Lockton Invest Advisors

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

Active participants

5,013

Total plan assets

$404.5M

Filings (rows)

Direct comp

$148K

Indirect comp

Showing only "LOCKTON INVEST ADVISORS"

View all 12 variants aggregated →

LOCKTON INVESTMENT ADVISORS628 LOCKTON INVESTMENT SECURITIES21 LOCKTON INVESTMENT9 LOCKTON INVESTMENT ADVIS5 LOCKTON INVEST ADVISORS3 LOCKTON INVESTMENT ADVISOR2 LOCKTON INVESTMENTS ADVISORS1

SERVICES PROVIDED

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Florida Cancer Specialists & Research Institute, LLC Florida Cancer Specialists & Research Institute, LLC 401(k) Profit Sharing Plan & Trust · all filings	FORT MYERS, FL	Investment manager	2,493	$204.4M	$13K	$0
Tri Pointe Homes, Inc. Tri Pointe Group 401(k) Profit Sharing Plan · all filings	IRVINE, CA	Investment manager	1,456	$124.2M	$103K	$0
New Dairy Opco LLC Borden Dairy Retirement Savings Plan · all filings	DENVER, CO	Investment manager	1,064	$75.9M	$33K	$0