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 / Plan | Location | Service | Participants | Assets | Direct 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 |
