FLEXIBLE PLAN
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
62
Active participants
998,359
Total plan assets
$238.4B
Filings (rows)
62
Direct comp
$791K
Indirect comp
$0
Aggregating 3 name variants under "FLEXIBLE PLAN"
SERVICES PROVIDED
Other43
Advisor / Consultant18
Broker1
Top plans served
All 62 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| APPLE INC. APPLE 401(K) PLAN | CUPERTINO, CA | Other NONE | 101,450 | $19.8B | $12K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $26K |
| APPLE INC. APPLE 401(K) PLAN | CUPERTINO, CA | Other NONE | 106,111 | $15.0B | $10K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $38K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $46K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $16K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 68,206 | $9.2B | $22K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 11,221 | $9.1B | $12K |
| YALE UNIVERSITY YALE UNIVERSITY RETIREMENT ACCOUNT PLAN | NEW HAVEN, CT | Other NONE | 13,709 | $8.3B | $48K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $20K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 9,692 | $7.6B | $17K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 65,407 | $7.5B | $20K |
| YALE UNIVERSITY YALE UNIVERSITY RETIREMENT ACCOUNT PLAN | NEW HAVEN, CT | Other NONE | 13,006 | $7.4B | $38K |
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTH 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 69,032 | $6.8B | $16K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $19K |
| YALE UNIVERSITY YALE UNIVERSITY RETIREMENT ACCOUNT PLAN | NEW HAVEN, CT | Other NONE | 11,507 | $6.4B | $14K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 54,690 | $6.3B | $15K |
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 68,371 | $6.0B | $35K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,078 | $5.6B | $20K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $4.3B | $7K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.7B | $13K |
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 46,680 | $3.6B | $35K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.1B | $5K |
| BVH, INC. BLACK & VEATCH RETIREMENT PROGRAM | OVERLAND PARK, KS | Other NONE | 7,022 | $3.0B | $12K |
| PENN STATE HEALTH PENN STATE HEALTH 401(K) SAVINGS PLAN | HERSHEY, PA | Other OTHER FEES | 15,720 | $2.9B | $2K |
| BLACK & VEATCH HOLDING COMPANY BLACK & VEATCH RETIREMENT PROGRAM | OVERLAND PARK, KS | Other NONE | 7,191 | $2.7B | $10K |
| WELLSPAN HEALTH WELLSPAN 403(B) RETIREMENT SAVINGS PLAN | YORK, PA | Advisor / Consultant ADVISOR | 21,551 | $2.6B | $9K |
| PENN STATE HEALTH PENN STATE HEALTH 401(K) SAVINGS PLAN | HERSHEY, PA | Advisor / Consultant INVESTMENT ADVISOR | 14,885 | $2.6B | $1K |
| BLACK & VEATCH HOLDING COMPANY BLACK & VEATCH RETIREMENT PROGRAM | OVERLAND PARK, KS | Other NONE | 6,796 | $2.3B | $11K |
| WELLSPAN HEALTH WELLSPAN 403(B) RETIREMENT SAVINGS PLAN | YORK, PA | Advisor / Consultant ADVISOR | 21,551 | $2.3B | $2K |
| PENN STATE HEALTH PENN STATE HEALTH 401(K) SAVINGS PLAN | HERSHEY, PA | Advisor / Consultant INVESTMENT ADVISORY | 16,648 | $2.1B | $2K |
| WELLSPAN HEALTH WELLSPAN 403(B) RETIREMENT SAVINGS PLAN | YORK, PA | Advisor / Consultant ADVISOR | 20,617 | $1.8B | $2K |
| NETJETS AVIATION, INC. NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 3,128 | $1.7B | $10K |
| SKYWEST, INC. SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN | ST. GEORGE, UT | Other NONE | 15,517 | $1.4B | $6K |
| MAYER BROWN LLP MAYER BROWN LLP USA SAVINGS PLAN | CHICAGO, IL | Other NONE | 2,078 | $1.2B | $16K |
| SKYWEST, INC. SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN | ST. GEORGE, UT | Other NONE | 14,131 | $1.2B | $11K |
| MAYER BROWN LLP MAYER BROWN LLP USA SAVINGS PLAN | CHICAGO, IL | Other NONE | 2,054 | $1.1B | $14K |
| MAYER BROWN LLP MAYER BROWN LLP USA SAVINGS PLAN | CHICAGO, IL | Other NONE | 2,043 | $973.2M | $16K |
| SKYWEST, INC. SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN | ST. GEORGE, UT | Other NONE | 14,409 | $951.7M | $9K |
| SEYFARTH SHAW LLP SEYFARTH SHAW LLP 401(K) SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Other NONE | 1,762 | $925.9M | $8K |
| SEYFARTH SHAW LLP SEYFARTH SHAW LLP 401(K) SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Other NONE | 1,910 | $816.4M | $6K |
| DENTONS US LLP DENTONS US LLP PROFIT SHARING PLAN | CHICAGO, IL | Other NONE | 1,485 | $783.9M | $6K |
| SEYFARTH SHAW LLP SEYFARTH SHAW LLP 401(K) SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Other NONE | 1,958 | $684.1M | $6K |
| PENN STATE HEALTH PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM | HERSHEY, PA | Other OTHER FEES | 19,306 | $532.5M | $499 |
| POLSINELLI PC POLSINELLI PROFIT SHARING PLAN I | KANSAS CITY, MO | Advisor / Consultant ADVISOR | 1,397 | $518.1M | $9K |
| SHOOK, HARDY & BACON L.L.P. SHOOK, HARDY & BACON 401(K) PROFIT SHARING PLAN | KANSAS CITY, MO | Broker SECURITIES BROKER | 1,142 | $496.5M | $7K |
| GRAY TELEVISION INC. GRAY TELEVISION, INC. CAPITAL ACCUMULATION PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR | 8,105 | $465.6M | $56 |
| THE WESTERN UNION COMPANY THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN | DENVER, CO | Other NONE | 1,368 | $446.9M | $9K |
| PENN STATE HEALTH PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM | HERSHEY, PA | Advisor / Consultant INVESTMENT ADVISORY | 18,192 | $444.3M | $1K |
| THE WESTERN UNION COMPANY THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN | DENVER, CO | Other NONE | 1,372 | $427.8M | $8K |
| POLSINELLI PC POLSINELLI PROFIT SHARING PLAN I | KANSAS CITY, MO | Advisor / Consultant ADVISOR | 1,216 | $400.9M | $8K |
| THE WESTERN UNION COMPANY THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN | DENVER, CO | Other NONE | 1,283 | $400.1M | $8K |
| PENN STATE HEALTH PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM | HERSHEY, PA | Advisor / Consultant INVESTMENT ADVISOR | 18,215 | $372.8M | $1K |
| LATHROP GPM LLP LATHROP GPM LLP 401(K) PLAN | KANSAS CITY, MO | Other NONE | 193 | $104.6M | $8K |
| LATHROP GPM LLP LATHROP GPM LLP 401(K) PLAN | KANSAS CITY, MO | Other NONE | 176 | $92.7M | $7K |
| LATHROP GPM LLP LATHROP GPM LLP 401(K) PLAN | KANSAS CITY, MO | Other NONE | 180 | $74.0M | $7K |
| OLIVET COLLEGE OLIVET COLLEGE DC RETIREMENT PLAN | OLIVET, MI | Other | 223 | $23.9M | $14K |
| OLIVET COLLEGE OLIVET COLLEGE DC RETIREMENT PLAN | OLIVET, MI | Other | 248 | $22.2M | $12K |
| OLIVET COLLEGE OLIVET COLLEGE DC RETIREMENT PLAN | OLIVET, MI | Other | 240 | $20.2M | $12K |
| PBI MARKET EQUIPMENT, INC. PBI MARKET EQUIPMENT, INC. 401(K) PLAN | SIGNAL HILL, CA | Other NONE | 124 | $4.2M | $2K |
| M & R TRUCKING, INC. M & R TRUCKING, INC. 401(K) PLAN | FARMINGTON, NM | Other NONE | 104 | $2.4M | $6K |
| HENRY INVESTMENT GROUP, LLC HENRY INVESTMENT GROUP 401(K) PLAN | FLOWER MOUND, TX | Other NONE | 1,236 | $1.8M | $9K |