STRATOS 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
59
Active participants
406,055
Total plan assets
$140.3B
Filings (rows)
64
Direct comp
$2.8M
Indirect comp
$26K
Aggregating 2 name variants under "STRATOS WEALTH"
SERVICES PROVIDED
Advisor / Consultant34
Other25
Top plans served
Showing top 64 of 59 (largest by assets)| 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 | $27K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $22K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $20K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $8K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 68,206 | $9.2B | $81K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 68,206 | $9.2B | $156K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 11,221 | $9.1B | $9K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $185K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 9,692 | $7.6B | $9K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 65,407 | $7.5B | $72K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $181K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 54,690 | $6.3B | $94K |
| SOUTHERN CALIFORNIA EDISON COMPANY EDISON 401(K) SAVINGS PLAN | ROSEMEAD, CA | Advisor / Consultant INVESTMENT ADVISOR | 14,119 | $5.7B | $344K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,078 | $5.6B | $187K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $4.3B | $86K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $4.3B | $37K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.7B | $34K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.1B | $39K |
| NETJETS AVIATION, INC. NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 4,042 | $2.5B | $13K |
| NETJETS AVIATION, INC. NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 4,042 | $2.5B | $19K |
| NETJETS AVIATION, INC. NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 3,522 | $2.1B | $15K |
| NETJETS AVIATION, INC. NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 3,522 | $2.1B | $10K |
| NETJETS AVIATION, INC. NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 3,128 | $1.7B | $16K |
| NETJETS AVIATION, INC. NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 3,128 | $1.7B | $10K |
| SQUIRE PATTON BOGGS (US) LLP SQUIRE PATTON BOGGS RETIREMENT SAVINGS PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 1,136 | $729.4M | $29K |
| PRESTIGE EMPLOYEE ADMINISTRATORS, INC. PRESTIGE EMPLOYEE ADMINISTRATORS RETIREMENT SAVINGS PLAN | MELVILLE, NY | Other NONE | 8,109 | $356.2M | $8K |
| PROVIDENCE ADMINISTRATIVE CONSULTING SERVICES INC PROVIDENCE ADMINISTRATIVE CONSULTING SERVICES INC 401(K) PROFIT SHARING PLAN AND TRUST | FARMINGTON, UT | Advisor / Consultant INVESTMENT ADVISOR | 30,857 | $198.7M | $119K |
| MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC. MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC. PROFIT SHARING PLAN | COLUMBUS, OH | Other NONE | 136 | $133.2M | $11K |
| PROVIDENCE ADMINISTRATIVE CONSULTING SERVICES INC PROVIDENCE ADMINISTRATIVE CONSULTING SERVICES INC 401(K) PROFIT SHARING PLAN AND TRUST | FARMINGTON, UT | Advisor / Consultant INVESTMENT ADVISOR | 30,857 | $120.9M | $51K |
| MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC. MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC. PROFIT SHARING PLAN | COLUMBUS, OH | Other NONE | 128 | $107.4M | $8K |
| MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC. MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC. PROFIT SHARING PLAN | COLUMBUS, OH | Other NONE | 129 | $93.7M | $6K |
| AUTO CHLOR SERVICES, LLC AUTO-CHLOR SERVICES EMPLOYEES SAVINGS PLAN | JEFFERSON, LA | Advisor / Consultant INVESTMENT ADVISOR | 373 | $46.1M | $76K |
| AUTO CHLOR SERVICES, LLC AUTO-CHLOR SERVICES EMPLOYEES SAVINGS PLAN | JEFFERSON, LA | Other NONE | 372 | $42.0M | $92K |
| SHIN-ETSU SILICONES OF AMERICA, INC. SHIN-ETSU 401(K) RETIREMENT SAVINGS PLAN | AKRON, OH | Advisor / Consultant INVESTMENT ADVISOR | 277 | $36.9M | $20K |
| AUTO CHLOR SERVICES, LLC AUTO-CHLOR SERVICES EMPLOYEES SAVINGS PLAN | JEFFERSON, LA | Other NONE | 343 | $35.8M | $97K |
| CENTER FOR ORGAN RECOVERY & EDUCATION CENTER FOR ORGAN RECOVERY & EDUCATION 401(K) PROFIT SHARING PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 213 | $35.3M | $10K |
| PROVIDENCE ADMINISTRATIVE CONSULTING SERVICES INC PROVIDENCE ADMINISTRATIVE CONSULTING SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | FARMINGTON, UT | Advisor / Consultant INVESTMENT ADVISOR | 1,135 | $33.4M | $16K |
| SHIN-ETSU SILICONES OF AMERICA, INC. SHIN-ETSU 401(K) RETIREMENT SAVINGS PLAN | AKRON, OH | Advisor / Consultant INVESTMENT ADVISOR | 251 | $32.2M | $21K |
| LIPSEYS, L.L.C. LIPSEYS, L.L.C. 401K PLAN | BATON ROUGE, LA | Advisor / Consultant ADVISOR | 157 | $29.1M | $26K |
| CENTER FOR ORGAN RECOVERY & EDUCATION CENTER FOR ORGAN RECOVERY & EDUCATION 401(K) PROFIT SHARING PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 165 | $28.9M | $20K |
| SHIN-ETSU SILICONES OF AMERICA, INC. SHIN-ETSU 401(K) RETIREMENT SAVINGS PLAN | AKRON, OH | Advisor / Consultant INVESTMENT ADVISOR | 262 | $27.7M | $21K |
| DICKSON MEDICAL ASSOCIATES P.C. DICKSON MEDICAL ASSOCIATES PROFIT SHARING PLAN | DICKSON, TN | Other NONE | 358 | $27.2M | $75K |
| DICKSON MEDICAL ASSOCIATES P.C. DICKSON MEDICAL ASSOCIATES PROFIT SHARING PLAN | DICKSON, TN | Other NONE | 346 | $25.3M | $65K |
| THE EQUITY TECHNOLOGY GROUP, INC. THE EQUITY TECHNOLOGY GROUP 401(K) PLAN | SHAKER HEIGHTS, OH | Advisor / Consultant INVESTMENT ADVISOR | 183 | $24.8M | $30K |
| LIPSEYS, L.L.C. LIPSEYS, L.L.C. 401K PLAN | BATON ROUGE, LA | Advisor / Consultant ADVISOR | 146 | $24.6M | $21K |
| CENTER FOR ORGAN RECOVERY & EDUCATION CENTER FOR ORGAN RECOVERY & EDUCATION 401(K) PROFIT SHARING PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 153 | $23.3M | $20K |
| INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT RETIREMENT PLAN | SAN BRUNO, CA | Other SERVICE PROVIDER | 153 | $21.0M | $0 |
| THE EQUITY TECHNOLOGY GROUP, INC. THE EQUITY TECHNOLOGY GROUP 401(K) PLAN | SHAKER HEIGHTS, OH | Advisor / Consultant INVESTMENT ADVISOR | 172 | $20.9M | $24K |
| DICKSON MEDICAL ASSOCIATES P.C. DICKSON MEDICAL ASSOCIATES PROFIT SHARING PLAN | DICKSON, TN | Other NONE | 277 | $20.9M | $70K |
| MOUNTAIN MEDICAL PHYSICIAN SPECIALISTS, P.C. MMPS RETIREMENT PLAN | MURRAY, UT | Advisor / Consultant INVESTMENT ADVISOR | 61 | $19.3M | $23K |
| MOUNTAIN MEDICAL PHYSICIAN SPECIALISTS, P.C. MMPS RETIREMENT PLAN | MURRAY, UT | Advisor / Consultant INVESTMENT ADVISORY | 70 | $17.9M | $21K |
| THE EQUITY TECHNOLOGY GROUP, INC. THE EQUITY TECHNOLOGY GROUP 401(K) PLAN | SHAKER HEIGHTS, OH | Advisor / Consultant INVESTMENT ADVISOR | 168 | $16.9M | $9K |
| WAVENY CARE CENTER WAVENY CARE CENTER TAX SHELTERED ANNUITY PLAN | NEW CANAAN, CT | Other NONE | 419 | $16.6M | $9K |
| A&K RAILROAD MATERIALS, INC. A&K RAILROAD MATERIALS, INC. RETIREMENT & SAVINGS PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISORY | 297 | $15.4M | $24K |
| A&K RAILROAD MATERIALS, INC. A&K RAILROAD MATERIALS, INC. RETIREMENT & SAVINGS PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISORY | 321 | $15.1M | $24K |
| MILL ROSE GROUP, INC. THE MILL ROSE COMPANIES EMPLOYEES PROFIT SHARING PLAN | MENTOR, OH | Advisor / Consultant ADVISOR | 137 | $13.8M | $9K |
| A&K RAILROAD MATERIALS, INC. A&K RAILROAD MATERIALS, INC. RETIREMENT & SAVINGS PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISORY | 273 | $13.3M | $13K |
| MILL ROSE GROUP, INC. THE MILL ROSE COMPANIES EMPLOYEES PROFIT SHARING PLAN | MENTOR, OH | Advisor / Consultant ADVISOR | 146 | $12.1M | $12K |
| NATIONAL ENTERPRISE SYSTEMS, INC. NES 401(K) RETIREMENT PLAN | SOLON, OH | Other SERVICE PROVIDER | 148 | $6.4M | $0 |
| UNIGUEST, INC. UNIGUEST 401(K) PROFIT SHARING PLAN | NASHVILLE, TN | Other NONE | 251 | $6.2M | $42K |
| NATIONAL ENTERPRISE SYSTEMS, INC. NES 401(K) RETIREMENT PLAN | SOLON, OH | Other SERVICE PROVIDER | 144 | $6.1M | $0 |
| NATIONAL ENTERPRISE SYSTEMS, INC. NES 401(K) RETIREMENT PLAN | SOLON, OH | Other SERVICE PROVIDER | 161 | $5.9M | $0 |
| APC CONSTRUCTION, LLC APC CONSTRUCTION LLC 401(K) PLAN | HARVEY, LA | Advisor / Consultant ADVISOR | 177 | $4.6M | $5K |
| 8G SOLUTIONS LLC 8G SOLUTIONS 401(K) RETIREMENT SAVINGS PLAN | ENGLEWOOD, CO | Advisor / Consultant INVESTMENT ADVISOR | 66 | $3.7M | $3K |