DYNASTY WEALTH MANAGEMENT
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
6
Active participants
41,266
Total plan assets
$17.0B
Filings (rows)
7
Direct comp
$77K
Indirect comp
$0
SERVICES PROVIDED
Other3
Advisor / Consultant2
Broker1
Top plans served
Showing top 7 of 6 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $11K |
| FREEPORT-MCMORAN INC. FREEPORT-MCMORAN INC. EMPLOYEE CAPITAL ACCUMULATION PROGRAM | PHOENIX, AZ | Other NONE | 14,200 | $2.7B | $44K |
| FREEPORT-MCMORAN INC. FREEPORT-MCMORAN INC. EMPLOYEE CAPITAL ACCUMULATION PROGRAM | PHOENIX, AZ | Other NONE | 13,241 | $2.3B | $8K |
| CORIENT SERVICES LLC CORIENT SERVICES LLC 401(K) PLAN | MIAMI, FL | Advisor / Consultant ADVISOR | 1,200 | $267.2M | $9K |
| MILLER, COOPER & CO., LTD. MILLER, COOPER & CO., LTD. PROFIT SHARING & SAVINGS PLAN & TRUST | DEERFIELD, IL | Advisor / Consultant ADVISOR | 408 | $92.8M | $4K |
| DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC 401(K) PROFIT SHARING PLAN | LEAWOOD, KS | Broker BROKERAGE SERVICES | 538 | $45.2M | $451 |
| DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC 401(K) PROFIT SHARING PLAN | LEAWOOD, KS | Broker BROKERAGE SERVICES | 538 | $45.2M | $1K |