FIRST FOUNDATION 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
12
Active participants
84,120
Total plan assets
$65.2B
Filings (rows)
12
Direct comp
$381K
Indirect comp
$0
SERVICES PROVIDED
Other10
Advisor / Consultant2
Top plans served
All 12 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $30K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $26K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $26K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $36K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $47K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,078 | $5.6B | $49K |
| SCRIPPS CLINIC MEDICAL GROUP, INC. SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | LA JOLLA, CA | Other NONE | 1,102 | $661.1M | $6K |
| SAUL EWING LLP SAUL EWING RETIREMENT PLAN | PHILADELPHIA, PA | Other NONE | 869 | $489.3M | $52K |
| SAUL EWING LLP SAUL EWING RETIREMENT PLAN | PHILADELPHIA, PA | Other NONE | 837 | $434.1M | $46K |
| RIVERSIDE MEDICAL CLINIC, INC. RIVERSIDE MEDICAL CLINIC, INC. 401(K) PROFIT-SHARING PLAN | RIVERSIDE, CA | Other INV ADV, PARTICIPANTS | 213 | $127.8M | $6K |
| RIVERSIDE MEDICAL CLINIC, INC. RIVERSIDE MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN | RIVERSIDE, CA | Other INV ADV, PARTICIPANTS | 188 | $111.3M | $12K |
| FREEMAN, FREEMAN & SMILEY, LLP FREEMAN, FREEMAN & SMILEY, LLP PROFIT SHARING 401(K) PLAN | LOS ANGELES, CA | Other NONE | 89 | $49.5M | $47K |