BROADLEAF PARTNERS
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
5
Active participants
49,200
Total plan assets
$43.1B
Filings (rows)
5
Direct comp
$84K
Indirect comp
$0
SERVICES PROVIDED
Other3
Advisor / Consultant2
Top plans served
All 5 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 | $10K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $7K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $6K |
| BABCOX MEDIA, INC. BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN | AKRON, OH | Other RETAINED BY CLIENT | 85 | $31.5M | $28K |
| BABCOX MEDIA, INC. BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN | AKRON, OH | Other RETAINED BY CLIENT | 95 | $26.4M | $33K |