Form 5500 Search

PRIVATE OCEAN

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
135,444
Total plan assets
$40.5B
Filings (rows)
22
Direct comp
$339K
Indirect comp
$0
Aggregating 2 name variants under "PRIVATE OCEAN"

SERVICES PROVIDED

Other20
Advisor / Consultant2

Top plans served

All 22 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Other
NONE
32,145$8.9B$56K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Advisor / Consultant
INVESTMENT ADVISOR
34,203$8.0B$60K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Advisor / Consultant
INVESTMENT ADVISOR
33,913$6.6B$59K
ALLIANZ ASSET MANAGEMENT OF AMERICA LLC
ALLIANZ ASSET MANAGEMENT OF AMERICA 401(K) SAVINGS AND RETIREMENT PLAN
NEWPORT BEACH, CA
Other
NONE
2,228$2.2B$10K
ALLIANZ ASSET MANAGEMENT OF AMERICA LLC
ALLIANZ ASSET MANAGEMENT OF AMERICA 401(K) SAVINGS AND RETIREMENT PLAN
NEWPORT BEACH, CA
Other
NONE
2,419$1.9B$13K
ALLIANZ ASSET MANAGEMENT OF AMERICA L.P.
ALLIANZ ASSET MANAGEMENT OF AMERICA L.P. 401(K) SAVINGS AND RETIREMENT PLAN
NEWPORT BEACH, CA
Other
NONE
2,509$1.6B$13K
GIBSON, DUNN & CRUTCHER LLP
GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN
LOS ANGELES, CA
Other
NONE
2,800$1.5B$7K
COOLEY LLP
COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN
SAN FRANCISCO, CA
Other
NONE
2,641$1.3B$11K
GIBSON, DUNN & CRUTCHER LLP
GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN
LOS ANGELES, CA
Other
NONE
2,610$1.3B$9K
COOLEY LLP
COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN
SAN FRANCISCO, CA
Other
NONE
2,494$1.2B$10K
GIBSON, DUNN & CRUTCHER LLP
GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN
LOS ANGELES, CA
Other
NONE
2,434$1.1B$9K
WILSON SONSINI GOODRICH & ROSATI, PC
WSGR 401(K) AND PROFIT SHARING PLAN
PALO ALTO, CA
Other
NONE
1,984$1.0B$7K
COOLEY LLP
COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN
SAN FRANCISCO, CA
Other
NONE
2,584$979.2M$11K
WILSON SONSINI GOODRICH & ROSATI, PC
WSGR 401(K) AND PROFIT SHARING PLAN
PALO ALTO, CA
Other
NONE
2,099$879.3M$6K
WILSON SONSINI GOODRICH & ROSATI, PC
WSGR 401(K) AND PROFIT SHARING PLAN
PALO ALTO, CA
Other
NONE
2,130$747.5M$6K
PERKINS&WILL, INC.
PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN
CHICAGO, IL
Other
NONE
1,817$414.4M$9K
PERKINS&WILL, INC.
PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN
CHICAGO, IL
Other
NONE
1,864$365.9M$11K
PERKINS&WILL, INC.
PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN
CHICAGO, IL
Other
NONE
1,850$298.1M$11K
THE AURRAY GROUP, INC. D/B/A SUTTER WEST BAY MEDICAL GROUP
SWBMG 401(K) PLAN
SAN FRANCISCO, CA
Other
NONE
221$149.2M$7K
THE AURRAY GROUP, INC. D/B/A SUTTER WEST BAY MEDICAL GROUP
SWBMG 401(K) PLAN
SAN FRANCISCO, CA
Other
NONE
186$113.3M$6K
SUTTER WEST BAY MEDICAL GROUP
SWBMG 401(K) PLAN
SAN FRANCISCO, CA
Other
NONE
179$85.1M$5K
ASSOCIATION OF MARYLAND PILOTS
AMP 401(K) PLAN
BALTIMORE, MD
Other
NONE
134$61.1M$6K
PRIVATE OCEAN — Form 5500 Service Provider Profile | Form 5500 Search