ORION PORTFOLIO
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
21,028
Total plan assets
$24.8B
Filings (rows)
5
Direct comp
$374K
Indirect comp
$0
Aggregating 2 name variants under "ORION PORTFOLIO"
SERVICES PROVIDED
Other3
Advisor / Consultant2
Top plans served
All 5 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 11,221 | $9.1B | $19K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 9,692 | $7.6B | $28K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $4.3B | $164K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.7B | $160K |
| COMMUNITY LEGAL SERVICES OF MID-FLORIDA, INC. COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN | ORLANDO, FL | Other SERVICE PROVIDER | 115 | $4.5M | $3K |