Form 5500 Search

KELSO &

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
7
Active participants
188,186
Total plan assets
$110.6B
Filings (rows)
7
Direct comp
$3.4M
Indirect comp
$96K
Aggregating 2 name variants under "KELSO &"

SERVICES PROVIDED

Other7

Top plans served

All 7 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
FARMINGTON, CT
Other
NONE
$43.6B$1.3M
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
FARMINGTON, CT
Other
NONE
$42.1B$2.1M
VERIZON COMMUNICATIONS INC.
BELL ATLANTIC MASTER TRUST
BASKING RIDGE, NJ
Other
NONE
$16.0B$0
BOARD OF TRUSTEES, SOUND RETIREMENT TRUST
SOUND RETIREMENT TRUST
BOTHELL, WA
Other
NONE
93,701$2.6B$0
BOARD OF TRUSTEES, SOUND RETIREMENT TRUST
SOUND RETIREMENT TRUST
BOTHELL, WA
Other
NONE
75,402$2.6B$0
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUND
LEGACY PLAN OF THE NATIONAL RETIREMENT FUND
WHITE PLAINS, NY
Other
NONE
8,379$1.9B$0
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUND
LEGACY PLAN OF THE NATIONAL RETIREMENT FUND
WHITE PLAINS, NY
Other
NONE
10,704$1.8B$0