Form 5500 Search

DRIVEN INVESTMENTS

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
446,608
Total plan assets
$58.2B
Filings (rows)
14
Direct comp
$148K
Indirect comp
$0

SERVICES PROVIDED

Other12
Advisor / Consultant1
Broker1

Top plans served

All 14 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Advisor / Consultant
INVESTMENT ADVISOR
34,203$8.0B$8K
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
LOUISVILLE, KY
Other
NONE
42,968$7.7B$30K
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
LOUISVILLE, KY
Other
NONE
44,901$7.4B$11K
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
SALT LAKE CITY, UT
Other
NONE
69,032$6.8B$36K
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN
SALT LAKE CITY, UT
Other
NONE
68,371$6.0B$17K
JETBLUE AIRWAYS CORPORATION
JETBLUE AIRWAYS RETIREMENT PLAN
LONG ISLAND CITY, NY
Other
NONE
23,089$5.4B$10K
JETBLUE AIRWAYS CORPORATION
JETBLUE AIRWAYS RETIREMENT PLAN
LONG ISLAND CITY, NY
Other
NONE
24,252$4.6B$7K
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN
SALT LAKE CITY, UT
Other
NONE
46,680$3.6B$19K
INTUIT INC.
INTUIT INC. 401(K) PLAN
MOUNTAIN VIEW, CA
Other
NONE
20,635$3.1B$3K
HILTON DOMESTIC OPERATING COMPANY, INC.
HILTON 401(K) PLAN
MCLEAN, VA
Other
NONE
27,725$2.3B$5K
MULTICARE HEALTH SYSTEM
MULTICARE HEALTH SYSTEM 403(B) EMPLOYEE SAVINGS PLAN
TACOMA, WA
Other
NONE
16,756$1.2B$613
CONSTELLATION BRANDS, INC.
CONSTELLATION BRANDS, INC. 401(K) AND PROFIT SHARING PLAN
VICTOR, NY
Broker
BROKERAGE SERVICES
3,762$978.9M$904
MULTICARE HEALTH SYSTEM
MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN
TACOMA, WA
Other
NONE
12,528$561.6M$376
MULTICARE HEALTH SYSTEM
MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN
TACOMA, WA
Other
NONE
11,706$478.4M$20