SIGNATURE ESTATE
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
97
Active participants
362,081
Total plan assets
$104.1B
Filings (rows)
99
Direct comp
$1.6M
Indirect comp
$701K
Aggregating 7 name variants under "SIGNATURE ESTATE"
SERVICES PROVIDED
Other49
Advisor / Consultant42
Broker7
Top plans served
Showing top 99 of 97 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $9K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Other NONE | 32,145 | $8.9B | $11K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 34,203 | $8.0B | $8K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $188K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $140K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS | PASADENA, CA | Other NONE | 18,579 | $6.5B | $11K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,078 | $5.6B | $123K |
| CACI INTERNATIONAL, INC. THE CACI SMART PLAN | RESTON, VA | Other NONE | 23,471 | $3.9B | $12K |
| LATHAM & WATKINS LLP LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN | LOS ANGELES, CA | Other NONE | 4,864 | $3.1B | $11K |
| CACI INTERNATIONAL, INC. THE CACI SMART PLAN | RESTON, VA | Other NONE | 22,028 | $2.9B | $18K |
| PENN STATE HEALTH PENN STATE HEALTH 401(K) SAVINGS PLAN | HERSHEY, PA | Other OTHER FEES | 15,720 | $2.9B | $5K |
| TRANSAMERICA CORPORATION TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN | CEDAR RAPIDS, IA | Broker SECURITIES BROKER | 7,764 | $2.7B | $8K |
| LATHAM & WATKINS LLP LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN | LOS ANGELES, CA | Other NONE | 4,719 | $2.7B | $9K |
| PENN STATE HEALTH PENN STATE HEALTH 401(K) SAVINGS PLAN | HERSHEY, PA | Advisor / Consultant INVESTMENT ADVISOR | 14,885 | $2.6B | $4K |
| TRANSAMERICA CORPORATION TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN | CEDAR RAPIDS, IA | Broker SECURITIES BROKER | 7,759 | $2.4B | $6K |
| LATHAM & WATKINS LLP LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN | LOS ANGELES, CA | Other NONE | 4,598 | $2.2B | $8K |
| PENN STATE HEALTH PENN STATE HEALTH 401(K) SAVINGS PLAN | HERSHEY, PA | Advisor / Consultant INVESTMENT ADVISORY | 16,648 | $2.1B | $3K |
| TRANSAMERICA CORPORATION TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN | CEDAR RAPIDS, IA | Broker SECURITIES BROKER | 6,999 | $2.1B | $6K |
| THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK, MA | Other NONE | 3,799 | $1.8B | $9K |
| THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK, MA | Other NONE | 3,903 | $1.5B | $7K |
| GIBSON, DUNN & CRUTCHER LLP GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN | LOS ANGELES, CA | Other NONE | 2,800 | $1.5B | $9K |
| GIBSON, DUNN & CRUTCHER LLP GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN | LOS ANGELES, CA | Other NONE | 2,610 | $1.3B | $8K |
| THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK, MA | Other NONE | 3,660 | $1.2B | $7K |
| ORRICK, HERRINGTON & SUTCLIFFE LLP ORRICK, HERRINGTON & SUTCLIFFE LLP RETIREMENT PLAN | WHEELING, WV | Other NONE | 1,870 | $1.2B | $6K |
| GIBSON, DUNN & CRUTCHER LLP GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN | LOS ANGELES, CA | Other NONE | 2,434 | $1.1B | $7K |
| ORRICK, HERRINGTON & SUTCLIFFE LLP ORRICK, HERRINGTON & SUTCLIFFE LLP RETIREMENT PLAN | WHEELING, WV | Other NONE | 1,833 | $1.1B | $5K |
| ORRICK, HERRINGTON & SUTCLIFFE LLP ORRICK, HERRINGTON & SUTCLIFFE LLP RETIREMENT PLAN | WHEELING, WV | Other NONE | 1,859 | $808.5M | $6K |
| KATTEN MUCHIN ROSENMAN LLP KATTEN MUCHIN ROSENMAN LLP DEFINED CONTRIBUTION PLAN | CHICAGO, IL | Other NONE | 1,113 | $793.3M | $0 |
| BIOMARIN PHARMACEUTICAL INC. BIOMARIN PHARMACEUTICAL INC. RETIREMENT SAVINGS PLAN | NOVATO, CA | Other NONE | 1,939 | $715.0M | $5K |
| KATTEN MUCHIN ROSENMAN LLP KATTEN MUCHIN ROSENMAN LLP DEFINED CONTRIBUTION PLAN | CHICAGO, IL | Other NONE | 1,107 | $699.3M | $0 |
| KATTEN MUCHIN ROSENMAN LLP KATTEN MUCHIN ROSENMAN LLP DEFINED CONTRIBUTION PLAN | CHICAGO, IL | Other NONE | 1,168 | $584.3M | $0 |
| PENN STATE HEALTH PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM | HERSHEY, PA | Other OTHER FEES | 19,306 | $532.5M | $2K |
| SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST | WALTHAM, MA | Other NONE | 765 | $464.1M | $12K |
| PENN STATE HEALTH PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM | HERSHEY, PA | Advisor / Consultant INVESTMENT ADVISORY | 18,192 | $444.3M | $1K |
| LOEB & LOEB LLP LOEB & LOEB LLP PROFIT SHARING AND 401(K) PLAN | LOS ANGELES, CA | Other NONE | 718 | $438.1M | $33K |
| SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST | WALTHAM, MA | Other NONE | 711 | $397.1M | $10K |
| SIX3 ADVANCED SYSTEMS, INC. SIX3 ADVANCED SYSTEMS PROFIT SHARING PLAN | RESTON, VA | Other NONE | 1,361 | $389.8M | $17K |
| PENN STATE HEALTH PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM | HERSHEY, PA | Advisor / Consultant INVESTMENT ADVISOR | 18,215 | $372.8M | $1K |
| SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST | WALTHAM, MA | Other NONE | 651 | $330.4M | $11K |
| KNOBBE MARTENS OLSON & BEAR, LLP KNOBBE MARTENS OLSON & BEAR, LLP 401(K) RETIREMENT SAVINGS PLAN | IRVINE, CA | Other NONE | 677 | $269.4M | $28K |
| PACHULSKI STANG ZIEHL & JONES LLP PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN | LOS ANGELES, CA | Other NONE | 111 | $148.2M | $43K |
| PACHULSKI STANG ZIEHL & JONES LLP PACHULSKI, STANG, ZIEHL, & JONES LLP PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 98 | $126.6M | $14K |
| CONSOLIDATED SAFETY SERVICES, INC. CSS-DYNAMAC 401(K) PLAN | FAIRFAX, VA | Advisor / Consultant ADVISOR | 320 | $48.8M | $51K |
| ADVANCED SYSTEMS ENGINEERING CORPORATION BLUE UMBRELLA 401(K) PLAN | RESTON, VA | Advisor / Consultant INVESTMENT ADVISORY | 117 | $47.1M | $0 |
| CONSOLIDATED SAFETY SERVICES, INC. CSS-DYNAMAC 401(K) PLAN | FAIRFAX, VA | Advisor / Consultant ADVISOR | 272 | $43.6M | $80K |
| AXIOLOGIC SOLUTIONS, LLC AXIOLOGIC SOLUTIONS 401(K) PLAN | FAIRFAX, VA | Other OTHER SERVICES | 184 | $39.1M | $0 |
| CONSOLIDATED SAFETY SERVICES, INC. CSS-DYNAMAC 401(K) PLAN | FAIRFAX, VA | Advisor / Consultant ADVISOR | 252 | $38.4M | $80K |
| AXIOLOGIC SOLUTIONS, LLC AXIOLOGIC SOLUTIONS 401(K) PLAN | FAIRFAX, VA | Other OTHER SERVICES | 211 | $34.8M | $0 |
| P E SYSTEMS, INC. P E SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN | FAIRFAX, VA | Advisor / Consultant INVESTMENT ADVISORY | 368 | $30.1M | $0 |
| P E SYSTEMS, INC. P E SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN | FAIRFAX, VA | Advisor / Consultant INVESTMENT ADVISORY | 368 | $30.1M | $45K |
| 2 CIRCLE INCORPORATED 2 CIRCLE, INC. 401(K) | ARLINGTON, VA | Other OTHER SERVICES | 222 | $29.3M | $0 |
| ENVISIONEERING, INC. ENVISIONEERING, INC. 401(K) RETIREMENT PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISORY | 178 | $26.3M | $0 |
| ENVISIONEERING, INC. ENVISIONEERING, INC. 401(K) RETIREMENT PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISORY | 172 | $22.8M | $0 |
| MAYVIN, INC. MAYVIN, INC. 401(K) PLAN | ALEXANDRIA, VA | Other SERVICE PROVIDER | 503 | $21.8M | $0 |
| 2 CIRCLE INCORPORATED 2 CIRCLE, INC. 401(K) | ARLINGTON, VA | Other OTHER SERVICES | 196 | $21.5M | $0 |
| TRUWEST COMPANY, LLC TRUWEST COMPANY, LLC RETIREMENT SAVINGS PLAN | WESTLAKE, OH | Advisor / Consultant INVESTMENT ADVISOR | 261 | $21.5M | $12K |
| LCG, INC. LCG, INC. 401(K) RETIREMENT PLAN | ROCKVILLE, MD | Advisor / Consultant ADVISOR | 293 | $21.3M | $6K |
| ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN | LAGUNA HILLS, CA | Advisor / Consultant INVESTMENT ADVISORY -PLAN | 123 | $20.1M | $21K |
| ENVISIONEERING, INC. ENVISIONEERING, INC. 401(K) RETIREMENT PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISORY | 141 | $19.2M | $0 |
| ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN | LAGUNA HILLS, CA | Advisor / Consultant INVESTMENT ADVISORY -PLAN | 110 | $18.0M | $12K |
| ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN | LAGUNA HILLS, CA | Broker SECURITIES BROKERAGE | 110 | $18.0M | $3K |
| KNOWESIS, INC. KNOWESIS RETIREMENT PLAN | FAIRFAX, VA | Other OTHER SERVICES | 161 | $16.4M | $0 |
| PARRY LABS, LLC PARRY LABS 401(K) PLAN | ALEXANDRIA, VA | Other OTHER SERVICES | 221 | $15.7M | $0 |
| MAYVIN, INC. MAYVIN, INC. 401(K) PLAN | ALEXANDRIA, VA | Other SERVICE PROVIDER | 463 | $15.0M | $0 |
| NATIONWIDE IT SERVICES, INC. NATIONWIDE IT SERVICES, INC. 401(K) PROFIT SHARING PLAN | FAIRFAX, VA | Advisor / Consultant ADVISOR | 404 | $14.9M | $36K |
| OMNI FED LLC OMNI FED LLC 401(K) PLAN | GAINESVILLE, VA | Other OTHER SERVICES | 312 | $14.3M | $0 |
| LONGENECKER & ASSOCIATES, INC. LONGENECKER & ASSOCIATES, INC. 401(K) PLAN | LAS VEGAS, NV | Other OTHER SERVICES | 142 | $14.0M | $0 |
| COMMUNITY LABOR ADMINISTRATIVE SERVICES, INC. COMMUNITY LABOR ADMINISTRATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN | BROOKLYN, NY | Advisor / Consultant BROKER/ADVISOR | 404 | $12.8M | $0 |
| OBSIDIAN SOLUTIONS GROUP LLC OBSIDIAN SOLUTIONS GROUP 401(K) PLAN | FREDERICKSBURG, VA | Broker BROKER/ADVISER | 216 | $12.2M | $0 |
| US ACUTE CARE SOLUTIONS UH CLINICAL ASSOCIATES, LLC 401(K) RETIREMENT PLAN | CANTON, OH | Other NONE | 143 | $12.0M | $15K |
| SUMMIT RIDGE ENERGY, LLC SUMMIT RIDGE ENERGY 401(K) PLAN | ARLINGTON, VA | Advisor / Consultant INVESTMENT ADVISORY | 140 | $12.0M | $38K |
| BCS, LLC BCS, LLC 401(K) PROFIT SHARING PLAN | WASHINGTON, DC | Advisor / Consultant INVESTMENT ADVISORY | 226 | $11.9M | $38K |
| DYNAMO TECHNOLOGIES LLC DYNAMO TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN | VIENNA, VA | Other OTHER SERVICES | 263 | $11.2M | $0 |
| CLIENT SERVER SOFTWARE SOLUTIONS, INC. DBA CONSTELLATION WEST CSSS.NET 401(K) PLAN | BELLEVUE, NE | Advisor / Consultant ADVISOR | 116 | $10.6M | $24K |
| IWORKS CORPORATION IWORKS CORPORATION 401(K) PLAN | RESTON, VA | Advisor / Consultant INVESTMENT ADVISOR | 142 | $10.3M | $22K |
| MAYVIN, INC. MAYVIN, INC. 401(K) PLAN | ALEXANDRIA, VA | Other SERVICE PROVIDER | 400 | $9.8M | $0 |
| OBSIDIAN SOLUTIONS GROUP LLC OBSIDIAN SOLUTIONS GROUP 401(K) PLAN | FREDERICKSBURG, VA | Broker BROKER/ADVISER | 201 | $9.4M | $0 |
| ENVIRONMENTAL RESEARCH GROUP, LLC ENVIRONMENTAL RESEARCH GROUP, LLC 401(K) PLAN | BALTIMORE, MD | Advisor / Consultant INVESTMENT ADVISOR | 106 | $9.2M | $26K |
| CLIENT SERVER SOFTWARE SOLUTIONS, INC. DBA CONSTELLATION WEST CSSS.NET 401(K) PLAN | BELLEVUE, NE | Advisor / Consultant ADVISOR | 103 | $9.2M | $22K |
| IWORKS CORPORATION IWORKS CORPORATION 401(K) PLAN | RESTON, VA | Advisor / Consultant INVESTMENT ADVISOR | 120 | $9.1M | $19K |
| BRMI HOLDINGS CORPORATION BATTLE RESOURCE MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | SILVER SPRING, MD | Advisor / Consultant ADVISOR | 58 | $9.0M | $20K |
| THE RED GATE GROUP, LIMITED RED GATE GROUP 401(K) PROFIT SHARING PLAN | CHANTILLY, VA | Advisor / Consultant ADVISOR | 85 | $8.8M | $19K |
| CLIENT SERVER SOFTWARE SOLUTIONS, INC. DBA CONSTELLATION WEST CSSS.NET 401(K) PLAN | BELLEVUE, NE | Advisor / Consultant ADVISOR | 103 | $8.5M | $24K |
| MALIK CONSULTING INC MALIK CONSULTING INC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA, GA | Advisor / Consultant ADVISOR | 155 | $7.9M | $16K |
| IWORKS CORPORATION IWORKS CORPORATION 401(K) PLAN | RESTON, VA | Advisor / Consultant INVESTMENT ADVISOR | 107 | $7.8M | $19K |
| BCS, LLC BCS, LLC 401(K) PROFIT SHARING PLAN | WASHINGTON, DC | Advisor / Consultant INVESTMENT ADVISORY | 82 | $7.8M | $28K |
| CPS PROFESSIONAL SERVICES, LLC D/B/A CATHEXIS CATHEXIS 401(K) PLAN | TYSONS, VA | Other OTHER SERVICES | 168 | $7.8M | $0 |
| BRMI HOLDINGS CORPORATION BATTLE RESOURCE MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | SILVER SPRING, MD | Advisor / Consultant ADVISOR | 61 | $7.6M | $22K |
| THE RED GATE GROUP, LIMITED RED GATE GROUP 401(K) PROFIT SHARING PLAN | CHANTILLY, VA | Advisor / Consultant ADVISOR | 74 | $7.6M | $18K |
| THE RED GATE GROUP, LIMITED RED GATE GROUP 401(K) PROFIT SHARING PLAN | CHANTILLY, VA | Advisor / Consultant ADVISOR | 88 | $6.8M | $18K |
| CENTRAL RESEARCH, INC. CENTRAL RESEARCH 401(K) PLAN | LOWELL, AR | Broker BROKER/ADVISER | 276 | $6.4M | $0 |
| CENTRAL RESEARCH, INC. CENTRAL RESEARCH 401(K) PLAN | LOWELL, AR | Advisor / Consultant BROKER/ADVISOR | 220 | $6.4M | $0 |
| RHYTHM MANAGEMENT GROUP CORP RHYTHM MANAGEMENT GROUP CORP 401(K) PLAN | ROCKVILLE, MD | Advisor / Consultant INVESTMENT ADVISORY | 91 | $3.7M | $9K |
| ADVANCED DECISION VECTORS, LLC ADV 401(K) PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISORY | 52 | $3.7M | $0 |
| RP PROFESSIONAL SERVICES, LLC RP PROFESSIONAL SERVICES 401(K) PLAN | ASHBURN, VA | Other OTHER SERVICES | 132 | $3.2M | $0 |
| ADVANCED DECISION VECTORS, LLC ADV 401(K) PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISORY | 34 | $2.5M | $0 |
| CRITTENTON CONSULTING GROUP INC. CRITTENTON CONSULTING GROUP, INC. 401(K) PLAN | RESTON, VA | Other OTHER SERVICES | 46 | $2.0M | $0 |
| MARKON, LLC MARKON, LLC RETIREMENT PLAN | FALLS CHURCH, VA | Advisor / Consultant INVESTMENT ADVISORY | 0 | $0 | $0 |
| VARIQ CORPORATION VARIQ CORPORATION 401(K) PLAN | ROCKVILLE, MD | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $12K |