Form 5500 Search

FIDUCIARYVEST

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
2,564
Total plan assets
$4.3B
Filings (rows)
6
Direct comp
$446K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant5
Other1

Top plans served

All 6 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UMWA 1974 PENSION TRUST BOARD OF TRUSTEES
UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN
WASHINGTON, DC
Other
NONE
58$3.5B$55K
BOARD OF TRUSTEES, FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557
FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557 PENSION PLAN
COLUMBIA, MD
Advisor / Consultant
INVESTMENT ADVISORS
216$214.2M$87K
BOARD OF TRUSTEES, FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557
FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557 PENSION PLAN
COLUMBIA, MD
Advisor / Consultant
INVESTMENT ADVISORS
148$212.7M$120K
BOARD OF TRUSTEES, FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557
FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557 PENSION PLAN
BALTIMORE, MD
Advisor / Consultant
INVESTMENT ADVISORS
234$202.8M$70K
LAKE REGION HEALTHCARE CORPORATION
LAKE REGION HEALTHCARE CORPORATION RETIREMENT PLAN
FERGUS FALLS, MN
Advisor / Consultant
CONSULTANT
956$77.0M$66K
LAKE REGION HEALTHCARE CORPORATION
LAKE REGION HEALTHCARE CORPORATION RETIREMENT PLAN
FERGUS FALLS, MN
Advisor / Consultant
CONSULTANT
952$66.1M$48K