Form 5500 Search

ABOUND WEALTH

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
36
Active participants
651,113
Total plan assets
$143.3B
Filings (rows)
36
Direct comp
$564K
Indirect comp
$0
Aggregating 3 name variants under "ABOUND WEALTH"

SERVICES PROVIDED

Other29
Advisor / Consultant7

Top plans served

All 36 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
APPLE INC.
APPLE 401(K) PLAN
CUPERTINO, CA
Other
NONE
101,450$19.8B$6K
DELTA AIR LINES, INC.
DELTA 401(K) RETIREMENT PLAN FOR PILOTS
ATLANTA, GA
Advisor / Consultant
INVESTMENT ADVISOR
14,981$15.9B$31K
DELTA AIR LINES, INC.
DELTA 401(K) RETIREMENT PLAN FOR PILOTS
ATLANTA, GA
Other
NONE
14,473$13.7B$5K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
IRVING, TX
Other
NONE
11,679$11.6B$42K
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
MILWAUKEE, WI
Other
NONE
83,445$10.5B$21K
THE CLEVELAND CLINIC FOUNDATION
CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN
CLEVELAND, OH
Advisor / Consultant
INVESTMENT ADVISOR
68,206$9.2B$11K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
11,221$9.1B$34K
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
MILWAUKEE, WI
Other
NONE
80,015$9.1B$13K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
9,692$7.6B$16K
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
DOWNERS GROVE, IL
Other
NONE
76,956$7.5B$6K
THE CLEVELAND CLINIC FOUNDATION
CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN
CLEVELAND, OH
Advisor / Consultant
INVESTMENT ADVISOR
65,407$7.5B$9K
THE CLEVELAND CLINIC FOUNDATION
CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN
CLEVELAND, OH
Advisor / Consultant
INVESTMENT ADVISOR
54,690$6.3B$9K
BROWN & BROWN, INC.
BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN
DAYTONA BEACH, FL
Other
NONE
12,393$1.8B$6K
MARVELL SEMICONDUCTOR, INC.
MARVELL SEMICONDUCTOR 401K RETIREMENT PLAN
SANTA CLARA, CA
Other
NONE
2,970$1.4B$9K
MARVELL SEMICONDUCTOR, INC.
MARVELL SEMICONDUCTOR 401K RETIREMENT PLAN
SANTA CLARA, CA
Other
NONE
3,030$1.1B$10K
CROWN CASTLE INC.
CROWN CASTLE INC. 401(K) PLAN
HOUSTON, TX
Other
NONE
3,947$1.1B$12K
CROWN CASTLE INC.
CROWN CASTLE INC. 401(K) PLAN
HOUSTON, TX
Other
NONE
4,745$1.1B$10K
CROWN CASTLE INC.
CROWN CASTLE INC. 401(K) PLAN
HOUSTON, TX
Other
NONE
5,302$918.8M$10K
MARVELL SEMICONDUCTOR, INC.
MARVELL SEMICONDUCTOR 401K RETIREMENT PLAN
SANTA CLARA, CA
Other
NONE
3,251$907.2M$11K
NETJETS INC.
NETJETS INC. 401(K) PLAN
COLUMBUS, OH
Other
NONE
3,191$835.6M$12K
NATIONAL INSTRUMENTS CORPORATION
NATIONAL INSTRUMENTS 401(K) PLAN
AUSTIN, TX
Other
NONE
1,667$734.3M$7K
BIOMARIN PHARMACEUTICAL INC.
BIOMARIN PHARMACEUTICAL INC. RETIREMENT SAVINGS PLAN
NOVATO, CA
Other
NONE
1,939$715.0M$7K
NETJETS INC.
NETJETS INC. 401(K) PLAN
COLUMBUS, OH
Other
NONE
2,951$702.5M$10K
NATIONAL INSTRUMENTS CORPORATION
NATIONAL INSTRUMENTS 401(K) PLAN
AUSTIN, TX
Other
NONE
2,172$628.1M$7K
BENTLEY SYSTEMS, INC.
BENTLEY SYSTEMS, INCORPORATED PROFIT SHARING/401(K) PLAN
EXTON, PA
Other
NONE
1,582$628.0M$10K
BIOMARIN PHARMACEUTICAL INC.
BIOMARIN PHARMACEUTICAL INC. RETIREMENT SAVINGS PLAN
NOVATO, CA
Other
NONE
2,309$616.8M$5K
BENTLEY SYSTEMS, INC.
BENTLEY SYSTEMS, INCORPORATED PROFIT SHARING/401(K) PLAN
EXTON, PA
Other
NONE
1,629$595.2M$12K
NETJETS INC.
NETJETS INC. 401(K) PLAN
COLUMBUS, OH
Other
NONE
2,587$557.7M$10K
BENTLEY SYSTEMS, INCORPORATED
BENTLEY SYSTEMS, INCORPORATED PROFIT SHARING/401(K) PLAN
EXTON, PA
Other
NONE
1,553$549.8M$7K
THE AURRAY GROUP, INC. D/B/A SUTTER WEST BAY MEDICAL GROUP
SWBMG 401(K) PLAN
SAN FRANCISCO, CA
Other
NONE
221$149.2M$6K
THE AURRAY GROUP, INC. D/B/A SUTTER WEST BAY MEDICAL GROUP
SWBMG 401(K) PLAN
SAN FRANCISCO, CA
Other
NONE
186$113.3M$5K
BRIXMOR EMPLOYMENT COMPANY, LLC
BRIXMOR EMPLOYMENT COMPANY LLC 401(K) PLAN
NEW YORK, NY
Other
NONE
455$109.8M$5K
SUTTER WEST BAY MEDICAL GROUP
SWBMG 401(K) PLAN
SAN FRANCISCO, CA
Other
NONE
179$85.1M$5K
PEACH STATE FEDERAL CREDIT UNION
PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN
LAWRENCEVILLE, GA
Advisor / Consultant
INVESTMENT ADVISOR
219$23.8M$87K
PEACH STATE FEDERAL CREDIT UNION
PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN
LAWRENCEVILLE, GA
Advisor / Consultant
INVESTMENT ADVISOR
213$20.5M$18K
PEACH STATE FEDERAL CREDIT UNION
PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN
LAWRENCEVILLE, GA
Advisor / Consultant
INVESTMENT ADVISORY PLAN
207$16.5M$75K