Form 5500 Search

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 / PlanLocationServiceParticipantsAssetsDirect 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
AVIDIAN WEALTH — Form 5500 Service Provider Profile | Form 5500 Search