MERRIMAN WEALTH
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
6
Active participants
56,334
Total plan assets
$43.7B
Filings (rows)
6
Direct comp
$121K
Indirect comp
$0
Aggregating 2 name variants under "MERRIMAN WEALTH"
SERVICES PROVIDED
Other3
Advisor / Consultant2
Broker1
Top plans served
All 6 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 | $26K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $38K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $39K |
| CENTRA HEALTH, INC. CENTRA HEALTH MATCHING TAX DEFERRED SAVINGS PLAN | LYNCHBURG, VA | Broker SECURITIES BROKER | 7,137 | $594.8M | $2K |
| WILLIAMS, KASTNER & GIBBS PLLC WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN | SEATTLE, WA | Other NONE | 85 | $55.5M | $8K |
| WILLIAMS, KASTNER & GIBBS PLLC WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN | SEATTLE, WA | Other NONE | 92 | $48.2M | $8K |