Form 5500 Search

LOCKWOOD 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
3
Active participants
0
Total plan assets
$144.7B
Filings (rows)
3
Direct comp
$811K
Indirect comp
$0

SERVICES PROVIDED

Other3

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
ATLANTA, GA
Other
NONE
$51.4B$203K
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
ATLANTA, GA
Other
NONE
$50.4B$397K
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
ATLANTA, GA
Other
NONE
$42.9B$212K
LOCKWOOD ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search