FORTUNE WEALTH MANAGEMENT
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
6
Active participants
113,462
Total plan assets
$52.3B
Filings (rows)
6
Direct comp
$123K
Indirect comp
$0
SERVICES PROVIDED
Other4
Advisor / Consultant2
Top plans served
All 6 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 | $21K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $16K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $15K |
| INTUIT INC. INTUIT INC. 401(K) PLAN | MOUNTAIN VIEW, CA | Other NONE | 24,200 | $3.7B | $28K |
| INTUIT INC. INTUIT INC. 401(K) PLAN | MOUNTAIN VIEW, CA | Other NONE | 20,635 | $3.1B | $22K |
| INTUIT INC. INTUIT INC. 401(K) PLAN | MOUNTAIN VIEW, CA | Other NONE | 19,607 | $2.5B | $21K |