Envision Financial Services &

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

Active participants

32,592

Total plan assets

$28.3B

Filings (rows)

Direct comp

$33K

Indirect comp

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Southwest Airlines Company Southwest Airlines Pilots Retirement Savings Plan · all filings	IRVING, TX	Other service providers	11,679	$11.6B	$10K	$0
Southwest Airlines Company Southwest Airlines Pilots Retirement Savings Plan · all filings	DALLAS, TX	Other service providers	11,221	$9.1B	$11K	$0
Southwest Airlines Company Southwest Airlines Pilots Retirement Savings Plan · all filings	DALLAS, TX	Other service providers	9,692	$7.6B	$11K	$0