WHALEN WEALTH MANAGEMENT
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
3
Active participants
32,592
Total plan assets
$28.3B
Filings (rows)
3
Direct comp
$63K
Indirect comp
$0
SERVICES PROVIDED
Other3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $20K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 11,221 | $9.1B | $25K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 9,692 | $7.6B | $18K |