TCI 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
11
Active participants
193,240
Total plan assets
$50.7B
Filings (rows)
11
Direct comp
$207K
Indirect comp
$0
Aggregating 2 name variants under "TCI WEALTH"
SERVICES PROVIDED
Advisor / Consultant6
Other5
Top plans served
All 11 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 | $8K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Other NONE | 32,145 | $8.9B | $33K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 34,203 | $8.0B | $26K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 33,913 | $6.6B | $25K |
| INTUIT INC. INTUIT INC. 401(K) PLAN | MOUNTAIN VIEW, CA | Other NONE | 24,200 | $3.7B | $15K |
| INTUIT INC. INTUIT INC. 401(K) PLAN | MOUNTAIN VIEW, CA | Other NONE | 20,635 | $3.1B | $13K |
| INTUIT INC. INTUIT INC. 401(K) PLAN | MOUNTAIN VIEW, CA | Other NONE | 19,607 | $2.5B | $9K |
| NORTHERN ARIZONA HEALTHCARE CORP. NORTHERN ARIZONA HEALTHCARE CORPORATION 401(K) PLAN | FLAGSTAFF, AZ | Advisor / Consultant INVESTMENT ADVISOR | 3,856 | $413.7M | $26K |
| NORTHERN ARIZONA HEALTHCARE CORP. NORTHERN ARIZONA HEALTHCARE CORPORATION 401(K) PLAN | FLAGSTAFF, AZ | Advisor / Consultant ADVISOR | 3,608 | $362.6M | $24K |
| NORTHERN ARIZONA HEALTHCARE CORP. NORTHERN ARIZONA HEALTHCARE CORPORATION 401(K) PLAN | FLAGSTAFF, AZ | Advisor / Consultant ADVISOR | 3,449 | $298.6M | $24K |
| ESCALANTE CONCRETE CONSTRUCTION, INC. ESCALANTE CONCRETE CONSTRUCTION, INC. 401(K) PLAN | TUCSON, AZ | Other INVESTMENT MA NAGER | 180 | $2.1M | $5K |