MISSION 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
15
Active participants
294,187
Total plan assets
$72.0B
Filings (rows)
15
Direct comp
$204K
Indirect comp
$0
Aggregating 2 name variants under "MISSION WEALTH"
SERVICES PROVIDED
Other9
Advisor / Consultant6
Top plans served
All 15 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 | $43K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $16K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $11K |
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | MILWAUKEE, WI | Other NONE | 83,445 | $10.5B | $9K |
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | MILWAUKEE, WI | Other NONE | 80,015 | $9.1B | $8K |
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | DOWNERS GROVE, IL | Other NONE | 76,956 | $7.5B | $8K |
| NETJETS INC. NETJETS INC. 401(K) PLAN | COLUMBUS, OH | Other NONE | 3,191 | $835.6M | $6K |
| SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA, CA | Other NONE | 241 | $235.8M | $30K |
| SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA, CA | Other NONE | 230 | $204.9M | $23K |
| SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA, CA | Advisor / Consultant INVESTMENT ADVISOR | 222 | $184.5M | $22K |
| SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN | SAN DIEGO, CA | Other NONE | 162 | $126.4M | $9K |
| SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN | SAN DIEGO, CA | Other NONE | 229 | $121.2M | $19K |
| BARRINGTON ORTHOPEDIC SPECIALISTS, LTD. BARRINGTON ORTHOPEDIC SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN | SCHAUMBURG, IL | Advisor / Consultant INVESTMENT ADVISORY | 184 | $46.2M | — |
| BARRINGTON ORTHOPEDIC SPECIALISTS, LTD. BARRINGTON ORTHOPEDIC SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN | SCHAUMBURG, IL | Advisor / Consultant INVESTMENT ADVISORY | 154 | $38.9M | — |
| BARRINGTON ORTHOPEDIC SPECIALISTS, LTD. BARRINGTON ORTHOPEDIC SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN | SCHAUMBURG, IL | Advisor / Consultant INVESTMENT ADVISORY | 138 | $32.1M | — |