Form 5500 Search

PORTFOLIO MANAGEMENT TECHNOLOGY

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
0
Total plan assets
$301.5B
Filings (rows)
12
Direct comp
$632K
Indirect comp
$0

SERVICES PROVIDED

Other10
Advisor / Consultant2

Top plans served

All 12 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
FARMINGTON, CT
Other
NONE
$58.3B$72K
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
FARMINGTON, CT
Other
NONE
$52.4B$86K
RAYTHEON TECHNOLOGIES CORPORATION
RAYTHEON TECHNOLOGIES CORPORATION SAVINGS PLAN MASTER TRUST
FARMINGTON, CT
Other
NONE
$48.6B$102K
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
NEW BRUNSWICK, NJ
Other
$24.2B$35K
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
NEW BRUNSWICK, NJ
Other
CONSULTING
$22.8B$49K
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON PENSION AND SAVINGS PLAN MASTER TRUST
NEW BRUNSWICK, NJ
Other
$22.7B$37K
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON PENSION AND SAVINGS PLAN MASTER TRUST
NEW BRUNSWICK, NJ
Advisor / Consultant
INVESTMENT MANAGER
$22.4B$51K
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
NEW BRUNSWICK, NJ
Other
CONSULTING
$22.0B$32K
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON PENSION AND SAVINGS PLANS MAST ER TRUST
NEW BRUNSWICK, NJ
Advisor / Consultant
INVESTMENT MANAGEMENT
$21.1B$49K
REYNOLDS AMERICAN INC.
REYNOLDS AMERICAN DEFINED BENEFIT MASTER TRUST
WINSTON-SALEM, NC
Other
NONE
$2.4B$40K
REYNOLDS AMERICAN INC.
REYNOLDS AMERICAN DEFINED BENEFIT MASTER TRUST
WINSTON-SALEM, NC
Other
NONE
$2.3B$40K
REYNOLDS AMERICAN INC.
REYNOLDS AMERICAN DEFINED BENEFIT MASTER TRUST
WINSTON-SALEM, NC
Other
NONE
$2.3B$40K
PORTFOLIO MANAGEMENT TECHNOLOGY — Form 5500 Service Provider Profile | Form 5500 Search