Financial Synergies Wealth ADV

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

82,025

Total plan assets

$52.3B

Filings (rows)

Direct comp

$83K

Indirect comp

SERVICES PROVIDED

Other service providers5

Advisor / Consultant2

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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	Advisor / Consultant	17,444	$16.8B	$15K	$0
United Airlines, Inc. United Airlines Pilot Retirement Account Plan · all filings	CHICAGO, IL	Advisor / Consultant	16,617	$14.4B	$13K	$0
United Airlines, Inc. United Airlines Pilot Retirement Account Plan · all filings	CHICAGO, IL	Other service providers	14,959	$11.8B	$12K	$0
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Other service providers	32,145	$8.9B	$8K	$0
McGlinchey Stafford, PLLC McGlinchey Stafford, PLLC Retirement Savings Plan · all filings	NEW ORLEANS, LA	Other service providers	303	$133.4M	$11K	$0
McGlinchey Stafford, PLLC McGlinchey Stafford, PLLC Retirement Savings Plan · all filings	NEW ORLEANS, LA	Other service providers	299	$121.7M	$13K	$0
McGlinchey Stafford, PLLC McGlinchey Stafford, PLLC Retirement Savings Plan · all filings	NEW ORLEANS, LA	Other service providers	258	$121.3M	$11K	$0