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GREAT LAKES

IA, IL, IN, KY, MI, MN, MO, OH, WI, WV

Logan Cummings

Logan Cummings

Vice President - Great Lakes Region

Trevor Aldridge

Trevor Aldridge

Internal Sales Consultant - Great Lakes Region

Plan Name | Plan Type | SDBA Provider

Arconic | SDBA | Schwab PCRA

John Deere | SDBA | Fidelity BrokerageLink

Rockwell Automation | SDBA | Fidelity BrokerageLink

State of Iowa 457 | SDBA | TDAmeritrade SDBA

Whirpool | SDBA | TDAmeritrade SDBA

Plan Name | Plan Type | SDBA Provider

Accenture | SDBA | Alight (Hewitt) SDBA

American Airlines | SDBA | Fidelity BrokerageLink

Astellas US | SDBA | Fidelity BrokerageLink

AT&T | SDBA | Fidelity BrokerageLink

Caterpillar, Inc. | SDBA | Alight (Hewitt) SDBA

City of Chicago 457 | SDBA | Schwab PCRA

Delta Airlines | SDBA | Fidelity BrokerageLink

Groupon | SDBA | Fidelity BrokerageLink

Home Depot | SDBA | Schwab PCRA

John Deere | SDBA | Fidelity BrokerageLink

Lockheed Martin Corporatio | SDBA | TDAmeritrade SDBA

Maui Jim | SDBA | Fidelity BrokerageLink

Nestle USA, Inc. | SDBA | TDAmeritrade SDBA

Northrop Grumman Corpor | SDBA | Fidelity BrokerageLink

Northwestern | SDBA | Fidelity BrokerageLink

OSF Hospital | SDBA | Schwab PCRA

Sears, Roebuck and Co. | SDBA | Alight (Hewitt) SDBA

Southwest Airlines - Pilots | SDBA | Schwab PCRA, Empower Brokerage Services

State Street Corporation | SDBA | Fidelity BrokerageLink

United Airlines | SDBA | Schwab PCRA, Fidelity BrokerageLink

University of Chicago | SDBA | TIAA SDBAUPS (most plans) | SDBA | Fidelity BrokerageLink, TDAmeritrade SDBA

Plan Name | Plan Type | SDBA Provider

Alcoa | SDBA | Schwab PCRA

Amazon | Non-Discretionary | Fidelity BrokerageLink

American Electric Power (A | SDBA | Empower Brokerage Services

AT&T | SDBA | Fidelity BrokerageLink

Duke Energy Corporation | SDBA | Fidelity BrokerageLink

Eli Lilly and Company | SDBA | Alight (Hewitt) SDBA

FirstEnergy Corp | SDBA | Fidelity BrokerageLink

Indiana University | SDBA | Fidelity BrokerageLink

Marathon Petroleum | SDBA | Fidelity BrokerageLink

NCAA | SDBA | Fidelity BrokerageLink

Purdue University | SDBA | Fidelity BrokerageLink

Roche US | SDBA | Fidelity BrokerageLink

Time Warner | SDBA | Fidelity BrokerageLink

University Hospital | SDBA | Fidelity BrokerageLink

Plan Name | Plan Type | SDBA Provider

Amazon | Non-Discretionary | Fidelity BrokerageLink

Humana | SDBA | Schwab PCRA

Toyota | SDBA | Fidelity BrokerageLink

University of Louisville | Core Overlay | Fidelity

UPS (most plans) | SDBA | TDAmeritrade SDBA or Fidelity BrokerageLink

Plan Name | Plan Type | SDBA Provider

Ascension Health | SDBA | Schwab PCRA

Beaumont Health | SDBA | Fidelity BrokerageLink

Blue Cross / Blue Shield | SDBA | Fidelity BrokerageLink

Bronson Healthcare | SDBA | Fidelity BrokerageLink

Continental Auto | SDBA | Fidelity BrokerageLink

Dow Corning | SDBA | TDAmeritrade SDBA

Frontier Communications | SDBA | Fidelity BrokerageLink

Grand Valley State Universi | SDBA | Fidelity BrokerageLink

McKesson Corporation | SDBA | Fidelity BrokerageLink

Meijer | SDBA | Alight (Hewitt) SDBA

Michelin | SDBA | TDAmeritrade SDBA

Michigan State University | SDBA | TIAA SDBA

Sparrow Health | SDBA | Schwab PCRA

Spectrum Health System | SDBA | TDAmeritrade SDBA

State of Michigan Deferred Comp Plan (AllPlans) | SDBA | TDAmeritrade SDBA

Trinity Health Care | SDBA | Schwab PCRA

University of Michigan | SDBA | Fidelity BrokerageLink, TIAA SDBA

Wayne State University | SDBA | Fidelity BrokerageLink

Whirlpool | SDBA | TDAmeritrade SDBA

Plan Name | Plan Type | SDBA Provider

3M | SDBA | Schwab PCRA

Barry-Wehmiller Co. | SDBA | Schwab PCRA

Cargill Partnership 401k | SDBA | TDAmeritrade SDBA

HealthEast - Fidelity | SDBA | Fidelity BrokerageLink

Mayo Clinic | SDBA | Fidelity BrokerageLink

Medtronic 401k | SDBA | Fidelity BrokerageLink

Minnesota DC 457 (Minnesota StateRetirement System) | SDBA | TDAmeritrade SDBA

North Memorial Healthcare | SDBA | Schwab PCRA

Park Nicollet Health System | SDBA | Fidelity BrokerageLink

Schwan Food Company | SDBA | Fidelity BrokerageLink

St. Cloud Medical Group | SDBA | Fidelity BrokerageLink

St. Luke's Hospital (Dulu | SDBA | Fidelity BrokerageLink

SuperValu (Cub Foods) | SDBA | TDAmeritrade SDBA

United Health Group 401k S | SDBA | Fidelity BrokerageLink

Plan Name | Plan Type | SDBA Provider

State of Missouri MOSER | SDBA | TDAmeritrade SDBA

Plan Name | Plan Type | SDBA Provider

Alcoa | SDBA | Schwab PCRA

American Electric Power (A | SDBA | Empower Brokerage Services

Bowling Green State Univer | SDBA | Fidelity BrokerageLink

Cincinnati Children's Hospital | SDBA | TIAA SDBA

Cleveland Clinic | SDBA | Fidelity BrokerageLink

Duke Energy Corporation | SDBA | Fidelity BrokerageLink

FirstEnergy Corp. | SDBA | Fidelity BrokerageLink

Groupon | SDBA | Fidelity BrokerageLink

Home Depot | SDBA | Fidelity BrokerageLink

Honda Motor Co. | SDBA | Fidelity BrokerageLink

Kettering Health Network | SDBA | Fidelity BrokerageLink

Marathon Petroleum Comp | SDBA | Fidelity BrokerageLink

Mercy Health | SDBA | Fidelity BrokerageLink

ProMedica Health System, I | SDBA | Fidelity BrokerageLink

State of Ohio PERS Plan | SDBA | Schwab PCRA

Time Warner Cable | SDBA | Fidelity BrokerageLink

University Hospital | SDBA | Fidelity BrokerageLink

University of Dayton | SDBA | TIAA SDBA

Whirlpool | SDBA | TDAmeritrade SDBA

Whirlpool Corporation | SDBA | TDAmeritrade SDBA

Plan Name | Plan Type | SDBA Provider

Augustana HealthCare | SDBA | Schwab PCRA

Aurora HealthCare | SDBA | Schwab PCRA

Barry-Wehmiller Co. | SDBA | Schwab PCRA

Froedtert & Community He | SDBA | TDAmeritrade SDBA

Harley Davidson | SDBA | Fidelity BrokerageLink

Kimberly-Clark Corporation | SDBA | Fidelity BrokerageLink

Rockwell Automation | SDBA | Fidelity BrokerageLink

State of Wisconsin Employees (All DeferredComp 457) | SDBA | Schwab PCRA

Plan Name | Plan Type | SDBA Provider

ACCENTURE LLP | SDBA | Alight (Hewitt) SDBA

Adobe Systems | SDBA | TDAmeritrade SDBA

Adventists Health (AHRP) | SDBA | Alight (Hewitt) SDBA

AEGON USA, LLC | SDBA | Schwab PCRA

Air Products and Chemicals, | SDBA | Fidelity BrokerageLink

Alaska Airlines Co. (pilots o | SDBA | Fidelity BrokerageLink

Alcatel-Lucent | SDBA | Alight (Hewitt) SDBA

Alcoa Inc. | SDBA | Schwab PCRA

Allianz of America Corporat | SDBA | Alight (Hewitt) SDBA

Amazon | Non-Discretionary | Fidelity BrokerageLink

America West Holdings Cor | SDBA | Fidelity BrokerageLink

American Airlines | SDBA | Fidelity BrokerageLink

American BAR Association | SDBA | TDAmeritrade SDBA SDBA

AOL Inc. | SDBA | Fidelity BrokerageLink

AON Corporation | SDBA | Alight (Hewitt) SDBA

Apple, Inc. | SDBA | Schwab PCRA

Asante Health | SDBA | Schwab PCRA

AT&T | SDBA | Fidelity BrokerageLink

Atlas Air | SDBA | Fidelity BrokerageLink

Avaya, Inc. | SDBA | Fidelity BrokerageLink

BAE Systems, Inc. | SDBA | Alight (Hewitt) SDBA

Banner Health | SDBA | Fidelity BrokerageLink

Baxter International, Inc. | SDBA | Schwab PCRA

BB&T | SDBA | TDAmeritrade SDBA

Blue Cross/Blue Shield (cert | SDBA | Fidelity BrokerageLink

Booz Allen Hamilton, Inc. | SDBA | TDAmeritrade SDBA

Brown & Brown Insurance | SDBA | Schwab PCRA

Cadence Design Systems, Inc. | SDBA | JP Morgan / CISC

Caterpillar, Inc. | SDBA | Alight (Hewitt) SDBA

CenturyLink/Qwest CommunicationsInternational Inc. | SDBA | Schwab PCRA

Chevron | SDBA | Fidelity BrokerageLink

Chick-Fil-A | SDBA | Fidelity BrokerageLink

Cisco Systems, Inc. | SDBA | Fidelity BrokerageLink

Clorox | SDBA | TDAmeritrade SDBA

Constellation Brands | SDBA | TDAmeritrade SDBA

Continental Airlines, Inc. | SDBA | Alight (Hewitt) SDBA or Schwab PCRA

Danaher Corporation | SDBA | Fidelity BrokerageLink

Deere & Company | SDBA | Fidelity BrokerageLink

Delta Air Lines, Inc. (All Pla | SDBA | Fidelity BrokerageLink

Devon Energy Corporation | SDBA | Fidelity BrokerageLink

DIRECTV | SDBA | TDAmeritrade SDBA

Dow Chemical | SDBA | Fidelity BrokerageLink

Duke Energy Corporation | SDBA | Fidelity BrokerageLink

Eastman Chemical Company | SDBA | Fidelity BrokerageLink

Electronic Arts (EA) Sports | SDBA | Schwab PCRA

Electronic Data Systems, LLC | SDBA | Schwab PCRA

Eli Lilly and Company | SDBA | Alight (Hewitt) SDBA

Energy Future Holdings Cor | SDBA | Fidelity BrokerageLink

Engility Corp | SDBA | TDAmeritrade SDBA

Expedia, Inc. | SDBA | Fidelity BrokerageLink

Fair Isaac | SDBA | Fidelity BrokerageLink

Fluor Corporation | SDBA | Alight (Hewitt) SDBA

Fortive Corporation | SDBA | Fidelity BrokerageLink

Frontier Communications | SDBA | Fidelity BrokerageLink

Fujitsu Management Servic | SDBA | Fidelity BrokerageLink

General Dynamics | SDBA | Fidelity BrokerageLink

General Mills, Inc. | SDBA | Alight (Hewitt) SDBA

Georgia-Pacific | SDBA | Alight (Hewitt) SDBA

Goodrich Corporation | SDBA | Fidelity BrokerageLink

Google Inc. | SDBA | TDAmeritrade SDBA

Grady Memorial Hospital (4 | SDBA | Schwab PCRA

Groupon | SDBA | Fidelity BrokerageLink

H&R Block, Inc. | SDBA | Fidelity BrokerageLink

Harley-Davidson | SDBA | Fidelity BrokerageLink

Harris Corp. | SDBA | Fidelity BrokerageLink

Hewlett-Packard Company | SDBA | Fidelity BrokerageLink

Hilton Hotels | SDBA | Schwab PCRA

Home Depot | SDBA | Schwab PCRA

Home Depot, Inc. | SDBA | Schwab PCRA

Humana, Inc. | SDBA | Schwab PCRA

Ingersol-Rand | SDBA | Fidelity BrokerageLink

Ingram Micro | SDBA | Fidelity BrokerageLink

Interna  onal Paper Compan | SDBA | Empower Brokerage Services Brokerage Services

Intuit, Inc. | SDBA | Schwab PCRA

JetBlue | SDBA | Schwab PCRA

Kimberly-Clark Corporation | SDBA | Alight (Hewitt) SDBA

Kinder Morgan | SDBA | Empower Brokerage Services

Koch Industries Inc. | SDBA | Alight (Hewitt) SDBA

Kodak | SDBA | Schwab PCRA

Lam Research | SDBA | Fidelity BrokerageLink

Lawrence Livermore Labs (L | SDBA | Fidelity BrokerageLink

Legacy Health Service | SDBA | TDAmeritrade SDBA

Limited Brands, Inc. | SDBA | Alight (Hewitt) SDBA

LinkedIn Corporation | SDBA | Fidelity BrokerageLink

Lockheed Martin Corporatio | SDBA | TDAmeritrade SDBA

Marathon Petroleum Comp | SDBA | Fidelity BrokerageLink

Mastercard | SDBA | TDAmeritrade SDBA

Mayo Clinic | SDBA | Fidelity BrokerageLink

McKesson Corporation | SDBA | Fidelity BrokerageLink

MedAmerica, Inc. | SDBA | Schwab PCRA

Mednax | SDBA | Fidelity BrokerageLink

Medtronic | SDBA | Fidelity BrokerageLink

Merck | SDBA | Fidelity BrokerageLink

Micron Technologies | SDBA | Fidelity BrokerageLink

Rural Electric Cooperative Association (NRECA - most co-ops) | SDBA | TDAmeritrade SDBA

Nationwide Mutual Insuran | SDBA | Fidelity BrokerageLink

NCR | SDBA | Fidelity BrokerageLink

Nestle USA, Inc. | SDBA | TDAmeritrade SDBA

Netflix, Inc. | SDBA | Fidelity BrokerageLink

Newell- Rubbermaid | Non-Discretionary | Fidelity BrokeageLink

Nike | SDBA | Fidelity BrokerageLink

NOKIA, INC. | SDBA | Fidelity BrokerageLink

Northeast Utilities Service | SDBA | Fidelity BrokerageLink

Northrop Grumman Corpor | SDBA | Fidelity BrokerageLink

Nucor Corporation | SDBA | Fidelity BrokerageLink

NuStar GP, LLC | SDBA | Schwab PCRA

NVIDIA | SDBA | Fidelity BrokerageLink

Office Depot | SDBA | Fidelity BrokerageLink

Oldcastle Materials, Inc. | SDBA | Fidelity BrokerageLink

Oracle Corporation | SDBA | Fidelity BrokerageLink

OrbitalATK | SDBA | Fidelity BrokerageLink

Piedmont Hospital (401k) | SDBA | Fidelity BrokerageLink

Qualcomm 401k | SDBA | Fidelity BrokerageLink

QVC, Inc. | SDBA | Fidelity BrokerageLink

RBC USA Holding Corporatio | SDBA | Fidelity BrokerageLink

Reed Elsevier, Inc. | SDBA | Empower Brokerage Services

Reynolds American, Inc. | SDBA | Fidelity BrokerageLink

Roche & Genentech, Inc. | SDBA | Fidelity BrokerageLink

Sanmina | SDBA | Fidelity BrokerageLink

Sanofi U.S. Inc. | SDBA | Schwab PCRA

SAP America | SDBA | TDAmeritrade SDBA

Schlumberger Technology C | SDBA | Alight (Hewitt) SDBA

Sears, Roebuck and Co. | SDBA | Alight (Hewitt) SDBA

Shell Oil Company | SDBA | Fidelity BrokerageLink

Siemens Corporation | SDBA | Alight (Hewitt) SDBA

Smiths Group Services Corp | SDBA | Fidelity BrokerageLink

Southwest Airlines Co. (Pilo | SDBA | Schwab PCRA

Spirit Airlines (Pilots only) | SDBA | Schwab PCRA

Sprint Nextel Corporation | SDBA | Fidelity BrokerageLink

SRA International, Inc. | SDBA | Fidelity BrokerageLink

State Street Corporation | SDBA | Fidelity BrokerageLink

Taylor Made | SDBA | Schwab PCRA

Teledyne Technologies Inco | SDBA | Fidelity BrokerageLink

Tenet Healthcare Corporati | SDBA | Fidelity BrokerageLink

Teradyne, Inc. & Subsidiarie | SDBA | Fidelity BrokerageLink

Texas Instruments Incorpor | SDBA | Fidelity BrokerageLink

The American National Red | SDBA | Alight (Hewitt) SDBA

The Charles Schwab Corpor | SDBA | Schwab PCRA

The Goodyear Tired & Rubb | SDBA | Schwab PCRA

The Interpublic Group of Co | SDBA | Empower Brokerage Services

The McGraw-Hill Companie | SDBA | Alight (Hewitt) SDBA

The Permanente Medical Gr | SDBA | Fidelity BrokerageLink

The Permanente Northwest | SDBA | Fidelity BrokerageLink

The Progressive Corporation and ItsParticipating Subsidiaries | SDBA | Fidelity BrokerageLink

The Travelers Companies, Inc. | SDBA | Fidelity BrokerageLink

The Williams Companies, Inc. | SDBA | Fidelity BrokerageLink

Time Warner Cable, Inc. | SDBA | Fidelity BrokerageLink

Time Warner, Inc. | SDBA | Fidelity BrokerageLink

Unilever United States, Inc. | SDBA | Fidelity BrokerageLink

United Air Lines, Inc. (all ot | SDBA | Fidelity BrokerageLink

United Air Lines, Inc. (Pilots | SDBA | Schwab PCRA

United Healthcare Group | SDBA | Fidelity BrokerageLink

United Launch Alliance | SDBA | TDAmeritrade SDBA

UPS (most plans) | SDBA | TDAmeritrade SDBA or Fidelity BrokerageLink

US Airways, Inc. | SDBA | Fidelity BrokerageLink

Visa Inc. | SDBA | Fidelity BrokerageLink

VMWare | SDBA | Fidelity BrokerageLink

Whole Foods Market | SDBA | Fidelity BrokerageLink

Workday, Inc. | SDBA | Fidelity BrokerageLink

Xilinx | SDBA | Schwab PCRA