Form 5500 Search

LEE EQUITY

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
3
Active participants
0
Total plan assets
$117.7B
Filings (rows)
7
Direct comp
$12.0M
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

Showing top 7 of 3 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
GENERAL ELECTRIC COMPANY
GENERAL ELECTRIC PENSION TRUST
BOSTON, MA
Advisor / Consultant
INVESTMENT MANAGER
$46.7B$1.3M
GENERAL ELECTRIC COMPANY
GENERAL ELECTRIC PENSION TRUST
BOSTON, MA
Advisor / Consultant
INVESTMENT MANAGER
$46.7B$4.2M
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Advisor / Consultant
INVESTMENT MANAGER
$46.2B$2.9M
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Advisor / Consultant
INVESTMENT MANAGER
$24.9B$257K
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Advisor / Consultant
INVESTMENT MANAGER
$24.9B$687K
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Advisor / Consultant
INVESTMENT MANAGER
$24.9B$814K
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Advisor / Consultant
INVESTMENT MANAGER
$24.9B$1.9M
LEE EQUITY — Form 5500 Service Provider Profile | Form 5500 Search