Orion Portfolio Solutions

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

Active participants

21,028

Total plan assets

$16.7B

Filings (rows)

Direct comp

$50K

Indirect comp

Showing only "ORION PORTFOLIO SOLUTIONS"

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ORION PORTFOLIO SOLUTIONS3 ORION PORTFOLIO SOLUTIONS DBA CLS2

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Southwest Airlines Company Southwest Airlines Pilots Retirement Savings Plan · all filings	DALLAS, TX	Other service providers	11,221	$9.1B	$19K	$0
Southwest Airlines Company Southwest Airlines Pilots Retirement Savings Plan · all filings	DALLAS, TX	Other service providers	9,692	$7.6B	$28K	$0
Community Legal Services of Mid-Florida, Inc. Community Legal Services of Mid-Florida Retirement Plan · all filings	ORLANDO, FL	Other service providers	115	$4.5M	$3K	$0