Form 5500 Search

BERTRAM GROWTH

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
4
Active participants
0
Total plan assets
$42.5B
Filings (rows)
4
Direct comp
$723K
Indirect comp
$0
Aggregating 2 name variants under "BERTRAM GROWTH"

SERVICES PROVIDED

Other3
Advisor / Consultant1

Top plans served

All 4 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Other
NONE
0$12.6B$113K
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Advisor / Consultant
INVESTMENT MANAGEMENT
0$12.5B$414K
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Other
NONE
0$12.0B$161K
BP CORPORATION NORTH AMERICA INC.
BP MASTER TRUST FOR EMPLOYEE PENSION PLANS
HOUSTON, TX
Other
NONE
$5.5B$35K