EVERCORE
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
49
Active participants
334,168
Total plan assets
$342.0B
Filings (rows)
49
Direct comp
$10.5M
Indirect comp
$64K
Aggregating 6 name variants under "EVERCORE"
SERVICES PROVIDED
Other38
Broker7
Advisor / Consultant4
Top plans served
All 49 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Other SUBSCRIPTIONS | — | $56.1B | $6K |
| GENERAL ELECTRIC COMPANY GENERAL ELECTRIC PENSION TRUST | BOSTON, MA | Broker SECURITIES BROKERAGE | — | $46.7B | $0 |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Broker SECURITIES BROKERAGE | — | $46.2B | $0 |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Other OTHER FEES | — | $24.9B | $36K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Other OTHER FEES | — | $24.6B | $32K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Other SUBSCRIPTIONS | — | $23.7B | $33K |
| HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST | CHARLOTTE, NC | Other NONE | — | $18.3B | $350K |
| HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST | CHARLOTTE, NC | Other NONE | — | $17.9B | $350K |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 401(K) PENSION PLAN | ARLINGTON, VA | Broker BROKER | 60,192 | $15.0B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 401(K) PENSION PLAN | ARLINGTON, VA | Broker BROKER | 60,023 | $13.0B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 56,128 | $11.5B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 55,939 | $10.2B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 53,861 | $9.4B | $0 |
| EXELON CORPORATION EXELON CORPORATION RETIREMENT PROGRAM | CHICAGO, IL | Advisor / Consultant CONSULTANT | 8,898 | $6.4B | $213K |
| EXELON CORPORATION EXELON CORPORATION RETIREMENT PROGRAM | CHICAGO, IL | Advisor / Consultant CONSULTANT | 8,464 | $6.1B | $19K |
| BP CORPORATION NORTH AMERICA INC. BP MASTER TRUST FOR EMPLOYEE PENSION PLANS | HOUSTON, TX | Other NONE | — | $5.4B | $369K |
| BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUND EQUITY-LEAGUE PENSION TRUST FUND | NEW YORK, NY | Other NONE | 22,936 | $2.0B | $696K |
| EXELON CORPORATION PEPCO HOLDINGS LLC RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant CONSULTANT | 3,199 | $2.0B | $52K |
| EXELON CORPORATION EXELON PENSION PLAN | CHICAGO, IL | Advisor / Consultant CONSULTANT | 2,107 | $1.0B | $31K |
| MERITOR, INC. MERITOR, INC. RETIREMENT PLAN | COLUMBUS, IN | Other NONE | 579 | $546.4M | $327K |
| ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2009 U.S. FUND, L.P. | CHICAGO, IL | Other NONE | 0 | $319.0M | $1.1M |
| BRISTOL-MYERS SQUIBB COMPANY BRISTOL-MYERS SQUIBB COMPANY MASTER TRUST | PRINCETON, NJ | Other NONE | — | $164.0M | $16K |
| ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2009 NON-U.S. DEVELOPED MARKETS FUND, L.P. | CHICAGO, IL | Other NONE | 0 | $157.8M | $1.1M |
| LORD ABBETT & CO LLC LORD ABBETT SMALL CAP GROWTH TRUST | KANSAS CITY, MO | Other NONE | — | $126.4M | $0 |
| ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2009 NON-U.S. EMERGING MARKETS FUND, L.P. | CHICAGO, IL | Other NONE | 0 | $105.6M | $100K |
| THE MARTIN BROWER COMPANY, L.L.C. THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN | ROSEMONT, IL | Other RETAINED BY CLIENT | 1,036 | $89.1M | $42K |
| ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2008 U.S. FUND, L.P. | CHICAGO, IL | Other NONE | 0 | $45.5M | $1.3M |
| HANSON BRIDGETT LLP HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN | SAN FRANCISCO, CA | Other NONE | 129 | $43.1M | $53K |
| HANSON BRIDGETT LLP HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN | SAN FRANCISCO, CA | Other NONE | 139 | $41.1M | $41K |
| HANSON BRIDGETT LLP HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN | SAN FRANCISCO, CA | Other NONE | 136 | $33.1M | $46K |
| ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2007 U.S. FUND, L.P. | CHICAGO, IL | Other NONE | 0 | $21.6M | $717K |
| ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2004 NON-U.S. FUND, L.P. | CHICAGO, IL | Other NONE | 0 | $17.0M | $106K |
| LLOYD PEST CONTROL COMPANY LLOYD PEST CONTROL COMPANY PROFIT SHARING PLAN | SAN DIEGO, CA | Other NONE | 247 | $16.2M | $7K |
| ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2008 NON-U.S. FUND, L.P. | CHICAGO, IL | Other NONE | 0 | $13.9M | $1.5M |
| ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2005 U.S. FUND, L.P. | CHICAGO, IL | Other NONE | 0 | $11.5M | $59K |
| TAFAPOLSKY & SMITH LLP TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO, CA | Other NONE | 74 | $11.1M | $8K |
| TAFAPOLSKY & SMITH LLP TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO, CA | Other NONE | 81 | $9.9M | $17K |
| ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2006 U.S. FUND, L.P. | CHICAGO, IL | Other NONE | 0 | $7.8M | $205K |
| ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2003 NON-U.S. FUND, L.P. | CHICAGO, IL | Other NONE | 0 | $7.2M | $44K |
| ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2007 NON-U.S. FUND, L.P. | CHICAGO, IL | Other NONE | 0 | $6.6M | $609K |
| ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2002 NON-U.S. FUND, L.P. | CHICAGO, IL | Other NONE | 0 | $4.5M | $25K |
| ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2002 U.S. FUND, L.P. | CHICAGO, IL | Other NONE | 0 | $4.3M | $21K |
| ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2004 U.S. FUND, L.P. | CHICAGO, IL | Other NONE | 0 | $4.1M | $22K |
| ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2003 U.S. FUND, L.P. | CHICAGO, IL | Other NONE | 0 | $4.0M | $26K |
| ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2006 NON-U.S. FUND, L.P. | CHICAGO, IL | Other NONE | 0 | $3.4M | $91K |
| ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2005 NON-U.S. FUND, L.P. | CHICAGO, IL | Other NONE | 0 | $2.2M | $97K |
| PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V ERISA, LP PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V ERISA | NEW YORK, NY | Other NONE | — | $2.0M | $181K |
| THE MARTIN BROWER COMPANY, L.L.C. THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN | ROSEMONT, IL | Other RETAINED BY CLIENT | 0 | $66K | $0 |
| THE NEW YORK AND PRESBYTERIAN HOSPITAL THE NEW YORK AND PRESBYTERIAN HOSPITAL RETIREMENT PLAN | NEW YORK, NY | Other NONE | 0 | $0 | $411K |