Form 5500 Search

RATIO WEALTH GROUP

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
69,933
Total plan assets
$59.7B
Filings (rows)
5
Direct comp
$2.1M
Indirect comp
$0

SERVICES PROVIDED

Other3
Advisor / Consultant2

Top plans served

All 5 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
17,444$16.8B$677K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
16,617$14.4B$772K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Other
NONE
14,959$11.8B$647K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
11,221$9.1B$10K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
9,692$7.6B$9K