EQUITY INVESTMENT
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
2,575
Total plan assets
$712.7M
Filings (rows)
6
Direct comp
$764K
Indirect comp
$0
SERVICES PROVIDED
Other6
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UTAH SHEET METAL PENSION TRUST UTAH SHEET METAL PENSION TRUST | MURRAY, UT | Other NONE OTHER THAN CONTRACT | 855 | $249.4M | $356K |
| UTAH SHEET METAL PENSION TRUST UTAH SHEET METAL PENSION TRUST | MURRAY, UT | Other NONE OTHER THAN CONTRACT | 757 | $204.2M | $301K |
| BOARD OF TRUSTEES, ROOFERS LOCAL NO. 74/NO. 203 PENSION FUND ROOFERS LOCAL NO. 74/ NO. 203 PENSION PLAN | WEST SENECA, NY | Other NONE | 357 | $71.4M | $31K |
| BOARD OF TRUSTEES, ROOFERS LOCAL NO. 74/NO. 203 PENSION FUND ROOFERS LOCAL NO. 74/ NO. 203 PENSION PLAN | WEST SENECA, NY | Other NONE | 393 | $66.0M | $29K |
| STARNES DAVIS FLORIE LLP STARNES DAVIS FLORIE LLP 401(K) PROFIT SHARING PLAN | BIRMINGHAM, AL | Other NONE | 114 | $65.1M | $25K |
| STARNES DAVIS FLORIE LLP STARNES DAVIS FLORIE LLP 401(K) PROFIT SHARING PLAN | BIRMINGHAM, AL | Other NONE | 99 | $56.7M | $21K |