CUSO FINANCIAL
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
8
Active participants
88,010
Total plan assets
$18.9B
Filings (rows)
8
Direct comp
$166K
Indirect comp
$0
Aggregating 2 name variants under "CUSO FINANCIAL"
SERVICES PROVIDED
Other4
Advisor / Consultant4
Top plans served
All 8 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $11K |
| BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLAN PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS | WHITE PLAINS, NY | Advisor / Consultant INVESTMENT ADVISORY (PLA | 35,585 | $2.3B | $6K |
| BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLAN PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS | WHITE PLAINS, NY | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 35,000 | $2.2B | $11K |
| CML SECURITY LLC CML SECURITY EMPLOYEES SAVINGS TRUST | BROOMFIELD, CO | Other NONE | 289 | $9.6M | $42K |
| CML SECURITY LLC CML SECURITY EMPLOYEES SAVINGS TRUST | BROOMFIELD, CO | Other NONE | 229 | $7.5M | $30K |
| CML SECURITY LLC CML SECURITY EMPLOYEES SAVINGS TRUST | BROOMFIELD, CO | Other NONE | 211 | $5.3M | $25K |
| DEDON, INC. DEDON 401(K) RETIREMENT PLAN | GREENSBORO, NC | Other NONE | 79 | $4.7M | $30K |
| COMPREHENSIVE COMMUNITY HEALTH CENTERS, INC. CCHC PRIMARY CARE HEALTH PROFESSIONALS 401(K) PLAN | GLENDALE, CA | Advisor / Consultant ADVISOR | 0 | $0 | $10K |