Falcon Wealth Planning

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

63,941

Total plan assets

$34.2B

Filings (rows)

Direct comp

$52K

Indirect comp

SERVICES PROVIDED

Other service providers6

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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	$8K	$0
Southwest Airlines Company Southwest Airlines Pilots Retirement Savings Plan · all filings	DALLAS, TX	Other service providers	11,221	$9.1B	$5K	$0
Southwest Airlines Company Southwest Airlines Pilots Retirement Savings Plan · all filings	DALLAS, TX	Other service providers	9,692	$7.6B	$5K	$0
Paypal Holdings, Inc. Paypal 401(k) Savings Plan · all filings	SAN JOSE, CA	Other service providers	9,046	$2.2B	$14K	$0
Paypal Holdings, Inc. Paypal 401(k) Savings Plan · all filings	SAN JOSE, CA	Other service providers	10,382	$2.0B	$12K	$0
Paypal Holdings, Inc. Paypal 401(k) Savings Plan · all filings	SAN JOSE, CA	Other service providers	11,921	$1.6B	$8K	$0