Form 5500 Search

CALLAN MANAGEMENT

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
7
Active participants
63,460
Total plan assets
$18.4B
Filings (rows)
7
Direct comp
$800K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant7

Top plans served

All 7 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
CENTERPOINT ENERGY, INC.
CENTERPOINT ENERGY SAVINGS PLAN
HOUSTON, TX
Advisor / Consultant
CONSULTANT
9,444$3.1B$110K
CENTERPOINT ENERGY, INC.
CENTERPOINT ENERGY SAVINGS PLAN
HOUSTON, TX
Advisor / Consultant
CONSULTANT
8,947$2.9B$150K
CENTERPOINT ENERGY, INC.
CENTERPOINT ENERGY SAVINGS PLAN
HOUSTON, TX
Advisor / Consultant
CONSULTANT
9,187$2.7B$107K
CENTERPOINT ENERGY, INC.
CENTERPOINT ENERGY SAVINGS PLAN
HOUSTON, TX
Advisor / Consultant
CONSULTANT
9,590$2.6B$104K
CENTERPOINT ENERGY, INC.
CENTERPOINT ENERGY SAVINGS PLAN
HOUSTON, TX
Advisor / Consultant
CONSULTANT
8,850$2.6B$116K
CENTERPOINT ENERGY, INC.
CENTERPOINT ENERGY SAVINGS PLAN
HOUSTON, TX
Advisor / Consultant
CONSULTANT
9,430$2.4B$113K
CENTERPOINT ENERGY, INC.
CENTERPOINT ENERGY SAVINGS PLAN
HOUSTON, TX
Advisor / Consultant
CONSULTANT
8,012$2.1B$101K
CALLAN MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search