Form 5500 Search

CORE AND VALUE ADVISORS

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
6
Active participants
0
Total plan assets
$130.8B
Filings (rows)
6
Direct comp
$34.2M
Indirect comp
$0

SERVICES PROVIDED

Other6

Top plans served

All 6 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
AT&T INC.
SBC MASTER PENSION TRUST
DALLAS, TX
Other
NONE
$44.6B$5.2M
AT&T INC.
SBC MASTER PENSION TRUST
DALLAS, TX
Other
NONE
$32.9B$6.9M
AT&T INC.
SBC MASTER PENSION TRUST
DALLAS, TX
Other
NONE
$30.6B$5.5M
TEXTRON INC.
TEXTRON INC. MASTER TRUST
PROVIDENCE, RI
Other
INVESTMENT MGMT
$7.9B$4.9M
TEXTRON INC.
TEXTRON INC. MASTER TRUST
PROVIDENCE, RI
Other
NONE
$7.6B$5.8M
TEXTRON INC.
TEXTRON INC. MASTER TRUST
PROVIDENCE, RI
Other
NONE
$7.2B$5.9M
CORE AND VALUE ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search