KOZAK & TRIPP PRIVATE ASSET MA

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

49,020

Total plan assets

$43.0B

Filings (rows)

Direct comp

$59K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Other1

Top plans served

All 3 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	$23K
UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN	CHICAGO, IL	Advisor / Consultant INVESTMENT ADVISOR	16,617	$14.4B	$18K
UNITED AIRLINES, INC.