· 2022–2024 · DOL EFAST2
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LOCKTON INVESTMENT ADVS
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
1
Active participants
2,755
Total plan assets
$162.1M
Filings (rows)
1
Direct comp
$13K
Indirect comp
$0
Showing only "LOCKTON INVESTMENT ADVS"
View all 10 variants aggregated →
LOCKTON INVESTMENT ADVISORS
624
LOCKTON INVESTMENT SECURITIES
21
LOCKTON INVESTMENT
9
LOCKTON INVESTMENT ADVIS
5
LOCKTON INVESTMENT ADVISOR
2
LOCKTON INVESTMENT ADVS
1
LOCKTON INVESTMENT ADVISERS
1
SERVICES PROVIDED
TPA / Administrator
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
NORTON HEALTHCARE, INC.
NORTON HEALTHCARE, INC. RETIREMENT PLAN
LOUISVILLE, KY
TPA / Administrator
2,755
$162.1M
$13K
$0
LOCKTON INVESTMENT ADV
1
LOCKTON INVESTMENTS ADVISORS
1
LOCKTON INVESTMENTS ADV
1
LOCKTON INVESTMENT ADVS — Form 5500 Service Provider Profile | Form 5500 Search