ASSET STRATEGY
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
34
Active participants
105,832
Total plan assets
$26.0B
Filings (rows)
35
Direct comp
$1.2M
Indirect comp
$37K
Aggregating 6 name variants under "ASSET STRATEGY"
SERVICES PROVIDED
Other21
Advisor / Consultant13
Top plans served
Showing top 35 of 34 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $8K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 11,221 | $9.1B | $8K |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UMMS VOLUNTARY 403(B) PLAN | LINTHICUM, MD | Other NONE | 5,024 | $733.4M | $24K |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UMMS VOLUNTARY 403(B) PLAN | LINTHICUM, MD | Other NONE | 5,847 | $673.5M | $106K |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UNIVERSITY OF MARYLAND MEDICAL SYSTEM 403(B) RETIREMENT SAVINGS PLAN | LINTHICUM, MD | Other NONE | 19,560 | $559.3M | $27K |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN | LINTHICUM, MD | Other NONE | 6,423 | $475.0M | $15K |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UNIVERSITY OF MARYLAND MEDICAL SYSTEM 403(B) RETIREMENT SAVINGS PLAN | LINTHICUM, MD | Other NONE | 20,496 | $417.9M | $25K |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN | LINTHICUM, MD | Other NONE | 6,953 | $412.9M | $60K |
| ENVESTNET FINANCIAL TECHNOLOGIES, INC. ENVESTNET 401(K) RETIREMENT PLAN | BERWYN, PA | Advisor / Consultant INVESTMENT ADVISOR | 1,602 | $347.3M | $13K |
| PIKEVILLE MEDICAL CENTER, INC. RETIREMENT PLAN FOR EMPLOYEES OF PIKEVILLE MEDICAL CENTER, INC. | PIKEVILLE, KY | Advisor / Consultant INVESTMENT ADVISOR | 3,432 | $173.7M | $33K |
| PIKEVILLE MEDICAL CENTER, INC. RETIREMENT PLAN FOR EMPLOYEES OF PIKEVILLE MEDICAL CENTER, INC. | PIKEVILLE, KY | Advisor / Consultant INVESTMENT ADVISOR | 3,432 | $173.7M | $99K |
| DONEGAL MUTUAL INSURANCE COMPANY DONEGAL MUTUAL INSURANCE COMPANY 401K PLAN | MARIETTA, PA | Advisor / Consultant INVESTMENT ADVISOR | 798 | $173.0M | $43K |
| PIKEVILLE MEDICAL CENTER, INC. RETIREMENT PLAN FOR EMPLOYEES OF PIKEVILLE MEDICAL CENTER, INC. | PIKEVILLE, KY | Other NONE | 2,798 | $151.6M | $96K |
| DONEGAL MUTUAL INSURANCE COMPANY DONEGAL MUTUAL INSURANCE COMPANY 401K PLAN | MARIETTA, PA | Advisor / Consultant INVESTMENT ADVISOR | 869 | $149.4M | $61K |
| PIKEVILLE MEDICAL CENTER, INC. RETIREMENT PLAN FOR EMPLOYEES OF PIKEVILLE MEDICAL CENTER, INC. | PIKEVILLE, KY | Other NONE | 2,943 | $131.3M | $31K |
| HARKINS BUILDERS, INC. HARKINS BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | COLUMBIA, MD | Other NONE | 286 | $123.3M | $46K |
| HARKINS BUILDERS, INC. HARKINS BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | COLUMBIA, MD | Other NONE | 239 | $119.6M | $37K |
| SHORE HEALTH SYSTEM, INC. SHORE HEALTH SYSTEM, INC. 401(K) PLAN | LINTHICUM, MD | Other NONE | 1,243 | $107.8M | $14K |
| HARKINS BUILDERS, INC. HARKINS BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | COLUMBIA, MD | Other NONE | 207 | $105.6M | $37K |
| HARKINS BUILDERS, INC. THE HARKINS GROUP EMPLOYEES 401(K) PROFIT SHARING RETIREMENT PLAN | COLUMBIA, MD | Advisor / Consultant INVESTMENT ADVISOR | 328 | $61.5M | $47K |
| HARKINS BUILDERS, INC. THE HARKINS GROUP EMPLOYEES 401(K) PROFIT SHARING RETIREMENT PLAN | COLUMBIA, MD | Advisor / Consultant INVESTMENT ADVISOR | 313 | $55.8M | $40K |
| HARKINS BUILDERS, INC. THE HARKINS GROUP EMPLOYEES 401(K) PROFIT SHARING RETIREMENT PLAN | COLUMBIA, MD | Advisor / Consultant INVESTMENT ADVISOR | 252 | $46.3M | $43K |
| MT. WASHINGTON PEDIATRIC HOSPITAL, INC. MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN | BALTIMORE, MD | Other NONE | 535 | $34.2M | $11K |
| NATIONAL AQUARIUM, INC NATIONAL AQUARIUM INC. 401(K) RETIREMENT SAVINGS PLAN | BALTIMORE, MD | Other NONE | 356 | $26.7M | $15K |
| NATIONAL AQUARIUM, INC NATIONAL AQUARIUM INC. 401(K) RETIREMENT SAVINGS PLAN | BALTIMORE, MD | Other NONE | 344 | $23.6M | $53K |
| ALLEGO INC ALLEGO INC 401(K) PROFIT SHARING PLAN AND TRUST | WALTHAM, MA | Other SERVICE PROVIDER | 132 | $12.2M | $0 |
| GROOM CONSTRUCTION CO., INC. THE GROOM CONSTRUCTION CO., INC. 401(K) PLAN | SALEM, MA | Advisor / Consultant ADVISOR | 156 | $11.7M | $26K |
| DONSCO, INC. DONSCO, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | WRIGHTSVILLE, PA | Advisor / Consultant INVESTMENT ADVISOR | 313 | $11.2M | $36K |
| GROOM CONSTRUCTION CO., INC. THE GROOM CONSTRUCTION CO., INC. 401(K) PLAN | SALEM, MA | Advisor / Consultant ADVISOR | 202 | $10.1M | $20K |
| DONSCO, INC. DONSCO, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | WRIGHTSVILLE, PA | Advisor / Consultant INVESTMENT ADVISOR | 336 | $9.7M | $31K |
| ALLEGO INC ALLEGO INC 401(K) PROFIT SHARING PLAN AND TRUST | WALTHAM, MA | Other SERVICE PROVIDER | 166 | $8.8M | $0 |
| DONSCO, INC. DONSCO, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | WRIGHTSVILLE, PA | Advisor / Consultant INVESTMENT ADVISOR | 324 | $8.8M | $32K |
| GROOM CONSTRUCTION CO., INC. THE GROOM CONSTRUCTION CO., INC. 401(K) PLAN | SALEM, MA | Advisor / Consultant ADVISOR | 192 | $7.9M | $19K |
| STAIMAN BROTHERS, INC. STAIMAN BROTHERS, INC. 401K PLAN | WILLIAMSPORT, PA | Other NONE | 113 | $3.6M | $23K |
| EVER CARE CORP. RIGHT AT HOME 401(K) PLAN | BEDFORD, MA | Other SERVICE PROVIDER | 150 | $1.9M | $0 |