Form 5500 Search

JOHNSON WEALTH

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
8
Active participants
82,762
Total plan assets
$71.4B
Filings (rows)
8
Direct comp
$3.0M
Indirect comp
$0

SERVICES PROVIDED

Other4
Advisor / Consultant4

Top plans served

All 8 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
17,444$16.8B$275K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
16,617$14.4B$1.2M
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Other
NONE
14,959$11.8B$1.5M
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
IRVING, TX
Other
NONE
11,679$11.6B$15K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
11,221$9.1B$16K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
9,692$7.6B$22K
KEYWORDS US HOLDINGS, INC.
KEYWORDS US HOLDINGS, INC. 401(K) P/S PLAN
BOTHELL, WA
Advisor / Consultant
INVESTMENT ADVISOR
900$48.3M$6K
O&H DANISH BAKERY, INC.
O&H DANISH BAKERY, INC. 401(K) PLAN
RACINE, WI
Advisor / Consultant
INVESTMENT ADVISOR
250$9.1M$1K
JOHNSON WEALTH — Form 5500 Service Provider Profile | Form 5500 Search