Lockton Investments

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

1,714

Total plan assets

$87.5M

Filings (rows)

Direct comp

$5K

Indirect comp

$13K

Aggregating 2 name variants under "LOCKTON INVESTMENTS"

Click a variant to view it alone

LOCKTON INVESTMENTS ADV1 LOCKTON INVESTMENTS ADVISORS1

SERVICES PROVIDED

Advisor / Consultant1

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Anderson Healthcare Anderson Healthcare 403(b) Plan · all filings	MARYVILLE, IL	Other service providers	1,585	$84.7M	$0	$13K
Harlem Globetrotters International, Inc. Harlem Globetrotters International, Inc. Retirement Savings Plan · all filings	PEACH TREE CORNERS, GA	Advisor / Consultant	129	$2.8M	$5K	$0