CT
317D7810701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702722-06/30/2020
PATHWAY BENEFIT SERVICES
WYOMING, MI
317D3540701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702834-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 51
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PURCHASE/CODA
PATHWORKS FINANCIAL INC
NOVI, MI
317E079FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703987-06/30/2020
PATRICK M RYAN PC
LITTLETON, CO
317A9810702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702622-06/30/2020
PATTILLO BROWN & HILL LLP
WACO, TX
317B3810701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704498-06/02/2021
PATTILLO BROWN & HILL LLP
WACO, TX
317B3810701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q704499-06/02/2021
PATTILLO BROWN & HILL LLP
WACO, TX
317B3810701-003
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704500-06/02/2021
PATTILLO BROWN & HILL LLP
WACO, TX
317B3810703-001
SHARING
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704501-06/02/2021
PAUL GILL CPA LLC
BRANFORD, FL
317C1952701-001
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
PAYCHEX INC
ROCHESTER, NY
317A1522701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704150-08/31/2020
PAYCHEX INC
ROCHESTER, NY
317A1522701-002
NON-STANDARDIZED MONEY PURCHASE
Q704151-08/31/2020
PAYNE & JONES CHARTERED
OVERLAND PARK, KS
317A8280702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702506-06/30/2020
PAYNE & JONES CHARTERED
OVERLAND PARK, KS
317A8280704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702658-06/30/2020
PAYPRO ADMINISTRATORS
RIVERSIDE, CA
317E1478520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703734-06/30/2020
PBMARES LLP
NEWPORT NEWS, VA
317D9160701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702835-06/30/2020
PCJONES PENSION DESIGN & ACTUARIAL
BEL AIR, MD
317D4320701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702836-06/30/2020
SERVICES LLC
PCS RETIREMENT LLC
BEAVERTON, OR
317D469FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703944-06/30/2020
PCS RETIREMENT LLC
BEAVERTON, OR
317D469FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704096-06/30/2020
PCS RETIREMENT LLC
BEAVERTON, OR
317D469FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704117-06/30/2020
PCSB BANK
YORKTOWN HEIGHTS,
31702642701-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
PCSB BANK
NY
YORKTOWN HEIGHTS,
31702642701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
PEARCE BEVILL LEESBURG MOORE PC
NY
BIRMINGHAM, AL
317D3550701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702837-06/30/2020
PEEPLES & KOHLER PC
PLANO, TX
317D2710702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702576-06/30/2020
PEERY & ASSOCIATES INC
PESCADERO, CA
317B028FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703980-06/30/2020
PEERY & ASSOCIATES INC
PESCADERO, CA
317B028FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704036-06/30/2020
PEKIN LIFE INSURANCE COMPANY
PEKIN, IL
31746082701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703592-06/30/2020
PEKIN LIFE INSURANCE COMPANY
PEKIN, IL
31746082701-002
NON-STANDARDIZED MONEY PURCHASE
Q703665-06/30/2020
PELION BENEFITS INC
DURHAM, NC
317A145BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703224-06/30/2020
PELION BENEFITS INC
DURHAM, NC
317A145BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703038-06/30/2020
PELION BENEFITS INC
DURHAM, NC
317A145BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703446-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 52
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PENCERT LTD
WESTMONT, IL
317E1468520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703744-06/30/2020
PENCOMP INC
SAN BRUNO, CA
317A4838520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703730-06/30/2020
PENN PENSION CENTER INC
NEW YORK, NY
317B1500702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702577-06/30/2020
PENNSYLVANIA PENSION PLANNERS INC
HARRISBURG, PA
317B2230701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702775-06/30/2020
PENNSYLVANIA PENSION PLANNERS INC
HARRISBURG, PA
317B2230701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702695-06/30/2020
PENSERV PLAN SERVICES INC
WEST COLUMBIA, SC
31799AQ0702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702578-06/30/2020
PENSERV PLAN SERVICES INC
WEST COLUMBIA, SC
31799AQ0703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702639-06/30/2020
PENSERV PLAN SERVICES INC
WEST COLUMBIA, SC
31799AQ0704-001
SHARING
NON-STANDARDIZED ESOP
Q702681-06/30/2020
PENSERV PLAN SERVICES, INC.
HORSHAM, PA
31799AQAQ01-001
STANDARDIZED PROFIT SHARING/MONEY
Q704407-01/08/2021
PENSERV PLAN SERVICES, INC.
HORSHAM, PA
31799AQAQ01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704430-01/08/2021
PENSERV PLAN SERVICES, INC.
HORSHAM, PA
31799AQAQ01-003
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/MONEY
Q704426-01/08/2021
PENSERV PLAN SERVICES, INC.
HORSHAM, PA
31799AQAQ01-004
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704438-01/08/2021
PENSERV PLAN SERVICES, INC.
HORSHAM, PA
31799AQAQ02-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704440-01/08/2021
PENSERV PLAN SERVICES, INC.
HORSHAM, PA
31799AQAQ02-010
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704439-01/08/2021
PENSERV PLAN SERVICES, INC.
HORSHAM, PA
31799AQAQ03-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704441-01/08/2021
PENSERV PLAN SERVICES, INC.
HORSHAM, PA
31799AQAQ03-003
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704442-01/08/2021
PENSERVCO INC
CLEARWATER, FL
317B6268520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703731-06/30/2020
PENSION & PROFIT SHARING PLANNING CO
GUTTENBERG, NJ
317B4800701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702855-06/30/2020
INC
PENSION & RETIREMENT SERVICES LLC
ST. LOUIS, MO
317E242BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704523-01/12/2022
PENSION & RETIREMENT SERVICES LLC
ST. LOUIS, MO
317E242BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704524-01/12/2022
PENSION ACTUARIAL ASSOCIATES
SAN DIMAS, CA
317B3870701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702856-06/30/2020
PENSION ADMINISTRATORS INC
INVERNESS, IL
31773078520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703732-06/30/2020
PENSION ADMINISTRATORS LLC
OMAHA, NE
317E1458520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703743-06/30/2020
PENSION ADVISORS INC
BARTLESVILLE, OK
317D6608520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703733-06/30/2020
PENSION ASSOCIATES
STAMFORD, CT
317D5218520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703747-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 53
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PURCHASE/CODA
PENSION BENEFIT ADMINISTRATORS
HOUSTON, TX
317A9800701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702838-06/30/2020
PENSION BENEFIT CONSULTANTS
OAKLAND, CA
317D522BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703115-06/30/2020
PENSION BENEFIT CONSULTANTS
OAKLAND, CA
317D522BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703017-06/30/2020
PENSION BENEFIT SOLUTIONS INC DBA
TEMPE, AZ
317D709BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703097-06/30/2020
SUNWEST PENSIONS
PENSION BENEFIT SOLUTIONS INC DBA
TEMPE, AZ
317D709BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703357-06/30/2020
SUNWEST PENSIONS
PENSION BENEFIT SOLUTIONS INC DBA
TEMPE, AZ
317D709BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703020-06/30/2020
SUNWEST PENSIONS
PENSION BENEFIT SOLUTIONS INC DBA
TEMPE, AZ
317D709BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703426-06/30/2020
SUNWEST PENSIONS
PENSION CONCEPTS & ADMINISTRATION INC
LUBBOCK, TX
317B0198520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703748-06/30/2020
PENSION CONSULTANTS CO INC
DE PERE, WI
317B338BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703132-06/30/2020
PENSION CONSULTANTS CO INC
DE PERE, WI
317B338BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704363-11/30/2020
PENSION CONSULTANTS INC
MINNEAPOLIS, MN
317A2420701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702839-06/30/2020
PENSION CONSULTANTS INC
FARMINGTON, CT
317B3510701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704488-05/26/2021
PENSION CONSULTING SERVICES LLC
HUDSON, OH
317E1940701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702857-06/30/2020
PENSION DESIGN & ADMINISTRATION INC
SAMMAMISH, WA
317A8320701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702840-06/30/2020
PENSION DESIGN & PLANNING INC
ST. JAMES, NY
317D2550701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702858-06/30/2020
PENSION FINANCIAL SERVICES INC
DULUTH, GA
317A8660701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702841-06/30/2020
PENSION INC
GREEN BAY, WI
317A4120702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702579-06/30/2020
PENSION INNOVATIONS & CONSULTING LLC
TOLEDO, OH
317A546FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704307-11/30/2020
PENSION KINETICS INC
IRVINE, CA
317E115FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703916-06/30/2020
PENSION KINETICS INC
IRVINE, CA
317E115FT03-001
NON-STANDARDIZED PROFIT
Q704084-06/30/2020
PENSION MANAGEMENT CONSULTANTS INC
MODESTO, CA
317E071FT01-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703986-06/30/2020
PENSION METRIX
SACRAMENTO, CA
317B2790702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704281-11/30/2020
PENSION PLAN DESIGNS INC
VALLEY STREAM, NY
317E171BE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703827-06/30/2020
PENSION PLAN DESIGNS INC
VALLEY STREAM, NY
317E171BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703863-06/30/2020
PENSION PLAN SERVICES INC
GRAND BLANC, MI
317D879BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703389-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 54
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PENSION PLAN SERVICES INC
GRAND BLANC, MI
317D879BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703049-06/30/2020
PENSION PLAN SPECIALISTS PC
VANCOUVER, WA
317D9440701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702842-06/30/2020
PENSION PLANNING CONSULTANTS, INC.
ALBUQUERQUE, NM
317B277FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703992-06/30/2020
PENSION PLANNING SERVICE INC
BURLINGAME, CA
317E322BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q705495-10/26/2023
PENSION PROFESSIONALS INC
PENSION PROFIT SHARING SERVICES INC
RANCHO SANTA
MARGARITA, CA
LOS ALAMITOS, CA
317B0268520-001
317E124FT01-002
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703749-06/30/2020
Q704093-06/30/2020
PENSION PROFIT SHARING SERVICES INC
LOS ALAMITOS, CA
317E124FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704030-06/30/2020
PENSION RESOURCES INC
HARRISBURG, PA
317B229BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703172-06/30/2020
PENSION RESOURCES INC
HARRISBURG, PA
317B229BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703045-06/30/2020
PENSION SERVICE COMPANY
ATLANTA, GA
317D9048520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703751-06/30/2020
PENSION SERVICES
ESCONDIDO, CA
317B1880701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702885-06/30/2020
PENSION SOLUTIONS INC
OKLAHOMA CITY, OK
317A397BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703256-06/30/2020
PENSION SOLUTIONS INC
OKLAHOMA CITY, OK
317A397BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703011-06/30/2020
PENSION SOLUTIONS INC
OKLAHOMA CITY, OK
317A397BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702419-06/30/2020
PENSION SOLUTIONS INC
OKLAHOMA CITY, OK
317A397BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703443-06/30/2020
PENSION SOLUTIONS INC
OKLAHOMA CITY, OK
317A397BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703475-06/30/2020
PENSION SOLUTIONS INC
OKLAHOMA CITY, OK
317A397BH04-001
NON-STANDARDIZED PROFIT
Q703498-06/30/2020
PENSION SOLUTIONS INC
OKLAHOMA CITY, OK
317A397BH05-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703547-06/30/2020
PENSION STRATEGIES CORP
NEW YORK, NY
317E046FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704129-06/30/2020
PENSION STRATEGIES INC
PHOENIX, AZ
317D9210701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702886-06/30/2020
PENSION SYSTEMS CORPORATION
SHERMAN OAKS, CA
317E1950701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702859-06/30/2020
PENSION TRANSFER ADVISORS LLC DBA
LENEXA, KS
317E250BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704561-07/13/2021
ACCELEFUND
PENSIONALYSIS INC
SAN ANSELMO, CA
317B5298520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703746-06/30/2020
PENSIONONE ADVISORS DBA THOMAS DOLL
WALNUT CREEK, CA
317D233FT01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704105-06/30/2020
PENSIONONE ADVISORS DBA THOMAS DOLL
WALNUT CREEK, CA
317D233FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704038-06/30/2020
PENSIONS & FORECASTING
BROOKLYN, NY
317E181BE14-000
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703875-06/30/2020
PENSIONS INC
NORTH HAVEN, CT
317E172BE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703828-06/30/2020
PENSIONS INC
NORTH HAVEN, CT
317E172BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703862-06/30/2020
PENSIONS PLUS INC
MURRAY, UT
317B9830702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702623-06/30/2020
PURCHASE/CODA
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 55
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PENTEC PENSION MANAGEMENT GROUP INC
MIDLAND, TX
317B3480701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702887-06/30/2020
PENTEC PENSION MANAGEMENT GROUP INC
MIDLAND, TX
317B3480701-003
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704266-11/30/2020
PENTEGRA SERVICES INC
WHITE PLAINS, NY
31770030701-001
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702776-06/30/2020
PENTEGRA SERVICES INC
WHITE PLAINS, NY
31770030701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702723-06/30/2020
PEOPLES BANK
MARIETTA, OH
317B4370702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702580-06/30/2020
PEOPLES UNITED BANK
BRIDGEPORT, CT
31794142701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
PEOPLES UNITED BANK
BRIDGEPORT, CT
31794142701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
PERKINS COIE LLP
SEATTLE, WA
317B4380702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702581-06/30/2020
PERSHING LLC
JERSEY CITY, NJ
31708712701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
PERSHING LLC
JERSEY CITY, NJ
31708712701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
PERSHING LLC
JERSEY CITY, NJ
31708712702-001
STANDARDIZED PROFIT SHARING/CODA
ABANDONED
PGI AGENCY
CHANDLER, AZ
317D6298520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704686-12/17/2021
PHASE II SYSTEMS DBA PUBLIC AGENCY
NEWPORT BEACH, CA
317D0050001-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING
Q702335-06/30/2020
RETIREMENT SERVICES PARS
PHILIP D PRICE & ASSOCIATES INC
FRESNO, CA
317A8780702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702586-06/30/2020
PHILIP D PRICE & ASSOCIATES INC
FRESNO, CA
317A8780704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702685-06/30/2020
PHILIP N ROTGIN PC DBA THE ROTGIN LAW
FIRM
PHILLIPS NIZER LLP
UNIONDALE, NY
NEW YORK, NY
317D231BE14-000
317D232BE13-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703897-06/30/2020
Q703850-06/30/2020
PHILLIPS NIZER LLP
NEW YORK, NY
317D232BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703881-06/30/2020
PIETZSCH BONNETT & WOMACK PA
PHOENIX, AZ
317D236BE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704555-07/08/2021
PIETZSCH BONNETT & WOMACK PA
PHOENIX, AZ
317D236BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703896-06/30/2020
PILOT CONSULTING DBA STARBRIDGE
LAKELAND, FL
317D6130701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702888-06/30/2020
BENEFITS SOLUTIONS
PINNACLE FINANCIAL SERVICES
LANTANA, FL
317D7420701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702889-06/30/2020
PINNACLE PENSION SERVICES INC
BOISE, ID
317D880BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703259-06/30/2020
PINNACLE PENSION SERVICES INC
BOISE, ID
317D880BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703026-06/30/2020
PINNACLE PLAN DESIGN LLC
TUCSON, AZ
317A6750701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702777-06/30/2020
PINNACLE PLAN DESIGN LLC
TUCSON, AZ
317A6750701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702724-06/30/2020
PINNACLE PLAN DESIGN LLC
TUCSON, AZ
317A675BH01-003
NON-STANDARDIZED PROFIT SHARING/CODA
Q704525-06/07/2021
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 56
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PINNACLE PLAN DESIGN LLC
TUCSON, AZ
317A675BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704627-08/03/2021
PINNACLE PLAN DESIGN LLC
TUCSON, AZ
317A675BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q704628-08/03/2021
PINPOINT FINANCIAL LLC
MEMPHIS, TN
317B2730702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702582-06/30/2020
PIONEER PENSION CONSULTING LLC
ANCHORAGE, AK
317E255BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704613-07/30/2021
PIONEER PENSION CONSULTING LLC
ANCHORAGE, AK
317E255BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704614-07/30/2021
PIONEER PENSION CONSULTING LLC
ANCHORAGE, AK
317E255BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704616-07/30/2021
PIPPIN & ASSOCIATES PENSION ADVISORS
TRAVERSE CITY, MI
317C057BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703133-06/30/2020
PISTL SERVICE CORPORATION
TOWN & COUNTRY, MO
317D9068520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703814-06/30/2020
PKS & COMPANY PA
SALISBURY, MD
317B3520701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702912-06/30/2020
PKS & COMPANY PA
SALISBURY, MD
317B3520701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702742-06/30/2020
PKS & COMPANY PA
SALISBURY, MD
317B3520701-003
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704268-11/30/2020
PLAN ADMINISTRATORS INC
DE PERE, WI
317D684FT01-001
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
Q703971-06/30/2020
PLAN DESIGN CONSULTANTS INC
CARLSBAD, CA
317A577BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703182-06/30/2020
PLAN DESIGN CONSULTANTS INC
CARLSBAD, CA
317A577BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703343-06/30/2020
PLAN DESIGN CONSULTANTS INC
CARLSBAD, CA
317A577BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702416-06/30/2020
PLAN DOCUMENT SYSTEMS LLC
WASHINGTON, DC
317E026BE15-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703903-06/30/2020
PLAN DOCUMENT SYSTEMS LLC
WASHINGTON, DC
317E026BE16-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703906-06/30/2020
PLAN DOCUMENTS INC
MIAMI, FL
317C048FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703993-06/30/2020
PLANMEMBER SERVICES
CARPINTERIA, CA
317A784AQ01-001
STANDARDIZED PROFIT SHARING/MONEY
Q704422-01/08/2021
PLANPERFECT INC
NEWPORT BEACH, CA
317D619BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703278-06/30/2020
PLANPERFECT INC
NEWPORT BEACH, CA
317D619BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703054-06/30/2020
PNC BANK NATIONAL ASSOCIATION
PITTSBURGH, PA
3174779BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
PNC BANK NATIONAL ASSOCIATION
PITTSBURGH, PA
3174779BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
PNC BANK NATIONAL ASSOCIATION
PITTSBURGH, PA
3174779BH01-003
STANDARDIZED PROFIT SHARING/CODA
ABANDONED
PNC BANK NATIONAL ASSOCIATION
PITTSBURGH, PA
3174779BH01-004
STANDARDIZED PROFIT SHARING/CODA
ABANDONED
PNC BANK NATIONAL ASSOCIATION
PITTSBURGH, PA
3174779BH01-005
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
PNC BANK NATIONAL ASSOCIATION
PITTSBURGH, PA
3174779BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
PNC BANK NATIONAL ASSOCIATION
PITTSBURGH, PA
3174779BH03-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
PNC BANK NATIONAL ASSOCIATION
PITTSBURGH, PA
3174779BH04-001
NON-STANDARDIZED PROFIT
ABANDONED
PNC BANK NATIONAL ASSOCIATION
PITTSBURGH, PA
3174779BH05-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
PNC BANK NATIONAL ASSOCIATION
PITTSBURGH, PA
3174779BH05-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
PNC BANK NATIONAL ASSOCIATION
PITTSBURGH, PA
3174057AQ01-001
STANDARDIZED PROFIT SHARING/MONEY
Q704425-01/08/2021
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 57
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
RETIREMENT SERVICES
PURCHASE/CODA
PNC BANK NATIONAL ASSOCIATION
RETIREMENT SERVICES
POINTER PENSION SERVICE INC
PITTSBURGH, PA
EAST SETAUKET, NY
3174057AQ01-002
317A5740701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704436-01/08/2021
Q704242-11/30/2020
POLLARD & ASSOCIATES INC
HUNT VALLEY, MD
317A5840704-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702816-06/30/2020
POLLARD & ASSOCIATES INC
HUNT VALLEY, MD
317A5840704-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702725-06/30/2020
POLLARD & ASSOCIATES INC
HUNT VALLEY, MD
317A584FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704308-11/30/2020
POLLARD & ASSOCIATES INC
HUNT VALLEY, MD
317A584FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704450-01/25/2021
POLLARD & ASSOCIATES INC
HUNT VALLEY, MD
317A584FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704451-01/25/2021
POLSINELLI PC
KANSAS CITY, MO
317B4220702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702624-06/30/2020
POLSINELLI PC
KANSAS CITY, MO
317B4220704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702682-06/30/2020
PORTE BROWN LLC
ELK GROVE VILLAGE, IL
317B3558520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703752-06/30/2020
POWERS STROMBERG PENSION CONSULTING
SPOKANE, WA
317D768FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704310-11/30/2020
INC
PPG RETIREMENT PLAN SERVICES LTD
KENOSHA, WI
317D578FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703968-06/30/2020
PPG RETIREMENT PLAN SERVICES LTD
KENOSHA, WI
317D578FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704102-06/30/2020
PPG RETIREMENT PLAN SERVICES LTD
KENOSHA, WI
317D578FT02-001
NON-STANDARDIZED PROFIT SHARING
Q704053-06/30/2020
PPG RETIREMENT PLAN SERVICES LTD
KENOSHA, WI
317D578FT02-002
NON-STANDARDIZED MONEY PURCHASE
Q704066-06/30/2020
PPG RETIREMENT PLAN SERVICES LTD
KENOSHA, WI
317D578FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704001-06/30/2020
PPS PENSION & FINANCIAL SERVICES INC
WILLIAMSVILLE, NY
317E243BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704526-06/07/2021
PPS PENSION & FINANCIAL SERVICES INC
WILLIAMSVILLE, NY
317E243BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704527-06/07/2021
PREFERRED PENSION CONCEPTS
ARMONK, NY
317D770FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703943-06/30/2020
PREFERRED PENSION CONCEPTS
ARMONK, NY
317D770FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704124-06/30/2020
PREFERRED PENSION CONCEPTS
ARMONK, NY
317D770FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704032-06/30/2020
PREFERRED PENSION CONCEPTS
ARMONK, NY
317D770FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q703999-06/30/2020
PREMIER PENSION SOLUTIONS LLC
WACO, TX
317C220FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703952-06/30/2020
PREMIER PLANS LTD
LITTLE ROCK, AR
317D4240701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702890-06/30/2020
PREMIER PLANS LTD
LITTLE ROCK, AR
317D4240701-003
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704264-11/30/2020
PREMIER RETIREMENT PARTNERS LLC
MADISON, WI
317E117FT01-001
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
Q703918-06/30/2020
PREMIER RETIREMENT PARTNERS LLC
MADISON, WI
317E117FT02-001
NON-STANDARDIZED PROFIT SHARING
Q704051-06/30/2020
PREMIER RETIREMENT PARTNERS LLC
MADISON, WI
317E117FT02-002
NON-STANDARDIZED MONEY PURCHASE
Q704064-06/30/2020
PREMIER RETIREMENT SERVICES, INC.
CANBY, OR
317B957BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703158-06/30/2020
PREMIER RETIREMENT SERVICES, INC.
CANBY, OR
317B957BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703454-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 58
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PREMIER RETIREMENT SERVICES, INC.
CANBY, OR
317B957BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q704749-05/18/2022
PRESBERG PENSIONS INC
WESTLAKE VILLAGE, CA
317D717BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703108-06/30/2020
PRESTON ACTUARIAL SERVICES INC
ORLAND, CA
317D184BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703318-06/30/2020
PRIMARK BENEFITS
SAN MATEO, CA
317D237BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703269-06/30/2020
PRIMARK BENEFITS
SAN MATEO, CA
317D237BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703082-06/30/2020
PRIMARK BENEFITS
SAN MATEO, CA
317D237BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704714-02/01/2022
PRIMARK BENEFITS
SAN MATEO, CA
317D237BH04-001
NON-STANDARDIZED PROFIT
Q704715-02/01/2022
PRIME BENEFITS INC
PHOENIX, MD
317D4140701-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702891-06/30/2020
PRIME PENSIONS INC
FLORHAM PARK, NJ
317A6240702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702583-06/30/2020
PRIME PENSIONS NORTHWEST LLC
EUGENE, OR
317B3440701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702843-06/01/2022
PRIME RETIREMENT SOLUTIONS LLC
FLORHAM PARK, NJ
317E2930701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702866-10/24/2022
PRIME RETIREMENT SOLUTIONS LLC
FLORHAM PARK, NJ
317E2930701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702737-10/24/2022
PRINCIPAL LIFE INSURANCE COMPANY
DES MOINES, IA
31707440001-000
NON-STANDARDIZED PROFIT
Q702474-06/30/2020
PRINCIPAL LIFE INSURANCE COMPANY
DES MOINES, IA
31707440001-004
SHARING/CODA/ESOP
NON-STANDARDIZED MONEY PURCHASE
Q702451-06/30/2020
PRINCIPAL LIFE INSURANCE COMPANY
DES MOINES, IA
31707440001-005
NON-STANDARDIZED PROFIT SHARING
Q702452-06/30/2020
PRINCIPAL LIFE INSURANCE COMPANY
DES MOINES, IA
31707440002-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q702476-06/30/2020
PRINCIPAL LIFE INSURANCE COMPANY
DES MOINES, IA
31707440002-003
STANDARDIZED PROFIT SHARING/CODA
Q702475-06/30/2020
PRINCIPAL LIFE INSURANCE COMPANY
DES MOINES, IA
31707440004-006
NON-STANDARDIZED PROFIT SHARING/CODA
Q702477-06/30/2020
PRINCIPAL LIFE INSURANCE COMPANY
DES MOINES, IA
31707440005-007
NON-STANDARDIZED PROFIT SHARING/CODA
Q702478-06/30/2020
PRINCIPAL LIFE INSURANCE COMPANY
DES MOINES, IA
31707440005-008
NON-STANDARDIZED PROFIT SHARING/CODA
Q702479-06/30/2020
PRINCIPAL LIFE INSURANCE COMPANY
DES MOINES, IA
31707440006-008
NON-STANDARDIZED PROFIT SHARING/CODA
Q702480-06/30/2020
PRINCIPAL LIFE INSURANCE COMPANY
DES MOINES, IA
31707440006-009
NON-STANDARDIZED PROFIT SHARING/CODA
Q702481-06/30/2020
PRINCIPAL LIFE INSURANCE COMPANY
DES MOINES, IA
31707440701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702846-12/21/2021
PRINCIPAL LIFE INSURANCE COMPANY
DES MOINES, IA
31707440702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702572-12/21/2021
PRODUCE STATE BANK
HOLLANDALE, MN
31755522701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
PROFESSIONAL BENEFIT CONSULTANT INC
ALLENTOWN, PA
317A5810701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704485-05/26/2021
PROFESSIONAL BENEFIT PLANS INC
OAKLAND, CA
317B226BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703134-06/30/2020
PROFESSIONAL BENEFIT SERVICES INC
SALEM, OR
317A708FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704330-11/30/2020
PROFESSIONAL PENSION PLANNERS INC
ARDSLEY, NY
317B0308520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703753-06/30/2020
PROFESSIONAL PENSION SERVICES INC
CHULUOTA, FL
317B3090701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702913-06/30/2020
PURCHASE/CODA
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 59
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PROFESSIONAL PENSION SERVICES INC
CHULUOTA, FL
317B3090701-002
STANDARDIZED PROFIT SHARING/CODA
Q702743-06/30/2020
PROFESSIONAL PENSION SERVICES INC
BURNSVILLE, MN
317B3100701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702860-06/30/2020
PROFESSIONAL PENSION SERVICES INC
WICHITA, KS
317B4460702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702584-06/30/2020
PROFESSIONAL PENSION SERVICES INC
REDDING, CA
317D4708520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703813-06/30/2020
PROFIT PLANNERS LLC
WHEELING, IL
317C2438520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703812-06/30/2020
PROVIDENCE RETIREMENT SOLUTIONS LLC
AUSTIN, TX
317E316BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q705435-06/02/2023
PROVIDENT BANK
RIVERSIDE, CA
317E229AQ01-001
STANDARDIZED PROFIT SHARING/MONEY
Q704423-01/08/2021
PROVIDENT BANK
ISELIN, NJ
317ZZLZ2701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703596-06/30/2020
PROVIDENT BANK
ISELIN, NJ
317ZZLZ2701-002
NON-STANDARDIZED MONEY PURCHASE
Q703668-06/30/2020
PROVIDENT TRUST GROUP LLC
LAS VEGAS, NV
317D6022702-001
STANDARDIZED PROFIT SHARING/CODA
Q703716-06/30/2020
PUSHKIN & PUSHKIN INC
TIMONIUM, MD
317A6250701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702892-06/30/2020
PUTNAM INVESTOR SERVICES INC
BOSTON, MA
317E1110001-011
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702456-06/30/2020
PUTNAM INVESTOR SERVICES INC
BOSTON, MA
317E1110001-012
STANDARDIZED MONEY PURCHASE
Q702457-06/30/2020
QUALIFIED PENSION CONSULTANTS INC
INDEPENDENCE, OH
317E0510701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702893-12/06/2021
QUALIFIED PENSION PROFESSIONALS INC
LISLE, IL
317E240BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704463-03/22/2021
QUALIFIED PENSION SERVICES INC
LAKEWOOD, CO
317A594FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703961-06/30/2020
QUALIFIED PENSION SERVICES INC
LAKEWOOD, CO
317A594FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704043-06/30/2020
QUALIFIED PLAN ADMINISTRATION
HOUSTON, TX
317D808BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703169-06/30/2020
QUALIFIED PLAN ADMINISTRATORS INC
AUGUSTA, GA
317A706FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704110-06/30/2020
QUALIFIED PLAN ADMINISTRATORS INC
AUGUSTA, GA
317A706FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704126-06/30/2020
QUALIFIED PLAN ADMINISTRATORS INC
AUGUSTA, GA
317A706FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704028-06/30/2020
QUALIFIED PLAN ADMINISTRATORS INC
GREENSBORO, NC
317B3910701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702973-06/30/2020
QUALIFIED PLAN ADMINISTRATORS INC
GREENSBORO, NC
317B3910701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702726-06/30/2020
QUALIFIED PLAN CONSULTANTS LLC
WEST DES MOINES, IA
317C1340702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702585-06/30/2020
QUALIFIED PLAN CONSULTANTS LLC
BRANDON, MS
317C2420701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704721-04/04/2022
QUALIFIED PLAN SERVICES
HONOLULU, HI
317D9018520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703811-06/30/2020
QUALIFIED PLAN SERVICES, INC. DBA
LEXINGTON, KY
317B7620701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702894-06/30/2020
BENEFITS PLUS
QUALIFIED RETIREMENT PLAN CONSULTANTS
POWHATAN, VA
317D703FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703994-06/30/2020
INC
QUALIFIED RETIREMENT PLAN SERVICES INC
WAKE FOREST, NC
317A5920701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702895-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 60
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PURCHASE/CODA
QUALIFIED RETIREMENT PLAN SERVICES INC
WAKE FOREST, NC
317A5920701-003
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704267-11/30/2020
QUANTECH PENSIONS LLC
ANAHEIM HILLS, CA
317D881BH01-001
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
Q703131-06/30/2020
QUANTECH PENSIONS LLC
ANAHEIM HILLS, CA
317D881BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703081-06/30/2020
QUINTES ADMINISTRATIVE & INSURANCE
WATSONVILLE, CA
317B389BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704365-11/30/2020
SERVICES INC
QUINTES ADMINISTRATIVE & INSURANCE
WATSONVILLE, CA
317B389BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704366-11/30/2020
SERVICES INC
QUINTES ADMINISTRATIVE & INSURANCE
WATSONVILLE, CA
317B389BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704367-11/30/2020
SERVICES INC
R D DRENKOW & CO INC
WAVERLY, IA
317B4440702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702602-06/30/2020
R-TECH CONSULTANTS INC
WOODLAND HILLS, CA
317D6698520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703755-06/30/2020
R.BRUCE TANNER & ASSOCIATES INC
SUGAR HILL, GA
317B445BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704364-11/30/2020
R.J.L. PENSION SERVICES INC
NEW PORT RICHEY, FL
317B5268520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703756-06/30/2020
RAMSEY NATIONAL BANK
DEVILS LAKE, ND
31748870702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702603-06/30/2020
RANDALL & DANSKIN P. S.
SPOKANE, WA
317D7050702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704278-11/30/2020
RANDALL & HURLEY INC
LIBERTY LAKE, WA
317B105FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703945-06/30/2020
RANDALL & HURLEY INC
LIBERTY LAKE, WA
317B105FT03-001
NON-STANDARDIZED PROFIT
Q704074-06/30/2020
RAY QUINNEY & NEBEKER PC
SALT LAKE CITY, UT
317B4670702-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702604-06/30/2020
RAYMOND REEVES & STOUT LLP
MESA, AZ
317D712BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703220-06/30/2020
RAYMOND REEVES & STOUT LLP
MESA, AZ
317D712BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702421-06/30/2020
RAYMOND REEVES & STOUT LLP
MESA, AZ
317D712BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703444-06/30/2020
RAYMOND REEVES & STOUT LLP
MESA, AZ
317D712BH04-001
NON-STANDARDIZED PROFIT
Q703499-06/30/2020
RAYMOND REEVES & STOUT LLP
MESA, AZ
317D712BH05-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703545-06/30/2020
RBC WEALTH MANAGEMENT A DIVISION OF
RBC CAPITAL MARKETS LLC
REA & ASSOCIATES INC
MINNEAPOLIS, MN
NEW PHILADELPHIA, OH
317A008AQ01-001
317B162FT01-001
STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704424-01/08/2021
Q703990-06/30/2020
RED BANK PENSION SERVICES INC
SHREWSBURY, NJ
317A5880701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702896-06/30/2020
RED BANK PENSION SERVICES INC
SHREWSBURY, NJ
317A588FT01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q705474-08/09/2023
RED OAK RETIREMENT
TOWSON, MD
317D882BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703235-06/30/2020
RED OAK RETIREMENT
TOWSON, MD
317D882BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703384-06/30/2020
REDPATH AND COMPANY, LTD
WHITE BEAR LAKE, MN
317D2880702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702605-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 61
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PURCHASE/CODA
REDWOOD PENSIONS LLC
WALNUT CREEK, CA
317D771FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703924-06/30/2020
REHMANN FINANCIAL GROUP LLC
SAGINAW, MI
317D856FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703930-06/30/2020
REID & RIEGE P C
HARTFORD, CT
317D0190001-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q702323-06/30/2020
REINHART BOERNER VAN DEUREN SC
MILWAUKEE, WI
317A1750001-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q702464-06/30/2020
REINHART BOERNER VAN DEUREN SC
MILWAUKEE, WI
317A1750003-000
NON-STANDARDIZED ESOP
Q702463-06/30/2020
REISER JENNINGS & CO., P.C.
DAVENPORT, IA
317B415FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703957-06/30/2020
RESOURCE BENEFITS ADMINISTRATORS
RESOURCE BENEFITS ADMINISTRATORS
WACO, TX
WACO, TX
317B161FT01-001
317B161FT03-001
NON-STANDARDIZED PROFIT SHARING/CODA
NON-STANDARDIZED PROFIT
SHARING/CODA/ESOP
Q703974-06/30/2020
Q704087-06/30/2020
RESOURCES INVESTMENT ADVISORS LLC DBAOVERLAND PARK, KS
317E266BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704763-09/22/2022
ONEDIGITAL RETIREMENT PLAN ADMIN
RETIREMENT & BENEFIT SYSTEMS LLC NORWALK, CT
317E263BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704649-09/22/2021
RETIREMENT & BENEFIT SYSTEMS LLC NORWALK, CT
317E263BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704650-09/22/2021
RETIREMENT ADMINISTRATION INC LOS ALTOS, CA
317A5850701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702897-06/30/2020
RETIREMENT CONSULTANTS LTD ALBUQUERQUE, NM
317B5008520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704726-04/20/2022
RETIREMENT DIRECT LLC CORNELIUS, NC
317D436BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703205-06/30/2020
RETIREMENT DIRECT LLC CORNELIUS, NC
317D436BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703386-06/30/2020
RETIREMENT DIRECT LLC CORNELIUS, NC
317D436BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703291-06/30/2020
RETIREMENT DIRECT LLC CORNELIUS, NC
317D436BH01-004
STANDARDIZED PROFIT SHARING/CODA
Q703414-06/30/2020
RETIREMENT DIRECT LLC CORNELIUS, NC
317D436BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703074-06/30/2020
RETIREMENT DIRECT LLC CORNELIUS, NC
317D436BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704530-06/07/2021
RETIREMENT DIRECT LLC CORNELIUS, NC
317D436BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q704521-06/07/2021
RETIREMENT GUARDIANS LLC REDMOND, OR
317E251FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704567-07/13/2021
RETIREMENT HORIZONS INC THE WOODLANDS, TX
317A713BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703216-06/30/2020
RETIREMENT MANAGEMENT SERVICES LLC LOUISVILLE, KY
317D809BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704464-03/22/2021
RETIREMENT MANAGEMENT SERVICES LLC LOUISVILLE, KY
317D809BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703363-06/30/2020
RETIREMENT PLAN ADMINISTRATORS LLC ATLANTA, GA
317B0380701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704247-11/30/2020
RETIREMENT PLAN ADMINISTRATORS LLC ATLANTA, GA
317B0380701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q704252-11/30/2020
RETIREMENT PLAN ALLIANCE MOUNT PLEASANT, WI
317E2410701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704484-05/26/2021
RETIREMENT PLAN CONCEPTS & SERVICES FORT WAYNE, IN
317B372FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704309-11/30/2020
INC
RETIREMENT PLAN CONSULTANTS INC LOUISVILLE, KY
317B5892701-001
NON-STANDARDIZED PROFIT SHARING/CODA
WITHDRAWN
RETIREMENT PLAN CONSULTANTS INC LIBERTYVILLE, IL
317D960BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703118-06/30/2020
RETIREMENT PLAN FIDUCIARIES LLC AUSTIN, TX
317E203BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703213-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 62
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
RETIREMENT PLAN PARTNERS LLC
APPLETON, WI
317D810BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703208-06/30/2020
RETIREMENT PLAN RESOURCES INC
PEABODY, MA
317B1650701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702975-06/30/2020
RETIREMENT PLAN RESOURCES INC
PEABODY, MA
317B1650701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702727-06/30/2020
RETIREMENT PLAN RESOURCES INC
PEABODY, MA
317B1650701-003
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704265-11/30/2020
RETIREMENT PLAN REVIEW INC
WHITE PLAINS, NY
317B039BH01-003
SHARING
STANDARDIZED PROFIT SHARING/CODA
Q703283-06/30/2020
RETIREMENT PLAN SOLUTIONS
TIPTON, PA
317D3510701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702898-06/30/2020
RETIREMENT PLAN SOLUTIONS
BOUNTIFUL, UT
317D556FT01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704101-06/30/2020
ADMINISTRATORS
RETIREMENT PLAN SPECIALISTS INC
SPOKANE, WA
317D883BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703107-06/30/2020
RETIREMENT PLAN SPECIALISTS INC
SPOKANE, WA
317D883BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704465-03/22/2021
RETIREMENT PLAN STRATEGIES LLC
MARION, NC
317E311BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q705496-10/26/2023
RETIREMENT PLANNERS & ADMINISTRATORS
INC
RETIREMENT PLANNERS & ADMINISTRATORS
FALLS CHURCH, VA
FALLS CHURCH, VA
317B7320701-001
317B7320701-002
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702976-06/30/2020
Q702728-06/30/2020
INC
RETIREMENT PLANNERS & ADMINISTRATORS
FALLS CHURCH, VA
317B7320703-001
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702640-06/30/2020
INC
RETIREMENT PLANNING SERVICES INC
LITTLETON, CO
317B166FT01-001
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
Q703929-06/30/2020
RETIREMENT PLANNING SERVICES INC
LITTLETON, CO
317B166FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704097-06/30/2020
RETIREMENT PLANNING SERVICES INC
LITTLETON, CO
317B166FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704121-06/30/2020
RETIREMENT PLANNING SERVICES INC
LITTLETON, CO
317B166FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704033-06/30/2020
RETIREMENT PLANNING SERVICES INC
LITTLETON, CO
317B166FT02-001
NON-STANDARDIZED PROFIT SHARING
Q704050-06/30/2020
RETIREMENT PLANNING SERVICES INC
LITTLETON, CO
317B166FT02-002
NON-STANDARDIZED MONEY PURCHASE
Q704063-06/30/2020
RETIREMENT PLANNING SERVICES INC
LITTLETON, CO
317B166FT03-001
NON-STANDARDIZED PROFIT
Q704075-06/30/2020
RETIREMENT PLANNING SERVICES INC
LITTLETON, CO
317B166FT04-000
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q704000-06/30/2020
RETIREMENT PROGRAMMING LTD
RIVERHEAD, NY
317E173BE13-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703829-06/30/2020
RETIREMENT PROGRAMMING LTD
RIVERHEAD, NY
317E173BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703861-06/30/2020
RETIREMENT SERVICE GROUP INC
ORANGE, CA
317B020BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703332-06/30/2020
RETIREMENT SERVICE GROUP INC
ORANGE, CA
317B020BH01-004
STANDARDIZED PROFIT SHARING/CODA
Q703419-06/30/2020
RETIREMENT SOLUTION GROUP
CHICAGO, IL
317E174BE04-000
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703860-06/30/2020
RETIREMENT SOLUTION GROUP
CHICAGO, IL
317E174BE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703830-06/30/2020
RETIREMENT SOLUTIONS LLC
BARRE, VT
317C196BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703242-06/30/2020
RETIREMENT SOLUTIONS LLC
BARRE, VT
317C196BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703394-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 63
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
RETIREMENT SOLUTIONS LLC
BARRE, VT
317C196BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702395-06/30/2020
RETIREMENT STRATEGIES GROUP LLC
NEW ORLEANS, LA
317B3920701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702977-06/30/2020
RETIREMENT STRATEGIES GROUP LLC
NEW ORLEANS, LA
317B3920701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702729-06/30/2020
RETIREMENT STRATEGIES LLC
LITTLE CHUTE, WI
317B9740701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704243-11/30/2020
RETIREMENT STRATEGIES LLC
LITTLE CHUTE, WI
317B974FT01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704478-05/20/2021
RETIREMENTPLANS.COM
ADDISON, TX
317B5218520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703757-06/30/2020
RETYGO FINANCIAL LLC
PHOENIX, AZ
317E224FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704146-08/19/2020
RIDGEWOOD SAVINGS BANK
RIDGEWOOD, NY
31701912701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703597-06/30/2020
RIDGEWOOD SAVINGS BANK
RIDGEWOOD, NY
31701912701-002
NON-STANDARDIZED MONEY PURCHASE
Q703669-06/30/2020
RIMKUS MARCIANO & ASSOCIATES INC
ROCHESTER, NY
317B3300701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702899-06/30/2020
RITA KALRA & ASSOCIATES INC
HUNTINGTON BEACH, CA
317B8678520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703758-06/30/2020
RIVER & MERCANTILE LLC
WALTHAM, MA
317B3760701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702861-06/30/2020
RIVERSEDGE ADVANCED RETIREMENT
SEWICKLEY, PA
317D812BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703265-06/30/2020
SOLUTIONS LLC
RIVERSEDGE ADVANCED RETIREMENT
SEWICKLEY, PA
317D812BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703378-06/30/2020
SOLUTIONS LLC
RIVERSEDGE ADVANCED RETIREMENT
SEWICKLEY, PA
317D812BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703295-06/30/2020
SOLUTIONS LLC
RIVERSEDGE ADVANCED RETIREMENT
SEWICKLEY, PA
317D812BH01-004
STANDARDIZED PROFIT SHARING/CODA
Q703406-06/30/2020
SOLUTIONS LLC
RIVERSEDGE ADVANCED RETIREMENT
SEWICKLEY, PA
317D812BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703032-06/30/2020
SOLUTIONS LLC
RIVERSEDGE ADVANCED RETIREMENT
SEWICKLEY, PA
317D812BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704825-11/09/2022
SOLUTIONS LLC
RJ GOLD & COMPANY PC
BURLINGTON, MA
317D6430701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702900-06/30/2020
ROBERT C SCHMIDT A PROFESSIONAL LAW
BATON ROUGE, LA
317A4470001-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702333-06/30/2020
CORP
ROBERT S HIGHTOWER ATTORNEY AT LAW
TALLAHASSEE, FL
317B1690702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702606-06/30/2020
LLC
ROBERT W POWELL & ASSOCIATES INC
HOUSTON, TX
317D884BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703111-06/30/2020
ROCKY MOUNTAIN EMPLOYEE BENEFITS INC
SALT LAKE CITY, UT
317A628FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703925-06/30/2020
ROCKY MOUNTAIN EMPLOYEE BENEFITS INC
SALT LAKE CITY, UT
317A628FT03-001
NON-STANDARDIZED PROFIT
Q704147-06/30/2020
ROETZEL & ANDRESS LPA
CHICAGO, IL
317E056BE13-002
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/ESOP
Q703854-06/30/2020
ROETZEL & ANDRESS LPA
CHICAGO, IL
317E056BE14-000
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
Q703869-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 64
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
ROETZEL & ANDRESS LPA
CHICAGO, IL
317E056BE17-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703909-06/30/2020
ROGERS WEALTH GROUP INC
FORT WORTH, TX
317D885BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703126-06/30/2020
ROGERS WEALTH GROUP INC
FORT WORTH, TX
317D885BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703035-06/30/2020
ROGERS WEALTH GROUP INC
FORT WORTH, TX
317D885BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703452-06/30/2020
ROGERS WEALTH GROUP INC
FORT WORTH, TX
317D885BH04-001
NON-STANDARDIZED PROFIT
Q703503-06/30/2020
ROGERS WEALTH GROUP INC
FORT WORTH, TX
317D885BH05-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703538-06/30/2020
ROSENFELD TORTU RETIREMENT PLANNING
ELMSFORD, NY
317A348FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703985-06/30/2020
CO INC
RPCG LLC
WETHERSFIELD, CT
317D806BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703326-06/30/2020
RPCG LLC
WETHERSFIELD, CT
317D806BH01-004
STANDARDIZED PROFIT SHARING/CODA
Q703415-06/30/2020
RPCG LLC
WETHERSFIELD, CT
317D806BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703478-06/30/2020
RPCG LLC
WETHERSFIELD, CT
317E103BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703366-06/30/2020
RPCG LLC
WETHERSFIELD, CT
317E103BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702388-06/30/2020
RPG CONSULTANTS
VALLEY STREAM, NY
317E121FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703922-06/30/2020
RUDD & CO PLLC
IDAHO FALLS, ID
317B5258520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703759-06/30/2020
RUDD AND WISDOM INC
AUSTIN, TX
317D1350006-000
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE
Q702443-06/30/2020
RUDD AND WISDOM INC
AUSTIN, TX
317D1350007-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q702449-06/30/2020
RUDD AND WISDOM INC
AUSTIN, TX
317D1350008-000
NON-STANDARDIZED MONEY PURCHASE
Q702450-06/30/2020
S & T WEALTH MANAGEMENT
INDIANA, PA
3178016BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703164-06/30/2020
S & T WEALTH MANAGEMENT
INDIANA, PA
3178016BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703387-06/30/2020
S & T WEALTH MANAGEMENT
INDIANA, PA
3178016BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703281-06/30/2020
S & T WEALTH MANAGEMENT
INDIANA, PA
3178016BH01-004
STANDARDIZED PROFIT SHARING/CODA
Q703413-06/30/2020
S & T WEALTH MANAGEMENT
INDIANA, PA
3178016BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702432-06/30/2020
SAALFELD GRIGGS PC
SALEM, OR
317D241BE13-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703851-06/30/2020
SAALFELD GRIGGS PC
SALEM, OR
317D241BE13-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/ESOP
Q703857-06/30/2020
SAALFELD GRIGGS PC
SALEM, OR
317D241BE14-000
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703882-06/30/2020
SAKOFSKY & YEGELWEL PC
ROCKVILLE CENTRE, NY
317D483FT04-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704010-06/30/2020
SALEM FIVE CENTS SAVINGS BANK
SALEM, MA
317ZZOH2701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703598-06/30/2020
SALEM FIVE CENTS SAVINGS BANK
SALEM, MA
317ZZOH2701-002
NON-STANDARDIZED MONEY PURCHASE
Q703670-06/30/2020
SALISBURY BANK & TRUST CO
LAKEVILLE, CT
31717042701-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
SALISBURY BANK & TRUST CO
LAKEVILLE, CT
31717042701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
SALTMARSH, CLEAVELAND & GUND P.A.
PENSACOLA, FL
317B316FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
WITHDRAWN
SALTMARSH, CLEAVELAND & GUND P.A.
PENSACOLA, FL
317B316FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703928-06/30/2020
SAN DIEGO PENSION CONSULTANTS INC
SAN DIEGO, CA
317D187BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703248-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 65
Plan Sponsor City, State FFN Plan Type LSN-Date
SANTA BARBARA PENSION CONSULTANTS INCSANTA BARBARA, CA
317D472BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703388-06/30/2020
SANTA BARBARA PENSION CONSULTANTS INCSANTA BARBARA, CA
317D472BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703050-06/30/2020
SANTA BARBARA PENSION CONSULTANTS INCSANTA BARBARA, CA
317D472BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702428-06/30/2020
SANTANDER BANK NA BOSTON, MA
3174994AQ01-001
STANDARDIZED PROFIT SHARING/MONEY
Q704416-01/08/2021
SANTANDER BANK NA BOSTON, MA
3174994AQ01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704435-01/08/2021
SATURNA TRUST COMPANY BELLINGHAM, WA
31717280701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702914-06/30/2020
SATURNA TRUST COMPANY BELLINGHAM, WA
31717280701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702744-06/30/2020
SAVASTA & CO INC NEW YORK, NY
317E175BE13-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703831-06/30/2020
SAVASTA & CO INC NEW YORK, NY
317E175BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703859-06/30/2020
SBC BENEFIT CONSULTANTS INC RUTHERFORD, NJ
317C1470701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702978-06/30/2020
SBC BENEFIT CONSULTANTS INC RUTHERFORD, NJ
317C1470701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702730-06/30/2020
SCHACHLE BENEFIT SERVICES INC FAYETTEVILLE, GA
317B319FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704477-05/11/2021
SCHECHTER DOKKEN KANTER ANDREWS & MINNEAPOLIS, MN
SELCER LTD
SCHENCK RETIREMENT PLAN SOLUTIONS LLC APPLETON, WI
317B4090702-001
317B4080702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702607-06/30/2020
Q702608-06/30/2020
SCHILLER LAW ASSOCIATES NORRISTOWN, PA
317D5130701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702871-06/30/2020
SCHILLER'S PENISON CONSULTING SAN MATEO, CA
317E039BE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703852-06/30/2020
SCHILLER'S PENISON CONSULTING SAN MATEO, CA
317E039BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703883-06/30/2020
SCHLOSSER FLEMING & ASSOCIATES LTD ALEXANDRIA, VA
317B858BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703239-06/30/2020
SCHNITMAN & ASSOCIATES DBA LEVERAGE ALLEN, TX
317E128BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703212-06/30/2020
RETIREMENT INCORPORATED
SCHNITMAN & ASSOCIATES DBA LEVERAGE ALLEN, TX
317E128BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703431-06/30/2020
RETIREMENT INCORPORATED
SCHNITMAN & ASSOCIATES DBA LEVERAGE ALLEN, TX
317E128BH04-001
NON-STANDARDIZED PROFIT
Q703486-06/30/2020
RETIREMENT INCORPORATED
SCHNITMAN & ASSOCIATES DBA LEVERAGE ALLEN, TX
317E128BH05-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703542-06/30/2020
RETIREMENT INCORPORATED
SCHULTE & UHRIG CPAS BLUE ASH, OH
317D437BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703301-06/30/2020
SCHUMACHER FINANCIAL SERVICES INC SIKESTON, MO
317A722BE13-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703844-06/30/2020
SCHUMACHER FINANCIAL SERVICES INC SIKESTON, MO
317A722BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703898-06/30/2020
SCHWAB RETIREMENT PLAN SERVICES INC RICHFIELD, OH
317C039BE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704158-09/21/2020
PURCHASE/CODA
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 66
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
SCHWAB RETIREMENT PLAN SERVICES INC
RICHFIELD, OH
317C039BE14-000
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703868-06/30/2020
SCHWAB RETIREMENT PLAN SERVICES INC
RICHFIELD, OH
317C039BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q705532-05/03/2024
SCHWAB RETIREMENT PLAN SERVICES INC
RICHFIELD, OH
317C039BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704840-01/20/2023
SCOLARO FETTER GRIZANTI & MCGOUGH PC
SYRACUSE, NY
317E0250001-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q702369-06/30/2020
SCOTT RETIREMENT ADVISORS INC
THOUSAND OAKS, CA
317E296BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704826-11/09/2022
SCOTT RETIREMENT ADVISORS INC
THOUSAND OAKS, CA
317E296BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704827-11/09/2022
SCOTT RETIREMENT ADVISORS INC
THOUSAND OAKS, CA
317E296BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704828-11/09/2022
SCROGGINSGREAR INC
CINCINNATI, OH
317B0500702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702575-06/30/2020
SDADVANTAGE RETIREMENT SOLUTIONS LP
PITTSBURGH, PA
317E1850701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702915-06/30/2020
SDADVANTAGE RETIREMENT SOLUTIONS LP
PITTSBURGH, PA
317E1850701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702747-06/30/2020
SDADVANTAGE RETIREMENT SOLUTIONS LP
PITTSBURGH, PA
317E1850704-001
NON-STANDARDIZED ESOP
Q702683-06/30/2020
SECURITY ADMINISTRATORS INC
BINGHAMTON, NY
317B2070701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702862-06/30/2020
SECURITY FINANCIAL RESOURCES INC
TOPEKA, KS
317A6530701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704239-11/30/2020
SECURITY FINANCIAL RESOURCES INC
TOPEKA, KS
317A6530701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q704250-11/30/2020
SECURITY FINANCIAL RESOURCES INC
TOPEKA, KS
317A6530703-001
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704674-12/20/2021
SECURITY NATIONAL TRUST COMPANY
WHEELING, WV
317A1500702-001
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702609-06/30/2020
SEIDEL SCHROEDER
BRENHAM, TX
317B3200701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702979-06/30/2020
SEIDEL SCHROEDER
BRENHAM, TX
317B3200701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702731-06/30/2020
SELECT PENSION SERVICES
DREXEL HILL, PA
317A7210701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702872-06/30/2020
SENSE FINANCIAL SERVICES LLC
LAGUNA, CA
317D7868520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703760-06/30/2020
SENTINEL BENEFITS GROUP INC
WAKEFIELD, MA
317B2050701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704235-11/30/2020
SENTINEL BENEFITS GROUP INC
WAKEFIELD, MA
317B2050701-003
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704262-11/30/2020
SENTINEL BENEFITS GROUP INC
WAKEFIELD, MA
317B2050703-001
SHARING
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704283-11/30/2020
SENTRY LIFE INSURANCE COMPANY
STEVENS POINT, WI
31751330702-001
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702610-06/30/2020
SETAWAY LLC
BEDFORD, NH
317E231BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704221-11/23/2020
SETAWAY LLC
BEDFORD, NH
317E231BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704466-03/22/2021
SHALOM CONSULTING GROUP LLC
FREDERICKSBURG, VA
317E264BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704651-09/22/2021
SHAW & COMPANY
MIAMI, FL
317A8800701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702873-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 67
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PURCHASE/CODA
SHEAKLEY PENSION
CINCINNATI, OH
317B616BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703151-06/30/2020
SHEAKLEY PENSION
CINCINNATI, OH
317B616BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703282-06/30/2020
SHEAKLEY PENSION
CINCINNATI, OH
317B616BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703069-06/30/2020
SHERMAN & HOWARD LLC
DENVER, CO
317A1410004-041
NON-STANDARDIZED PROFIT
Q702377-06/30/2020
SHERMAN & HOWARD LLC
DENVER, CO
317A1410005-051
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q702376-06/30/2020
SHOWME PENSION GROUP INC
INDEPENDENCE, MO
317D461FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703982-06/30/2020
SHOWME PENSION GROUP INC
INDEPENDENCE, MO
317D461FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704109-06/30/2020
SHUTTS & BOWEN LLP
TAMPA, FL
317D888BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703160-06/30/2020
SHUTTS & BOWEN LLP
TAMPA, FL
317D888BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703077-06/30/2020
SHUTTS & BOWEN LLP
TAMPA, FL
317D888BH04-001
NON-STANDARDIZED PROFIT
Q703505-06/30/2020
SIEGEL ACTUARIAL CONSULTING INC
SLIPPERY ROCK, PA
317B4948520-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703761-06/30/2020
SIGNATURE BENEFIT SOLUTIONS INC
TAMPA, FL
317D5268520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703762-06/30/2020
SIKICH LLP
BROOKFIELD, WI
317B3620701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702874-06/30/2020
SIMMONS BANK
PINE BLUFF, AR
317A1180702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704282-11/30/2020
SIMS & SIMS TPA SERVICE LLC
CHARLESTON, SC
317D243BE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703848-06/30/2020
SIMS & SIMS TPA SERVICE LLC
CHARLESTON, SC
317D243BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703884-06/30/2020
SIMS & SIMS TPA SERVICE LLC
CHARLESTON, SC
317D243BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704467-03/22/2021
SIMS & SIMS TPA SERVICE LLC
CHARLESTON, SC
317D243BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704562-07/13/2021
SLAVIC INTEGRATED ADMINISTRATION INC
BOCA RATON, FL
317A7860001-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702330-06/30/2020
DBA SLAVIC 401K.COM
SLAVIC INTEGRATED ADMINISTRATION INC
BOCA RATON, FL
317A7860003-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702352-06/30/2020
DBA SLAVIC 401K.COM
SLT PENSION CORPORATION DBA
HUNTINGTON BEACH, CA
317D9058520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703810-06/30/2020
SYNERGISTIC PLANNING
SMA SERVICES INC
BIRMINGHAM, AL
31739170701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702980-06/30/2020
SMA SERVICES INC
BIRMINGHAM, AL
31739170701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702732-06/30/2020
SMARTWORK INC
NEW YORK, NY
317E323BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q705497-10/26/2023
SMITH ANDERSON BLOUNT DORSETT
MITCHELL & JERNIGAN LLP
SMITH ANDERSON BLOUNT DORSETT
RALEIGH, NC
RALEIGH, NC
317D7940702-001
317D7940704-001
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702504-06/30/2020
Q702684-06/30/2020
MITCHELL & JERNIGAN LLP
SMITH ELLIOTT KEARNS & COMPANY LLC
CHAMBERSBURG, PA
317B0600701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702875-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 68
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
PURCHASE/CODA
SMITH ELLIOTT KEARNS & COMPANY LLC
CHAMBERSBURG, PA
317B0600703-001
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702641-06/30/2020
SMITH HAWKINS HOLLINGSWORTH & REEVES
MACON, GA
317B3970701-001
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702876-06/30/2020
LLP
SMS RETIREMENT
CINCINNATI, OH
317A709BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703335-06/30/2020
SMS RETIREMENT
CINCINNATI, OH
317A709BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702408-06/30/2020
SOLO 401K MAINTENANCE LLC
SCOTTSDALE, AZ
317E1448520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703742-06/30/2020
SOMERSET TRUST CO
SOMERSET, PA
31751912701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
SOMERSET TRUST CO
SOMERSET, PA
31751912701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
SOUND PENSION ADVISORS
REDMOND, WA
317E2608520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704689-12/17/2021
SOUTH STATE ADVISORY INC DBA SOUTH
COLUMBIA, SC
317E210FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703935-06/30/2020
STATE RETIREMENT PLAN SERVICES
SOUTH STATE ADVISORY INC DBA SOUTH
COLUMBIA, SC
317E210FT03-001
NON-STANDARDIZED PROFIT
Q704089-06/30/2020
STATE RETIREMENT PLAN SERVICES
SOUTH STATE ADVISORY INC DBA SOUTH
COLUMBIA, SC
317E210FT04-000
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q704020-06/30/2020
STATE RETIREMENT PLAN SERVICES
SOUTHERN FARM BUREAU LIFE INSURANCE
JACKSON, MS
31752240701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702877-06/30/2020
CO
SOUTHERN PENSION SERVICES
TAMPA, FL
317B0580702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702566-06/30/2020
SOUTHLAND PENSION SERVICES INC
NORTHRIDGE, CA
317D1400701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704236-11/30/2020
SOUTHSIDE BANK
LUFKIN, TX
31752470702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702625-06/30/2020
SPECTRA ASSOCIATES INC
FEASTERVILLE, PA
317B5558520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703763-06/30/2020
SPECTRUM EMPLOYEE BENEFITS INC
BRECKENRIDGE, MN
317E119FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703920-06/30/2020
SPECTRUM EMPLOYEE BENEFITS INC
BRECKENRIDGE, MN
317E119FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704130-06/30/2020
SPECTRUM PENSION CONSULTANTS INC
TACOMA, WA
317A7660702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702567-06/30/2020
SPECTRUM RETIREMENT SERVICES
LEXINGTON, SC
317D657BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703264-06/30/2020
CORPORATION
SPECTRUM RETIREMENT SERVICES
LEXINGTON, SC
317D657BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702402-06/30/2020
CORPORATION
SPENCER FANE LLP
KANSAS CITY, MO
317D6360702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702559-06/30/2020
SPILMAN THOMAS & BATTLE PLLC
WINSTON-SALEM, NC
317B6550702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702560-06/30/2020
SPIRA BENEFITS LLC
ELYRIA, OH
317D949BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703275-06/30/2020
SPIRA BENEFITS LLC
ELYRIA, OH
317D949BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704652-09/22/2021
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 69
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
SPONSEL CPA GROUP LLC
INDIANAPOLIS, IN
317D7430701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702878-06/30/2020
SQUIRE RETIREMENT PLAN SERVICES INC
VERONA, NJ
317C1568520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703764-06/30/2020
SS&C RETIREMENT SOLUTIONS LLC
WINDSOR, CT
317D6270701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702763-06/30/2020
SS&C RETIREMENT SOLUTIONS LLC
WINDSOR, CT
317D6270701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702709-06/30/2020
SS&C RETIREMENT SOLUTIONS LLC
WINDSOR, CT
317D627BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q704708-02/01/2022
SS&C RETIREMENT SOLUTIONS LLC
WINDSOR, CT
317D627BH01-004
STANDARDIZED PROFIT SHARING/CODA
Q704709-02/01/2022
SS&C RETIREMENT SOLUTIONS LLC
WINDSOR, CT
317D627BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704710-02/01/2022
SS&C RETIREMENT SOLUTIONS LLC
WINDSOR, CT
317D627BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704711-02/01/2022
SS&C RETIREMENT SOLUTIONS LLC
WINDSOR, CT
317D627BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704712-02/01/2022
SS&C RETIREMENT SOLUTIONS LLC
WINDSOR, CT
317D627BH04-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704706-02/01/2022
SS&C RETIREMENT SOLUTIONS LLC
WINDSOR, CT
317D627BH04-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704707-02/01/2022
ST PETER LAW OFFICES PC
MISSOULA, MT
317B452BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704468-03/22/2021
ST PETER LAW OFFICES PC
MISSOULA, MT
317B452BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q704469-03/22/2021
STAFFORDSHIRE BENEFIT CONSULTING LLC
VOORHEES, NJ
317D9150701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702879-06/30/2020
STAN A KINOSHITA & ASSOCIATES INC
HILO, HI
317B4958520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703765-06/30/2020
STANDARD RETIREMENT SERVICES INC
PORTLAND, OR
31752880701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702884-06/30/2020
STANDARD RETIREMENT SERVICES INC
PORTLAND, OR
31752880703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702642-06/30/2020
STATE BANK & TRUST OF KENMARE
KENMARE, ND
317B9042701-001
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
STATE BANK OF CHANDLER
CHANDLER, MN
31796842701-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
STATE BANK OF LAKOTA
LAKOTA, ND
31753342701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703602-06/30/2020
STATE STREET BANK & TRUST COMPANY
QUINCY, MA
317D4402701-001
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
STATE STREET BANK & TRUST COMPANY
QUINCY, MA
317D4402701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
STATE STREET BANK & TRUST COMPANY
QUINCY, MA
317D4402702-001
STANDARDIZED PROFIT SHARING/CODA
ABANDONED
STEARNS, WEAVER, MILLER, WEISSLER,
MIAMI, FL
317D889BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703173-06/30/2020
ALHADEFF & SITTERSON PA
STEARNS, WEAVER, MILLER, WEISSLER,
MIAMI, FL
317D889BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703095-06/30/2020
ALHADEFF & SITTERSON PA
STEARNS, WEAVER, MILLER, WEISSLER,
MIAMI, FL
317D889BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703460-06/30/2020
ALHADEFF & SITTERSON PA
STEARNS, WEAVER, MILLER, WEISSLER,
MIAMI, FL
317D889BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703480-06/30/2020
ALHADEFF & SITTERSON PA
STEARNS, WEAVER, MILLER, WEISSLER,
MIAMI, FL
317D889BH04-001
NON-STANDARDIZED PROFIT
Q703508-06/30/2020
ALHADEFF & SITTERSON PA
STELLER PENSION CONSULTANTS INC
SAN DIEGO, CA
317D514FT01-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703976-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 70
Plan Sponsor
FFN
Plan Type
LSN-Date
STEPHEN ELDRIDGE & COMPANY INC
317D6100701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702881-06/30/2020
STERLING NATIONAL BANK
317A1152701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
STERLING NATIONAL BANK
317A1152701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
STEVEN CAUDLE & ASSOCIATES LLC
317E237FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704446-01/25/2021
STEVEN TANGHERLINI CO INC
317E182BE14-000
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703876-06/30/2020
STEVENS & KEESLING PC
317A7530702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704280-11/30/2020
STEVENS & LEE PC
317E1100001-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702454-06/30/2020
STEWART MELVIN & FROST LLP
317B0990702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704273-11/30/2020
STIEBEL LAW FIRM LLC
317E107BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703340-06/30/2020
STIEBEL LAW FIRM LLC
317E107BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702398-06/30/2020
STIEBEL LAW FIRM LLC
317E107BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703440-06/30/2020
STIEBEL LAW FIRM LLC
317E107BH04-001
NON-STANDARDIZED PROFIT
Q703495-06/30/2020
STIFEL NICOLAUS & COMPANY INC
31754032701-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703620-06/30/2020
STIFEL NICOLAUS & COMPANY INC
31754032701-002
NON-STANDARDIZED MONEY PURCHASE
Q703674-06/30/2020
STIFEL NICOLAUS & COMPANY INC
31754032702-001
STANDARDIZED PROFIT SHARING/CODA
Q703695-06/30/2020
STINSON LLP
317B2540701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702935-06/30/2020
STINSON LLP
317B2540701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702750-06/30/2020
STINSON LLP
317B2540703-001
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702652-06/30/2020
STINSON LLP
317B2540704-001
SHARING
NON-STANDARDIZED ESOP
Q702689-06/30/2020
STONES RIVER CONSULTING INC
317E122FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703923-06/30/2020
STONEX FINANCIAL
317E1972701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703565-06/30/2020
STONEX FINANCIAL
317E1972701-002
NON-STANDARDIZED MONEY PURCHASE
Q703637-06/30/2020
STONEX FINANCIAL
317E1972702-001
STANDARDIZED PROFIT SHARING/CODA
Q703698-06/30/2020
STRATEGIC PENSION SERVICES LLC
317B941FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703914-06/30/2020
STRATEGIC PENSION SERVICES LLC
317B941FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704002-06/30/2020
SUEMORI AND INOUYE INC
317B999BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703273-06/30/2020
SUEMORI AND INOUYE INC
317B999BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703379-06/30/2020
SUEMORI AND INOUYE INC
317B999FT01-003
NON-STANDARDIZED PROFIT SHARING/CODA
Q704302-11/30/2020
SUEMORI AND INOUYE INC
317B999FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704311-11/30/2020
SUMMIT BENEFIT & ACTUARIAL SERVICES INC
317D188FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704024-06/30/2020
SUMMIT PENSION CONSULTANTS LTD
317B068FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703931-06/30/2020
SUMMIT PENSION CONSULTANTS LTD
317B068FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704098-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 71
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
SUNBURST PENSION SERVICES LLC
MESA, AZ
317D9098520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703766-06/30/2020
SUNTRUST BANK
ATLANTA, GA
31769050702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702568-06/30/2020
SUNWEST TRUST INC
ALBUQUERQUE, NM
317D6082702-001
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
ABANDONED
SUPERIORUSA CORPORATION
DULUTH, MN
317D774FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704211-11/19/2020
SUTTON & SIMMONS PLLC
REXBURG, ID
317E138BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703313-06/30/2020
SVRPC INC
KNOXVILLE, TN
317A552BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703371-06/30/2020
SYNOVUS TRUST COMPANY NA
COLUMBUS, GA
31755750701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704226-11/30/2020
T BUSKIRK INC
HOLDREGE, NE
317E292BH04-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT
Q704776-09/23/2022
T E LOTT & COMPANY
COLUMBUS, MS
317B4978520-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703767-06/30/2020
T R PAUL INC
NEWTOWN, CT
317A4090701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702784-06/30/2020
T ROWE PRICE RETIREMENT PLAN SERVICES
BALTIMORE, MD
317E162BE15-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704138-08/19/2020
INC
T ROWE PRICE SERVICES INC
BALTIMORE, MD
31736502702-001
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q703718-06/30/2020
TAG FINANCIAL SERVICES LLC
PHOENIX, AZ
317D890BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703161-06/30/2020
TAG RESOURCES LLC
KNOXVILLE, TN
317E258FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704633-08/17/2021
TAVSS FLETCHER MAIDEN & REED PC
NORFOLK, VA
317C0310701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702882-06/30/2020
TAX FAVORED BENEFITS INC
OVERLAND PARK, KS
317A791BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704531-06/07/2021
TCG ADMINISTRATORS LP
AUSTIN, TX
317E2690701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704681-12/21/2021
TCG GROUP HOLDINGS LLP
AUSTIN, TX
317E143BH03-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703423-06/30/2020
TD AMERITRADE INC
OMAHA, NE
31729782701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703621-06/30/2020
TD AMERITRADE INC
OMAHA, NE
31729782701-002
NON-STANDARDIZED MONEY PURCHASE
ABANDONED
TD AMERITRADE INC
OMAHA, NE
31729782702-001
STANDARDIZED PROFIT SHARING/CODA
Q703696-06/30/2020
TD AMERITRADE TRUST COMPANY
DENVER, CO
317D9170701-002
STANDARDIZED PROFIT SHARING/CODA
Q702733-06/30/2020
TD AMERITRADE TRUST COMPANY
DENVER, CO
317D9170703-001
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702643-06/30/2020
TD BANK NA
MOUNT LAUREL, NJ
31752212701-001
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
WITHDRAWN
TD BANK NA
MOUNT LAUREL, NJ
31752212701-002
NON-STANDARDIZED MONEY PURCHASE
WITHDRAWN
TDM RETIREMENT SERVICES LLC
BLOOMFIELD HILLS, MI
317D891BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703135-06/30/2020
TENET FINANCIAL GROUP
ALEDO, TX
317D850FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704120-06/30/2020
TENET FINANCIAL GROUP
ALEDO, TX
317D850FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704724-03/14/2022
TENNESSEE PENSION ADMINSTRATORS LLC
KNOXVILLE, TN
317B3110701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702982-06/30/2020
TENNESSEE PENSION ADMINSTRATORS LLC
KNOXVILLE, TN
317B3110701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702734-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 72
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
THE ALLOCATION COMPANY
HOUSTON, TX
317B383FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704663-10/20/2021
THE ANGELL PENSION GROUP INC
EAST PROVIDENCE, RI
317B0760001-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q702332-06/30/2020
THE ANGELL PENSION GROUP INC
EAST PROVIDENCE, RI
317B076FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703953-06/30/2020
THE ANGELL PENSION GROUP INC
EAST PROVIDENCE, RI
317B076FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704041-06/30/2020
THE ANGELL PENSION GROUP INC
EAST PROVIDENCE, RI
317B076FT01-005
NON-STANDARDIZED TARGET BENEFIT
Q704047-06/30/2020
THE ANGELL PENSION GROUP INC
EAST PROVIDENCE, RI
317B076FT02-001
NON-STANDARDIZED PROFIT SHARING
Q704056-06/30/2020
THE ANGELL PENSION GROUP INC
EAST PROVIDENCE, RI
317B076FT02-002
NON-STANDARDIZED MONEY PURCHASE
Q704068-06/30/2020
THE ANGELL PENSION GROUP INC
EAST PROVIDENCE, RI
317B076FT03-001
NON-STANDARDIZED PROFIT
Q704082-06/30/2020
THE ANGELL PENSION GROUP INC
EAST PROVIDENCE, RI
317B076FT04-000
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q704013-06/30/2020
THE BENEFIT ADVANTAGE INC
AUBURN HILLS, MI
317B0750701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704379-11/30/2020
THE CAFARO GROUP LLC
RED BANK, NJ
317E132BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703143-06/30/2020
THE CAFARO GROUP LLC
RED BANK, NJ
317E132BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703526-06/30/2020
THE ELLISON COMPANY
TORRANCE, CA
317B5458520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703769-06/30/2020
THE ENTRUST GROUP
OAKLAND, CA
317D720AQ01-001
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/MONEY
Q704411-01/08/2021
THE FARMERS STATE BANK & TRUST CO
JACKSONVILLE, IL
31719392701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
ABANDONED
THE FINWAY GROUP LLC
WEST DES MOINES, IA
317B826FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704094-06/30/2020
THE HOWARD E NYHART COMPANY INC
INDIANAPOLIS, IN
3179945FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704042-06/30/2020
THE HOWARD E NYHART COMPANY INC
INDIANAPOLIS, IN
3179945FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704006-06/30/2020
THE HUNTINGTON NATIONAL BANK
COLUMBUS, OH
31734020701-003
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704260-11/30/2020
THE HUNTINGTON NATIONAL BANK
COLUMBUS, 0H
31734020702-001
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702863-06/30/2020
THE HUNTINGTON NATIONAL BANK
COLUMBUS, OH
3173402BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703227-06/30/2020
THE KENNETH D ANDERSON COMPANY INC
CONCORD, MA
317D931BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703147-06/30/2020
THE KENNETH D ANDERSON COMPANY INC
CONCORD, MA
317D931BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702424-06/30/2020
THE LAFAYETTE LIFE INSURANCE COMPANY
CINCINNATI, OH
3173645FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704482-05/25/2021
THE LAW FIRM OF ROBERT S FORMAN PLLC
FORT MYERS, FL
317E244BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704532-06/07/2021
THE MAYER BENEFITS ADVISORY LLC
STAMFORD, CT
317D5198520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703808-06/30/2020
THE OLDENBURG COMPANY INC
BELMONT, MI
317B744BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703148-06/30/2020
THE OLDENBURG COMPANY INC
BELMONT, MI
317B744BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703071-06/30/2020
THE OLDENBURG COMPANY INC
BELMONT, MI
317B744BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703534-06/30/2020
THE PARAGON ALLIANCE GROUP, LLC
SOUDERTON, PA
317B0810701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702778-06/30/2020
THE PARAGON ALLIANCE GROUP, LLC
SOUDERTON, PA
317B0810701-003
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704258-11/30/2020
SHARING
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 73
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
THE PENSION COMPANY LLC
BATON ROUGE, LA
317D9080701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702779-06/30/2020
THE PENSION PEOPLE INC
SAN DIEGO, CA
317D2348520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703770-06/30/2020
THE PENSION SERVICE INC DBA TPS GROUP
NORTH HAVEN, CT
317A5650701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702983-06/30/2020
THE PENSION SERVICE INC DBA TPS GROUP
NORTH HAVEN, CT
317A5650701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702735-06/30/2020
THE PENSION SERVICE INC DBA TPS GROUP
NORTH HAVEN, CT
317A5650703-001
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702644-06/30/2020
THE PENSION SERVICE INC DBA TPS GROUP
NORTH HAVEN, CT
317A565BH01-003
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
Q704368-11/30/2020
THE PENSION SERVICE INC DBA TPS GROUP
NORTH HAVEN, CT
317A565BH01-004
NON-STANDARDIZED PROFIT SHARING/CODA
Q704533-06/07/2021
THE PENSION SERVICE INC DBA TPS GROUP
NORTH HAVEN, CT
317A565BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704609-07/30/2021
THE PENSION SERVICE INC DBA TPS GROUP
NORTH HAVEN, CT
317A565BH03-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704369-11/30/2020
THE PENSION SERVICE INC DBA TPS GROUP
NORTH HAVEN, CT
317A565BH03-003
NON-STANDARDIZED MONEY PURCHASE
Q704777-09/23/2022
THE PENSION SPECIALISTS LTD
MACHESNEY PARK, IL
317B5118520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703771-06/30/2020
THE PENSION STUDIO
WEST PALM BEACH, FL
317C183BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703138-06/30/2020
THE PENSION STUDIO
WEST PALM BEACH, FL
317C183BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703091-06/30/2020
THE PHOENIX PLAN ADMINISTRATION
ST. LOUIS, MO
317E0982701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q705542-04/10/2024
SERVICES LLC
THE PHOENIX PLAN ADMINISTRATION
ST. LOUIS, MO
317E0982702-001
STANDARDIZED PROFIT SHARING/CODA
Q703697-06/30/2020
SERVICES LLC
THE PRUDENTIAL INSURANCE COMPANY OF
HARTFORD, CT
31748580702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704140-08/14/2020
AMERICA
THE RAYMOND COMPANY PENSION SERVICES
MESA, AZ
317D658BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703226-06/30/2020
LLC
THE RAYMOND COMPANY PENSION SERVICES
MESA, AZ
317D658BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703014-06/30/2020
LLC
THE RAYMOND COMPANY PENSION SERVICES
MESA, AZ
317D658BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703447-06/30/2020
LLC
THE RETIREMENT ADVANTAGE INC
APPLETON, WI
317D3630705-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702817-06/30/2020
THE RETIREMENT ADVANTAGE INC
APPLETON, WI
317D3630705-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702696-06/30/2020
THE RETIREMENT ADVANTAGE INC
APPLETON, WI
317D363FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703981-06/30/2020
THE RETIREMENT ADVANTAGE INC
APPLETON, WI
317D363FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704112-06/30/2020
THE RETIREMENT ADVANTAGE INC
APPLETON, WI
317D363FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704037-06/30/2020
THE RETIREMENT ADVANTAGE INC
APPLETON, WI
317D363FT02-001
NON-STANDARDIZED PROFIT SHARING
Q704057-06/30/2020
THE RETIREMENT ADVANTAGE INC
APPLETON, WI
317D363FT02-002
NON-STANDARDIZED MONEY PURCHASE
Q704069-06/30/2020
THE RETIREMENT ADVANTAGE INC
APPLETON, WI
317D363FT04-000
NON-STANDARDIZED PROFIT SHARING/CODA
Q704027-06/30/2020
THE RETIREMENT CONSULTANTS LLC
SOUTHWICK, MA
317D6140701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702780-06/30/2020
THE RETIREMENT CONSULTANTS LLC
SOUTHWICK, MA
317D614FT01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704537-06/21/2021
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 74
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
THE RETIREMENT PLAN COMPANY LLC
BRENTWOOD, TN
317C2080702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702561-06/30/2020
THE RIVERGROUP ADMINISTRATION
OSCEOLA, WI
317D813BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703186-06/30/2020
SERVICES LLC
THE RIVERGROUP ADMINISTRATION
OSCEOLA, WI
317D813BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702414-06/30/2020
SERVICES LLC
THE RYDING COMPANY
WESTLAKE VILLAGE, CA
317B622BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703317-06/30/2020
THE RYDING COMPANY
WESTLAKE VILLAGE, CA
317B622BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703094-06/30/2020
THE RYDING COMPANY
WESTLAKE VILLAGE, CA
317B622BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702434-06/30/2020
THE RYDING COMPANY
WESTLAKE VILLAGE, CA
317B622BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703481-06/30/2020
THE RYDING COMPANY
WESTLAKE VILLAGE, CA
317B622BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704534-06/07/2021
THE RYDING COMPANY
WESTLAKE VILLAGE, CA
317B622BH05-002
NON-STANDARDIZED MONEY PURCHASE
Q703518-06/30/2020
THE SECURITY NATIONAL BANK OF SIOUX
SIOUX CITY, IA
317E064BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703385-06/30/2020
CITY IOWA
THE SECURITY NATIONAL BANK OF SIOUX
SIOUX CITY, IA
317E064BH01-004
STANDARDIZED PROFIT SHARING/CODA
Q703412-06/30/2020
CITY IOWA
THE SECURITY NATIONAL BANK OF SIOUX
SIOUX CITY, IA
317E064BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703053-06/30/2020
CITY IOWA
THE SECURITY NATIONAL BANK OF SIOUX
SIOUX CITY, IA
317E064BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702431-06/30/2020
CITY IOWA
THE SECURITY NATIONAL BANK OF SIOUX
SIOUX CITY, IA
317E064BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703456-06/30/2020
CITY IOWA
THE SECURITY NATIONAL BANK OF SIOUX
SIOUX CITY, IA
317E064BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703535-06/30/2020
CITY IOWA
THE STATE BANK & TRUST COMPANY DBA
DEFIANCE, OH
31753010701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702781-06/30/2020
RELIANCE FINANCIAL SERVICES
THE TAX ACADEMY LLC
GILBERT, AZ
317D775FT01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704111-06/30/2020
THE TRUST COMPANY OF MANHATTAN
MANHATTAN, KS
31752152702-001
STANDARDIZED PROFIT SHARING/CODA
Q703719-06/30/2020
THE TRUST COMPANY OF TENNESSEE INC
KNOXVILLE, TN
3178921FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703966-06/30/2020
THE TRUST COMPANY OF TENNESSEE INC
KNOXVILLE, TN
3178921FT01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704103-06/30/2020
THE VANGUARD GROUP
MALVERN, PA
31770242702-001
STANDARDIZED PROFIT SHARING/CODA
Q704157-09/21/2020
THE VANGUARD GROUP
WAYNE, PA
3177024BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703218-06/30/2020
THE VANGUARD GROUP
WAYNE, PA
3177024BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703360-06/30/2020
THE VANGUARD GROUP
WAYNE, PA
3177024BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703019-06/30/2020
THE VARGO COMPANY
ERIE, PA
317B650BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703268-06/30/2020
THE VARGO COMPANY
ERIE, PA
317B650BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702405-06/30/2020
THE VARGO COMPANY
ERIE, PA
317B650BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703468-06/30/2020
THE WAGNER LAW GROUP
BOSTON, MA
317D9650003-000
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702351-06/30/2020
THE WOLF PENSION GROUP LLC
MINEOLA, NY
317A705BE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703846-06/30/2020
PURCHASE/CODA
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 75
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
THE WOLF PENSION GROUP LLC
MINEOLA, NY
317A705BE14-000
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703900-06/30/2020
THOMAS E CUMMINS CONSULTING ACTUARY
TULSA, OK
317D2580701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704680-12/06/2021
INC
THOMAS F BARRETT INC
BETHESDA, MD
317E041BE13-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703845-06/30/2020
THOMAS F BARRETT INC
BETHESDA, MD
317E041BE14-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703899-06/30/2020
THOMAS F BARRETT INC
BETHESDA, MD
317E041BE15-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704675-12/06/2021
THOMPSON COBURN LLP
ST LOUIS, MO
317D0070001-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702472-06/30/2020
THUMB BANK & TRUST
PIGEON, MI
3175527BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703207-06/30/2020
THUMB BANK & TRUST
PIGEON, MI
3175527BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703073-06/30/2020
TIAA
CHARLOTTE, NC
31796150701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704168-10/07/2020
TIAA
CHARLOTTE, NC
31796150701-002
PURCHASE/CODA
STANDARDIZED MONEY PURCHASE/PROFIT
Q704169-10/07/2020
TIAA
CHARLOTTE, NC
31796150702-001
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704170-10/07/2020
TIAA
CHARLOTTE, NC
31796150703-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704171-10/07/2020
TIAA
CHARLOTTE, NC
31796150704-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
WITHDRAWN
TIGER'S EYE BENEFITS CONSULTING
HAGERSTOWN, MD
317E183BE14-000
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703877-06/30/2020
TILLMAN & TILLMAN LLP
VALDOSTA, GA
317B7560701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702782-06/30/2020
TIMOTHY J FEUSNER PENSION SERVICES INC
SPRINGFIELD, PA
317B5278520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703772-06/30/2020
TITAN FINANCIAL SERVICES LLC
EMERSON, NJ
317A1290701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702783-06/30/2020
TJ PENSIONS INC
HOLBROOK, NY
317E0868520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703768-06/30/2020
TL PENSION RESOURCES
VANCOUVER, WA
317B066BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703142-06/30/2020
TLC PENSION CONSULTING INC
MELVILLE, NY
317E0188520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703809-06/30/2020
TOLEDANO & ASSOCIATES INC
GREENVILLE, SC
317D948BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704750-05/18/2022
TOLEDANO & ASSOCIATES INC
GREENVILLE, SC
317D948BH01-004
STANDARDIZED PROFIT SHARING/CODA
Q703418-06/30/2020
TOLEDANO & ASSOCIATES INC
GREENVILLE, SC
317D948BH04-001
NON-STANDARDIZED PROFIT
Q703504-06/30/2020
TPP RETIREMENT PLAN SPECIALISTS LLC
OVERLAND PARK, KS
317D4270702-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702562-06/30/2020
PURCHASE/CODA
TRANSAMERICA RETIREMENT SOLUTIONS LLCHARRISON, NY
31738280001-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702459-06/30/2020
TRANSAMERICA RETIREMENT SOLUTIONS LLCHARRISON, NY
31738280002-001
NON-STANDARDIZED PROFIT SHARING
Q702460-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 76
Plan Sponsor City, State
FFN
Plan Type
LSN-Date
TRANSAMERICA RETIREMENT SOLUTIONS LLCHARRISON, NY
31738280003-001
NON-STANDARDIZED MONEY PURCHASE
Q702461-06/30/2020
TRANSAMERICA RETIREMENT SOLUTIONS LLCHARRISON, NY
31738280004-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702462-06/30/2020
TRANSAMERICA RETIREMENT SOLUTIONS LLCHARRISON, NY
31738280705-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704148-06/30/2020
TRANSGLOBAL RETIREMENT SERVICES LAS VEGAS, NV
317E3298520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q705522-01/31/2024
TRANSITION FINANCE STRATEGIES LLC CHARLOTTESVILLE, VA
317D776BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q704389-12/29/2020
TRANSITION FINANCE STRATEGIES LLC CHARLOTTESVILLE, VA
317D776BH01-003
NON-STANDARDIZED PROFIT SHARING/CODA
Q704443-01/15/2021
TRANSITION FINANCE STRATEGIES LLC CHARLOTTESVILLE, VA
317D776BH04-001
NON-STANDARDIZED PROFIT
Q704390-12/29/2020
TRANSITION FINANCE STRATEGIES LLC CHARLOTTESVILLE, VA
317D776FT01-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703989-06/30/2020
TRANSITION FINANCE STRATEGIES LLC CHARLOTTESVILLE, VA
317D776FT03-001
NON-STANDARDIZED PROFIT
Q704083-06/30/2020
TRINITY FINANCIAL SERVICES LLC OKLAHOMA CITY, OK
317A5050701-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702785-06/30/2020
TRINITY PENSION CONSULTANTS INC COPLEY, OH
317D695BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703272-06/30/2020
TRINITY PENSION CONSULTANTS INC COPLEY, OH
317D695BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703028-06/30/2020
TRINITY PENSION GROUP LLC HIGH POINT, NC
317C1500701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702786-06/30/2020
TRISTAR PENSION CONSULTING OKLAHOMA CITY, OK
317B6290701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702787-06/30/2020
TRISTATE PENSION CONSULTANTS LLC FAIFIELD, NJ
317C133BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703338-06/30/2020
TRISTATE PENSION CONSULTANTS LLC FAIFIELD, NJ
317C133BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702409-06/30/2020
TRISTATE PLAN ADMINISTRATION INC CINCINNATI, OH
317D7440701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702788-06/30/2020
TRISTATE PLAN ADMINISTRATION INC CINCINNATI, OH
317D7440701-003
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q704254-11/30/2020
TROMBINO PENSION ADMINISTRATORS INC TEMECULA, CA
317A504FT01-001
SHARING
NON-STANDARDIZED PROFIT SHARING/CODA
Q703988-06/30/2020
TRU-RETIREMENT INC EASTVALE, CA
317E232BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704222-11/23/2020
TRU-RETIREMENT INC EASTVALE, CA
317E232BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704223-11/23/2020
TRUST COMPANY OF ILLINOIS DOWNERS GROVE, IL
31735470702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702570-06/30/2020
TRUST COMPANY OF ILLINOIS DOWNERS GROVE, IL
31735470704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702686-06/30/2020
TRUST COMPANY OF OKLAHOMA TULSA, OK
3178149BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703128-06/30/2020
TRUST COMPANY OF OKLAHOMA TULSA, OK
3178149BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704370-11/30/2020
TRUST COMPANY OF OKLAHOMA TULSA, OK
3178149BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703092-06/30/2020
TRUST POINT INC LA CROSSE, WI
31796960701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702789-06/30/2020
TRUSTIME RETIREMENT PLAN SPECIALISTS PENDLETON, OR
317A5682701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703622-06/30/2020
INC
TRUSTMARK INSURANCE CO LAKE FOREST, IL
31708182701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703623-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 77
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
TRUSTMARK INSURANCE CO
LAKE FOREST, IL
31708182701-002
NON-STANDARDIZED MONEY PURCHASE
Q703676-06/30/2020
TSC 401K
MAPLE GROVE, MN
317B536BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703124-06/30/2020
TSC 401K
MAPLE GROVE, MN
317B536BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703401-06/30/2020
TSC 401K
MAPLE GROVE, MN
317B536BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703451-06/30/2020
TSC 401K
MAPLE GROVE, MN
317B536BH04-001
NON-STANDARDIZED PROFIT
Q703502-06/30/2020
TSC 401K
MAPLE GROVE, MN
317B536BH05-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703543-06/30/2020
TSP ASSOCIATES INC
CANYON COUNTRY, CA
317D6658520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703782-06/30/2020
TUGGLE & ROYSTER PA
BURLINGTON, NC
317D0300001-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702448-06/30/2020
TURNER PADGET GRAHAM & LANEY PA
COLUMBIA, SC
317B4640702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702563-06/30/2020
TYLER ASSOCIATES INC
WORCESTER, MA
317E1860701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702818-06/30/2020
TYLER ASSOCIATES INC
WORCESTER, MA
317E1860701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702748-06/30/2020
ULMER & BERNE LLP
CLEVELAND, OH
317A4380001-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702326-06/30/2020
UNION BANK & TRUST COMPANY
LINCOLN, NE
31756110702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702571-06/30/2020
UNITED 401K PLANS, INC.
SALT LAKE CITY, UT
317D9370701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702813-06/30/2020
UNITED BENEFIT PENSIONS INC
MELVILLE, NY
317D9028520-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703807-06/30/2020
UNITED PENSION DESIGNS LLC
AVON, CT
317E080BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703252-06/30/2020
UNITED PENSION DESIGNS LLC
AVON, CT
317E080BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703018-06/30/2020
UNITED RETIREMENT INC
DUBLIN, OH
317D734BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703247-06/30/2020
UNITED RETIREMENT INC
DUBLIN, OH
317D734BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703012-06/30/2020
UNITED RETIREMENT INC
DUBLIN, OH
317D734BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702399-06/30/2020
UNITED RETIREMENT INC
DUBLIN, OH
317D734BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703441-06/30/2020
UNITED RETIREMENT INC
DUBLIN, OH
317D734BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703473-06/30/2020
UNITED RETIREMENT INC
DUBLIN, OH
317D734BH04-001
NON-STANDARDIZED PROFIT
Q703496-06/30/2020
UNITED RETIREMENT INC
DUBLIN, OH
317D734BH05-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/CODA
Q703521-06/30/2020
UNITED RETIREMENT INC
DUBLIN, OH
317D734BH05-002
NON-STANDARDIZED MONEY PURCHASE
Q703514-06/30/2020
USI CONSULTING GROUP
GLASTONBURY, CT
317E1890701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702864-06/30/2020
USI CONSULTING GROUP
GLASTONBURY, CT
317E1890703-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
Q702646-06/30/2020
USI CONSULTING GROUP
GLASTONBURY, CT
317E1890704-001
SHARING
NON-STANDARDIZED ESOP
Q702687-06/30/2020
VALENTI RACKLEY & ASSOCIATES LLC
VALDOSTA, GA
317D8390701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704233-11/30/2020
VALERIE T MAYER LAW OFFICES PLLC
LOUISVILLE, KY
317A777FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703932-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 78
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
VALERIE T MAYER LAW OFFICES PLLC
LOUISVILLE, KY
317A777FT01-003
STANDARDIZED PROFIT SHARING/CODA
Q704119-06/30/2020
VALIC RETIREMENT SERVICES COMPANY
HOUSTON, TX
3175834BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703159-06/30/2020
VALIC RETIREMENT SERVICES COMPANY
HOUSTON, TX
3175834BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703321-06/30/2020
VALIC RETIREMENT SERVICES COMPANY
HOUSTON, TX
3175834BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703290-06/30/2020
VALIC RETIREMENT SERVICES COMPANY
HOUSTON, TX
3175834BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703048-06/30/2020
VALIC RETIREMENT SERVICES COMPANY
HOUSTON, TX
3175834BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703455-06/30/2020
VALIC RETIREMENT SERVICES COMPANY
HOUSTON, TX
3175834BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703477-06/30/2020
VALIC RETIREMENT SERVICES COMPANY
HOUSTON, TX
3175834BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703537-06/30/2020
VALIC RETIREMENT SERVICES COMPANY
HOUSTON, TX
3175834BH05-002
NON-STANDARDIZED MONEY PURCHASE
Q703517-06/30/2020
VALLEY FORGE PENSION MANAGEMENT INC
MUNCY, PA
317E1910701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702825-06/30/2020
VARNUM RIDDERING SCHMIDT & HOWLETT
GRAND RAPIDS, MI
317A4840001-000
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702357-06/30/2020
LLP
VARNUM RIDDERING SCHMIDT & HOWLETT
GRAND RAPIDS, MI
317A4840002-000
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702367-06/30/2020
LLP
VESTWELL HOLDINGS INC
NEW YORK, NY
317E281FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704722-03/14/2022
VICTORY STATE BANK
STATEN ISLAND, NY
317C0042701-001
NON-STANDARDIZED PROFIT SHARING/CODA
WITHDRAWN
VICTORY STATE BANK
STATEN ISLAND, NY
317C0042701-002
NON-STANDARDIZED MONEY PURCHASE
WITHDRAWN
VIRGINIA BANKERS ASSOCIATION BENEFITS
GLEN ALLEN, VA
31758490002-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702466-06/30/2020
CORP
VOYA RETIREMENT INSURANCE AND ANNUITY
WINDSOR, CT
317C0520701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702844-06/30/2020
COMPANY
VOYA RETIREMENT INSURANCE AND ANNUITY
WINDSOR, CT
317C052FT01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q705512-02/06/2024
COMPANY
VOYA RETIREMENT INSURANCE AND ANNUITY
WINDSOR, CT
317C052FT01-003
NON-STANDARDIZED PROFIT SHARING/CODA
Q705513-02/06/2024
COMPANY
VOYA RETIREMENT INSURANCE AND ANNUITY
WINDSOR, CT
317C052FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q705511-02/06/2024
COMPANY
VOYA RETIREMENT INSURANCE AND ANNUITY
WINDSOR, CT
317C052FT02-001
NON-STANDARDIZED PROFIT SHARING
Q705510-02/06/2024
COMPANY
VOYA RETIREMENT INSURANCE AND ANNUITY
WINDSOR, CT
317C052FT02-002
NON-STANDARDIZED MONEY PURCHASE
Q705509-02/06/2024
COMPANY
W L BURMEISTER COMPANY
GRAND RAPIDS, MI
317A190BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703364-06/30/2020
W L BURMEISTER COMPANY
GRAND RAPIDS, MI
317A190BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703064-06/30/2020
W3 GLOBAL ACCOUNTING LLC
AKRON, OH
317A5140701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702845-06/30/2020
WALDHEGER COYNE CO LPA
CLEVELAND, OH
317A2610001-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q702453-06/30/2020
WALDHEGER COYNE CO LPA
CLEVELAND, OH
317A2610002-001
NON-STANDARDIZED ESOP
Q702455-06/30/2020
WARNER NORCROSS & JUDD LLP
GRAND RAPIDS, MI
31799080001-000
NON-STANDARDIZED PROFIT
Q702445-06/30/2020
WARNER NORCROSS & JUDD LLP
GRAND RAPIDS, MI
31799080002-000
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702439-06/30/2020
PURCHASE/CODA
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 79
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
WARREN AVERETT BENEFIT CONSULTANTS
PENSACOLA, FL
317B220FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703933-06/30/2020
WASCH & RITSON LLC
DOYLESTOWN, PA
317E218BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703330-06/30/2020
WATKINS ROSS & COMPANY
GRAND RAPIDS, MI
317A8140701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702984-06/30/2020
WATKINS ROSS & COMPANY
GRAND RAPIDS, MI
317A8140701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702736-06/30/2020
WATKINSON LAIRD RUBENSTEIN PC
EUGENE, OR
317A8150702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702564-06/30/2020
WAUKESHA STATE BANK
WAUKESHA, WI
317ZZHW2701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703574-06/30/2020
WAYNE W. PHILLIPS, II, CO. LPA
ZANESVILLE, OH
317E288BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q704755-06/03/2022
WAYNE W. PHILLIPS, II, CO. LPA
ZANESVILLE, OH
317E288BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q704756-06/03/2022
WAYNE W. PHILLIPS, II, CO. LPA
ZANESVILLE, OH
317E288BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704757-06/03/2022
WAYNE W. PHILLIPS, II, CO. LPA
ZANESVILLE, OH
317E288BH04-001
NON-STANDARDIZED PROFIT
Q704758-06/03/2022
WEBER FINANCIAL SERVICES INC
EL SEGUNDO, CA
317B5188520-001
SHARING/CODA/ESOP
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703783-06/30/2020
WEBSTER BANK N A
WATERBURY, CT
31771292701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703624-06/30/2020
WEBSTER BANK N A
WATERBURY, CT
31771292701-002
NON-STANDARDIZED MONEY PURCHASE
Q703677-06/30/2020
WEDBUSH SECURITIES INC
LOS ANGELES, CA
31781622701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703575-06/30/2020
WEDBUSH SECURITIES INC
LOS ANGELES, CA
31781622701-002
NON-STANDARDIZED MONEY PURCHASE
Q703643-06/30/2020
WEDBUSH SECURITIES INC
LOS ANGELES, CA
31781622702-001
STANDARDIZED PROFIT SHARING/CODA
Q703720-06/30/2020
WEINBERG & WEINBERG PC
OMAHA, NE
317A1260002-005
NON-STANDARDIZED PROFIT SHARING/CODA
Q702337-06/30/2020
WELLINGTON RETIREMENT SOLUTIONS
CHANTILLY, VA
317D9458520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703784-03/29/2022
WELLS THOMAS LLC
BRANFORD, CT
317D691BH01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703246-06/30/2020
WELLS THOMAS LLC
BRANFORD, CT
317D691BH01-003
STANDARDIZED PROFIT SHARING/CODA
Q703305-06/30/2020
WELLS THOMAS LLC
BRANFORD, CT
317D691BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703013-06/30/2020
WELLS THOMAS LLC
BRANFORD, CT
317D691BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702397-06/30/2020
WELLS THOMAS LLC
BRANFORD, CT
317D691BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703439-06/30/2020
WELLS THOMAS LLC
BRANFORD, CT
317D691BH03-002
NON-STANDARDIZED MONEY PURCHASE
Q703472-06/30/2020
WELLS THOMAS LLC
BRANFORD, CT
317D691BH05-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703522-06/30/2020
WERNTZ & ASSOCIATES INC
LITTLE ROCK, AR
317B0218520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703785-06/30/2020
WEST & FEINBERG PC
BETHESDA, MD
317D266BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703393-06/30/2020
WESTFIELD PENSION CONSULTANTS LLC
WESTFIELD, NJ
317E094BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703194-06/30/2020
WESTMINSTER USA LTD
WHITE PLAIMS,
317E215BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703348-06/30/2020
WESTWOOD TRUST
DALLAS, TX
317ZZQF2701-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703625-06/30/2020
WHETSTINE LAW FIRM
PHOENIX, AZ
317A664BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703398-06/30/2020
WHETSTINE LAW FIRM
PHOENIX, AZ
317A664BH03-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703449-06/30/2020
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 80
Plan Sponsor
City, State
FFN
Plan Type
LSN-Date
WHITNEY BANK
NEW ORLEANS, LA
3173249BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703400-06/30/2020
WIA CONSULTANTS INC
BABYLON, NY
317B3268520-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q703786-06/30/2020
WICKENS, HERZER, PANZA, COOK & BATISTA
AVON, OH
317A5170701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702847-06/30/2020
CO
WICKENS, HERZER, PANZA, COOK & BATISTA
CO
WILLIAM S JACOBS ASSOCIATES INC
AVON, OH
OYSTER BAY, NY
317A5170701-003
317B1190701-001
PURCHASE/CODA
NON-STANDARDIZED MONEY PURCHASE/PROFIT
SHARING
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704253-11/30/2020
Q702848-06/30/2020
WILLIAMS MULLEN CLARK & DOBBINS
RICHMOND, VA
317A5150701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702849-06/30/2020
WILMINGTON SAVINGS FUND
WILMINGTON, DE
31759842701-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703576-06/30/2020
WILMINGTON SAVINGS FUND
WILMINGTON, DE
31759842701-002
NON-STANDARDIZED MONEY PURCHASE
Q703644-06/30/2020
WINDES INC
LONG BEACH, CA
317D190FT01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703949-06/30/2020
WINDES INC
LONG BEACH, CA
317D190FT01-004
NON-STANDARDIZED MONEY PURCHASE
Q704039-06/30/2020
WIPFLI LLP
EAU CLAIRE, WI
317E1560702-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702573-06/30/2020
WITMAN PENSION CONSULTING LLC
CORAL SPRINGS, FL
317E136BH01-002
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703342-06/30/2020
WJPR CPA'S
TULSA, OK
317B1120701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702819-06/30/2020
WJPR CPA'S
TULSA, OK
317B1120701-002
PURCHASE/CODA
STANDARDIZED PROFIT SHARING/CODA
Q702745-06/30/2020
WOODS OVIATT GILMAN LLP
ROCHESTER, NY
317B6860701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704240-11/30/2020
WPC RETIREMENT SERVICES INC
ROSEVILLE, CA
317E1550702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702507-06/30/2020
WRIGHT RETIREMENT SERVICES LLC
VALDOSTA, GA
317A620FT01-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
Q703934-06/30/2020
WY ASSOCIATES INC
SAN FRANCISCO, CA
317B680BH01-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q703112-06/30/2020
WY ASSOCIATES INC
SAN FRANCISCO, CA
317B680BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703056-06/30/2020
WYATT TARRANT & COMBS LLP
LOUISVILLE, KY
317A6680701-001
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702850-06/30/2020
WYCHE PROFESSIONAL ASSOCIATION
GREENVILLE, SC
317D4000702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q704271-11/30/2020
WYNANT CONSULTING GROUP
OVERLAND PARK, KS
317D2850702-001
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/MONEY
Q702574-06/30/2020
WYNANT CONSULTING GROUP
OVERLAND PARK, KS
317D2850704-001
PURCHASE/CODA
NON-STANDARDIZED ESOP
Q702688-06/30/2020
WYNBRIDGE FINANCIAL ASSOCIATES INC
IRVINE, CA
317A553BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q703391-06/30/2020
WYNBRIDGE FINANCIAL ASSOCIATES INC
IRVINE, CA
317A553BH01-004
STANDARDIZED PROFIT SHARING/CODA
Q703411-06/30/2020
WYNBRIDGE FINANCIAL ASSOCIATES INC
IRVINE, CA
317A553BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q703079-06/30/2020
XIA CORPORATION
CEDAR CITY, UT
317D971BH02-001
NON-STANDARDIZED PROFIT SHARING/CODA
Q702400-06/30/2020
YANULIS & ASSOCIATES INC
LIVERPOOL, NY
317E245BH01-002
NON-STANDARDIZED PROFIT SHARING/CODA
Q704535-06/07/2021
YANULIS & ASSOCIATES INC
LIVERPOOL, NY
317E245BH01-005
NON-STANDARDIZED MONEY PURCHASE
Q704536-06/07/2021
Start Date Entered: 10/02/2017
End Date Entered:
05/13/2024
Pre-Approved Plans
Defined Contribution
Page 81
Plan Sponsor
YOUNGWELLS
ZUKERMAN & ASSOCIATES
ZUKERMAN & ASSOCIATES
Total:
2,307
City, State
RIDGELAND, MS
VIRGINIA BEACH, VA
VIRGINIA BEACH, VA
FFN
317B4550702-001
317D814BH01-002
317D814BH01-003
Plan Type
NON-STANDARDIZED PROFIT SHARING/MONEY
PURCHASE/CODA
NON-STANDARDIZED PROFIT SHARING/CODA
STANDARDIZED PROFIT SHARING/CODA
LSN-Date
Q702565-06/30/2020
Q704371-11/30/2020
Q703297-06/30/2020