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 ADVISORS624 LOCKTON INVESTMENT SECURITIES21 LOCKTON INVESTMENT9 LOCKTON INVESTMENT ADVIS5 LOCKTON INVEST ADVISORS3 LOCKTON INVESTMENT ADVISOR2 LOCKTON INVESTMENT ADVS1

SERVICES PROVIDED

Investment manager3

Plans served

All 3 plans

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	FORT MYERS, FL	Investment manager	2,493	$204.4M	$13K	$0
TRI POINTE HOMES, INC. TRI POINTE GROUP 401(K) PROFIT SHARING PLAN	IRVINE, CA