Freestone Capital

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

139,449

Total plan assets

$58.6B

Filings (rows)

Direct comp

$110K

Indirect comp

Aggregating 2 name variants under "FREESTONE CAPITAL"

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FREESTONE CAPITAL MANAGEMENT L7 FREESTONE CAPITAL MANAGEMENT1

SERVICES PROVIDED

Advisor / Consultant4

Investment manager4

Plans served

All 8 plansUnlock full export (Pro)

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	$8K	$0
United Airlines, Inc. United Airlines Pilot Retirement Account Plan · all filings	CHICAGO, IL	Advisor / Consultant	16,617	$14.4B	$6K	$0
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Investment manager	32,145	$8.9B	$21K	$0
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Advisor / Consultant	34,203	$8.0B	$16K	$0
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Advisor / Consultant	33,913	$6.6B	$25K	$0
Washington Permanente Medical Group, P.C. WPMG 401(k) Retirement Savings Plan · all filings	RENTON, WA	Investment manager	1,654	$1.5B	$13K	$0
Washington Permanente Medical Group, P.C. WPMG 401(k) Retirement Savings Plan · all filings	RENTON, WA	Investment manager	1,713	$1.3B	$10K	$0
Washington Permanente Medical Group, P.C. WPMG 401(k) Retirement Savings Plan · all filings	RENTON, WA	Investment manager	1,760	$1.1B	$9K	$0