Form 5500 Search

ADVISORY SERVICES

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
17
Active participants
30,879
Total plan assets
$13.7B
Filings (rows)
17
Direct comp
$473K
Indirect comp
$42K
Aggregating 2 name variants under "ADVISORY SERVICES"

SERVICES PROVIDED

Other10
Advisor / Consultant7

Top plans served

All 17 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
IRVING, TX
Other
NONE
11,679$11.6B$12K
ASANTE
ASANTE 403B PLAN
MEDFORD, OR
Other
CONSULTING
5,815$758.5M$56K
ASANTE
ASANTE 403B PLAN
MEDFORD, OR
Other
CONSULTING
5,850$683.7M$75K
ASANTE
ASANTE 403B PLAN
MEDFORD, OR
Other
CONSULTING
5,682$562.8M$75K
ASANTE
ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN
MEDFORD, OR
Advisor / Consultant
CONSULTANT
22$31.2M$2K
MEDICAL REVIEW OF NORTH CAROLINA, INC.
THE CAROLINAS CENTER FOR MEDICAL EXCELLENCE 401(K) PLAN
RALEIGH, NC
Advisor / Consultant
INVESTMENT ADVISOR
85$15.4M$27K
MEDICAL REVIEW OF NORTH CAROLINA, INC.
THE CAROLINAS CENTER FOR MEDICAL EXCELLENCE 401(K) PLAN
RALEIGH, NC
Advisor / Consultant
INVESTMENT ADVISOR
70$13.1M$24K
MEDICAL REVIEW OF NORTH CAROLINA, INC.
THE CAROLINAS CENTER FOR MEDICAL EXCELLENCE 401(K) PLAN
RALEIGH, NC
Advisor / Consultant
INVESTMENT ADVISOR
67$11.4M$27K
CROMAN CORPORATION
CROMAN CORPORATION 401(K) PROFIT-SHARING PLAN
WHITE CITY, OR
Other
NONE
85$8.5M$28K
CROMAN CORPORATION
CROMAN CORPORATION 401(K) PROFIT-SHARING PLAN
WHITE CITY, OR
Other
NONE
101$7.4M$31K
SHORELINE CARPET SUPPLIES OF GULF COAST
SHORELINE CARPET SUPPLIES OF GULF COAST 401(K) PROFIT SHARING PLAN AND TRUST
NAPLES, FL
Other
SERVICE PROVIDER
178$6.2M$13K
CROMAN CORPORATION
CROMAN CORPORATION 401(K) PROFIT-SHARING PLAN
WHITE CITY, OR
Other
NONE
104$6.1M$31K
SHORELINE CARPET SUPPLIES OF GULF COAST
SHORELINE CARPET SUPPLIES OF GULF COAST 401(K) PROFIT SHARING PLAN AND TRUST
NAPLES, FL
Other
SERVICE PROVIDER
156$5.1M$0
SHORELINE CARPET SUPPLIES OF GULF COAST
SHORELINE CARPET SUPPLIES OF GULF COAST 401(K) PROFIT SHARING PLAN AND TRUST
NAPLES, FL
Other
SERVICE PROVIDER
138$4.1M$0
SOUTHERN ELECTRIC CORPORATION OF MISSISSIPPI
SOUTHERN ELECTRIC CORPORATION 401(K) PROFIT SHARING PLAN
FLOWOOD, MS
Advisor / Consultant
ADVISOR
763$4.0M$26K
TRINITY REHABILITATION, INC.
TRINITY REHABILITATION, INC. 401K SAVINGS PLAN
JACKSON, MS
Advisor / Consultant
ADVISOR
84$3.9M$38K
SOUTHERN ELECTRIC CORPORATION OF MISSISSIPPI
SOUTHERN ELECTRIC CORPORATION 401(K) PROFIT SHARING PLAN
FLOWOOD, MS
Advisor / Consultant
ADVISOR
0$8K$7K
ADVISORY SERVICES — Form 5500 Service Provider Profile | Form 5500 Search