Form 5500 Search

BEAIRD HARRIS

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
10
Active participants
19,246
Total plan assets
$5.3B
Filings (rows)
10
Direct comp
$160K
Indirect comp
$0
Aggregating 2 name variants under "BEAIRD HARRIS"

SERVICES PROVIDED

Advisor / Consultant4
Other3
Broker3

Top plans served

All 10 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SOUTHERN METHODIST UNIVERSITY
SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN
DALLAS, TX
Broker
PARTICIPANT BROKERAGE
2,417$1.1B$14K
SOUTHERN METHODIST UNIVERSITY
SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN
DALLAS, TX
Broker
PARTICIPANT BROKERAGE
2,316$1.0B$12K
SOUTHERN METHODIST UNIVERSITY
SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN
DALLAS, TX
Broker
PARTICIPANT BROKERAGE
2,276$932.2M$12K
HILLTOP HOLDINGS INC.
HILLTOP HOLDINGS INC. 401(K) PLAN
DALLAS, TX
Other
NONE
3,609$809.7M$8K
HILLTOP HOLDINGS INC.
HILLTOP HOLDINGS INC. 401(K) PLAN
DALLAS, TX
Other
NONE
3,797$727.0M$7K
HILLTOP HOLDINGS INC.
HILLTOP HOLDINGS INC. 401(K) PLAN
DALLAS, TX
Other
NONE
4,148$644.9M$7K
CATALYST HEALTH GROUP HOLDINGS, LLC
CATALYST HEALTH GROUP HOLDINGS 401(K) PLAN
PLANO, TX
Advisor / Consultant
ADVISOR
392$9.6M$37K
STRATIFI HEALTH HOLDINGS, LLC
STRATIFI HEALTH 401(K) PLAN
PLANO, TX
Advisor / Consultant
ADVISOR
291$6.7M$31K
CATALYST HEALTH GROUP HOLDINGS, LLC
CATALYST HEALTH GROUP HOLDINGS 401(K) PLAN
PLANO, TX
Advisor / Consultant
ADVISOR
0$0$13K
NORTH TEXAS VILLAGE HEALTH PARTNERS, PA
NORTH TEXAS VILLAGE HEALTH PARTNERS, PA 401(K) PLAN
PLANO, TX
Advisor / Consultant
ADVISOR
0$0$19K