Alpha Cubed Investments

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

Active participants

54,040

Total plan assets

$43.1B

Filings (rows)

Direct comp

$101K

Indirect comp

SERVICES PROVIDED

Other service providers4

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
United Airlines, Inc. United Airlines Pilot Retirement Account Plan · all filings	CHICAGO, IL	Advisor / Consultant	17,444	$16.8B	$13K	$0
United Airlines, Inc. United Airlines Pilot Retirement Account Plan · all filings	CHICAGO, IL	Advisor / Consultant	16,617	$14.4B	$6K	$0
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Other service providers	10,636	$6.8B	$38K	$0
U.S. Anesthesia Partners, Inc. U.S. Anesthesia Partners, Inc. 401(k) Plan · all filings	DALLAS, TX	Other service providers	5,640	$2.8B	$18K	$0
Orrick, Herrington & Sutcliffe LLP Orrick, Herrington & Sutcliffe LLP Retirement Plan · all filings	WHEELING, WV	Other service providers	1,870	$1.2B	$16K	$0
Orrick, Herrington & Sutcliffe LLP Orrick, Herrington & Sutcliffe LLP Retirement Plan · all filings	WHEELING, WV	Other service providers	1,833	$1.1B	$10K	$0