Longview Financial Advisors LL

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

104,787

Total plan assets

$31.2B

Filings (rows)

Direct comp

$75K

Indirect comp

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LONGVIEW FINANCIAL ADVISORS LL4 LONGVIEW FINANCIAL ADVISORS1

SERVICES PROVIDED

Investment manager3

Advisor / Consultant1

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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	33,249	$10.7B	$25K	$0
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
Latham & Watkins LLP Latham & Watkins 401(k) Savings and Profit Sharing Plan · all filings	LOS ANGELES, CA	Investment manager	5,190	$3.6B	$7K	$0