PRIVATE WEALTH
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
6
Active participants
125,826
Total plan assets
$50.0B
Filings (rows)
6
Direct comp
$1.0M
Indirect comp
$700K
Aggregating 2 name variants under "PRIVATE WEALTH"
SERVICES PROVIDED
Advisor / Consultant5
Other1
Top plans served
All 6 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 | $15K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $12K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $8K |
| BOARD OF TRUSTEES NEW YORK HOTEL TRADES COUNCIL AND HOTEL ASSOCIATION OF NEW YORK CITY, INC. PENSION FUND | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 27,574 | $2.6B | $0 |
| BOARD OF TRUSTEES NEW YORK HOTEL TRADES COUNCIL AND HOTEL ASSOCIATION OF NEW YORK CITY, INC. PENSION FUND | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 25,208 | $2.3B | $700K |
| BOARD OF TRUSTEES NEW YORK HOTEL TRADES COUNCIL AND HOTEL ASSOCIATION OF NEW YORK CITY, INC. PENSION FUND | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 24,024 | $2.1B | $295K |