Ballentine Partners

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

2,737

Total plan assets

$2.5B

Filings (rows)

Direct comp

$127K

Indirect comp

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Locke LORD LLP Locke LORD LLP Retirement Savings Plan · all filings	DALLAS, TX	Other service providers	844	$891.7M	$49K	$0
Locke LORD LLP Locke LORD LLP Retirement Savings Plan · all filings	DALLAS, TX	Other service providers	938	$868.4M	$42K	$0
Locke LORD LLP Locke LORD LLP Retirement Savings Plan · all filings	DALLAS, TX	Other service providers	955	$757.8M	$36K	$0