Form 5500 Search

RELATED RE

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
9
Active participants
102,729
Total plan assets
$49.4B
Filings (rows)
13
Direct comp
$4.1M
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant6
Other3

Top plans served

Showing top 13 of 9 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
25,843$15.6B$431K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
25,843$15.6B$823K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
26,369$15.3B$182K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
26,369$15.3B$210K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
26,369$15.3B$696K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
25,179$14.8B$727K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
25,179$14.8B$635K
LES SCHWAB WAREHOUSE CENTER, LLC
LES SCHWAB PROFIT SHARING RETIREMENT PLAN
BEND, OR
Advisor / Consultant
INDEPENDENT ADVISOR
6,051$865.4M$49K
LES SCHWAB WAREHOUSE CENTER, LLC
LES SCHWAB PROFIT SHARING RETIREMENT PLAN
BEND, OR
Advisor / Consultant
INDEPENDENT ADVISOR
5,738$805.5M$55K
LES SCHWAB WAREHOUSE CENTER, LLC
LES SCHWAB PROFIT SHARING RETIREMENT PLAN
BEND, OR
Advisor / Consultant
INDEPENDENT ADVISOR
5,290$770.3M$59K
LES SCHWAB WAREHOUSE CENTER, LLC
LES SCHWAB PROFIT SHARING RETIREMENT PLAN
BEND, OR
Advisor / Consultant
INDEPENDENT ADVISOR
5,463$730.9M$76K
WELLMARK, INC.
NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC.
DES MOINES, IA
Advisor / Consultant
INVESTMENT MANAGEMENT
1,456$297.3M$69K
WELLMARK, INC.
NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC.
DES MOINES, IA
Advisor / Consultant
INVESTMENT MANAGEMENT
1,340$234.8M$127K