CORIENT HOLDINGS

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

Total plan assets

$216.5M

Filings (rows)

Direct comp

$69K

Indirect comp

SERVICES PROVIDED

Other2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
ASSA ABLOY INC. ASSA ABLOY MASTER PENSION TRUST	NEW HAVEN, CT	Other NONE	—	$210.6M	$61K
ALTAMIRA-US, LLC ALTAMIRA 401(K) PLAN	OKLAHOMA CITY, OK	Other INVESTMENT/FINANCIAL ADVI	82	$5.9M	$9K