OPES WEALTH MANAGEMENT
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
5
Active participants
256,581
Total plan assets
$77.8B
Filings (rows)
5
Direct comp
$40K
Indirect comp
$0
SERVICES PROVIDED
Other3
Advisor / Consultant2
Top plans served
All 5 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| APPLE INC. APPLE 401(K) PLAN | CUPERTINO, CA | Other NONE | 101,450 | $19.8B | $5K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $11K |
| APPLE INC. APPLE 401(K) PLAN | CUPERTINO, CA | Other NONE | 106,111 | $15.0B | $5K |
| 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 |