CORIENT PRIVATE WEALTH
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
67
Active participants
397,948
Total plan assets
$143.2B
Filings (rows)
67
Direct comp
$1.7M
Indirect comp
$18K
SERVICES PROVIDED
Other53
Advisor / Consultant11
Broker3
Top plans served
All 67 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 | $64K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $21K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $16K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 11,221 | $9.1B | $14K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Other NONE | 32,145 | $8.9B | $37K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 34,203 | $8.0B | $5K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $51K |
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTH 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 69,032 | $6.8B | $5K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $43K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS | PASADENA, CA | Other NONE | 18,579 | $6.5B | $6K |
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 68,371 | $6.0B | $5K |
| LATHAM & WATKINS LLP LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN | LOS ANGELES, CA | Other NONE | 4,864 | $3.1B | $23K |
| LATHAM & WATKINS LLP LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN | LOS ANGELES, CA | Other NONE | 4,719 | $2.7B | $17K |
| BROWN & BROWN, INC. BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN | DAYTONA BEACH, FL | Other NONE | 12,393 | $1.8B | $8K |
| INFINEON TECHNOLOGIES AMERICAS CORP. INFINEON TECHNOLOGIES SAVINGS PLAN | MILPITAS, CA | Other NONE | 3,569 | $1.7B | $5K |
| DLA PIPER LLP (US) DLA PIPER LLP (US) PROFIT SHARING AND 401(K) SAVINGS PLAN | BALTIMORE, MD | Other INV ADV, PARTICIPANTS | 3,042 | $1.7B | $34K |
| FOLEY & LARDNER LLP FOLEY & LARDNER LLP DEFINED CONTRIBUTION RETIREMENT PLAN | MILWAUKEE, WI | Other NONE | 2,109 | $1.7B | $31K |
| DLA PIPER LLP (US) DLA PIPER LLP (US) PROFIT SHARING AND 401(K) SAVINGS PLAN | BALTIMORE, MD | Other INV ADV, PARTICIPANTS | 3,070 | $1.6B | $25K |
| FOLEY & LARDNER LLP FOLEY & LARDNER LLP DEFINED CONTRIBUTION RETIREMENT PLAN | MILWAUKEE, WI | Other NONE | 2,089 | $1.5B | $22K |
| MCDERMOTT WILL & EMERY LLP MW&E SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Other NONE | 1,979 | $1.4B | $29K |
| ROPES & GRAY LLP ROPES & GRAY LLP RETIREMENT SAVINGS PLAN | BOSTON, MA | Other NONE | 2,706 | $1.4B | $6K |
| COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO, CA | Other NONE | 2,641 | $1.3B | $75K |
| MCDERMOTT WILL & EMERY LLP MW&E SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Other NONE | 1,947 | $1.2B | $14K |
| COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO, CA | Other NONE | 2,494 | $1.2B | $67K |
| WILSON SONSINI GOODRICH & ROSATI, PC WSGR 401(K) AND PROFIT SHARING PLAN | PALO ALTO, CA | Other NONE | 1,984 | $1.0B | $9K |
| DENTONS US LLP DENTONS US LLP PROFIT SHARING PLAN | CHICAGO, IL | Other NONE | 1,434 | $998.8M | $43K |
| SCRIPPS CLINIC MEDICAL GROUP, INC. SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | LA JOLLA, CA | Other NONE | 1,073 | $962.1M | $86K |
| SEYFARTH SHAW LLP SEYFARTH SHAW LLP 401(K) SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Other NONE | 1,762 | $925.9M | $74K |
| SHEPPARD, MULLIN, RICHTER & HAMPTON LLP SHEPPARD, MULLIN, RICHTER & HAMPTON LLP RETIREMENT AND SAVINGS PLAN | LOS ANGELES, CA | Other NONE | 1,816 | $911.6M | $35K |
| DENTONS US LLP DENTONS US LLP PROFIT SHARING PLAN | CHICAGO, IL | Other NONE | 1,435 | $907.2M | $40K |
| WILSON SONSINI GOODRICH & ROSATI, PC WSGR 401(K) AND PROFIT SHARING PLAN | PALO ALTO, CA | Other NONE | 2,099 | $879.3M | $7K |
| TAFT STETTINIUS & HOLLISTER LLP TAFT STETTINIUS & HOLLISTER LLP THRIFT SAVINGS & RETIREMENT PLAN | CINCINNATI, OH | Broker BROKERAGE | 1,468 | $848.9M | $11K |
| SCRIPPS CLINIC MEDICAL GROUP, INC. SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | LA JOLLA, CA | Other NONE | 1,136 | $834.8M | $78K |
| SEYFARTH SHAW LLP SEYFARTH SHAW LLP 401(K) SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Other NONE | 1,910 | $816.4M | $56K |
| SHEPPARD, MULLIN, RICHTER & HAMPTON LLP SHEPPARD, MULLIN, RICHTER & HAMPTON LLP RETIREMENT AND SAVINGS PLAN | LOS ANGELES, CA | Other NONE | 1,806 | $795.1M | $31K |
| KATTEN MUCHIN ROSENMAN LLP KATTEN MUCHIN ROSENMAN LLP DEFINED CONTRIBUTION PLAN | CHICAGO, IL | Other NONE | 1,113 | $793.3M | $0 |
| KATTEN MUCHIN ROSENMAN LLP KATTEN MUCHIN ROSENMAN LLP DEFINED CONTRIBUTION PLAN | CHICAGO, IL | Other NONE | 1,107 | $699.3M | $0 |
| BEACON HEALTH SYSTEM, INC. BEACON RETIREMENT SAVINGS 403(B) PLAN | SOUTH BEND, IN | Broker SECURITIES BROKER | 7,860 | $694.9M | $6K |
| FISH & RICHARDSON P.C. FISH & RICHARDSON PROFIT SHARING - 401(K) PLAN | MINNEAPOLIS, MN | Other NONE | 1,044 | $641.0M | $10K |
| BEACON HEALTH SYSTEM, INC. BEACON RETIREMENT SAVINGS 403(B) PLAN | SOUTH BEND, IN | Broker SECURITIES BROKER | 7,707 | $602.8M | $6K |
| FISH & RICHARDSON P.C. FISH & RICHARDSON PROFIT SHARING 401(K) PLAN | MINNEAPOLIS, MN | Other NONE | 1,030 | $573.4M | $9K |
| KNOBBE MARTENS OLSON & BEAR, LLP KNOBBE MARTENS OLSON & BEAR, LLP 401(K) RETIREMENT SAVINGS PLAN | IRVINE, CA | Other NONE | 676 | $363.4M | $9K |
| KNOBBE MARTENS OLSON & BEAR, LLP KNOBBE MARTENS OLSON & BEAR, LLP 401(K) RETIREMENT SAVINGS PLAN | IRVINE, CA | Other NONE | 690 | $318.7M | $8K |
| ALLEN MATKINS LECK GAMBLE MALLORY & NATSIS LLP ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN | LOS ANGELES, CA | Other NONE | 429 | $303.2M | $36K |
| ALLEN MATKINS LECK GAMBLE MALLORY & NATSIS LLP ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN | LOS ANGELES, CA | Other NONE | 400 | $279.8M | $39K |
| CORIENT SERVICES LLC CORIENT SERVICES LLC 401(K) PLAN | MIAMI, FL | Advisor / Consultant ADVISOR | 1,200 | $267.2M | $18K |
| SMITH, GAMBRELL & RUSSELL, LLP SMITH, GAMBRELL & RUSSELL, LLP 401(K) RETIREMENT PLAN | ATLANTA, GA | Other NONE | 524 | $266.4M | $15K |
| CORIENT SERVICES LLC CORIENT SERVICES LLC 401(K) PLAN | MIAMI, FL | Advisor / Consultant ADVISOR | 1,472 | $226.6M | $9K |
| CALLAN LLC CALLAN LLC RETIREMENT SAVINGS PLAN | SAN FRANCISCO, CA | Other NONE | 205 | $219.5M | $8K |
| CALLAN LLC CALLAN LLC RETIREMENT SAVINGS PLAN | SAN FRANCISCO, CA | Other NONE | 205 | $196.6M | $10K |
| RESURGENS, P.C. RESURGENS ORTHOPAEDICS 401(K) RETIREMENT PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR | 1,029 | $187.3M | $10K |
| NEAL, GERBER & EISENBERG LLP NEAL, GERBER & EISENBERG PROFIT SHARING/401(K) PLAN | CHICAGO, IL | Other NONE | 216 | $182.9M | $12K |
| NEAL, GERBER & EISENBERG LLP NEAL, GERBER & EISENBERG PROFIT SHARING/401(K) PLAN | CHICAGO, IL | Other NONE | 221 | $174.4M | $11K |
| TRA-MINW, P.S. TRA-MINW, P.S. 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA, WA | Other NONE | 480 | $171.8M | $13K |
| TRA-MINW, P.S. TRA-MINW, P.S. 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA, WA | Other NONE | 459 | $149.1M | $12K |
| SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN | SAN DIEGO, CA | Other NONE | 162 | $126.4M | $102K |
| CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY, P.C. CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN | HOUSTON, TX | Other NONE | 347 | $126.1M | $35K |
| SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN | SAN DIEGO, CA | Other NONE | 147 | $116.3M | $97K |
| CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY, P.C. CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN | HOUSTON, TX | Other NONE | 365 | $109.6M | $29K |
| INTEGRATED IMAGING CONSULTANTS, LLC INTEGRATED IMAGING CONSULTANTS, LLC RETIREMENT SAVINGS PLAN | SKOKIE, IL | Advisor / Consultant FINANCIAL ADVISOR | 116 | $99.9M | $10K |
| ATLANTIC DENTAL CARE, PLC ATLANTIC DENTAL CARE 401(K) PROFIT SHARING PLAN | ESTERO, FL | Advisor / Consultant INVESTMENT ADVISOR | 833 | $89.2M | $3K |
| INTEGRATED IMAGING CONSULTANTS, LLC INTEGRATED IMAGING CONSULTANTS, LLC RETIREMENT SAVINGS PLAN | CHICAGO, IL | Advisor / Consultant FINANCIAL ADVISOR | 111 | $79.9M | $8K |
| M. HOLLAND COMPANY M. HOLLAND COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | NORTHBROOK, IL | Advisor / Consultant INVESTMENT ADVISOR | 244 | $68.3M | $6K |
| M. HOLLAND COMPANY M. HOLLAND COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | NORTHBROOK, IL | Advisor / Consultant INVESTMENT ADVISOR | 306 | $66.7M | $5K |
| CRITICAL CARE & PULMONARY CONSULTANTS, P.C. CRITICAL CARE & PULMONARY CONSULTANTS, P.C. 401(K) PLAN | GREENWOOD VILLAGE, CO | Other NONE | 193 | $22.3M | $8K |
| LLOYD PEST CONTROL COMPANY LLOYD PEST CONTROL COMPANY PROFIT SHARING PLAN | SAN DIEGO, CA | Other NONE | 247 | $16.2M | $33K |
| LLOYD PEST CONTROL COMPANY LLOYD PEST CONTROL COMPANY PROFIT SHARING PLAN | SAN DIEGO, CA | Other NONE | 250 | $14.7M | $26K |