Form 5500 Search

COOKSON PEIRCE

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
14
Active participants
151,570
Total plan assets
$66.9B
Filings (rows)
18
Direct comp
$352K
Indirect comp
$0
Aggregating 3 name variants under "COOKSON PEIRCE"

SERVICES PROVIDED

Advisor / Consultant10
Other4

Top plans served

Showing top 18 of 14 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
17,444$16.8B$18K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
16,617$14.4B$16K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Other
NONE
14,959$11.8B$16K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Other
NONE
32,145$8.9B$39K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Advisor / Consultant
INVESTMENT ADVISOR
34,203$8.0B$25K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Advisor / Consultant
INVESTMENT ADVISOR
33,913$6.6B$22K
WORLD GROUP LLC
THE WORLD GROUP SAVINGS AND INVESTMENT PLAN
CLEVELAND, OH
Other
NONE
876$75.1M$5K
OHIO ANESTHESIA GROUP, INC.
OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST
CANTON, OH
Advisor / Consultant
INVESTMENT MANAGEMENT
107$62.1M$14K
OHIO ANESTHESIA GROUP, INC.
OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST
CANTON, OH
Advisor / Consultant
INVESTMENT ADVISOR
80$60.6M$22K
OHIO ANESTHESIA GROUP, INC.
OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST
CANTON, OH
Advisor / Consultant
INVESTMENT MANAGEMENT
80$60.6M$12K
OHIO ANESTHESIA GROUP, INC.
OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST
CANTON, OH
Advisor / Consultant
INVESTMENT MANAGER
115$57.6M$11K
ANESTHESIA ASSOCIATES, P.L.L.
ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST
PAINESVILLE, OH
Advisor / Consultant
INVESTMENT ADVISOR
22$48.7M$52K
ANESTHESIA ASSOCIATES, P.L.L.
ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST
PAINESVILLE, OH
Advisor / Consultant
INVESTMENT ADVISOR
104$47.6M$20K
ANESTHESIA ASSOCIATES, P.L.L.
ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST
PAINESVILLE, OH
Advisor / Consultant
INVESTMENT ADVISOR
104$47.6M$7K
ANESTHESIA ASSOCIATES, P.L.L.
ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST
PAINESVILLE, OH
Advisor / Consultant
INVESTMENT ADVISORS
104$47.6M$12K
ANESTHESIA ASSOCIATES, P.L.L.
ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST
PAINESVILLE, OH
Advisor / Consultant
INVESTMENT ADVISOR
104$47.6M$13K
WORLD SHIPPING, INC.
THE WORLD GROUP SAVINGS AND INVESTMENT PLAN
CLEVELAND, OH
Other
NONE
967$46.6M$4K
ANESTHESIA ASSOCIATES, P.L.L.
ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST
STRONGSVILLE, OH
Advisor / Consultant
INVESTMENT ADVISOR
18$3.3M$44K