Form 5500 Search

AVIOR WEALTH MANAGEMENT

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
15
Active participants
119,093
Total plan assets
$62.0B
Filings (rows)
15
Direct comp
$382K
Indirect comp
$0

SERVICES PROVIDED

Other8
Advisor / Consultant7

Top plans served

All 15 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
17,444$16.8B$20K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
16,617$14.4B$16K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Other
NONE
14,959$11.8B$7K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Other
NONE
32,145$8.9B$5K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Advisor / Consultant
INVESTMENT ADVISOR
34,203$8.0B$17K
RADIOLOGY PARTNERS, INC.
RADIOLOGY PARTNERS, INC. PARTNER PLAN
AUSTIN, TX
Other
NONE
1,428$1.0B$66K
RADIOLOGY PARTNERS, INC.
RADIOLOGY PARTNERS, INC. PARTNER PLAN
EL SEGUNDO, CA
Other
NONE
1,400$843.3M$39K
MCGRATH NORTH MULLIN & KRATZ, PC LLO
MCGRATH NORTH MULLIN & KRATZ, PC LLO PROFIT SHARING / 401(K) PLAN
OMAHA, NE
Other
NONE
113$89.4M$11K
CALVERT SYSTEMS ENGINEERING, INC.
CALVERT SYSTEMS ENGINEERING, INC 401(K) PLAN
BELLEVUE, NE
Other
NONE
130$19.5M$28K
CALVERT SYSTEMS ENGINEERING, INC
CALVERT SYSTEMS ENGINEERING, INC 401(K) PLAN
BELLEVUE, NE
Other
NONE
131$17.7M$30K
ADULT AND PEDIATRIC UROLOGY P.C.
ADULT AND PEDIATRIC UROLOGY P.C. RETIREMENT PLAN
OMAHA, NE
Advisor / Consultant
INVESTMENT ADVISOR
79$15.2M$38K
CALVERT SYSTEMS ENGINEERING, INC.
CALVERT SYSTEMS ENGINEERING, INC 401(K) PLAN
BELLEVUE, NE
Other
NONE
119$14.4M$6K
ADULT AND PEDIATRIC UROLOGY P.C.
ADULT AND PEDIATRIC UROLOGY P.C. RETIREMENT PLAN
OMAHA, NE
Advisor / Consultant
INVESTMENT ADVISOR
69$14.4M$42K
ADULT AND PEDIATRIC UROLOGY P.C.
ADULT AND PEDIATRIC UROLOGY P.C. RETIREMENT PLAN
OMAHA, NE
Advisor / Consultant
INVESTMENT ADVISOR
79$13.3M$35K
LIVINGSTON HOSPITAL AND HEALTHCARE SERVICES, INC.
LIVINGSTON HOSPITAL AND HEALTHCARE SERVICES RETIREMENT PLAN
SALEM, KY
Advisor / Consultant
INVESTMENT ADVISOR
177$4.1M$21K