Plan Snapshot
- Plan Sponsor: United Airlines, INC.
- Sponsor EIN: 742099724
- Sponsor Address: 233 S. WACKER DRIVE, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 17,444
- Total Assets: $16.8B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 17,444 | $16.8B | $740.9M | $302.0M |
| 2023 | 16,617 | $14.4B | $595.4M | $263.5M |
| 2022 | 14,959 | $11.8B | $476.4M | $217.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| O'HAGAN GROUP INC | INVESTMENT ADVISOR | $3,524,996 | — | $3,524,996 |
| UNITED WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $1,510,049 | — | $1,510,049 |
| PARSONS CAPITAL MGMT LLC | INVESTMENT ADVISOR | $1,244,124 | — | $1,244,124 |
| FISHER INVESTMENTS | INVESTMENT ADVISOR | $1,076,937 | — | $1,076,937 |
| SOLITUDE FINANCIAL SERVICES | INVESTMENT ADVISOR | $1,069,369 | — | $1,069,369 |
| OARSMAN CAPITAL INC | INVESTMENT ADVISOR | $921,776 | — | $921,776 |
| AVIATOR FINANCIAL CONSULTING L | INVESTMENT ADVISOR | $912,606 | — | $912,606 |
| SYMPHONY FINANCIAL LTD. CO | INVESTMENT ADVISOR | $851,293 | — | $851,293 |
| MOUNTAIN CAPITAL INVESTMENT AD | INVESTMENT ADVISOR | $757,849 | — | $757,849 |
| CREATIVE PLANNING LLC | INVESTMENT ADVISOR | $757,292 | — | $757,292 |
| ACT WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $723,860 | — | $723,860 |
| CHARLES SCHWAB & CO., INC. | RECORDKEEPER | $709,366 | — | $709,366 |
| RATIO WEALTH GROUP LLC | INVESTMENT ADVISOR | $676,883 | — | $676,883 |
| TOTAL INVESTMENT MANAGEMENT IN | INVESTMENT ADVISOR | $675,182 | — | $675,182 |
| AVION WEALTH LLC | INVESTMENT ADVISOR | $619,787 | — | $619,787 |
| ALLIANCE BERNSTEIN LP | INVESTMENT MANAGER | $575,961 | — | $575,961 |
| MORNINGSTAR INVESTMENT SERVICE | INVESTMENT ADVISOR | $462,674 | — | $462,674 |
| ALLWORTH FINANCIAL LP | INVESTMENT ADVISOR | $295,344 | — | $295,344 |
| JOHNSON WEALTH INC | INVESTMENT ADVISOR | $275,053 | — | $275,053 |
| SMITH ANGLIN FINANCIAL LLC | INVESTMENT ADVISOR | $264,868 | — | $264,868 |
| SCHWAB RETIREMENT PLAN SERVICES, IN | RECORDKEEPER | $260,866 | — | $260,866 |
| ROBERTSON STEPHENS WEALTH MANA | INVESTMENT ADVISOR | $234,774 | — | $234,774 |
| AVEO CAPITAL PARTNERS LLC | INVESTMENT ADVISOR | $212,320 | — | $212,320 |
| ZACKS INVESTMENT MANAGEMENT IN | INVESTMENT ADVISOR | $182,377 | — | $182,377 |
| SAINT FRANCIS CAPITAL LLC | INVESTMENT ADVISOR | $162,895 | — | $162,895 |
| SERAPHIM WEALTH ADVISORS INC | INVESTMENT ADVISOR | $159,252 | — | $159,252 |
| BONFIRE FINANCIAL LLC | INVESTMENT ADVISOR | $145,891 | — | $145,891 |
| CAMBRIDGE INVESTMENT RESEARCH | INVESTMENT ADVISOR | $143,999 | — | $143,999 |
| ENVESTNET ASSET MANAGEMENT INC | INVESTMENT ADVISOR | $132,718 | — | $132,718 |
| SMARTX ADVISORY SOLUTIONS LLC | INVESTMENT ADVISOR | $129,303 | — | $129,303 |
| WHITE WING WEALTH MANAGEMENT L | INVESTMENT ADVISOR | $128,726 | — | $128,726 |
| WOODLEY FARRA MANION PORTFOLIO | INVESTMENT ADVISOR | $128,687 | — | $128,687 |
| POINT NEMO CAPITAL LLC | INVESTMENT ADVISOR | $108,314 | — | $108,314 |
| CENTAURUS FINANCIAL INC | INVESTMENT ADVISOR | $102,186 | — | $102,186 |
| MARINER LLC | INVESTMENT ADVISOR | $95,459 | — | $95,459 |
| HIGHTOWER ADVISORS LLC | INVESTMENT ADVISOR | $91,079 | — | $91,079 |
| CERITY PARTNERS LLC | INVESTMENT ADVISOR | $85,503 | — | $85,503 |
| WISDOM WEALTH STRATEGIES LLC | INVESTMENT ADVISOR | $77,502 | — | $77,502 |
| EVERSOURCE WEALTH ADVISORS LLC | INVESTMENT ADVISOR | $70,503 | — | $70,503 |
| JPL WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $68,563 | — | $68,563 |
| SAVANT CAPITAL LLC | INVESTMENT ADVISOR | $67,744 | — | $67,744 |
| EP WEALTH ADVISORS LLC | INVESTMENT ADVISOR | $65,528 | — | $65,528 |
| CORIENT PRIVATE WEALTH LLC | INVESTMENT ADVISOR | $64,011 | — | $64,011 |
| FINANCIAL ENGINES ADVISORS LLC | INVESTMENT ADVISOR | $62,057 | — | $62,057 |
| WEALTH ENHANCEMENT ADVISORY SE | INVESTMENT ADVISOR | $59,488 | — | $59,488 |
| FINANCIAL ADVOCATES INVESTMENT | INVESTMENT ADVISOR | $59,094 | — | $59,094 |
| ON COURSE FINANCIAL | INVESTMENT ADVISOR | $56,637 | — | $56,637 |
| OPTIMIZE FINANCIAL INC | INVESTMENT ADVISOR | $52,491 | — | $52,491 |
| AMERICAN MONEY MANAGEMENT LLC | INVESTMENT ADVISOR | $50,926 | — | $50,926 |
| BEACON POINTE ADVISORS LLC | INVESTMENT ADVISOR | $48,155 | — | $48,155 |
| CETERA INVESTMENT ADVISERS LLC | INVESTMENT ADVISOR | $44,635 | — | $44,635 |
| RWA WEALTH PARTNERS LLC | INVESTMENT ADVISOR | $42,802 | — | $42,802 |
| MISSION WEALTH MANAGEMENT LP | INVESTMENT ADVISOR | $42,688 | — | $42,688 |
| BRINKER CAPITAL INVESTMENTS LL | INVESTMENT ADVISOR | $41,980 | — | $41,980 |
| GODSEY & GIBB INC | INVESTMENT ADVISOR | $41,835 | — | $41,835 |
| WAMBOLT & ASSOCIATES | INVESTMENT ADVISOR | $41,334 | — | $41,334 |
| REGAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $39,139 | — | $39,139 |
| BALBOA WEALTH PARTNERS INC | INVESTMENT ADVISOR | $38,163 | — | $38,163 |
| PACIFIC FINANCIAL GROUP INC | INVESTMENT ADVISOR | $36,566 | — | $36,566 |
| CHEMISTRY WEALTH | INVESTMENT ADVISOR | $34,313 | — | $34,313 |
| AXXCESS WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $34,015 | — | $34,015 |
| TOTH FINANCIAL ADVISORY CORP | INVESTMENT ADVISOR | $33,862 | — | $33,862 |
| PRIVATE CAPITAL MANAGEMENT LLC | INVESTMENT ADVISOR | $33,326 | — | $33,326 |
| BROOKSTONE CAPITAL MANAGEMENT | INVESTMENT ADVISOR | $31,250 | — | $31,250 |
| MATSON MONEY INC | INVESTMENT ADVISOR | $30,734 | — | $30,734 |
| FIRST FOUNDATION ADVISORS | INVESTMENT ADVISOR | $29,840 | — | $29,840 |
| CIBC PRIVATE WEALTH ADVISORS I | INVESTMENT ADVISOR | $28,990 | — | $28,990 |
| LMCG INVESTMENTS LLC | INVESTMENT ADVISOR | $28,665 | — | $28,665 |
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISOR | $28,516 | — | $28,516 |
| PARALLEL ADVISORS LLC | INVESTMENT ADVISOR | $28,363 | — | $28,363 |
| MARKET GUARD | INVESTMENT ADVISOR | $27,691 | — | $27,691 |
| GENERATIONAL WEALTH ADVISORS | INVESTMENT ADVISOR | $27,598 | — | $27,598 |
| BAY HILL CAPITAL MANAGEMENT US | INVESTMENT ADVISOR | $26,914 | — | $26,914 |
| STRATOS WEALTH PARTNERS LTD | INVESTMENT ADVISOR | $26,701 | — | $26,701 |
| MERRIMAN WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $26,432 | — | $26,432 |
| LPL FINANCIAL LLC | INVESTMENT ADVISOR | $26,263 | — | $26,263 |
| RIVER WEALTH ADVISORS LLC | INVESTMENT ADVISOR | $26,215 | — | $26,215 |
| FLEXIBLE PLAN INVESTMENTS LTD | INVESTMENT ADVISOR | $26,116 | — | $26,116 |
| STONEMARK WEALTH MGMT | INVESTMENT ADVISOR | $25,654 | — | $25,654 |
| INDEX FUND ADVISORS INC | INVESTMENT ADVISOR | $25,279 | — | $25,279 |
| MARTEL WEALTH ADVISORS INC | INVESTMENT ADVISOR | $25,046 | — | $25,046 |
| STOKER OSTLER WEALTH ADVISORS | INVESTMENT ADVISOR | $24,170 | — | $24,170 |
| BELLINGHAM CAPITAL MANAGEMENT | INVESTMENT ADVISOR | $24,049 | — | $24,049 |
| GRAVER CAPITAL MANAGEMENT LLC | INVESTMENT ADVISOR | $24,015 | — | $24,015 |
| LEADING EDGE | INVESTMENT ADVISOR | $23,904 | — | $23,904 |
| MANCHESTER FINANCIAL INC | INVESTMENT ADVISOR | $23,885 | — | $23,885 |
| BETA MANAGEMENT CONSULTING | INVESTMENT ADVISOR | $23,461 | — | $23,461 |
| BRASADA CAPITAL MANAGEMENT LP | INVESTMENT ADVISOR | $23,270 | — | $23,270 |
| KOZAK & TRIPP PRIVATE ASSET MA | INVESTMENT ADVISOR | $23,107 | — | $23,107 |
| MPI WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $22,793 | — | $22,793 |
| FERGUSON WELLMAN CAPITAL MANAG | INVESTMENT ADVISOR | $22,699 | — | $22,699 |
| HEDEKER WEALTH LLC | INVESTMENT ADVISOR | $21,390 | — | $21,390 |
| HERITAGE INVESTMENT GROUP | INVESTMENT ADVISOR | $21,370 | — | $21,370 |
| AVIDIAN WEALTH ENTERPRISES LLC | INVESTMENT ADVISOR | $21,080 | — | $21,080 |
| FORTUNE WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $20,698 | — | $20,698 |
| ALPHA FINANCIAL MANAGEMENT | INVESTMENT ADVISOR | $20,600 | — | $20,600 |
| INTEGRATED ADVISORS NETWORK LL | INVESTMENT ADVISOR | $20,349 | — | $20,349 |
| AVIOR WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $20,189 | — | $20,189 |
| ZHANG FINANCIAL LLC | INVESTMENT ADVISOR | $20,039 | — | $20,039 |
| MOTLEY FOOL WEALTH MANAGEMENT | INVESTMENT ADVISOR | $20,023 | — | $20,023 |
| KESTRA PRIVATE WEALTH SERVICES | INVESTMENT ADVISOR | $19,887 | — | $19,887 |
| THE PRIVATE INVESTMENT GROUP I | INVESTMENT ADVISOR | $19,422 | — | $19,422 |
| SPIRE WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $19,334 | — | $19,334 |
| BOUCHEY FINANCIAL GROUP LTD | INVESTMENT ADVISOR | $18,964 | — | $18,964 |
| THE CAPITAL MANAGMENT CORPORAT | INVESTMENT ADVISOR | $18,671 | — | $18,671 |
| THE MATHER GROUP LLC | INVESTMENT ADVISOR | $18,606 | — | $18,606 |
| COOKSON PEIRCE & CO INC | INVESTMENT ADVISOR | $18,385 | — | $18,385 |
| J V BRUNI AND COMPANY | INVESTMENT ADVISOR | $18,255 | — | $18,255 |
| BLUE TRUST INC | INVESTMENT ADVISOR | $17,937 | — | $17,937 |
| MANHATTAN WEST ASSET MANAGEMEN | INVESTMENT ADVISOR | $17,395 | — | $17,395 |
| EFFICIENT ADVISORS LLC | INVESTMENT ADVISOR | $17,130 | — | $17,130 |
| VOMUND INVESTMENT MGMT LLC | INVESTMENT ADVISOR | $16,800 | — | $16,800 |
| TEAM HEWINS, LLC | INVESTMENT ADVISOR | $16,555 | — | $16,555 |
| HALTER FERGUSON FINANCIAL INC | INVESTMENT ADVISOR | $16,554 | — | $16,554 |
| CAPITAL ADVISORS INC | INVESTMENT ADVISOR | $16,200 | — | $16,200 |
| SVB WEALTH LLC | INVESTMENT ADVISOR | $16,089 | — | $16,089 |
| NORMANDY CAPITAL MANAGEMENT LLC | INVESTMENT ADVISOR | $15,718 | — | $15,718 |
| RG FINANCIAL LLC | INVESTMENT ADVISOR | $15,598 | — | $15,598 |
| PRIVATE WEALTH PARTNERS LLC | INVESTMENT ADVISOR | $15,370 | — | $15,370 |
| KOVITZ INVESTMENT GROUP PARTNE | INVESTMENT ADVISOR | $15,231 | — | $15,231 |
| FINANCIAL SYNERGIES WEALTH ADV | INVESTMENT ADVISOR | $15,059 | — | $15,059 |
| WEALTHNET INVESTMENTS LLC | INVESTMENT ADVISOR | $15,025 | — | $15,025 |
| SENTINEL WEALTH MANAGEMENT INC | INVESTMENT ADVISOR | $14,925 | — | $14,925 |
| MERCER GLOBAL ADVISORS INC | INVESTMENT ADVISOR | $14,330 | — | $14,330 |
| JOHNSON INVESTMENT COUNSEL INC | INVESTMENT ADVISOR | $14,017 | — | $14,017 |
| MCNAUGHTON WEALTH | INVESTMENT ADVISOR | $13,869 | — | $13,869 |
| PRIVATE MANAGEMENT GROUP INC | INVESTMENT ADVISOR | $13,669 | — | $13,669 |
| CREATIVEONE WEALTH LLC | INVESTMENT ADVISOR | $13,640 | — | $13,640 |
| DIAMOND HEAD FINANCIAL ADVISOR | INVESTMENT ADVISOR | $13,587 | — | $13,587 |
| CURRAN WEALTH MANAGEMENT | INVESTMENT ADVISOR | $13,561 | — | $13,561 |
| ALPHA CUBED INVESTMENTS LLC | INVESTMENT ADVISOR | $13,463 | — | $13,463 |
| MILLS WEALTH ADVISORS LLC | INVESTMENT ADVISOR | $13,450 | — | $13,450 |
| WEALTHCARE ADVISORY PARTNERS | INVESTMENT ADVISOR | $13,058 | — | $13,058 |
| GLASS JACOBSON WEALTH ADVISORS | INVESTMENT ADVISOR | $12,965 | — | $12,965 |
| SANCTUARY ADVISORS, LLC | INVESTMENT ADVISOR | $12,919 | — | $12,919 |
| LATITUDE ADVISORS LLC | INVESTMENT ADVISOR | $12,827 | — | $12,827 |
| MIFI WEALTH LLC | INVESTMENT ADVISOR | $12,675 | — | $12,675 |
| KARPINSKI FINANCIAL LLC | INVESTMENT ADVISOR | $12,183 | — | $12,183 |
| WEALTHSPIRE ADVISORS LLC | INVESTMENT ADVISOR | $12,162 | — | $12,162 |
| STATHEROS FINANCIAL | INVESTMENT ADVISOR | $12,093 | — | $12,093 |
| RESEARCH FINANCIAL STRATEGIES | INVESTMENT ADVISOR | $12,060 | — | $12,060 |
| KCR WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $12,050 | — | $12,050 |
| ROCKWOOD WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $11,892 | — | $11,892 |
| OLIO FINANCIAL PLANNING LLC | INVESTMENT ADVISOR | $11,771 | — | $11,771 |
| BAKER WEALTH GROUP LLC | INVESTMENT ADVISOR | $11,548 | — | $11,548 |
| FINANCIAL ADVISORY NETWORK LLC | INVESTMENT ADVISOR | $11,417 | — | $11,417 |
| REVISOR WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $11,316 | — | $11,316 |
| MOISAND FITZGERALD TAMAYO LLC | INVESTMENT ADVISOR | $11,207 | — | $11,207 |
| STEVEN RZUCIDLO DBA | INVESTMENT ADVISOR | $11,140 | — | $11,140 |
| ISLAMORADA INVESTMENT | INVESTMENT ADVISOR | $11,082 | — | $11,082 |
| PATHSTONE | INVESTMENT ADVISOR | $10,981 | — | $10,981 |
| MAIN STREET RESEARCH LLC | INVESTMENT ADVISOR | $10,884 | — | $10,884 |
| OPES WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $10,775 | — | $10,775 |
| MITCHELL, MCLEOD, PUGH & | INVESTMENT ADVISOR | $10,632 | — | $10,632 |
| GLADSTONE INSTITUTIONAL ADVISO | INVESTMENT ADVISOR | $10,492 | — | $10,492 |
| INDEPENDENT FINANCIAL PARTNERS | INVESTMENT ADVISOR | $10,442 | — | $10,442 |
| INTEROCEAN CAPITAL GROUP LLC | INVESTMENT ADVISOR | $10,410 | — | $10,410 |
| CIOVACCO CAPITAL MANAGEMENT | INVESTMENT ADVISOR | $10,390 | — | $10,390 |
| JOHN-LUKE FINANCIAL LLC | INVESTMENT ADVISOR | $10,351 | — | $10,351 |
| FARTHER FINANCE ADVISORS LLC | INVESTMENT ADVISOR | $10,157 | — | $10,157 |
| NOVEM GROUP | INVESTMENT ADVISOR | $10,047 | — | $10,047 |
| EMPIRICAL FINANCIAL SERVICES L | INVESTMENT ADVISOR | $9,942 | — | $9,942 |
| KINGSVIEW WEALTH MANAGEMENT LL | INVESTMENT ADVISOR | $9,818 | — | $9,818 |
| GILL CAPITAL PARTNERS LLC | INVESTMENT ADVISOR | $9,784 | — | $9,784 |
| MGO ONE SEVEN LLC | INVESTMENT ADVISOR | $9,635 | — | $9,635 |
| SEQUOIA FINANCIAL ADVISORS LLC | INVESTMENT ADVISOR | $9,575 | — | $9,575 |
| BROADLEAF PARTNERS LLC | INVESTMENT ADVISOR | $9,550 | — | $9,550 |
| STEELPEAK WEALTH LLC | INVESTMENT ADVISOR | $9,359 | — | $9,359 |
| FINANCIAL SECURITY ADVISORY IN | INVESTMENT ADVISOR | $9,234 | — | $9,234 |
| KALTBAUM CAPITAL MANAGEMENT LL | INVESTMENT ADVISOR | $9,064 | — | $9,064 |
| CARLTON HOFFERKAMP AND JENKS W | INVESTMENT ADVISOR | $8,975 | — | $8,975 |
| CURTIS ADVISORY GROUP LLC | INVESTMENT ADVISOR | $8,895 | — | $8,895 |
| CEDRUS LLC | INVESTMENT ADVISOR | $8,830 | — | $8,830 |
| SCHAEFER FINANCIAL MANAGEMENT | INVESTMENT ADVISOR | $8,821 | — | $8,821 |
| DSG CAPITAL ADVISORS LLC | INVESTMENT ADVISOR | $8,725 | — | $8,725 |
| MONETA GROUP INVESTMENT ADVISO | INVESTMENT ADVISOR | $8,628 | — | $8,628 |
| HOOVER CAPITAL, L.L.C. | INVESTMENT ADVISOR | $8,593 | — | $8,593 |
| NABITY-JENSEN INVESTMENT MGMT | INVESTMENT ADVISOR | $8,592 | — | $8,592 |
| FREESTONE CAPITAL MANAGEMENT L | INVESTMENT ADVISOR | $8,418 | — | $8,418 |
| FORT PITT CAPITAL GROUP LLC | INVESTMENT ADVISOR | $8,390 | — | $8,390 |
| STACK FINANCIAL MANAGEMENT INC | INVESTMENT ADVISOR | $8,161 | — | $8,161 |
| ALPHA FINANCIAL ADVISORS LLC | INVESTMENT ADVISOR | $8,109 | — | $8,109 |
| AMERITAS ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $8,074 | — | $8,074 |
| MOMENTOUS WEALTH MANAGEMENT IN | INVESTMENT ADVISOR | $7,999 | — | $7,999 |
| BREEN WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $7,894 | — | $7,894 |
| VITAL INVESTMENT | INVESTMENT ADVISOR | $7,787 | — | $7,787 |
| TCI WEALTH ADVISORS INC | INVESTMENT ADVISOR | $7,743 | — | $7,743 |
| SNS FINANCIAL GROUP LLC | INVESTMENT ADVISOR | $7,542 | — | $7,542 |
| NORTHCOAST ASSET MANAGEMENT | INVESTMENT ADVISOR | $7,510 | — | $7,510 |
| AMFG WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $7,388 | — | $7,388 |
| GREATER THAN FINANCIAL | INVESTMENT ADVISOR | $6,900 | — | $6,900 |
| FULTON BREAKEFIELD BROENNIMAN | INVESTMENT ADVISOR | $6,812 | — | $6,812 |
| NEW HARBOR FINANCIAL GROUP LLC | INVESTMENT ADVISOR | $6,760 | — | $6,760 |
| PERIGON WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $6,627 | — | $6,627 |
| WINANS INTERNATIONAL | INVESTMENT ADVISOR | $6,618 | — | $6,618 |
| EATON-CAMBRIDGE INC. | INVESTMENT ADVISOR | $6,497 | — | $6,497 |
| DILIGENT INVESTORS LLC | INVESTMENT ADVISOR | $6,371 | — | $6,371 |
| COPLEY INVESTMENT MANAGEMENT L | INVESTMENT ADVISOR | $6,245 | — | $6,245 |
| CORNERSTONE ASSET MGMNT | INVESTMENT ADVISOR | $6,216 | — | $6,216 |
| WCG WEALTH ADVISORS LLC | INVESTMENT ADVISOR | $6,152 | — | $6,152 |
| INTEGRATED CAPITAL MANAGEMENT | INVESTMENT ADVISOR | $6,105 | — | $6,105 |
| NBC TRUST COMPANY | INVESTMENT ADVISOR | $6,101 | — | $6,101 |
| RUBINBROWN ADVISORS LLC | INVESTMENT ADVISOR | $6,042 | — | $6,042 |
| TANDEM FINANCIAL LLC | INVESTMENT ADVISOR | $6,019 | — | $6,019 |
| FOCUS PARTNERS WEALTH LLC | INVESTMENT ADVISOR | $5,967 | — | $5,967 |
| CLARK WEALTH PARTNERS LLC | INVESTMENT ADVISOR | $5,936 | — | $5,936 |
| PARTNERSHIP WEALTH MGMNT | INVESTMENT ADVISOR | $5,838 | — | $5,838 |
| ATWOOD & PALMER INC | INVESTMENT ADVISOR | $5,741 | — | $5,741 |
| SINCERUS ADVISORY LLC | INVESTMENT ADVISOR | $5,540 | — | $5,540 |
| FRONT ROW ADVISORS LLC | INVESTMENT ADVISOR | $5,451 | — | $5,451 |
| KLINGENSTEIN FIELDS & CO LP | INVESTMENT ADVISOR | $5,431 | — | $5,431 |
| MARTIN INVESTMENT MANAGEMENT L | INVESTMENT ADVISOR | $5,430 | — | $5,430 |
| ALUMAN INC | INVESTMENT ADVISOR | $5,378 | — | $5,378 |
| THE DALA GROUP LLC | INVESTMENT ADVISOR | $5,268 | — | $5,268 |
| MCSHANE PARTNERS | INVESTMENT ADVISOR | $5,241 | — | $5,241 |
| CWM LLC | INVESTMENT ADVISOR | $5,237 | — | $5,237 |
| ADVANCED FINANCIAL SOLUTIONS | INVESTMENT ADVISOR | $5,173 | — | $5,173 |
| KIKER WEALTH MANAGEMENT, LLC | INVESTMENT ADVISOR | $5,077 | — | $5,077 |
| PACIFIC GLOBAL INVESTMENT MANA | INVESTMENT ADVISOR | $5,077 | — | $5,077 |
| KESTRA ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $5,003 | — | $5,003 |
| MITCHELL & TITUS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- O'HAGAN GROUP INC — INVESTMENT ADVISOR
- FISHER INVESTMENTS — INVESTMENT ADVISOR
- SOLITUDE FINANCIAL SERVICES — INVESTMENT ADVISOR
- CREATIVE PLANNING LLC — INVESTMENT ADVISOR
- CHARLES SCHWAB & CO., INC. — RECORDKEEPER
- JOHNSON WEALTH INC — INVESTMENT ADVISOR
- SCHWAB RETIREMENT PLAN SERVICES, IN — RECORDKEEPER
- SAVANT CAPITAL LLC — INVESTMENT ADVISOR
- CORIENT PRIVATE WEALTH LLC — INVESTMENT ADVISOR
- FINANCIAL ADVOCATES INVESTMENT — INVESTMENT ADVISOR
- BEACON POINTE ADVISORS LLC — INVESTMENT ADVISOR
- BALBOA WEALTH PARTNERS INC — INVESTMENT ADVISOR
- MARKET GUARD — INVESTMENT ADVISOR
- LPL FINANCIAL LLC — INVESTMENT ADVISOR
- HALTER FERGUSON FINANCIAL INC — INVESTMENT ADVISOR
- SENTINEL WEALTH MANAGEMENT INC — INVESTMENT ADVISOR
- JOHN-LUKE FINANCIAL LLC — INVESTMENT ADVISOR
- STEELPEAK WEALTH LLC — INVESTMENT ADVISOR
- AMERITAS ADVISORY SERVICES LLC — INVESTMENT ADVISOR
- TCI WEALTH ADVISORS INC — INVESTMENT ADVISOR
- MCSHANE PARTNERS — INVESTMENT ADVISOR
- CWM LLC — INVESTMENT ADVISOR
- KESTRA ADVISORY SERVICES LLC — INVESTMENT ADVISOR
- MITCHELL & TITUS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,910,243
- Estimated Expense Ratio: 0.142% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $27,670,183 | $27,417,197 | — | — | — |
| 2023 | $22,289,366 | $21,945,854 | — | — | — |
| 2022 | $34,536,477 | $30,783,129 | $3,753,348 | — | — |