Form 5500 Search

HARBERT MEZZANINE

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
5
Active participants
10,558
Total plan assets
$7.1B
Filings (rows)
5
Direct comp
$1.1M
Indirect comp
$0
Aggregating 2 name variants under "HARBERT MEZZANINE"

SERVICES PROVIDED

Other3
Advisor / Consultant2

Top plans served

All 5 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLAN
PENTEGRA DEFINED BENEFIT PLAN FOR FINANCIAL INST
WHITE PLAINS, NY
Other
INVESTMENT MGMT
5,393$3.6B$172K
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLAN
PENTEGRA DEFINED BENEFIT PLAN FOR FINANCIAL INST
WHITE PLAINS, NY
Other
INVESTMENT MGMT
5,009$3.2B$855K
MCWANE, INC.
MCWANE PENSION PLAN FOR SALARIED EMPLOYEES
BIRMINGHAM, AL
Other
98$211.4M$53K
AMERICAN QUARTER HORSE ASSOCIATION
AMERICAN QUARTER HORSE ASSOCIATION EMPLOYEE PENSION PLAN
AMARILLO, TX
Advisor / Consultant
INVESTMENT MANAGEMENT
28$54.8M$38K
AMERICAN QUARTER HORSE ASSOCIATION
AMERICAN QUARTER HORSE ASSOCIATION EMPLOYEE PENSION PLAN
AMARILLO, TX
Advisor / Consultant
INVESTMENT MANAGEMENT
30$49.4M$28K
HARBERT MEZZANINE — Form 5500 Service Provider Profile | Form 5500 Search