# United Airlines, INC. 401(k) Plan
Source: https://planprovider.pro/companies/united-airlines-inc-401k-plan-202

> United Airlines, INC.'s 401(k) plan: 17,444 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ohagan-group-inc) — INVESTMENT ADVISOR

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [SOLITUDE FINANCIAL SERVICES](https://planprovider.pro/provider/solitude-financial-services-inc) — INVESTMENT ADVISOR

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — RECORDKEEPER

- [JOHNSON WEALTH INC](https://planprovider.pro/provider/johnson-wealth-management-llc) — INVESTMENT ADVISOR

- [SCHWAB RETIREMENT PLAN SERVICES, IN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — RECORDKEEPER

- [SAVANT CAPITAL LLC](https://planprovider.pro/provider/savant-wealth-management) — INVESTMENT ADVISOR

- [CORIENT PRIVATE WEALTH LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [FINANCIAL ADVOCATES INVESTMENT](https://planprovider.pro/provider/kestra-advisory-services-llc) — INVESTMENT ADVISOR

- [BEACON POINTE ADVISORS LLC](https://planprovider.pro/provider/beacon-pointe-advisors-llc) — INVESTMENT ADVISOR

- [BALBOA WEALTH PARTNERS INC](https://planprovider.pro/provider/balboa-wealth-partners-inc) — INVESTMENT ADVISOR

- [MARKET GUARD](https://planprovider.pro/provider/market-guard) — INVESTMENT ADVISOR

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — INVESTMENT ADVISOR

- [HALTER FERGUSON FINANCIAL INC](https://planprovider.pro/provider/halter-ferguson-financial-inc) — INVESTMENT ADVISOR

- [SENTINEL WEALTH MANAGEMENT INC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISOR

- [JOHN-LUKE FINANCIAL LLC](https://planprovider.pro/provider/john-hancock) — INVESTMENT ADVISOR

- [STEELPEAK WEALTH LLC](https://planprovider.pro/provider/newedge-advisors) — INVESTMENT ADVISOR

- [AMERITAS ADVISORY SERVICES LLC](https://planprovider.pro/provider/ameritas-retirement-plans) — INVESTMENT ADVISOR

- [TCI WEALTH ADVISORS INC](https://planprovider.pro/provider/tci-wealth-advisors-inc) — INVESTMENT ADVISOR

- [MCSHANE PARTNERS](https://planprovider.pro/provider/mcshane-partners) — INVESTMENT ADVISOR

- [CWM LLC](https://planprovider.pro/provider/carson-wealth-management-group) — INVESTMENT ADVISOR

- [KESTRA ADVISORY SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISOR

- [MITCHELL & TITUS](https://planprovider.pro/provider/mitchell-and-titus-llp) — 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|—|—|

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