Martel Wealth Advisors

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

51,670

Total plan assets

$43.5B

Filings (rows)

Direct comp

$347K

Indirect comp

SERVICES PROVIDED

Investment manager11

Advisor / Consultant2

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Plans served

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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	$25K	$0
United Airlines, Inc. United Airlines Pilot Retirement Account Plan · all filings	CHICAGO, IL	Advisor / Consultant	16,617	$14.4B	$20K	$0
United Airlines, Inc. United Airlines Pilot Retirement Account Plan · all filings	CHICAGO, IL	Investment manager	14,959	$11.8B	$17K	$0
Insitu, Inc. Insitu, Inc. 401(k) Plan · all filings	BINGEN, WA	Investment manager	593	$149.2M	$6K	$0
Insitu, Inc. Insitu, Inc. 401(k) Plan · all filings	BINGEN, WA	Investment manager	798	$129.9M	$6K	$0
Northwest Primary Care Group, PC Northwest Primary Care Group, PC 401(k) Plan · all filings	MILWAUKIE, OR	Investment manager	165	$48.3M	$46K	$0
Northwest Primary Care Group, PC Northwest Primary Care Group, PC 401(k) Plan · all filings	MILWAUKIE, OR	Investment manager	155	$44.4M	$48K	$0
Northwest Primary Care Group, PC Northwest Primary Care Group, PC 401(k) Plan · all filings	MILWAUKIE, OR	Investment manager	137	$39.0M	$52K	$0
Plexsys Interface Products, Inc. Plexsys Interface Products, Inc. 401(k) Profit Sharing Plan · all filings	CAMAS, WA	Investment manager	204	$34.3M	$30K	$0
Plexsys Interface Products, Inc. Plexsys Interface Products, Inc. 401(k) Profit Sharing Plan · all filings	CAMAS, WA	Investment manager	201	$26.7M	$25K	$0
Hunter-Davisson, Inc. Hunter-Davisson, Inc. 401(k) Trust · all filings	PORTLAND, OR	Investment manager	141	$19.5M	$27K	$0
Hunter-Davisson, Inc. Hunter-Davisson, Inc. 401(k) Trust · all filings	PORTLAND, OR	Investment manager	138	$15.7M	$24K	$0
Hunter-Davisson, Inc. Hunter-Davisson, Inc. 401(k) Trust · all filings	PORTLAND, OR	Investment manager	118	$13.7M	$22K	$0