EFFICIENT ADVISORS
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
19
Active participants
72,699
Total plan assets
$59.0B
Filings (rows)
19
Direct comp
$333K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant18
Other1
Top plans served
All 19 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 | $17K |
| DELTA AIR LINES, INC. DELTA 401(K) RETIREMENT PLAN FOR PILOTS | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 14,981 | $15.9B | $9K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $20K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $7K |
| ODA PRIMARY HEALTH CARE NETWORK ODA PRIMARY HEALTH CARE NETWORK 403(B) PLAN | BROOKLYN, NY | Advisor / Consultant INVESTMENT MANAGER | 656 | $13.3M | $44K |
| MEDSPEED, LLC MEDSPEED, LLC 401(K) PROFIT SHARING PLAN & TRUST | ELMHURST, IL | Advisor / Consultant INVESTMENT MANAGER | 2,912 | $10.0M | $23K |
| MEDSPEED, LLC MEDSPEED, LLC 401(K) PROFIT SHARING PLAN & TRUST | ELMHURST, IL | Advisor / Consultant INVESTMENT MANAGER | 3,019 | $8.1M | $20K |
| KEYSTONE CLEARWATER SOLUTIONS, LLC KEYSTONE CLEARWATER SOLUTIONS 401(K) PLAN | CANONSBURG, PA | Advisor / Consultant INVESTMENT MANAGER | 511 | $7.9M | $35K |
| QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY 401(K) PLAN | QUARRYVILLE, PA | Advisor / Consultant INVESTMENT MANAGER | 191 | $7.0M | $0 |
| KEMBERTON HEALTHCARE SERVICES, LLC KEMBERTON HEALTHCARE SERVICES 401(K) PLAN | FRANKLIN, TN | Advisor / Consultant INVESTMENT MANAGER | 308 | $6.1M | $13K |
| QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY 401(K) PLAN | QUARRYVILLE, PA | Advisor / Consultant INVESTMENT MANAGER | 197 | $5.0M | $10K |
| QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY 401(K) PLAN | QUARRYVILLE, PA | Advisor / Consultant INVESTMENT MANAGER | 200 | $4.1M | $26K |
| MAJESTIC MARBLE AND GLASS COMPANY MAJESTIC MARBLE AND GLASS COMPANY 401(K) PLAN | YOUNGSVILLE, NC | Advisor / Consultant INVESTMENT MANAGER | 171 | $1.9M | $9K |
| WENRICH PAINTING, INC. WENRICH PAINTING, INC. RETIREMENT SAVINGS PLAN | EPHRATA, PA | Advisor / Consultant INVESTMENT MANAGERS | 78 | $1.8M | $15K |
| SPOOKY NOOK SPORTS, INC. SPOOKY NOOK SPORTS, INC. 401(K) PLAN | MANHEIM, PA | Advisor / Consultant INVESTMENT MANAGER | 451 | $1.3M | $9K |
| COREDIAL, LLC COREDIAL LLC 401K PROFIT SHARING PLAN & TRUST | BLUE BELL, PA | Advisor / Consultant INVESTMENT MANAGER | 4 | $37K | $15K |
| KEYSTONE CLEARWATER SOLUTIONS, LLC KEYSTONE CLEARWATER SOLUTIONS 401(K) PLAN | CANONSBURG, PA | Advisor / Consultant INVESTMENT MANAGER | 0 | $16K | $38K |
| MURRAY INSURANCE ASSOCIATES, INC MURRAY INSURANCE ASSOCIATES, INC. PROFIT SHARING PLAN | LANCASTER, PA | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $16K |
| KEMBERTON HEALTHCARE SERVICES, LLC KEMBERTON HEALTHCARE SERVICES 401(K) PLAN | FRANKLIN, TN | Advisor / Consultant INVESTMENT MANAGER | 0 | $0 | $8K |