Form 5500 Search

MILLS 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
6
Active participants
49,697
Total plan assets
$43.1B
Filings (rows)
6
Direct comp
$148K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant5
Other1

Top plans served

All 6 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
17,444$16.8B$13K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
16,617$14.4B$10K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Other
NONE
14,959$11.8B$9K
HYPHEN SOLUTIONS, LLC
HYPHEN SOLUTIONS RETIREMENT PLAN
DALLAS, TX
Advisor / Consultant
ADVISOR
250$26.4M$55K
HYPHEN SOLUTIONS, LLC
HYPHEN SOLUTIONS RETIREMENT PLAN
DALLAS, TX
Advisor / Consultant
ADVISOR
214$21.8M$45K
HYPHEN SOLUTIONS, LLC
HYPHEN SOLUTIONS RETIREMENT PLAN
DALLAS, TX
Advisor / Consultant
ADVISOR
213$17.5M$16K
MILLS WEALTH ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search