Longview Financial

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

100,261

Total plan assets

$23.5B

Filings (rows)

Direct comp

$63K

Indirect comp

Aggregating 2 name variants under "LONGVIEW FINANCIAL"

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LONGVIEW FINANCIAL ADVISORS LL2 LONGVIEW FINANCIAL ADVISORS1

SERVICES PROVIDED

Advisor / Consultant2

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Investment manager	32,145	$8.9B	$23K	$0
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Advisor / Consultant	34,203	$8.0B	$20K	$0
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Advisor / Consultant	33,913	$6.6B	$20K	$0