ALLWORTH FINANCIAL
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
53
Active participants
355,018
Total plan assets
$158.1B
Filings (rows)
53
Direct comp
$6.2M
Indirect comp
$86K
Aggregating 3 name variants under "ALLWORTH FINANCIAL"
SERVICES PROVIDED
Other29
Advisor / Consultant24
Top plans served
All 53 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| DELTA AIR LINES, INC. DELTA 401(K) RETIREMENT PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 89,993 | $19.0B | $325K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $295K |
| DELTA AIR LINES, INC. DELTA 401(K) RETIREMENT PLAN | ATLANTA, GA | Other NONE | 89,836 | $16.2B | $179K |
| DELTA AIR LINES, INC. DELTA 401(K) RETIREMENT PLAN FOR PILOTS | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 14,981 | $15.9B | $2.2M |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $254K |
| DELTA AIR LINES, INC. DELTA 401(K) RETIREMENT PLAN FOR PILOTS | ATLANTA, GA | Other NONE | 14,473 | $13.7B | $1.8M |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $235K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $62K |
| DELTA AIR LINES, INC. DELTA 401(K) RETIREMENT PLAN FOR PILOTS | ATLANTA, GA | Advisor / Consultant ADVISOR | 13,283 | $11.5B | $6K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 11,221 | $9.1B | $42K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 9,692 | $7.6B | $38K |
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 23,089 | $5.4B | $7K |
| SPIRIT AIRLINES, INC. SPIRIT AIRLINES, INC. PILOTS' RETIREMENT SAVINGS PLAN | DANIA BEACH, FL | Other NONE | 3,199 | $1.2B | $53K |
| WILSON SONSINI GOODRICH & ROSATI, PC WSGR 401(K) AND PROFIT SHARING PLAN | PALO ALTO, CA | Other NONE | 1,984 | $1.0B | $11K |
| SPIRIT AIRLINES, INC. SPIRIT AIRLINES, INC. PILOTS' RETIREMENT SAVINGS PLAN | MIRAMAR, FL | Other NONE | 3,658 | $948.1M | $34K |
| SPIRIT AIRLINES, INC. SPIRIT AIRLINES, INC. PILOTS' RETIREMENT SAVINGS PLAN | MIRAMAR, FL | Other NONE | 3,163 | $691.2M | $20K |
| REID HOSPITAL & HEALTH CARE SERVICES, INC. REID HOSPITAL & HEALTH CARE SERVICES 403(B) DEFINED CONTRIBUTION PLAN | RICHMOND, IN | Other NONE | 3,178 | $214.1M | $29K |
| REID HOSPITAL & HEALTH CARE SERVICES, INC. REID HOSPITAL & HEALTH CARE SERVICES 403(B) DEFINED CONTRIBUTION PLAN | RICHMOND, IN | Other NONE | 3,168 | $185.5M | $29K |
| ORTHOCINCY ORTHOPAEDICS & SPORTS ME ORTHOCINCY RETIREMENT PLAN | EDGEWOOD, KY | Other NONE | 543 | $65.2M | $15K |
| PACIFIC COAST PRODUCERS PACIFIC COAST PRODUCERS PROFIT SHARING AND THRIFT 401(K) PLAN | LODI, CA | Other NONE | 287 | $63.1M | $7K |
| WEINTRAUB TOBIN CHEDIAK COLEMAN GRO WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION SALARY DEFERRAL PLAN | SACRAMENTO, CA | Other SERVICE PROVIDER | 168 | $60.0M | $0 |
| WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION SALARY DEFERRAL PLAN | SACRAMENTO, CA | Advisor / Consultant FINANCIAL ADVISOR | 166 | $57.9M | $21K |
| PACIFIC COAST PRODUCERS PACIFIC COAST PRODUCERS PROFIT SHARING AND THRIFT 401(K) PLAN | LODI, CA | Other NONE | 261 | $55.3M | $6K |
| ORTHOCINCY ORTHOPAEDICS & SPORTS ME ORTHOCINCY RETIREMENT PLAN | EDGEWOOD, KY | Other NONE | 445 | $55.3M | $12K |
| WEINTRAUB TOBIN CHEDIAK COLEMAN GRO WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION SALARY DEFERRAL PLAN | SACRAMENTO, CA | Advisor / Consultant FINANCIAL ADVISOR | 152 | $51.8M | $21K |
| PACIFIC COAST PRODUCERS PACIFIC COAST PRODUCERS PROFIT SHARING AND THRIFT 401(K) PLAN | LODI, CA | Other NONE | 293 | $49.8M | $6K |
| FUTURE FORD, INC. FUTURE AUTOMOTIVE GROUP 401(K) PLAN | ROSEVILLE, CA | Advisor / Consultant ADVISOR | 1,180 | $48.7M | $56K |
| MONMOUTH CARDIOLOGY ASSOCIATES, LLC MONMOUTH CARDIOLOGY ASSOCIATES, LLC 401(K) PLAN | EATONTOWN, NJ | Advisor / Consultant ADVISOR | 138 | $46.7M | $0 |
| ORTHOCINCY ORTHOPAEDICS & SPORTS ME ORTHOCINCY RETIREMENT PLAN | EDGEWOOD, KY | Other NONE | 361 | $43.5M | $12K |
| NEWPORT GROUP, INC. ALLWORTH FINANCIAL POOLED EMPLOYER PLAN | FOLSOM, CA | Other NONE | 368 | $21.7M | $47K |
| CASS CONSTRUCTION, INC. CASS ARRIETA 401(K) PLAN | EL CAJON, CA | Advisor / Consultant INVESTMENT ADVISORY | 182 | $19.2M | $0 |
| CASS CONSTRUCTION, INC. CASS ARRIETA 401(K) PLAN | EL CAJON, CA | Advisor / Consultant INVESTMENT ADVISORY | 181 | $15.3M | $0 |
| PCT ENTERPRISES, INC. PRECISION CABINETS 401(K) PLAN | BRENTWOOD, CA | Other NONE | 280 | $15.2M | $36K |
| NEWPORT GROUP, INC. ALLWORTH FINANCIAL POOLED EMPLOYER PLAN | FOLSOM, CA | Advisor / Consultant ADVISOR | 208 | $14.7M | $47K |
| REID OUTPATIENT SURGERY AND ENDOSCOPY, LLC REID OUTPATIENT SURGERY AND ENDOSCOPY 401(K) PLAN | RICHMOND, IN | Other NONE | 177 | $13.2M | $928 |
| CASS CONSTRUCTION, INC. CASS ARRIETA 401(K) PLAN | EL CAJON, CA | Advisor / Consultant INVESTMENT ADVISORY | 142 | $11.8M | $0 |
| REID OUTPATIENT SURGERY AND ENDOSCOPY, LLC REID OUTPATIENT SURGERY AND ENDOSCOPY 401(K) PLAN | RICHMOND, IN | Other NONE | 173 | $11.8M | $1K |
| LAIRD NOLLER FORD, INC. LAIRD NOLLER FORD RETIREMENT PLAN | TOPEKA, KS | Other NONE | 392 | $11.2M | $7K |
| BOILING CRAB RESTAURANT GROUP, LLC DBA THE BOILING CRAB THE BOILING CRAB 401(K) PLAN | HUNTINGTON BEACH, CA | Advisor / Consultant ADVISOR | 1,000 | $7.6M | $18K |
| CENTURY HVAC DISTRIBUTING, L.P. CENTURY HVAC DISTRIBUTING 401(K) SAVINGS PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 141 | $6.8M | $12K |
| CENTURY HVAC DISTRIBUTING, L.P. CENTURY AIRCONDITIONING SUPPLY 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 120 | $6.5M | $17K |
| CASA DE LOS NINOS FOCUS HR, INC. RETIREMENT PLAN | TUCSON, AZ | Advisor / Consultant INVESTMENT ADVISOR | 163 | $6.5M | $20K |
| NORTH STATE ELECTRICAL CONTRACTORS, INC. NORTH STATE ELECTRICAL CONTRACTORS, INC. 401(K) PLAN | RANCHO CORDOVA, CA | Advisor / Consultant ADVISOR | 165 | $6.5M | $30K |
| NORTH STATE ELECTRICAL CONTRACTORS, INC. NORTH STATE ELECTRICAL CONTRACTORS, INC. 401(K) PLAN | RANCHO CORDOVA, CA | Advisor / Consultant ADVISOR | 166 | $6.0M | $24K |
| NEWPORT GROUP, INC. ALLWORTH FINANCIAL POOLED EMPLOYER PLAN | FOLSOM, CA | Other NONE | 158 | $5.7M | $73K |
| CENTURY HVAC DISTRIBUTING, L.P. CENTURY AIRCONDITIONING SUPPLY 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 256 | $5.2M | $26K |
| SOUTHGATE GLASS & SCREEN SOUTHGATE GLASS & SCREEN 401(K) PROFIT SHARING PLAN | SACRAMENTO, CA | Advisor / Consultant FINANCIAL ADVISOR | 242 | $5.0M | $23K |
| NORTH STATE ELECTRICAL CONTRACTORS, INC. NORTH STATE ELECTRICAL CONTRACTORS, INC. 401(K) PLAN | RANCHO CORDOVA, CA | Advisor / Consultant ADVISOR | 229 | $4.8M | $21K |
| SOUTHGATE GLASS & SCREEN SOUTHGATE GLASS & SCREEN 401(K) PROFIT SHARING PLAN | SACRAMENTO, CA | Advisor / Consultant FINANCIAL ADVISOR | 196 | $4.5M | $17K |
| SUPER TAQUERIA RESTAURANT, INC. SUPER TAQUERIA RESTAURANT, INC. PROFIT SHARING PLAN | SAN JOSE, CA | Other NONE | 135 | $3.9M | $12K |
| SOUTHGATE GLASS & SCREEN SOUTHGATE GLASS & SCREEN 401(K) PROFIT SHARING PLAN | SACRAMENTO, CA | Advisor / Consultant FINANCIAL ADVISOR | 191 | $3.3M | $16K |
| SUPER TAQUERIA RESTAURANT, INC. SUPER TAQUERIA RESTAURANT, INC. PROFIT SHARING PLAN | SAN JOSE, CA | Other NONE | 142 | $3.1M | $4K |
| SAM LEVITZ FURNITURE COMPANY, INC. SAM LEVITZ FURNITURE COMPANY, INC. 401(K) PLAN | TUCSON, AZ | Other FINANCIAL PROFESSIONAL | 0 | $0 | $14K |