Form 5500 Search

LVM ASSET 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
2
Active participants
0
Total plan assets
$215.5M
Filings (rows)
2
Direct comp
$193K
Indirect comp
$0

SERVICES PROVIDED

Other2

Top plans served

All 2 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
THE COCA-COLA COMPANY MASTER TRUST FOR 401(K) PLANS
US LARGE CAP ACTIVE EQUITY FUND
ATLANTA, GA
Other
NONE
$215.5M$123K
THE COCA-COLA COMPANY MASTER TRUST FOR 401(K) PLANS
US LARGE CAP ACTIVE EQUITY FUND
ATLANTA, GA
Other
NONE
$0$70K