AVIDIAN WEALTH
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
14
Active participants
95,490
Total plan assets
$77.1B
Filings (rows)
14
Direct comp
$485K
Indirect comp
$0
Aggregating 2 name variants under "AVIDIAN WEALTH"
SERVICES PROVIDED
Other9
Advisor / Consultant5
Top plans served
All 14 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $21K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $23K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $8K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $9K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 11,221 | $9.1B | $7K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 9,692 | $7.6B | $6K |
| WOOD GROUP U.S. HOLDINGS, INC. WOOD 401(K) PLAN | HOUSTON, TX | Other NONE | 7,051 | $2.1B | $12K |
| KING & SPALDING LLP KING & SPALDING LLP PROFIT SHARING - 401(K) PLAN | ATLANTA, GA | Other NONE | 2,071 | $1.3B | $32K |
| KING & SPALDING LLP KING & SPALDING LLP PROFIT SHARING - 401(K) PLAN | ATLANTA, GA | Other NONE | 1,967 | $1.1B | $22K |
| KING & SPALDING LLP KING & SPALDING LLP PROFIT SHARING - 401(K) PLAN | ATLANTA, GA | Other NONE | 1,984 | $899.8M | $18K |
| HOUSTON PILOTS HOUSTON PILOTS 401(K) PLAN | DEER PARK, TX | Advisor / Consultant INVESTMENT ADVISOR | 142 | $136.8M | $134K |
| HOUSTON PILOTS HOUSTON PILOTS 401(K) PLAN | DEER PARK, TX | Advisor / Consultant INVESTMENT ADVISOR | 133 | $121.2M | $94K |
| HOUSTON PILOTS HOUSTON PILOTS 401(K) PLAN | DEER PARK, TX | Advisor / Consultant ADVISOR | 121 | $107.3M | $74K |
| WORLDWIDE OILFIELD MACHINE, INC. WORLDWIDE OILFIELD MACHINE, INC. 401(K) PLAN | HOUSTON, TX | Other INVESTMENT/FINANCIAL ADVI | 409 | $20.2M | $26K |
