Form 5500 Search

ADVISORY RESEARCH

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
15
Active participants
33,651
Total plan assets
$218.9B
Filings (rows)
15
Direct comp
$2.1M
Indirect comp
$122K
Aggregating 2 name variants under "ADVISORY RESEARCH"

SERVICES PROVIDED

Other14
Advisor / Consultant1

Top plans served

All 15 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
SEATTLE, WA
Other
SERVICE PROVIDER
$73.5B$14K
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
SEATTLE, WA
Other
SERVICE PROVIDER
$71.5B$572K
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
SEATTLE, WA
Other
SERVICE PROVIDER
$62.9B$533K
TRUSTEES OF THE UNIVERSITY OF PA
UPHS RAP POOL
PHILADELPHIA, PA
Other
NONE
$2.3B$236K
TRUSTEES OF THE UNIVERSITY OF PA
UPHS RAP POOL
PHILADELPHIA, PA
Other
NONE
$2.1B$47K
QUAD/GRAPHICS, INC.
QUAD/GRAPHICS DIVERSIFIED PLAN
SUSSEX, WI
Advisor / Consultant
INVESTMENT MANAGEMENT
9,539$2.1B$0
QUAD/GRAPHICS, INC.
QUAD/GRAPHICS DIVERSIFIED PLAN
SUSSEX, WI
Other
NONE
11,998$2.0B$127K
TRUSTEES OF THE UNIVERSITY OF PA
UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP
PHILADELPHIA, PA
Other
N/A
0$854.2M$176K
TRUSTEES OF THE UNIVERSITY OF PA
UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP
PHILADELPHIA, PA
Other
N/A
0$775.0M$147K
OHIO VALLEY ELECTRIC CORPORATION
RETIREMENT PLAN FOR EES OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP
PIKETON, OH
Other
NONE
437$182.6M$53K
OHIO VALLEY ELECTRIC CORPORATION
RETIREMENT PLAN FOR EES OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP
PIKETON, OH
Other
NONE
418$159.1M$33K
OHIO VALLEY ELECTRIC CORPORATION
RETIREMENT PLAN FOR EES OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP
PIKETON, OH
Other
NONE
391$158.4M$27K
BOARD OF TRUSTEES, NOITU INSURANCE TRUST FUND
NOITU INSURANCE TRUST FUND
JAMAICA, NY
Other
NONE
3,721$156.1M$43K
BOARD OF TRUSTEES, NOITU INSURANCE TRUST FUND
NOITU INSURANCE TRUST FUND
JAMAICA, NY
Other
NONE
3,583$145.6M$35K
BOARD OF TRUSTEES, NOITU INSURANCE TRUST FUND
NOITU INSURANCE TRUST FUND
JAMAICA, NY
Other
NONE
3,564$127.4M$32K
ADVISORY RESEARCH — Form 5500 Service Provider Profile | Form 5500 Search