PERIGON 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
22
Active participants
69,377
Total plan assets
$49.3B
Filings (rows)
22
Direct comp
$694K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant14
Other8
Top plans served
All 22 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 | $7K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $12K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 11,221 | $9.1B | $9K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 9,692 | $7.6B | $5K |
| PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES, CA | Advisor / Consultant INVESTMENT ADVISOR | 2,507 | $1.1B | $22K |
| PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES, CA | Advisor / Consultant INVESTMENT ADVISOR | 1,571 | $1.0B | $19K |
| PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES, CA | Advisor / Consultant INVESTMENT ADVISOR | 1,540 | $878.7M | $16K |
| HORIZON MEDIA HOLDINGS, LLC HORIZON MEDIA, LLC 401(K) RETIREMENT SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant CONSULTANT | 2,254 | $232.2M | $63K |
| HORIZON MEDIA HOLDINGS, LLC HORIZON MEDIA, LLC 401(K) RETIREMENT SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant CONSULTANT | 2,352 | $199.7M | $38K |
| SUNSET AVIATION, LLC DBA SOLAIRUS AVIATION SOLAIRUS AVIATION 401(K) PLAN | PETALUMA, CA | Other NONE | 1,127 | $183.9M | $130K |
| HORIZON MEDIA, INC. HORIZON MEDIA, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant CONSULTANT | 2,368 | $150.7M | $50K |
| SUNSET AVIATION, LLC DBA SOLAIRUS AVIATION SOLAIRUS AVIATION 401(K) PLAN | PETALUMA, CA | Other NONE | 1,057 | $138.3M | $109K |
| PRAGER METIS CPAS, LLC PRAGER METIS CPAS, LLC 401(K) SAVINGS PLAN I | NEW YORK, NY | Advisor / Consultant CONSULTANT | 296 | $40.1M | $36K |
| PRAGER METIS CPAS, LLC PRAGER METIS CPAS, LLC 401(K) SAVINGS PLAN II | NEW YORK, NY | Advisor / Consultant CONSULTANT | 176 | $35.0M | $31K |
| PRAGER METIS CPAS, LLC PRAGER METIS CPAS, LLC 401(K) SAVINGS PLAN I | NEW YORK, NY | Advisor / Consultant CONSULTANT | 299 | $33.9M | $26K |
| PRAGER METIS CPAS, LLC PRAGER METIS CPAS, LLC 401(K) SAVINGS PLAN II | NEW YORK, NY | Advisor / Consultant CONSULTANT | 161 | $30.4M | $26K |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY, INC. JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN | BOCA RATON, FL | Other N/A | 892 | $25.8M | $18K |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY, INC. JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN | BOCA RATON, FL | Other N/A | 903 | $22.4M | $18K |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY, INC. JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN | BOCA RATON, FL | Other N/A | 806 | $18.7M | $18K |
| GOTHAM PER DIEM, INC. GOTHAM PER DIEM, INC. 401(K) SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 282 | $3.5M | $15K |
| GOTHAM PER DIEM, INC. GOTHAM PER DIEM, INC. 401(K) SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 366 | $3.2M | $15K |
| GOTHAM PER DIEM, INC. GOTHAM PER DIEM, INC. 401(K) SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 384 | $3.1M | $15K |