Form 5500 Search

CAPITAL ADVISORS

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
29
Active participants
172,730
Total plan assets
$84.7B
Filings (rows)
29
Direct comp
$543K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant18
Other11

Top plans served

All 29 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
17,444$16.8B$16K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
16,617$14.4B$8K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
IRVING, TX
Other
NONE
11,679$11.6B$35K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
11,221$9.1B$30K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Other
NONE
32,145$8.9B$19K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Advisor / Consultant
INVESTMENT ADVISOR
34,203$8.0B$15K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
9,692$7.6B$31K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Advisor / Consultant
INVESTMENT ADVISOR
33,913$6.6B$15K
COLORADO PERMANENTE MEDICAL GROUP, P.C.
COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN
DENVER, CO
Other
NONE
1,259$1.0B$12K
LNR PROPERTY LLC
STARWOOD PROPERTY TRUST, INC. SAVINGS PLAN
MIAMI BEACH, FL
Other
NONE
308$116.6M$10K
BRIXMOR EMPLOYMENT COMPANY, LLC
BRIXMOR EMPLOYMENT COMPANY LLC 401(K) PLAN
NEW YORK, NY
Other
NONE
455$109.8M$6K
LNR PROPERTY LLC
STARWOOD PROPERTY TRUST, INC. SAVINGS PLAN
MIAMI BEACH, FL
Other
NONE
288$98.9M$8K
ORTHOPEDIC CENTERS OF COLORADO, LLC
ORTHOPEDIC CENTERS OF COLORADO, LLC 401(K) PROFIT SHARING PLAN
DENVER, CO
Advisor / Consultant
INVESTMENT ADVISORY
612$80.9M$12K
G S LONG CO INC
G S LONG CO INC 401K PROFIT SHARING PLAN
UNION GAP, WA
Advisor / Consultant
INVESTMENT ADVISOR
176$33.7M$47K
G S LONG CO INC
G S LONG CO INC 401K PROFIT SHARING PLAN
UNION GAP, WA
Advisor / Consultant
INVESTMENT ADVISOR
177$28.2M$38K
G S LONG CO INC
G S LONG CO INC 401K PROFIT SHARING PLAN
UNION GAP, WA
Advisor / Consultant
INVESTMENT ADVISOR
165$23.4M$35K
RAMSEY INDUSTRIES, INC.
RAMSEY WINCH COMPANY EMPLOYEES' RETIREMENT PLAN
TULSA, OK
Other
NONE
41$18.0M
NEIGHBORHOOD CREDIT UNION
NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST
DALLAS, TX
Other
NONE
139$17.7M$16K
ORCHARD AND VINEYARD SUPPLY, LLC
OVS 401K RETIREMENT PLAN
YAKIMA, WA
Advisor / Consultant
INVESTMENT ADVISOR
318$11.6M$26K
ORCHARD AND VINEYARD SUPPLY, LLC
OVS 401K RETIREMENT PLAN
YAKIMA, WA
Advisor / Consultant
ADVISORS
252$11.4M$42K
ORCHARD AND VINEYARD SUPPLY, LLC
OVS 401K RETIREMENT PLAN
YAKIMA, WA
Advisor / Consultant
INVESTMENT ADVISOR
301$11.0M$41K
OAK TREE SOFTWARE, INC.
OAK TREE SOFTWARE, INC. 401(K) PLAN
TULSA, OK
Advisor / Consultant
ADVISOR
311$8.6M$11K
OAK TREE SOFTWARE, INC.
OAK TREE SOFTWARE, INC. 401(K) PLAN
TULSA, OK
Advisor / Consultant
ADVISOR
206$6.9M$9K
OAK TREE SOFTWARE, INC.
OAK TREE SOFTWARE, INC. 401(K) PLAN
TULSA, OK
Advisor / Consultant
ADVISOR
185$5.7M$9K
FABSCO SHELL AND TUBE LLC
FABSCO SHELL AND TUBE, LLC 401(K) PROFIT SHARING PLAN
TULSA, OK
Advisor / Consultant
ADVISOR
159$5.7M$14K
FABSCO SHELL AND TUBE LLC
FABSCO SHELL AND TUBE, LLC 401(K) PROFIT SHARING PLAN
TULSA, OK
Advisor / Consultant
ADVISOR
180$5.3M$12K
FABSCO SHELL AND TUBE LLC
FABSCO SHELL AND TUBE, LLC 401(K) PROFIT SHARING PLAN
TULSA, OK
Advisor / Consultant
ADVISOR
169$4.6M$12K
NEWPORT CHILDREN'S SCHOOL, INC.
NEWPORT CHILDREN'S SCHOOL, INC. 401(K) PROFIT SHARING PLAN
BELLEVUE, WA
Advisor / Consultant
INVESTMENT ADVISOR
115$4.0M$15K
RAMSEY INDUSTRIES, INC.
RAMSEY WINCH COMPANY EMPLOYEES' RETIREMENT PLAN
TULSA, OK
Other
NONE
0$0$0
CAPITAL ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search