My Plan Facts

Service providers, A to ZPage 2 of 2: Nat to Zen

Service providers: Nat to Zen
OrganisationServicePlansStatesCompensation reported
National Real Estate Advisors, LLCInvestment advisory and management3517$25.9M
NationwideRecordkeeping and administration6531$1.7M
NationwideRecordkeeping and administration64448$19.1M
NationwideRecordkeeping and administration10227$1.5M
NBT Bancorp NATrustee and custodial304$1.5M
Nepc, LLCInvestment advisory and management19427$29.3M
Newfront Retirement Services Inc.Investment advisory and management7412$2.8M
Newport Capital GroupInvestment advisory and management417$3.8M
Newport Group, Inc.Recordkeeping and administration88650$36.7M
Newport Trust CompanyTrustee and custodial16934$4.2M
Newtower Trust CompanyInvestment advisory and management6322$9.0M
New York Life Insurance CompanyInvestment advisory and management3211$7.2M
New York Life SecuritiesOther services3017$729K
Next Financial Group Inc.Investment advisory and management2912$970K
Nexus Administrators, Inc.Recordkeeping and administration364$574K
NFP Retirement Inc.Investment advisory and management72045$28.7M
Nisa Investment Advisors, LLCInvestment advisory and management12431$82.1M
North American Ktrade Alliance, LLCRecordkeeping and administration2913$875K
Northern Trust CompanyTrustee and custodial52446$111M
Northern Trust CorporationInvestment advisory and management6221$9.0M
Northwestern Mutual Investment ServOther services12135$3.1M
Northwestern Mutual Wealth MGMT Co.Investment advisory and management27136$9.0M
Nova 401(k) AssociatesRecordkeeping and administration21933$3.4M
Novak Francella LLCAccounting and auditing15817$6.0M
NWPSRecordkeeping and administration20427$15.1M
October Three Consulting LLCActuarial5620$7.4M
O'Donoghue & O'Donoghue LLPLegal2910$1.1M
Old National Wealth ManagementInvestment advisory and management267$1.1M
Oneamerica Investment Advisory SVCSInvestment advisory and management409$552K
Oneamerica Retirement Services LLCRecordkeeping and administration34243$26.8M
OneDigital Investment AdvisorsInvestment advisory and management19435$6.7M
OneDigital Investment Advisors LLCInvestment advisory and management1,09945$41.2M
Oppenheimer & Co. Inc.Investment advisory and management7016$2.4M
Orenda Retirement LLCRecordkeeping and administration11228$3.7M
Orgel Wealth Management, LLCInvestment advisory and management283$1.6M
Oriental Bank & TrustTrustee and custodial265$585K
Osaic Fa Inc.Investment advisory and management6419$2.0M
Osaic Wealth Inc.Investment advisory and management56048$17.8M
O'Sullivan AssociatesActuarial336$1.5M
Parametric Portfolio Associates LLCInvestment advisory and management7624$13.8M
PA Retirement Solutions, Inc.Recordkeeping and administration527$838K
Park Avenue SecuritiesInvestment advisory and management6223$2.1M
Pasi, LLCRecordkeeping and administration7817$899K
Paychex, Inc.Recordkeeping and administration65046$24.0M
Pbmares, LLPAccounting and auditing467$877K
Pca Investment Advisory ServicesInvestment advisory and management449$1.9M
PCS Retirement, LLCRecordkeeping and administration23840$13.1M
Pension Assurance LLPAccounting and auditing10018$1.5M
Pension Benefit Information, LLCOther services5319$1.4M
Pension Consultants, Inc.Recordkeeping and administration7314$1.4M
Pension Corporation of AmericaRecordkeeping and administration519$2.6M
Pension Financial Services, Inc.Recordkeeping and administration439$1.0M
Pension Planning Consultants, Inc.Recordkeeping and administration317$496K
Pension Plan Specialists, PCRecordkeeping and administration6211$1.3M
Pentegra Services Inc.Recordkeeping and administration22138$22.4M
Pershing LLCInsurance and brokerage3517$5.0M
Pickett, Chaney & McMullen LLPAccounting and auditing295$392K
Pimco FundsInvestment advisory and management29540$120M
Pinnacle Financial Services, Inc.Recordkeeping and administration3016$1.4M
PKF O'Connor Davies, LLPAccounting and auditing8810$2.4M
Planpilot, LLCInvestment advisory and management8418$2.7M
Plante & Moran, PLLCAccounting and auditing7719$2.0M
Plante & Moran, PLLCAccounting and auditing17222$5.4M
PNC BankTrustee and custodial7716$4.1M
PNC Institutional Asset ManagementInvestment advisory and management27133$11.4M
Polen CapitalInvestment advisory and management3010$5.3M
PPG Retirement Plan ServicesRecordkeeping and administration325$364K
Premier Plan Consultants Inc.Recordkeeping and administration294$337K
Premier Retirement PartnersRecordkeeping and administration289$361K
PricewaterhouseCoopers LLPAccounting and auditing14926$13.7M
Prime Capital Investment AdvisorsInvestment advisory and management14428$6.1M
Prime Pensions Northwest, LLCOther services292$610K
Principal Custody SolutionsTrustee and custodial9523$7.5M
Principal Financial GroupInvestment advisory and management9928$3.4M
Principal Global Investors, LLCInvestment advisory and management7122$3.4M
Principal Life Insurance CompanyRecordkeeping and administration6,64052$650M
Principal Securities Inc.Other services22735$6.1M
Principal Trust CompanyTrustee and custodial16332$16.7M
Private Advisor Group LLCInvestment advisory and management5919$2.6M
ProaccountInvestment advisory and management21637$4.2M
Procourse Fiduciary Advisors, LLCInvestment advisory and management376$909K
Professional Benefit ServicesRecordkeeping and administration307$326K
Proskauer Rose LLPLegal8913$14.4M
Prospera Financial ServicesInvestment advisory and management339$946K
Prudential Insurance Co.Investment advisory and management13529$2.74B
Prudential JennisonInvestment advisory and management7225$0
Prudential Trust CompanyInvestment advisory and management6226$11.3M
Qdro Consultants Company, LLCConsulting25338$1.0M
Qualified Plan Consultants, LLCRecordkeeping and administration4410$498K
Quan-Vest Consultants, Inc.Investment advisory and management475$2.2M
Rael & LetsonConsulting518$7.0M
Randall & Hurley, Inc.Recordkeeping and administration558$1.6M
Raymond JamesInvestment advisory and management54847$24.1M
Raymond James & Associates, Inc.Investment advisory and management3420$877K
Raymond James Financial ServicesInvestment advisory and management38245$14.7M
Raymond James Financial ServicesInvestment advisory and management2516$872K
RBC Global Asset ManagementInvestment advisory and management2914$13.8M
RBC Wealth ManagementInvestment advisory and management39142$19.9M
Rea & AssociatesRecordkeeping and administration429$554K
Red Bank Pension Services, Inc.Recordkeeping and administration263$186K
Regions BankInvestment advisory and management14022$5.8M
Rehmann Financial GroupRecordkeeping and administration274$907K
Reinhart Boerner Van Deuren S.C.Legal5513$4.1M
Reliance Trust CompanyTrustee and custodial5123$701K
Retirement Management Services, LLCRecordkeeping and administration4810$548K
Retirement Plan Concepts & ServicesRecordkeeping and administration6011$784K
Retirement Plan ConsultantsRecordkeeping and administration2816$592K
Retirement Planners & AdministratorRecordkeeping and administration3410$759K
Retirement Plan SolutionsRecordkeeping and administration257$324K
Retirement Solutions SpecialistsRecordkeeping and administration708$1.0M
Reynolds Consulting Services, LLCInvestment advisory and management638$2.4M
Rhumbline AdvisersInvestment advisory and management2615$1.1M
Rimkus, Marciano & Associates, Inc.Recordkeeping and administration333$275K
Robert W Baird & Co. IncorporatedInvestment advisory and management15724$12.1M
Rocaton Investment Advisors LLCInvestment advisory and management5116$4.0M
Rockefeller Capital ManagementInvestment advisory and management5314$1.6M
Rockland TrustInvestment advisory and management303$1.0M
Rothschild Investment CorporationInvestment advisory and management2710$848K
Rpa Financial LLCInvestment advisory and management10427$2.6M
RPW Solutions LLCRecordkeeping and administration4314$1.3M
RSM US LLPAccounting and auditing18330$5.4M
RT Jones Capital Equities MGMT Inc.Investment advisory and management2711$571K
Rubinbrown LLPAccounting and auditing7314$2.4M
Russell Investments Trust CompanyInvestment advisory and management5118$26.3M
RVK, Inc.Investment advisory and management5915$3.8M
Sage Advisory ServicesInvestment advisory and management4917$5.1M
SageView Advisory Group, LLCInvestment advisory and management67239$33.5M
Savant Capital LLCInvestment advisory and management299$1.8M
SB & Company, LLCAccounting and auditing288$529K
S B H U Life Agency Inc.Other services9630$2.6M
SC&H Attest Services, P.C.Accounting and auditing345$757K
Schneider Downs & Co., Inc.Accounting and auditing538$1.0M
Schultheis & Panettieri, LLPAccounting and auditing10212$9.8M
Schwab Retirement Plan Services,incRecordkeeping and administration86447$102M
SCSInvestment advisory and management458$1.4M
Securities America Advisors Inc.Investment advisory and management5521$1.4M
Securities America Inc.Other services5024$1.0M
Segal Marco AdvisorsInvestment advisory and management25432$23.2M
Segal Select Insurance ServicesInsurance and brokerage16627$5.9M
SEI Investments CompanyInvestment advisory and management7322$38.4M
SEI Investments Management Corp.Investment advisory and management5523$16.6M
SEI Private Trust CompanyInvestment advisory and management2817$8.0M
Sentinel Benefits Group, Inc.Recordkeeping and administration10521$4.8M
Sentinel Benefits Group, LLCRecordkeeping and administration13025$5.0M
Sentinel Pension AdvisorsInvestment advisory and management10417$3.5M
Sentry Life Insurance CompanyRecordkeeping and administration3519$1.1M
Seyfarth Shaw LLPLegal6219$5.2M
Sharebuilder Advisor LLCInvestment advisory and management2513$1.4M
Shepherd Financial Investment AdvisInvestment advisory and management8511$2.8M
Shumaker, Loop & Kendrick, LLPLegal327$1.3M
Sierra Investment Partners, Inc.Investment advisory and management5314$19.7M
Sigma Financial CorporationOther services315$725K
Sikich CPA LLCAccounting and auditing6913$1.4M
Sikich LLPAccounting and auditing569$879K
Silicon Valley Accountancy Corp.Accounting and auditing273$631K
Singerlewak LLPAccounting and auditing252$1.1M
Slavic Integrated AdministrationRecordkeeping and administration10532$42.2M
Slavic Mutual Fund Management Corp.Investment advisory and management7730$11.6M
SLC ManagementInvestment advisory and management4221$4.7M
Slevin & Hart, P.C.Legal6313$6.0M
Smart Source LLCOther services347$976K
Smith and Howard PCAccounting and auditing5418$911K
Soltis Investment Advisors LLCInvestment advisory and management3910$2.9M
Solxsys Administrative SolutionsRecordkeeping and administration298$2.1M
Southern Benefit AdministratorsRecordkeeping and administration583$5.4M
Southwest Service AdministratorsRecordkeeping and administration254$3.4M
Spectrum Investment Advisors Inc.Investment advisory and management547$2.7M
SS&COther services3020$190K
Stacey Braun Associates, Inc.Investment advisory and management345$5.6M
Stadion Money ManagementInvestment advisory and management3722$743K
Stadion Money ManagementInvestment advisory and management2917$654K
Stancorp Financial GroupRecordkeeping and administration1,27950$86.5M
Standard ValuationsInvestment advisory and management3414$1.0M
State Street Bank and Trust CompanyInvestment advisory and management21433$50.2M
State Street Global AdvisorsInvestment advisory and management21735$31.2M
State Street Research & ManagementInvestment advisory and management3517$984K
Stephen Horn Insurance ServicesInsurance and brokerage263$622K
Stephens Inc.Investment advisory and management285$2.2M
Stifel Nicolaus & Co. Inc.Investment advisory and management14833$6.2M
Stone Hill Fiduciary Management LLInvestment advisory and management306$779K
Strategic Advisors, Inc.Investment advisory and management3,64852$292M
Strategic Capital Investment AdvisoInvestment advisory and management4911$3.6M
Sym Financial CorporationInvestment advisory and management274$1.3M
TBS Agency Inc.Other services3813$739K
Telus HealthRecordkeeping and administration6021$28.1M
Templeton & Company LLPAccounting and auditing2813$396K
Tennessee Pension AdministratorsRecordkeeping and administration282$457K
The Angell Pension Group, Inc.Recordkeeping and administration30126$6.0M
The Baldwin Group Wealth AdvisorsInvestment advisory and management7414$3.1M
The Bank of New York MellonTrustee and custodial38240$104M
The Benefit Advantage, Inc.Recordkeeping and administration289$582K
The Benefit PracticeRecordkeeping and administration8714$1.6M
The Capital Group Inv AdvisoryInvestment advisory and management358$1.1M
The Finway Group LLCRecordkeeping and administration5716$1.8M
The Haslauer Group, Inc.Recordkeeping and administration294$302K
The Hays Financial Group, LLCInvestment advisory and management6723$2.3M
The Mandmarblestone Group LLCRecordkeeping and administration5619$1.1M
The McKeogh CompanyActuarial277$1.8M
The Paragon Alliance Group LLCRecordkeeping and administration5310$478K
The Patriot Financial GroupInvestment advisory and management2512$665K
The Pension Service, Inc.Recordkeeping and administration2911$306K
The Retirement Advantage Inc.Recordkeeping and administration11030$1.1M
The Retirement Plan Company, LLCRecordkeeping and administration5619$1.3M
The Ryding CompanyRecordkeeping and administration449$614K
The Segal CompanyActuarial24424$29.5M
The Segal CompanyActuarial11316$15.8M
The Segal CompanyConsulting7013$7.8M
The Trust Company of TennesseeRecordkeeping and administration313$2.3M
The Vanguard Group, Inc.Recordkeeping and administration2,99351$220M
The Waterford Group LLCInvestment advisory and management3014$1.0M
Third Party Administrators, Inc.Recordkeeping and administration267$283K
Thompson Hine LLPLegal2714$1.5M
Three Bell Capital LLCInvestment advisory and management328$857K
TIAARecordkeeping and administration1,68152$101M
Tic International CorporationRecordkeeping and administration365$1.5M
Torrillo & Associates, LLCAccounting and auditing276$610K
Towers Watson Investment ServicesInvestment advisory and management16531$32.9M
TPP Retirement Plan SpecialistsRecordkeeping and administration3813$1.1M
Transamerica Financial Life Ins Co.Recordkeeping and administration39945$24.8M
Transamerica Life Insurance CompanyRecordkeeping and administration35544$9.5M
Transamerica Retirement SolutionsRecordkeeping and administration1,67651$167M
Transamerica Trust CompanyTrustee and custodial8126$69K
Tri-Ad Actuaries, Inc.Recordkeeping and administration388$2.1M
Triad Advisors Inc.Other services4014$934K
Trinity Pension ConsultantsRecordkeeping and administration7211$715K
T. Rowe PriceRecordkeeping and administration3520$4.9M
T. Rowe Price Associates, Inc.Investment advisory and management3518$35.9M
T Rowe Price RPS Inc.Recordkeeping and administration90948$94.9M
Truist Advisory Services, Inc.Investment advisory and management3815$1.2M
Truist BankTrustee and custodial4516$2.7M
Trust Point Inc.Recordkeeping and administration302$1.9M
TSC 401(k)Recordkeeping and administration8910$1.1M
Twelve Points Wealth Management LLCInvestment advisory and management277$805K
Two West Capital AdvisorsInvestment advisory and management5515$1.7M
UBS Financial Services Inc.Investment advisory and management1,11452$56.2M
Uhy LLPAccounting and auditing6622$1.2M
Ullico Investment Advisors Inc.Investment advisory and management12524$42.1M
Uniglobal Pension Planning, Inc.Recordkeeping and administration279$368K
Union Bank & Trust CompanyRecordkeeping and administration353$4.2M
Union Labor Life Insurance CompanyInvestment advisory and management9624$17.4M
United Actuarial Services, Inc.Actuarial7916$3.9M
United of OmahaRecordkeeping and administration5823$569K
United Planners Financial ServicesInvestment advisory and management2916$798K
US BankTrustee and custodial36740$20.5M
US BankTrustee and custodial2912$1.4M
USI Advisors Inc.Investment advisory and management33836$11.5M
USI Consulting GroupRecordkeeping and administration35942$17.5M
USI Securities Inc.Other services6928$1.4M
Valic Retirement Services CompanyRecordkeeping and administration14234$24.1M
Valley Forge Investment ConsultantsInvestment advisory and management319$1.2M
Valmark Advisers Inc.Investment advisory and management8519$2.6M
Vanguard Advisers Inc.Investment advisory and management52745$136M
Vanguard Fiduciary Trust CompanyRecordkeeping and administration3617$1.5M
Variable Annuity Life Insurance Co.Recordkeeping and administration16539$2.3M
Venture Visionary Partners LLCInvestment advisory and management256$971K
VerusInvestment advisory and management8710$9.1M
VestwellRecordkeeping and administration9229$2.0M
Victory Capital ManagementInvestment advisory and management6526$8.2M
Visionpoint Advisory GroupInvestment advisory and management275$1.1M
Voya Institutional Plan ServicesRecordkeeping and administration8828$60.7M
Voya Retirement Advisors, LLCInvestment advisory and management50944$36.3M
Voya Retirement Advisors, LLCInvestment advisory and management4921$20.9M
Voya Retirement Insurance & AnnuityRecordkeeping and administration1,77951$77.4M
Walter Scott & Partners LimitedInvestment advisory and management2712$11.9M
Warren Averett, LLCAccounting and auditing559$1.3M
Washington Capital Management, Inc.Investment advisory and management10720$39.9M
Waverly Advisors, LLCInvestment advisory and management3711$1.3M
WCM Investment ManagementInvestment advisory and management2612$8.0M
Wealth Enhancement Advisory ServiceInvestment advisory and management6320$1.9M
Wealth Management Systems Inc.Other services5317$0
Weaver and Tidwell, LLPAccounting and auditing13413$4.0M
Wedge Capital ManagementInvestment advisory and management7219$14.6M
Wellington Management Company, LLPInvestment advisory and management4218$34.1M
Wellington Trust CompanyInvestment advisory and management16640$39.4M
Wells Fargo Advisors FinancialInvestment advisory and management2615$944K
Wells Fargo Advisors Fin NetworkInvestment advisory and management13528$4.8M
Wells Fargo Advisors Ins Agency LLCOther services3723$1.1M
Wells Fargo Advisors LLCInvestment advisory and management55647$21.8M
Wells Fargo Bank, N.A.Trustee and custodial4820$2.3M
Wells Fargo Clearing Services LLCInvestment advisory and management14330$7.2M
Wellth Advisory Services LLCInvestment advisory and management20129$3.2M
Western Asset Management CompanyInvestment advisory and management5620$18.9M
Westfield Capital ManagementInvestment advisory and management3216$9.1M
Whitley Penn LLPAccounting and auditing414$1.2M
William BlairInvestment advisory and management4922$20.2M
Willis Towers WatsonActuarial6527$26.8M
Willis Towers Watson US LLCActuarial77046$320M
Wilmington Trust National AssocInvestment advisory and management10518$4.2M
Wilshire Advisors LLCInvestment advisory and management1,76350$5.5M
Wilson-McShane CorporationRecordkeeping and administration606$19.7M
Winston & Strawn LLPLegal3414$2.5M
Wintrust Investments LLCInvestment advisory and management326$1.0M
Wipfli LLPAccounting and auditing12821$3.0M
Withumsmith+brown, PCAccounting and auditing18622$13.5M
Woodbury Financial Services Inc.Investment advisory and management7024$868K
World Investment Advisors LLCInvestment advisory and management59338$20.5M
Wpas, Inc.Recordkeeping and administration285$13.8M
Wright Ford Young & Co.Accounting and auditing323$557K
Yurchyk & Davis Cpa's, Inc.Accounting and auditing295$543K
Zenith American SolutionsRecordkeeping and administration15226$42.5M