REILLY FINANCIAL ADVISORS
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
19
Active participants
5,319
Total plan assets
$383.9M
Filings (rows)
19
Direct comp
$269K
Indirect comp
$0
SERVICES PROVIDED
Other11
Advisor / Consultant8
Top plans served
All 19 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PUBLIC HEALTH INSTITUTE PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT PLAN | OAKLAND, CA | Other NONE | 1,043 | $204.9M | $8K |
| THE HARKER SCHOOL THE HARKER SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN | SAN JOSE, CA | Other NONE | 1,075 | $48.2M | $9K |
| MACRO-PRO, INC. MACRO-PRO, INC. 401(K) PLAN | LONG BEACH, CA | Other OTHER | 137 | $18.7M | $14K |
| MOREAU CATHOLIC HIGH SCHOOL MOREAU CATHOLIC HIGH SCHOOL 401(K) PROFIT SHARING PLAN & TRUST | HAYWARD, CA | Advisor / Consultant ADVISOR | 146 | $13.8M | $8K |
| THE STERNO GROUP COMPANIES, LLC THE STERNO GROUP COMPANIES, LLC 401(K) PROFIT SHARING AND TRUST | PLANO, TX | Advisor / Consultant INVESTMENT ADVISOR | 258 | $13.7M | $36K |
| TANVEX BIOPHARMA USA, INC. TANVEX BIOPHARMA USA, INC. 401(K) PLAN | SAN DIEGO, CA | Other OTHER | 88 | $13.4M | $3K |
| TANVEX BIOPHARMA USA, INC. TANVEX BIOPHARMA USA, INC. 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 136 | $12.0M | $32K |
| SINGAPORE AIRLINES LIMITED SINGAPORE AIRLINES 401(K) PLAN | EL SEGUNDO, CA | Other OTHER | 163 | $11.2M | $9K |
| THE STERNO GROUP COMPANIES, LLC THE STERNO GROUP COMPANIES, LLC 401(K) PROFIT SHARING AND TRUST | PLANO, TX | Advisor / Consultant INVESTMENT ADVISOR | 252 | $11.1M | $29K |
| SINGAPORE AIRLINES LIMITED SINGAPORE AIRLINES 401(K) PLAN | EL SEGUNDO, CA | Advisor / Consultant INVESTMENT ADVISOR | 154 | $10.4M | $33K |
| TANVEX BIOPHARMA USA, INC. TANVEX BIOPHARMA USA, INC. 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 132 | $10.2M | $31K |
| SINGAPORE AIRLINES LIMITED SINGAPORE AIRLINES 401(K) PLAN | EL SEGUNDO, CA | Advisor / Consultant INVESTMENT ADVISOR | 132 | $8.3M | $33K |
| NICKCO HOSPITALITY LLC NICKCO HOSPITALITY LLC 401(K) PROFIT SHARING PLAN & TRUST | IRVINE, CA | Other OTHER | 492 | $2.1M | $3K |
| COMMUNITY SENIORSERV, INC. 403(B) THRIFT PLAN OF COMMUNITY SENIORSERV, INC | ANAHEIM, CA | Other NONE | 74 | $1.9M | $7K |
| NICKCO HOSPITALITY LLC NICKCO HOSPITALITY LLC 401(K) PROFIT SHARING PLAN & TRUST | IRVINE, CA | Other OTHER | 442 | $1.6M | $4K |
| NICKCO HOSPITALITY LLC NICKCO HOSPITALITY LLC 401(K) PROFIT SHARING PLAN & TRUST | IRVINE, CA | Advisor / Consultant INVESTMENT ADVISOR | 345 | $1.3M | $2K |
| APEX CONTRACTING AND RESTORATION, INC. APEX CONTRACTING & RESTORATION, INC 401(K) PLAN | SAN DIEGO, CA | Other NONE | 114 | $567K | $976 |
| VSTYLES, INC. VSTYLES, INC. 401(K) RETIREMENT PLAN | LAGUNA BEACH, CA | Other OTHER | 136 | $476K | $477 |
| LINKHCM, INC. LINKHCM MEP 401(K) PLAN | RANCHO CUCAMONGA, CA | Other NONE | 0 | $0 | $8K |