Plans listing this provider
35
0.06% of the 56,420 plans with Schedule H financials; 28 in 2023
Providers › Corient Private Wealth LLC
Corient Private Wealth LLC
- Service provider, as named on Schedule C
- EIN 880967642
- Plan year 2024
- Direct compensation reported $902,853
Assets of those plans
$99,659,248,509
1.28% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$902,853
97% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 26 | Investment advisory (participants) | 32 |
| 50 | Direct payment from the plan | 27 |
| 27 | Investment advisory (plan) | 3 |
| 51 | Investment management fees paid directly by plan | 2 |
| 19 | Custodial (securities) | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 33 | Securities brokerage | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Apple 401(k) Plan | Apple | $24,714,519,387 | 143,849 | $13,611 |
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $64,011 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $15,775 |
| Schwabplan Retirement Savings and Investment Plan | Schwab Charles | $8,932,117,605 | 43,060 | $37,260 |
| Intermountain Health 401(k) Plan | Intermountain Health Care | $6,832,891,000 | 83,866 | $5,000 |
| The 401(k) Plan for Permanente Medical Groups | Southern California Permanente Medical Group | $6,535,861,838 | 22,192 | $6,259 |
| Latham & Watkins 401(k) Savings and Profit Sharing Plan | Latham & Watkins | $3,071,147,941 | 8,020 | $23,040 |
| Brown & Brown, Inc Employee Savings Plan | Brown & Brown | $1,754,611,565 | 12,841 | $8,437 |
| Infineon Technologies Savings Plan | International Rectifier | $1,743,065,408 | 6,471 | $5,004 |
| DLA Piper LLP (US) Profit Sharing and 401(k) Savings Plan | Piper & Marbury | $1,740,983,860 | 4,151 | $34,270 |
| Foley & Lardner LLP Defined Contribution Retirement Plan | Foley & Lardner | $1,700,727,443 | 3,143 | $30,628 |
| MW&E Savings and Retirement Plan | McDermott Will & Emery | $1,387,214,016 | 3,125 | $29,080 |
| Ropes & Gray LLP Retirement Savings Plan | Ropes & Gray | $1,370,402,187 | 4,297 | $6,006 |
| Cooley LLP Salary Deferral and Profit Sharing Plan | Cooley | $1,317,917,960 | 4,021 | $74,608 |
| WSGR 401(k) and Profit Sharing Plan | Wilson Sonsini Goodrich & Rosati | $1,000,888,139 | 3,059 | $8,691 |
| Dentons US LLP Profit Sharing Plan | Dentons US | $998,819,836 | 2,561 | $43,018 |
| Scripps Clinic Medical Group, Inc. Retirement Savings Plan | Scripps Clinic Medical Group | $962,120,671 | 1,264 | $86,303 |
| Seyfarth Shaw LLP 401(k) Savings and Retirement Plan | Seyfarth Shaw | $925,918,577 | 2,831 | $74,153 |
| Sheppard, Mullin, Richter & Hampton LLP Retirement and Savings Plan | Sheppard Mullin Richter & Hampton | $911,625,125 | 2,158 | $35,109 |
| Locke Lord LLP Retirement Savings Plan | Locke Lord | $891,732,403 | 1,753 | $24,864 |
| Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan | Taft Stettinius & Hollister | $848,887,158 | 1,807 | $10,780 |
| Katten Muchin Rosenman LLP Defined Contribution Plan | Katten Muchin Rosenman | $793,329,842 | 1,957 | $0 |
| Fish & Richardson Profit Sharing - 401(k) Plan | Fish & Richardson | $641,002,178 | 1,446 | $9,920 |
| Knobbe Martens Olson & Bear, LLP 401(k) Retirement Savings Plan | Knobbe Martens Olson & Bear | $363,385,774 | 941 | $9,359 |
| Allen Matkins Profit Sharing and 401(k) Plan | Allen Matkins Leck Gamble Mallory & Natsis | $303,169,545 | 569 | $35,582 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.