Form 5500 Search

EVERSOURCE WEALTH 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
6
Active participants
34,998
Total plan assets
$31.3B
Filings (rows)
6
Direct comp
$329K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant4
Other2

Top plans served

All 6 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
17,444$16.8B$71K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
16,617$14.4B$45K
STARNES DAVIS FLORIE LLP
STARNES DAVIS FLORIE LLP 401(K) PROFIT SHARING PLAN
BIRMINGHAM, AL
Other
NONE
114$65.1M$24K
STARNES DAVIS FLORIE LLP
STARNES DAVIS FLORIE LLP 401(K) PROFIT SHARING PLAN
BIRMINGHAM, AL
Other
NONE
99$56.7M$20K
KNIESEL AUTO COLLISION, INC.
KNIESEL AUTO COLLISION, INC. 401(K) PROFIT SHARING PLAN
LOOMIS, CA
Advisor / Consultant
ADVISOR
424$11.7M$108K
KNIESEL AUTO COLLISION, INC.
KNIESEL AUTO COLLISION, INC. 401(K) PROFIT SHARING PLAN
LOOMIS, CA
Advisor / Consultant
ADVISOR
300$10.2M$62K
EVERSOURCE WEALTH ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search