Apriem Advisors

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

132,228

Total plan assets

$43.9B

Filings (rows)

Direct comp

$364K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant5

Investment manager4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Investment manager	32,145	$8.9B	$8K	$0
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Advisor / Consultant	34,203	$8.0B	$6K	$0
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Investment manager	11,088	$7.9B	$9K	$0
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Investment manager	10,636	$6.8B	$7K	$0
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Advisor / Consultant	33,913	$6.6B	$6K	$0
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Investment manager	10,078	$5.6B	$7K	$0
Los Angeles TURF Club, Incorporated Los Angeles TURF Club, Incorporated Retirement Income Plan · all filings	ARCADIA, CA	Advisor / Consultant	51	$23.7M	$114K	$0
Los Angeles TURF Club, Incorporated Los Angeles TURF Club, Incorporated Retirement Income Plan · all filings	ARCADIA, CA	Advisor / Consultant	56	$22.1M	$100K	$0
Los Angeles TURF Club, Incorporated Los Angeles TURF Club, Incorporated Retirement Income Plan · all filings	ARCADIA, CA	Advisor / Consultant	58	$19.2M	$108K	$0