BELPOINTE ASSET
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
21
Active participants
48,393
Total plan assets
$20.7B
Filings (rows)
21
Direct comp
$237K
Indirect comp
$131K
Aggregating 2 name variants under "BELPOINTE ASSET"
SERVICES PROVIDED
Other14
Advisor / Consultant7
Top plans served
All 21 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $21K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 9,692 | $7.6B | $10K |
| RECREATIONAL EQUIPMENT, INC. RECREATIONAL EQUIPMENT, INC. RETIREMENT AND PROFIT SHARING PLAN | SUMNER, WA | Other NONE | 17,505 | $840.8M | $6K |
| METRO-WEST ANESTHESIA GROUP, INC. METRO-WEST ANESTHESIA GROUP, INC. 401(K) PLAN | CHESTERFIELD, MO | Advisor / Consultant INVESTMENT ADVISOR | 193 | $96.5M | $7K |
| METRO-WEST ANESTHESIA GROUP, INC. METRO-WEST ANESTHESIA GROUP, INC. 401(K) PLAN | CHESTERFIELD, MO | Advisor / Consultant INVESTMENT ADVISOR | 160 | $76.7M | $6K |
| METRO-WEST ANESTHESIA GROUP, INC. METRO-WEST ANESTHESIA GROUP, INC. 401(K) PLAN | CHESTERFIELD, MO | Advisor / Consultant INVESTMENT ADVISOR | 121 | $61.0M | $5K |
| PAI HOLDINGS, LLC DBA PHARMACEUT PAI HOLDINGS, LLC 401(K) PLAN | GREENVILLE, SC | Other INVESTMENT/FINANCIAL ADVI | 626 | $32.4M | $65K |
| CERAMTEC NORTH AMERICA LLC CTNA 401(K) PLAN | LAURENS, SC | Advisor / Consultant INVESTMENT ADVISORY | 298 | $28.6M | $0 |
| CERAMTEC NORTH AMERICA LLC CTNA 401(K) PLAN | LAURENS, SC | Advisor / Consultant INVESTMENT ADVISORY | 275 | $23.2M | $0 |
| PAI HOLDINGS, LLC DBA PHARMACEUT PAI HOLDINGS, LLC 401(K) PLAN | GREENVILLE, SC | Other INVESTMENT/FINANCIAL ADVI | 490 | $20.1M | $38K |
| PAI HOLDINGS, LLC DBA PHARMACEUT PAI HOLDINGS, LLC 401(K) PLAN | GREENVILLE, SC | Other INVESTMENT/FINANCIAL ADVI | 431 | $16.0M | $33K |
| REECE SUPPLY COMPANY, INC. REECE SUPPLY COMPANY PROFIT SHARING PLAN AND TRUST | IRVING, TX | Other NONE | 189 | $13.8M | $7K |
| REECE SUPPLY COMPANY, INC. REECE SUPPLY COMPANY PROFIT SHARING PLAN AND TRUST | IRVING, TX | Other NONE | 153 | $12.1M | $6K |
| ANDREW CHEVROLET, INC. ANDREW AUTOMOTIVE GROUP 401(K) PLAN | MILWAUKEE, WI | Other SERVICE PROVIDER | 144 | $12.0M | $0 |
| ANDREW CHEVROLET, INC. ANDREW AUTOMOTIVE GROUP 401(K) PLAN | MILWAUKEE, WI | Other SERVICE PROVIDER | 155 | $11.3M | $0 |
| REECE SUPPLY COMPANY, INC. REECE SUPPLY COMPANY PROFIT SHARING PLAN AND TRUST | IRVING, TX | Other NONE | 184 | $10.1M | $6K |
| COLUMBIA CARE, INC. COLUMBIA CARE, INC. 401(K) PLAN | CHELMSFORD, MA | Advisor / Consultant INVESTMENT ADVISOR | 2,186 | $7.0M | $15K |
| INDEPENDENT LIVING, INC. INDEPENDENT LIVING, INC. RETIREMENT PLAN & TRUST | NEWBURGH, NY | Other SERVICE PROVIDER | 100 | $3.2M | $0 |
| NEWBASIS, LLC NEWBASIS, LLC SAVINGS AND RETIREMENT PLAN AND TRUST 401(K) PLAN | RIVERSIDE, CA | Advisor / Consultant INVESTMENT ADVISORY | 146 | $3.0M | $5K |
| INDEPENDENT LIVING, INC. INDEPENDENT LIVING, INC. RETIREMENT PLAN & TRUST | NEWBURGH, NY | Other SERVICE PROVIDER | 100 | $2.8M | $0 |
| SANTEE SIOUX NATION COLLABORATIVE RETIREMENT TRUST | NIOBRABRA, NE | Other NONE | 286 | $1.4M | $7K |