SYMPHONY
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
39
Active participants
334,174
Total plan assets
$110.1B
Filings (rows)
42
Direct comp
$3.2M
Indirect comp
$237K
Aggregating 7 name variants under "SYMPHONY"
SERVICES PROVIDED
Other29
Advisor / Consultant7
Insurance3
Top plans served
Showing top 42 of 39 (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 | $851K |
| DELTA AIR LINES, INC. DELTA 401(K) RETIREMENT PLAN FOR PILOTS | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 14,981 | $15.9B | $73K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $516K |
| DELTA AIR LINES, INC. DELTA 401(K) RETIREMENT PLAN FOR PILOTS | ATLANTA, GA | Other NONE | 14,473 | $13.7B | $15K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $396K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $258K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $81K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 11,221 | $9.1B | $205K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 11,221 | $9.1B | $39K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 9,692 | $7.6B | $26K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 9,692 | $7.6B | $192K |
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 23,089 | $5.4B | $14K |
| SPIRIT AIRLINES, INC. SPIRIT AIRLINES, INC. PILOTS' RETIREMENT SAVINGS PLAN | DANIA BEACH, FL | Other NONE | 3,199 | $1.2B | $17K |
| BOARD OF TRUSTEES OF 1199SEIU NBF HEALTH AND HUMAN SERVICE EMPLOYEES 1199SEIU NATIONAL BENEFIT FUND FOR HEALTH & HUMAN SERVICE EMPLOYEES | NEW YORK, NY | Other NONE | 110,059 | $1.2B | $17K |
| SPIRIT AIRLINES, INC. SPIRIT AIRLINES, INC. PILOTS' RETIREMENT SAVINGS PLAN | MIRAMAR, FL | Other NONE | 3,658 | $948.1M | $6K |
| ALLIED PILOTS ASSOCIATION ALLIED PILOTS ASSOCIATION VOLUNTARY SUPPLEMENTAL MEDICAL AND CUSTODIAL CARE BENEFIT PLAN | FORT WORTH, TX | Other NONE | 4,434 | $88.4M | $6K |
| ALLIED PILOTS ASSOCIATION ALLIED PILOTS ASSOCIATION PILOT OCCUPATIONAL DISABILITY PLAN | FORT WORTH, TX | Other NONE | 5,531 | $61.4M | $6K |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | SACRAMENTO, CA | Other NONE | 5,806 | $33.6M | $61K |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | BURLINGAME, CA | Other NONE | 5,694 | $31.8M | $49K |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | SACRAMENTO, CA | Other NONE | 5,809 | $30.8M | $76K |
| ALLIED PILOTS ASSOCIATION APA GROUP TERM LIFE & PERSONAL ACCIDENT INSURANCE PLAN | FORT WORTH, TX | Other NONE | 2,703 | $17.1M | $6K |
| SOUTHWEST AIRLINES PILOTS ASSOCIATION SOUTHWEST AIRLINES PILOTS' ASSOCIATION MEDICAL AND DENTAL PLAN FOR SPECIFIED PILOTS | DALLAS, TX | Insurance INSURANCE PROVIDER | 8,933 | $16.1M | $12K |
| SOUTHWEST AIRLINES PILOTS ASSOCIATION SOUTHWEST AIRLINES PILOTS' ASSOCIATION MEDICAL AND DENTAL PLAN FOR SPECIFIED PILOTS | DALLAS, TX | Insurance INSURANCE PROVIDER | 9,778 | $13.3M | $11K |
| SOUTHWEST AIRLINES PILOTS ASSOCIATION SOUTHWEST AIRLINES PILOTS' ASSOCIATION MEDICAL AND DENTAL PLAN FOR SPECIFIED PILOTS | IRVING, TX | Insurance INSURANCE PROVIDER | 10,543 | $11.9M | $11K |
| MTA INVESTMENTS, INC. MONTROSE AUTO GROUP 401(K) RETIREMENT SAVINGS PLAN | AKRON, OH | Advisor / Consultant INVESTMENT ADVISOR | 306 | $10.5M | $85K |
| MTA INVESTMENTS, INC. MONTROSE AUTO GROUP 401(K) RETIREMENT SAVINGS PLAN | AKRON, OH | Advisor / Consultant INVESTMENT ADVISOR | 282 | $9.0M | $72K |
| FIRST COMMUNICATIONS, LLC FIRST COMMUNICATIONS 401(K) PLAN | AKRON, OH | Other SERVICE PROVIDER | 103 | $9.0M | $0 |
| FIRST COMMUNICATIONS, LLC FIRST COMMUNICATIONS 401(K) PLAN | AKRON, OH | Other SERVICE PROVIDER | 115 | $8.4M | — |
| MTA INVESTMENTS, INC. MONTROSE AUTO GROUP 401(K) RETIREMENT SAVINGS PLAN | AKRON, OH | Advisor / Consultant INVESTMENT ADVISOR | 415 | $7.5M | — |
| FIRST COMMUNICATIONS, LLC FIRST COMMUNICATIONS 401(K) PLAN | AKRON, OH | Other SERVICE PROVIDER | 122 | $7.2M | $0 |
| PROFAC, INC. DBA MERRITT WOODWORK MERRITT WOODWORK 401(K) PROFIT SHARING PLAN | MENTOR, OH | Other SERVICE PROVIDER | 123 | $6.6M | $0 |
| PROFAC, INC. DBA MERRITT WOODWORK MERRITT WOODWORK 401(K) PROFIT SHARING PLAN | MENTOR, OH | Other SERVICE PROVIDER | 127 | $5.3M | $0 |
| AKRON FOUNDRY COMPANY, INC. AKRON FOUNDRY COMPANY, INC. 401(K) AND PROFIT SHARING PLAN | AKRON, OH | Other SERVICE PROVIDER | 175 | $4.5M | $40K |
| VISUAL MARKING SYSTEMS, INC. VISUAL MARKING SYSTEMS, INC. 401(K) RETIREMENT PLAN | TWINSBURG, OH | Advisor / Consultant INVESTMENT ADVISOR | 118 | $4.5M | $12K |
| AKRON FOUNDRY COMPANY, INC. AKRON FOUNDRY COMPANY, INC. 401(K) AND PROFIT SHARING PLAN | AKRON, OH | Other SERVICE PROVIDER | 159 | $4.0M | — |
| ALLIED PILOTS ASSOCIATION ALLIED PILOTS ASSOCIATION PILOT MUTUAL AID PLAN | FORT WORTH, TX | Other NONE | 6,788 | $3.9M | $6K |
| AKRON FOUNDRY COMPANY, INC. AKRON FOUNDRY COMPANY, INC. 401(K) AND PROFIT SHARING PLAN | AKRON, OH | Other SERVICE PROVIDER | 163 | $3.7M | $0 |
| OLD COLONY HOSPICE, INC. OLD COLONY HOSPICE, INC. 403(B) PLAN | WEST BRIDGEWATER, MA | Other NONE | 122 | $3.6M | $11K |
| OLD COLONY HOSPICE, INC. OLD COLONY HOSPICE, INC. 403(B) PLAN | WEST BRIDGEWATER, MA | Other NONE | 123 | $3.0M | $12K |
| OLD COLONY HOSPICE, INC. OLD COLONY HOSPICE, INC. 403(B) PLAN | WEST BRIDGEWATER, MA | Other NONE | 149 | $2.4M | $10K |
| ALLIED PILOTS ASSOCIATION ALLIED PILOTS ASSOCIATION SURVIVOR BENEFIT PLAN | FORT WORTH, TX | Other NONE | 14,469 | $2.2M | $6K |
| ALLIED PILOTS ASSOCIATION ALLIED PILOTS ASSOCIATION RETIREE HEALTH BENEFIT PLAN | FORT WORTH, TX | Other NONE | 13 | — | $6K |
