AXXCESS 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
25
Active participants
251,646
Total plan assets
$115.3B
Filings (rows)
25
Direct comp
$534K
Indirect comp
$25K
Aggregating 2 name variants under "AXXCESS WEALTH"
SERVICES PROVIDED
Other18
Advisor / Consultant7
Top plans served
All 25 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 | $34K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $66K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $81K |
| 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 | $9K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $23K |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 42,968 | $7.7B | $12K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 9,692 | $7.6B | $9K |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 44,901 | $7.4B | $17K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $21K |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 44,251 | $6.4B | $16K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,078 | $5.6B | $25K |
| BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C. BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN | MEMPHIS, TN | Other SELF-DIRECTED INV. ADVIS | 1,160 | $627.6M | $6K |
| BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C. BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN | MEMPHIS, TN | Other SELF-DIRECTED INV. ADVIS | 1,089 | $556.9M | $10K |
| BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C. BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN | MEMPHIS, TN | Other SELF-DIRECTED INV. ADVIS | 1,031 | $501.3M | $10K |
| KNOBBE MARTENS OLSON & BEAR, LLP KNOBBE MARTENS OLSON & BEAR, LLP 401(K) RETIREMENT SAVINGS PLAN | IRVINE, CA | Other NONE | 676 | $363.4M | $15K |
| KANAWHA HOSPICE CARE, INC. 403(B) THRIFT PLAN OF KANAWHA HOSPICE CARE, INC. | CHARLESTON, WV | Advisor / Consultant INVESTMENT ADVISOR | 243 | $19.4M | $34K |
| FLUENT, INC. FLUENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST 003 | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 191 | $19.4M | $31K |
| KANAWHA HOSPICE CARE, INC. 403(B) THRIFT PLAN OF KANAWHA HOSPICE CARE, INC. | CHARLESTON, WV | Advisor / Consultant INVESTMENT ADVISOR | 237 | $18.4M | $31K |
| DIBUDUO & DEFENDIS DIBUDUO & DEFENDIS 401(K) PROFIT SHARING PLAN | FRESNO, CA | Other INVESTMENT | 177 | $14.3M | $13K |
| HEALTHNET AEROMEDICAL SERVICES INC DBA HEALTHNET AEROMEDICAL SERVICES HEALTHNET AEROMEDICAL SERVICES 401(K) PLAN | CHARLESTON, WV | Advisor / Consultant INVESTMENT ADVISOR | 266 | $7.7M | $20K |
| MEDICAL AIR SERVICES ASSOCIATION, INC. MASA GLOBAL 401(K) PLAN | PLANTATION, FL | Other SERVICE PROVIDER | 221 | $7.4M | $0 |
| HEALTHNET AEROMEDICAL SERVICES INC DBA HEALTHNET AEROMEDICAL SERVICES HEALTHNET AEROMEDICAL SERVICES 401(K) PLAN | CHARLESTON, WV | Advisor / Consultant INVESTMENT ADVISOR | 286 | $6.6M | $19K |
| HEALTHNET AEROMEDICAL SERVICES INC DBA HEALTHNET AEROMEDICAL SERVICES HEALTHNET AEROMEDICAL SERVICES 401(K) PLAN | CHARLESTON, WV | Advisor / Consultant INVESTMENT ADVISOR | 263 | $5.1M | $17K |
| TRUE NORTH CLASSICAL ACADEMY, INC. TRUE NORTH CLASSICAL ACADEMY, INC. 401(K) PLAN | MIAMI, FL | Other NONE | 272 | $1.9M | $5K |