Form 5500 Search

LOCKTON RETIREMENT

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
18
Active participants
91,380
Total plan assets
$6.9B
Filings (rows)
18
Direct comp
$459K
Indirect comp
$145K

SERVICES PROVIDED

Advisor / Consultant15
Other2
Broker1

Top plans served

All 18 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SHAW INDUSTRIES GROUP, INC.
SHAW INDUSTRIES GROUP, INC. RETIREMENT SAVINGS PLAN
DALTON, GA
Advisor / Consultant
INVESTMENT ADVISORY
17,692$1.6B$0
SHAW INDUSTRIES GROUP, INC.
SHAW INDUSTRIES GROUP, INC. RETIREMENT SAVINGS PLAN
DALTON, GA
Advisor / Consultant
INVESTMENT ADVISORY
18,966$1.5B$0
AEROJET ROCKETDYNE HOLDINGS, INC.
AEROJET ROCKETDYNE (GENCORP) CONSOLIDATED PENSION PLAN
SACRAMENTO, CA
Other
NONE
795$734.8M$40K
ALLETE & AFFILIATED COMPANIES
ALLETE & AFFILIATED COMPANIES RETIREMENT PLAN C
DULUTH, MN
Advisor / Consultant
INVESTMENT MANAGER
171$426.7M$57K
ALLETE, INC. & AFFILIATED COMPANIES
ALLETE & AFFILIATED COMPANIES RETIREMENT PLAN C
DULUTH, MN
Advisor / Consultant
INVESTMENT MANAGER
160$426.3M$71K
ALLETE, INC. & AFFILIATED COMPANIES
ALLETE & AFFILIATED COMPANIES RETIREMENT PLAN C
DULUTH, MN
Advisor / Consultant
INVESTMENT MANAGER
143$421.9M$69K
BCD TRAVEL USA LLC
BCD TRAVEL USA LLC PROFIT SHARING RETIREMENT PLAN
ATLANTA, GA
Advisor / Consultant
ADVISOR
3,869$409.5M$23K
LINEAGE LOGISTICS HOLDINGS, LLC
LINEAGE LOGISTICS 401(K) PLAN
NOVI, MI
Other
NONE
8,142$289.2M$53K
ALLETE, INC. & AFFILIATED COMPANIES
ALLETE AND AFFILIATED COMPANIES RETIREMENT PLAN B
DULUTH, MN
Advisor / Consultant
INVESTMENT MANAGER
276$188.0M$26K
ALLETE, INC. & AFFILIATED COMPANIES
ALLETE AND AFFILIATED COMPANIES RETIREMENT PLAN B
DULUTH, MN
Advisor / Consultant
INVESTMENT MANAGER
292$175.9M$25K
ALLETE AND AFFILIATED COMPANIES
ALLETE AND AFFILIATED COMPANIES RETIREMENT PLAN B
DULUTH, MN
Advisor / Consultant
INVESTMENT MANAGER
319$154.3M$15K
CENTRALSQUARE TECHNOLOGIES, LLC
CENTRALSQUARE TECHNOLOGIES 401(K) PLAN
LAKE MARY, FL
Advisor / Consultant
INVESTMENT ADVISOR
1,319$132.6M$6K
SERVICE EXPERTS LLC
SERVICE EXPERTS LLC 401(K) PLAN
PLANO, TX
Broker
BROKER
3,955$97.1M$14K
LANTHEUS MEDICAL IMAGING, INC.
LANTHEUS MEDICAL IMAGING, INC. RETIREMENT SAVINGS PLAN
NORTH BILLERICA, MA
Advisor / Consultant
CONSULTANT
605$96.0M$17K
UNIFI AVIATION, LLC
UNIFI AVIATION 401(K) RETIREMENT PLAN
ATLANTA, GA
Advisor / Consultant
CONSULTANT
25,217$80.0M$15K
HERSHA HOSPITALITY MANAGEMENT, L.P.
THE HERSHA HOSPITALITY MANAGEMENT 401(K) PLAN
PHILADELPHIA, PA
Advisor / Consultant
CONSULTANT
8,581$59.7M$10K
TACENERGY, LLC
TAC RETIREMENT PLAN
TEXARKANA, TX
Advisor / Consultant
INVESTMENT ADVISOR
343$50.0M$15K
BROE MANAGEMENT COMPANY, LLC D/B/A/ THE BROE GROUP
THE BROE GROUP 401(K) RETIREMENT SAVINGS PLAN
DENVER, CO
Advisor / Consultant
INVESTMENT ADVISOR
535$35.8M$5K
LOCKTON RETIREMENT — Form 5500 Service Provider Profile | Form 5500 Search