Form 5500 Search

STEELPEAK 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
38
Active participants
388,400
Total plan assets
$139.2B
Filings (rows)
38
Direct comp
$787K
Indirect comp
$0

SERVICES PROVIDED

Other32
Advisor / Consultant4
Broker2

Top plans served

All 38 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
17,444$16.8B$9K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
16,617$14.4B$8K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
IRVING, TX
Other
NONE
11,679$11.6B$7K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Other
NONE
32,145$8.9B$6K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Advisor / Consultant
INVESTMENT ADVISOR
34,203$8.0B$7K
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
SCPMG KEOGH PLAN
PASADENA, CA
Other
NONE
11,088$7.9B$25K
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
LOUISVILLE, KY
Other
NONE
42,968$7.7B$10K
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
LOUISVILLE, KY
Other
NONE
44,901$7.4B$8K
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
SCPMG KEOGH PLAN
PASADENA, CA
Other
NONE
10,636$6.8B$20K
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
OMAHA, NE
Other
NONE
11,364$6.3B$5K
SOUTHERN CALIFORNIA EDISON COMPANY
EDISON 401(K) SAVINGS PLAN
ROSEMEAD, CA
Advisor / Consultant
INVESTMENT ADVISOR
14,119$5.7B$20K
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
SCPMG KEOGH PLAN
PASADENA, CA
Other
NONE
10,078$5.6B$15K
INTUIT INC.
INTUIT INC. 401(K) PLAN
MOUNTAIN VIEW, CA
Other
NONE
20,635$3.1B$3K
BVH, INC.
BLACK & VEATCH RETIREMENT PROGRAM
OVERLAND PARK, KS
Other
NONE
7,022$3.0B$29K
BLACK & VEATCH HOLDING COMPANY
BLACK & VEATCH RETIREMENT PROGRAM
OVERLAND PARK, KS
Other
NONE
7,191$2.7B$21K
BLACK & VEATCH HOLDING COMPANY
BLACK & VEATCH RETIREMENT PROGRAM
OVERLAND PARK, KS
Other
NONE
6,796$2.3B$18K
WOOD GROUP U.S. HOLDINGS, INC.
WOOD 401(K) PLAN
HOUSTON, TX
Other
NONE
7,051$2.1B$88K
WOOD GROUP U.S. HOLDINGS, INC.
WOOD 401(K) PLAN
HOUSTON, TX
Other
NONE
8,218$2.0B$80K
BROWN & BROWN, INC.
BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN
DAYTONA BEACH, FL
Other
NONE
12,393$1.8B$13K
INFINEON TECHNOLOGIES AMERICAS CORP.
INFINEON TECHNOLOGIES SAVINGS PLAN
MILPITAS, CA
Other
NONE
3,569$1.7B$26K
INFINEON TECHNOLOGIES AMERICAS CORP.
INFINEON TECHNOLOGIES SAVINGS PLAN
MILPITAS, CA
Other
NONE
3,720$1.5B$24K
BROWN & BROWN, INC.
BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN
DAYTONA BEACH, FL
Other
NONE
11,864$1.5B$10K
MARVELL SEMICONDUCTOR, INC.
MARVELL SEMICONDUCTOR 401K RETIREMENT PLAN
SANTA CLARA, CA
Other
NONE
2,970$1.4B$69K
INFINEON TECHNOLOGIES AMERICAS CORP.
INFINEON TECHNOLOGIES SAVINGS PLAN
MILPITAS, CA
Other
NONE
3,888$1.3B$15K
BROWN & BROWN, INC.
BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN
DAYTONA BEACH, FL
Other
NONE
11,793$1.2B$10K
MARVELL SEMICONDUCTOR, INC.
MARVELL SEMICONDUCTOR 401K RETIREMENT PLAN
SANTA CLARA, CA
Other
NONE
3,030$1.1B$79K
CROWN CASTLE INC.
CROWN CASTLE INC. 401(K) PLAN
HOUSTON, TX
Other
NONE
3,947$1.1B$6K
WILSON SONSINI GOODRICH & ROSATI, PC
WSGR 401(K) AND PROFIT SHARING PLAN
PALO ALTO, CA
Other
NONE
1,984$1.0B$10K
MARVELL SEMICONDUCTOR, INC.
MARVELL SEMICONDUCTOR 401K RETIREMENT PLAN
SANTA CLARA, CA
Other
NONE
3,251$907.2M$82K
PERKINS&WILL, INC.
PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN
CHICAGO, IL
Other
NONE
1,817$414.4M$7K
HOK GROUP, INC.
HOK GROUP, INC. 401(K) PROFIT SHARING PLAN
ST. LOUIS, MO
Other
NONE
1,414$361.8M$6K
HOK GROUP, INC.
HOK GROUP, INC. 401(K) PROFIT SHARING PLAN
ST. LOUIS, MO
Other
NONE
1,341$309.8M$7K
HOK GROUP, INC.
HOK GROUP, INC. 401(K) PROFIT SHARING PLAN
ST. LOUIS, MO
Other
NONE
1,219$261.0M$5K
TBC CORPORATION
TBC CORPORATION SAFE HARBOR 401(K) PLAN
PALM BEACH GARDENS, FL
Broker
BROKER
2,532$232.0M$8K
TBC CORPORATION
TBC CORPORATION SAFE HARBOR 401(K) PLAN
PALM BEACH GARDENS, FL
Broker
SECURITIES BROKER
2,595$222.2M$6K
HARMONIC INC.
HARMONIC INC. 401(K) PLAN
SAN JOSE, CA
Other
NONE
345$154.3M$7K
HARMONIC INC.
HARMONIC INC. 401(K) PLAN
SAN JOSE, CA
Other
NONE
390$138.7M$5K
NOSSAMAN LLP
NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN
LOS ANGELES, CA
Other
NONE
183$120.0M$10K
STEELPEAK WEALTH — Form 5500 Service Provider Profile | Form 5500 Search