Retirement providers

Recordkeepers, advisors, and TPAs.

Every firm working on US retirement plans, ranked by plans served and assets under administration. We've merged name variations so each firm shows up once - EMPOWER RETIREMENT, GREAT-WEST, and PUTNAM all fold into a single Empower record. Click any provider for their full book of business.

12,076-12,100 of 13,223

Provider	AUA	Plans served	Rank (plans / AUA)	Aliases
SOUTHEAST ORTHOPEDIC SPECIALISTS	$25.4M	1	#6225 / #9716	1
SOUTHERN COMPANY SERVICES	$15.32B	1	#6225 / #902	1
SOUTHERN CROSS LTN AM PVT EQTY FD V	$2.70B	1	#6225 / #2768	1
SOUTHERN IL LABORERS & EMPLOYER H&W	$165.6M	1	#6225 / #6855	1
SOUTHERN MICHIGAN BANK & TRUST	$8.3M	1	#6225 / #11130	1
SOUTHERN PERSONNEL MGMT, INC	$79.6M	1	#6225 / #7961	1
SOUTHERN REGION INSURANCE	$5.0M	1	#6225 / #11540	1
SOUTHERN STYLE FINANCIAL INC.	$5.4M	1	#6225 / #11490	1
SOUTHLAND DATA PROCESSING	$6.3M	1	#6225 / #11384	2
SOUTHWEST BANK	$17.0M	1	#6225 / #10289	1
SOUTHWEST BENEFIT ADMINISTRATORS	$33.4M	1	#6225 / #9304	1
SOUTHWEST MONEY MANAGEMENT, INC	$5.1M	1	#6225 / #11528	2
SOUTHWEST WEALTH STRATEGIES	$3.1M	1	#6225 / #11779	1
SOVERIGN WEALTH ADVISORS LLC	$27.0M	1	#6225 / #9620	1
SPARTAN PLANNING AND WEALTH MGMT	$8.1M	1	#6225 / #11149	1
SPARTAN WEALTH ADVISORY	$259.7M	1	#6225 / #6223	1
SPARTAN WEALTH MANAGEMENT	$731.8M	1	#6225 / #4716	1
SPC FINANCIAL, INC.	$11.9M	1	#6225 / #10717	1
SPEAR SOLUTIONS INC	$11.48B	1	#6225 / #1104	2
SPEARMAN WILDERMAN	$102.2M	1	#6225 / #7614	1
SPEARS ABACUS ADVISORS LLC	$0	1	#6225 / #12109	1
SPECIAL PROGRAMS, INC.	$0	1	#6225 / #12109	2
SPECIALIZED ASSOCIATION SERVICES, I	$0	1	#6225 / #12109	1
SPECTRUM CAPITAL MGMT	$35.1M	1	#6225 / #9222	2
SPECTRUM HEALTH SYSTEM	$229.3M	1	#6225 / #6387	1

Page 484 of 529

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Retirement providers

Recordkeepers, advisors, and TPAs.

12,076-12,100 of 13,223

Provider	AUA	Plans served	Rank (plans / AUA)	Aliases
SOUTHEAST ORTHOPEDIC SPECIALISTS	$25.4M	1	#6225 / #9716	1
SOUTHERN COMPANY SERVICES	$15.32B	1	#6225 / #902	1
SOUTHERN CROSS LTN AM PVT EQTY FD V	$2.70B	1	#6225 / #2768	1
SOUTHERN IL LABORERS & EMPLOYER H&W	$165.6M	1	#6225 / #6855	1
SOUTHERN MICHIGAN BANK & TRUST	$8.3M	1	#6225 / #11130	1
SOUTHERN PERSONNEL MGMT, INC	$79.6M	1	#6225 / #7961	1
SOUTHERN REGION INSURANCE	$5.0M	1	#6225 / #11540	1
SOUTHERN STYLE FINANCIAL INC.	$5.4M	1	#6225 / #11490	1
SOUTHLAND DATA PROCESSING	$6.3M	1	#6225 / #11384	2
SOUTHWEST BANK	$17.0M	1	#6225 / #10289	1
SOUTHWEST BENEFIT ADMINISTRATORS	$33.4M	1	#6225 / #9304	1
SOUTHWEST MONEY MANAGEMENT, INC	$5.1M	1	#6225 / #11528	2
SOUTHWEST WEALTH STRATEGIES	$3.1M	1	#6225 / #11779	1
SOVERIGN WEALTH ADVISORS LLC	$27.0M	1	#6225 / #9620	1
SPARTAN PLANNING AND WEALTH MGMT	$8.1M	1	#6225 / #11149	1
SPARTAN WEALTH ADVISORY	$259.7M	1	#6225 / #6223	1
SPARTAN WEALTH MANAGEMENT	$731.8M	1	#6225 / #4716	1
SPC FINANCIAL, INC.	$11.9M	1	#6225 / #10717	1
SPEAR SOLUTIONS INC	$11.48B	1	#6225 / #1104	2
SPEARMAN WILDERMAN	$102.2M	1	#6225 / #7614	1
SPEARS ABACUS ADVISORS LLC	$0	1	#6225 / #12109	1
SPECIAL PROGRAMS, INC.	$0	1	#6225 / #12109	2
SPECIALIZED ASSOCIATION SERVICES, I	$0	1	#6225 / #12109	1
SPECTRUM CAPITAL MGMT	$35.1M	1	#6225 / #9222	2
SPECTRUM HEALTH SYSTEM	$229.3M	1	#6225 / #6387	1

Page 484 of 529

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