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
13
Active participants
51,670
Total plan assets
$43.5B
Filings (rows)
13
Direct comp
$347K
Indirect comp
$0
SERVICES PROVIDED
Other11
Advisor / Consultant2
Top plans served
All 13 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 | $25K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $20K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $17K |
| INSITU, INC. INSITU, INC. 401(K) PLAN | BINGEN, WA | Other NONE | 593 | $149.2M | $6K |
| INSITU, INC. INSITU, INC. 401(K) PLAN | BINGEN, WA | Other NONE | 798 | $129.9M | $6K |
| NORTHWEST PRIMARY CARE GROUP, PC NORTHWEST PRIMARY CARE GROUP, PC 401(K) PLAN | MILWAUKIE, OR | Other NONE | 165 | $48.3M | $46K |
| NORTHWEST PRIMARY CARE GROUP, PC NORTHWEST PRIMARY CARE GROUP, PC 401(K) PLAN | MILWAUKIE, OR | Other NONE | 155 | $44.4M | $48K |
| NORTHWEST PRIMARY CARE GROUP, PC NORTHWEST PRIMARY CARE GROUP, PC 401(K) PLAN | MILWAUKIE, OR | Other NONE | 137 | $39.0M | $52K |
| PLEXSYS INTERFACE PRODUCTS, INC. PLEXSYS INTERFACE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | CAMAS, WA | Other NONE | 204 | $34.3M | $30K |
| PLEXSYS INTERFACE PRODUCTS, INC. PLEXSYS INTERFACE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | CAMAS, WA | Other NONE | 201 | $26.7M | $25K |
| HUNTER-DAVISSON, INC. HUNTER-DAVISSON, INC. 401(K) TRUST | PORTLAND, OR | Other NONE | 141 | $19.5M | $27K |
| HUNTER-DAVISSON, INC. HUNTER-DAVISSON, INC. 401(K) TRUST | PORTLAND, OR | Other NONE | 138 | $15.7M | $24K |
| HUNTER-DAVISSON, INC. HUNTER-DAVISSON, INC. 401(K) TRUST | PORTLAND, OR | Other NONE | 118 | $13.7M | $22K |