STOKER OSTLER WEALTH 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
10
Active participants
53,073
Total plan assets
$45.4B
Filings (rows)
10
Direct comp
$155K
Indirect comp
$0
SERVICES PROVIDED
Other8
Advisor / Consultant2
Top plans served
All 10 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $24K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $19K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $17K |
| RADIOLOGY PARTNERS, INC. RADIOLOGY PARTNERS, INC. PARTNER PLAN | AUSTIN, TX | Other NONE | 1,428 | $1.0B | $9K |
| RADIOLOGY PARTNERS, INC. RADIOLOGY PARTNERS, INC. PARTNER PLAN | EL SEGUNDO, CA | Other NONE | 1,400 | $843.3M | $7K |
| HARDER MECHANICAL CONTRACTORS, INC. HARDER MECHANICAL CONTRACTORS RETIREMENT PLAN | PORTLAND, OR | Other NONE | 339 | $110.2M | $21K |
| HARDER MECHANICAL CONTRACTORS, INC. HARDER MECHANICAL CONTRACTORS RETIREMENT PLAN | PORTLAND, OR | Other NONE | 357 | $90.5M | $26K |
| GALLAGHER & KENNEDY, P.A. GALLAGHER & KENNEDY, P.A. PROFIT SHARING AND 401(K) PLAN | PHOENIX, AZ | Other NONE | 92 | $89.4M | $10K |
| GALLAGHER & KENNEDY, P.A. GALLAGHER & KENNEDY, P.A. PROFIT SHARING AND 401(K) PLAN | PHOENIX, AZ | Other NONE | 94 | $82.8M | $6K |
| HARDER MECHANICAL CONTRACTORS, INC. HARDER MECHANICAL CONTRACTORS RETIREMENT PLAN | PORTLAND, OR | Other NONE | 343 | $67.5M | $17K |