Form 5500 Search

NED DAVIS

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
12
Active participants
21,565
Total plan assets
$358.8B
Filings (rows)
12
Direct comp
$445K
Indirect comp
$0
Aggregating 2 name variants under "NED DAVIS"

SERVICES PROVIDED

Other10
Advisor / Consultant2

Top plans served

All 12 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
SEATTLE, WA
Other
SERVICE PROVIDER
$49.9B$47K
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
SEATTLE, WA
Other
SERVICE PROVIDER
$48.9B$48K
GENERAL ELECTRIC COMPANY
GENERAL ELECTRIC PENSION TRUST
BOSTON, MA
Other
CONSULTING
$46.7B$11K
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
SEATTLE, WA
Other
SERVICE PROVIDER
$46.2B$51K
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Other
CONSULTING
$46.2B$46K
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
BETHESDA, MD
Other
INVESTMENT RESEARCH
$24.9B$50K
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Other
CONSULTING
$24.9B$50K
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT ADVISORY
$24.6B$53K
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT ADVISORY
$23.7B$53K
DELTA AIR LINES, INC.
DELTA MASTER TRUST
ATLANTA, GA
Other
RESEARCH
$20.1B$15K
CARILION CLINIC
RETIREMENT PLAN OF CARILION CLINIC
ROANOKE, VA
Other
NONE
10,559$1.5B$5K
CARILION CLINIC
RETIREMENT PLAN OF CARILION CLINIC
ROANOKE, VA
Other
NONE
11,006$1.3B$16K