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

16,339

Total plan assets

$12.2B

Filings (rows)

Direct comp

$135K

Indirect comp

$69K

Aggregating 4 name variants under "FINANCIAL SERVICES"

Click a variant to view it alone

FINANCIAL SERVICES ADVISORY IN3 FINANCIAL SERVICES1 FINANCIAL SERVICES ADVISORY1 FINANCIAL SERVICES HOLDINGS1

SERVICES PROVIDED

Other service providers5

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
United Airlines, Inc. United Airlines Pilot Retirement Account Plan · all filings	CHICAGO, IL	Other service providers	14,959	$11.8B	$20K	$0
Mission Internal Medical Group, Inc. Mission Internal Medical Group Amended Profit Sharing 401(k) Plan · all filings	MISSION VIEJO, CA	Other service providers	148	$141.0M	$41K	$0
Mission Internal Medical Group, Inc. Mission Internal Medical Group Amended Profit Sharing 401(k) Plan · all filings	MISSION VIEJO, CA	Other service providers	148	$115.2M	$37K	$0
Mission Internal Medical Group, Inc. Mission Internal Medical Group Amended Profit Sharing 401(k) Plan · all filings	MISSION VIEJO, CA	Other service providers	147	$90.1M	$37K	$0
National Multiple Sclerosis SO National MS Society 401(k) Plan · all filings	NEW YORK, NY	Advisor / Consultant	787	$76.6M	$0	$63K
Hopewell Center, Inc. Hopewell Center, Inc. 401(k) Retirement Plan · all filings	ANDERSON, IN	Other service providers	150	$4.2M	$0	$6K