5500tax Group

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

Active participants

11,450

Total plan assets

$22.0B

Filings (rows)

Direct comp

$82K

Indirect comp

SERVICES PROVIDED

Other service providers8

Plans served

All 8 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
HP Inc. HP Inc. Pension Plan · all filings	SPRING, TX	Other service providers	2,816	$4.6B	$6K	$0
The Coca-Cola Company The Coca-Cola Company Master Retirement Trust · all filings	ATLANTA, GA	Other service providers	—	$4.4B	$12K	$0
The Coca-Cola Company The Coca-Cola Company Master Retirement Trust · all filings	ATLANTA, GA	Other service providers	—	$4.2B	$13K	$0
HP Inc. HP Inc. Pension Plan · all filings	SPRING, TX	Other service providers	3,281	$4.2B	$9K	$0
The Coca-Cola Company The Coca-Cola Company Master Retirement Trust · all filings	ATLANTA, GA	Other service providers	—	$3.9B	$5K	$0
Chapman University Chapman University Defined Contribution Retirement Plan · all filings	ORANGE, CA	Other service providers	1,909	$269.1M	$19K	$0
Chapman University Chapman University Defined Contribution Retirement Plan · all filings	ORANGE, CA	Other service providers	1,925	$237.0M	$9K	$0
Chapman University Chapman University Tax Deferred Annuity (TDA) Retirement Plan · all filings	ORANGE, CA	Other service providers	1,519	$231.6M	$9K	$0