SVB 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
12
Active participants
103,955
Total plan assets
$53.6B
Filings (rows)
14
Direct comp
$193K
Indirect comp
$11K
SERVICES PROVIDED
Other6
Advisor / Consultant6
TPA / Administrator1
Top plans served
Showing top 14 of 12 (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 | $16K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $7K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $6K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $11K |
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 24,252 | $4.6B | $8K |
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 24,195 | $3.7B | $16K |
| SIDLEY AUSTIN LLP SIDLEY AUSTIN LLP SAVINGS AND INVESTMENT PLAN | CHICAGO, IL | Other NONE | 3,442 | $1.9B | $5K |
| AMERICAN WELL CORPORATION AMERICAN WELL CORPORATION 401(K) PLAN | BOSTON, MA | Advisor / Consultant INVESTMENT ADVISOR | 768 | $108.4M | $34K |
| AMERICAN WELL CORPORATION AMERICAN WELL CORPORATION 401(K) PLAN | BOSTON, MA | TPA / Administrator PLAN ADMINISTRATOR | 1,047 | $93.8M | $9K |
| AMERICAN WELL CORPORATION AMERICAN WELL CORPORATION 401(K) PLAN | BOSTON, MA | Advisor / Consultant INVESTMENT ADVISOR | 1,047 | $93.8M | $44K |
| AMERICAN WELL CORPORATION AMERICAN WELL CORPORATION 401(K) PLAN | BOSTON, MA | Advisor / Consultant INVESTMENT ADVISOR | 1,049 | $69.1M | $18K |
| BOSTON BOATWORKS, LLC BOSTON BOATWORKS, LLC 401(K) PLAN | CHARLESTOWN, MA | Other NONE | 19 | $4.7M | $11K |
| BOSTON BOATWORKS, LLC BOSTON BOATWORKS, LLC 401(K) PLAN | CHARLESTOWN, MA | Other NONE | 75 | $4.1M | $9K |
| ADVERTISE PURPLE, INC. ADVERTISE PURPLE, INC. RETIREMENT PLAN AND TRUST | SANTA MONICA, CA | Advisor / Consultant INVESTORY ADVISORY | 88 | $3.8M | $0 |