Lucey Investment Management

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

21,285

Total plan assets

$1.4B

Filings (rows)

Direct comp

$81K

Indirect comp

SERVICES PROVIDED

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Aramark Retirement Savings Plan for Salaried Employees Aramark Retirement Savings Plan for Salaried Employees · all filings	PHILADELPHIA, PA	Investment manager	20,665	$1.3B	$9K	$0
Union Supply Group, Inc. Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust · all filings	DALLAS, TX	Investment manager	182	$7.6M	$35K	$0
Union Supply Group, Inc. Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust · all filings	DALLAS, TX	Investment manager	438	$6.8M	$37K	$0