SCHULTE ROTH
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
95
Active participants
913,750
Total plan assets
$214.3B
Filings (rows)
95
Direct comp
$39.9M
Indirect comp
$253K
Aggregating 6 name variants under "SCHULTE ROTH"
SERVICES PROVIDED
Other82
Legal counsel13
Top plans served
All 95 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Legal counsel LEGAL SERVICES | — | $51.8B | $7K |
| GENERAL ELECTRIC COMPANY GENERAL ELECTRIC PENSION TRUST | BOSTON, MA | Legal counsel LEGAL | — | $46.7B | $4.6M |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Legal counsel LEGAL | — | $46.2B | $3.0M |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Legal counsel LEGAL | — | $24.9B | $3.3M |
| BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CAL CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA | COVINA, CA | Other NONE | 25,831 | $3.7B | $4.1M |
| BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CA CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA | COVINA, CA | Other NONE | 23,933 | $3.3B | $1.6M |
| BOARD OF TRUSTEES, CONSTRUCTION LABORERS PENSION TRUST CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA | COVINA, CA | Other NONE | 23,365 | $2.9B | $1.2M |
| BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUND LEGACY PLAN OF THE NATIONAL RETIREMENT FUND | WHITE PLAINS, NY | Other NONE | 8,379 | $1.9B | $2.2M |
| BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUND LEGACY PLAN OF THE NATIONAL RETIREMENT FUND | WHITE PLAINS, NY | Other NONE | 10,704 | $1.8B | $1.6M |
| BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUND LEGACY PLAN OF THE NATIONAL RETIREMENT FUND | WHITE PLAINS, NY | Other NONE | 11,294 | $1.7B | $3.0M |
| BOARD OF TRUSTEES OF 1199SEIU NBF HEALTH AND HUMAN SERVICE EMPLOYEES 1199SEIU NATIONAL BENEFIT FUND FOR HEALTH & HUMAN SERVICE EMPLOYEES | NEW YORK, NY | Other NONE | 116,828 | $1.6B | $165K |
| IAC INC. IAC INC. RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 7,788 | $1.6B | $61K |
| THE CULTURAL INSTITUTIONS RETIREMENT SYSTEM THE CULTURAL INSTITUTIONS PENSION PLAN | NEW YORK, NY | Other NONE | 6,961 | $1.6B | $897K |
| IAC INC. IAC INC. RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 8,787 | $1.4B | $52K |
| BOARD OF TRUSTEES OF 1199SEIU NBF HEALTH AND HUMAN SERVICE EMPLOYEES 1199SEIU NATIONAL BENEFIT FUND FOR HEALTH & HUMAN SERVICE EMPLOYEES | NEW YORK, NY | Other NONE | 113,428 | $1.4B | $180K |
| GOLDENTREE ASSET MANAGEMENT GOLDENTREE MULTI-SECTOR FUND OFFSHORE ERISA, LTD. | NEW YORK, NY | Legal counsel LEGAL | — | $1.2B | $54K |
| IAC INC. IAC INC. RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 7,264 | $1.2B | $123K |
| BOARD OF TRUSTEES OF 1199SEIU NBF HEALTH AND HUMAN SERVICE EMPLOYEES 1199SEIU NATIONAL BENEFIT FUND FOR HEALTH & HUMAN SERVICE EMPLOYEES | NEW YORK, NY | Other NONE | 110,059 | $1.2B | $180K |
| BLUE ROCK ADVISORS, LLC BLUE ROCK CAPITAL FUND, LP | WAYZATA, MN | Other NONE | 0 | $1.0B | $33K |
| ABC, INC. ABC-NABET RETIREMENT TRUST FUND | NEW YORK, NY | Other NONE | 163 | $925.7M | $209K |
| UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION F UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND | PLYMOUTH MEETING, PA | Other NONE | 6,739 | $872.0M | $122K |
| ABC, INC. ABC-NABET RETIREMENT TRUST FUND | NEW YORK, NY | Other NONE | 184 | $871.6M | $380K |
| ABC, INC. ABC-NABET RETIREMENT TRUST FUND | NEW YORK, NY | Other NONE | 151 | $847.3M | $225K |
| AON INVESTMENTS USA, INC. AON RETURN ENHANCING ALTERNATIVES PORTFOLIO SP (A SEGREGATED PORTFOLIO OF AON ALTERNATIVES FUND SPC, A CAYMAN ISLANDS EXEMPTED COMPANY) | CHICAGO, IL | Other NONE | — | $832.7M | $16K |
| AON INVESTMENTS USA, INC. AON RETURN ENHANCING ALTERNATIVES PORTFOLIO SP (A SEGREGATED PORTFOLIO OF AON ALTERNATIVES FUND SPC, A CAYMAN ISLANDS EXEMPTED COMPANY) | CHICAGO, IL | Other NONE | — | $722.3M | $42K |
| BLUE ROCK ADVISORS, LLC BLUE ROCK CAPITAL FUND, LP | EXCELSIOR, MN | Other NONE | 0 | $705.6M | $8K |
| RUSSELL INVEST INSTITUTIONAL FUNDS LLC LARGE CAP U.S. EQUITY INDEX FUN RUSSELL INVESTMENTS INSTITUTIONAL FUNDS, L.L.C. LARGE CAP U. S. EQUITY INDEX FUND | SEATTLE, WA | Legal counsel LEGAL | — | $687.6M | $9K |
| THE CULTURAL INSTITUTIONS RETIREMENT SYSTEM THE CULTURAL INSTITUTIONS SAVINGS PLAN | NEW YORK, NY | Other NONE | 8,139 | $678.5M | $768K |
| ALLIANCEBERNSTEIN L.P. ALLIANCEBERNSTEIN DELAWARE BUSINESS TRUST AB GLOBAL CORE EQUITY SERIES | WHITE PLAINS, NY | Other NONE | — | $523.2M | $54K |
| BOARD OF TRUSTEES CONSOLIDATED RETIREMENT FUND CONSOLIDATED RETIREMENT PLAN | WHITE PLAINS, NY | Other NONE | 1,042 | $492.3M | $409K |
| TRUSTEES OF IUE- CWA AFL-CIO PENSION FUND IUE-CWA PENSION PLAN | PITTSBURGH, PA | Other NONE | 532 | $479.9M | $685K |
| BOARD OF TRUSTEES CONSOLIDATED RETIREMENT FUND CONSOLIDATED RETIREMENT PLAN | WHITE PLAINS, NY | Other NONE | 1,046 | $477.1M | $124K |
| TRUSTEES OF IUE- CWA AFL-CIO PENSION FUND IUE-CWA PENSION PLAN | WHITE PLAINS, NY | Other NONE | 357 | $474.8M | $367K |
| BOARD OF TRUSTEES CONSOLIDATED RETIREMENT FUND CONSOLIDATED RETIREMENT PLAN | WHITE PLAINS, NY | Other NONE | 1,034 | $445.3M | $304K |
| BLUE ROCK ADVISORS, LLC BLUE ROCK EQUITY PLUS FUND, LP | EXCELSIOR, MN | Other NONE | 0 | $442.7M | $5K |
| BARD COLLEGE BARD COLLEGE/SIMONS ROCK 403(B) PLAN | ANNANDALE, NY | Other NONE | 2,536 | $379.4M | $77K |
| AON INVESTMENTS USA, INC. AON OPPORTUNISTIC CREDIT PORTFOLIO SP (A SEGREGATED PORTFOLIO OF AON ALTERNATIVES FUND SPC, A CAYMAN ISLANDS EXEMPTED COMPANY) | CHICAGO, IL | Other NONE | — | $345.5M | $6K |
| BARD COLLEGE BARD COLLEGE/SIMONS ROCK 403(B) PLAN | ANNANDALE, NY | Other NONE | 2,518 | $343.1M | $39K |
| BLUE ROCK ADVISORS, LLC BLUE ROCK LIQUID ALPHA FUND, L.P. | EXCELSIOR, MN | Other NONE | 0 | $339.2M | $6K |
| GOLDENTREE ASSET MANAGEMENT GOLDENTREE HIGH YIELD VALUE FUND OFFSHORE (STRATEGIC), LTD | NEW YORK, NY | Other NONE | — | $332.3M | $86K |
| BARD COLLEGE BARD COLLEGE/SIMONS ROCK 403(B) PLAN | ANNANDALE, NY | Other NONE | 1,257 | $301.6M | $89K |
| UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION F UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND | PLYMOUTH MEETING, PA | Other NONE | 5,055 | $267.5M | $25K |
| HORACE MANN SCHOOL HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN | BRONX, NY | Other NONE | 426 | $252.2M | $24K |
| UFCW UNION & PARTICIPATING FOOD INDUSTRY TRI-STATE PENSION FUND UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND | PLYMOUTH MEETING, PA | Other NONE | 4,402 | $234.7M | $53K |
| BOARD OF TRUSTEES OF THE NHCA AND AFFILIATES RET AND SAVINGS PLAN NHCA AND AFFILIATES RETIREMENT AND SAVINGS PLAN | VALLEY STREAM, NY | Legal counsel LEGAL | 11,467 | $227.7M | $0 |
| BOARD OF TRUSTEES OF THE NATIONAL PLUS PLAN NATIONAL PLUS PLAN | LINCOLN, RI | Other RETAINED BY CLIENT | 25,756 | $223.1M | $173K |
| TRUSTEES OF IUE- CWA AFL-CIO PENSION FUND IUE-CWA PENSION PLAN | PITTSBURGH, PA | Other NONE | 676 | $218.7M | $263K |
| BOARD OF TRUSTEES OF THE NATIONAL PLUS PLAN NATIONAL PLUS PLAN | LINCOLN, RI | Other RETAINED BY CLIENT | 35,858 | $207.7M | $237K |
| HORACE MANN SCHOOL HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN | BRONX, NY | Other NONE | 397 | $203.3M | $32K |
| BOARD OF TRUSTEES OF THE NHCA AND AFFILIATES RET AND SAVINGS PLAN NHCA AND AFFILIATES RETIREMENT AND SAVINGS PLAN | VALLEY STREAM, NY | Legal counsel LEGAL | 9,048 | $196.3M | $0 |
| TRUSTEES OF THE LAUNDRY,DRY CLEANING WO RKERS AND ALLIED INDUSTRIES RE LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED | WHITE PLAINS, NY | Other NONE | 1,995 | $193.3M | $607K |
| BOARD OF TRUSTEES OF THE NATIONAL PLUS PLAN NATIONAL PLUS PLAN | LINCOLN, RI | Other RETAINED BY CLIENT | 35,858 | $187.7M | $291K |
| TRUSTEES OF THE LAUNDRY,DRY CLEANING WO RKERS AND ALLIED INDUSTRIES RE LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED | WHITE PLAINS, NY | Other NONE | 2,130 | $186.2M | $259K |
| TRUSTEES OF THE LAUNDRY,DRY CLEANING WO RKERS AND ALLIED INDUSTRIES RE LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED | WHITE PLAINS, NY | Other NONE | 2,158 | $174.4M | $281K |
| BOARD OF TRUSTEES OF THE NHCA AND AFFILIATES RET AND SAVINGS PLAN NHCA AND AFFILIATES RETIREMENT AND SAVINGS PLAN | VALLEY STREAM, NY | Legal counsel LEGAL | 8,754 | $165.9M | $0 |
| BD OF TRUSTEES-ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND | WHITE PLAINS, NY | Other NONE | 28,031 | $161.8M | $270K |
| BLUE ROCK ADVISORS, LLC BLUE ROCK PLUS FUND, L.P. - PARTNERSHIP SEGREGATED PORTFOLIO A | EXCELSIOR, MN | Other NONE | 0 | $143.4M | $8K |
| BD OF TRUSTEES-ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND | WHITE PLAINS, NY | Other NONE | 27,139 | $139.5M | $59K |
| BD OF TRUSTEES-ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND | WHITE PLAINS, NY | Other NONE | 23,035 | $125.2M | $28K |
| AMPEX CORPORATION AMPEX RETIREMENT MASTER TRUST | STAMFORD, CT | Legal counsel LEGAL | — | $109.4M | $15K |
| AMPEX CORPORATION AMPEX CONSOLIDATED RETIREMENT PLAN | STAMFORD, CT | Legal counsel LEGAL | 0 | $109.4M | $15K |
| HACKLEY SCHOOL HACKLEY SCHOOL 403(B) DC AND TDA PLAN | TARRYTOWN, NY | Legal counsel LEGAL COUNSEL | 265 | $109.1M | $19K |
| UNITE HERE ILGWU DEATH BENEFIT FUND 5 | NEW YORK, NY | Other NONE | 23,129 | $85.7M | $217K |
| UNITE HERE ILGWU DEATH BENEFIT FUND 5 | NEW YORK, NY | Other NONE | 24,538 | $85.5M | $70K |
| UNITE HERE ILGWU DEATH BENEFIT FUND 5 | NEW YORK, NY | Other NONE | 21,821 | $85.4M | $69K |
| TRUSTEES OF THE IUE-CWA AFL-CIO PENSION FUND IUE-CWA 401(K) RETIREMENT SAVINGS AND SECURITY PLAN | PITTSBURGH, PA | Other NONE | 2,780 | $82.9M | $14K |
| TRUSTEES OF THE IUE-CWA AFL-CIO PENSION FUND IUE-CWA 401(K) RETIREMENT SAVINGS AND SECURITY PLAN | PITTSBURGH, PA | Other NONE | 2,652 | $77.1M | $43K |
| BD OF TRUSTEE-AMALGAMATED NATIONAL HEALTH FUND AMALGAMATED NATIONAL HEALTH FUND | WHITE PLAINS, NY | Other NONE | 16,537 | $76.2M | $796K |
| BD OF TRUSTEE-AMALGAMATED NATIONAL HEALTH FUND AMALGAMATED NATIONAL HEALTH FUND | WHITE PLAINS, NY | Other NONE | 16,756 | $74.5M | $279K |
| BD OF TRUSTEE-AMALGAMATED NATIONAL HEALTH FUND AMALGAMATED NATIONAL HEALTH FUND | WHITE PLAINS, NY | Other NONE | 16,342 | $73.2M | $1.8M |
| TRUSTEES OF THE IUE-CWA AFL-CIO PENSION FUND IUE-CWA 401(K) RETIREMENT SAVINGS AND SECURITY PLAN | PITTSBURGH, PA | Other NONE | 2,454 | $67.3M | $28K |
| TRUSTEES OF UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION FUND | OAK BROOK, IL | Other NONE | 5,138 | $47.6M | $61K |
| TRUSTEES OF THE AMALGAMATED RETAIL RETIREMENT FUND AMALGAMATED RETAIL RETIREMENT FUND | NEW YORK, NY | Other NONE | 18 | $36.9M | $199K |
| TRUSTEES OF THE AMALGAMATED RETAIL RETIREMENT FUND AMALGAMATED RETAIL RETIREMENT FUND | NEW YORK, NY | Other NONE | 19 | $35.4M | $1.4M |
| TRUSTEES OF UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION FUND | OAK BROOK, IL | Other NONE | 4,961 | $34.9M | $44K |
| TRUSTEES OF THE AMALGAMATED RETAIL RETIREMENT FUND AMALGAMATED RETAIL RETIREMENT FUND | NEW YORK, NY | Other NONE | 20 | $33.3M | $730K |
| BOARD OF TRUSTEES - UFCW AND SAFEWAY VARIABLE ANNUITY PENSION FUND UFCW AND SAFEWAY VARIABLE ANNUITY PENSION FUND | SPARKS, MD | Other NONE | 5,735 | $31.2M | $65K |
| BLUE ROCK ADVISORS, LLC BLUE ROCK FIXED INCOME PLUS FUND, L.P. | EXCELSIOR, MN | Other NONE | 0 | $25.1M | $5K |
| BOARD OF TRUSTEES - UFCW AND SAFEWAY VARIABLE ANNUITY PENSION FUND UFCW AND SAFEWAY VARIABLE ANNUITY PENSION FUND | SPARKS, MD | Other NONE | 5,208 | $24.1M | $59K |
| LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES HEALTH FUND, WORKERS LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES HEALTH FUND, WORKERS UNITED | WHITE PLAINS, NY | Other NONE | 2,923 | $20.6M | $331K |
| LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES HEALTH FUND, WORKERS LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES HEALTH FUND, WORKERS UNITED | WHITE PLAINS, NY | Other NONE | 2,921 | $18.9M | $95K |
| LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES HEALTH FUND, WORKERS LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES HEALTH FUND, WORKERS UNITED | WHITE PLAINS, NY | Other NONE | 2,716 | $18.2M | $127K |
| BOARD OF TRUSTEES - UFCW AND SAFEWAY VARIABLE ANNUITY PENSION FUND UFCW AND SAFEWAY VARIABLE ANNUITY PENSION FUND | SPARKS, MD | Other NONE | 5,357 | $17.2M | $132K |
| LONGY SCHOOL OF MUSIC OF BARD COLLEGE LONGY SCHOOL OF MUSIC DEFINED CONTRIBUTION RETIREMENT PLAN | CAMBRIDGE, MA | Other NONE | 92 | $10.9M | $6K |
| BOARD OF TRUSTEES - THE RETIREMENT PLAN OF THE AMALGAMATED INS. FUND THE RETIREMENT PLAN OF THE AMALGAMATED INSURANCE FUND | WHITE PLAINS, NY | Other NONE | — | $4.1M | $17K |
| BOARD OF TRUSTEES - THE RETIREMENT PLAN OF THE AMALGAMATED INS. FUND THE RETIREMENT PLAN OF THE AMALGAMATED INSURANCE FUND | WHITE PLAINS, NY | Other NONE | — | $4.0M | $13K |
| THE CULTURAL INSTITUTIONS RETIREMENT SYSTEM THE CULTURAL INSTITUTIONS GROUP LIFE AND WELFARE BENEFITS PLAN | NEW YORK, NY | Other NONE | 7,720 | $2.2M | $97K |
| BOARD OF TRUSTEES OF THE DISTRICT 65 PENSION PLAN DISTRICT 65 PENSION PLAN | WEST TRENTON, NJ | Other NONE | 0 | $2.1M | $11K |
| LAUNDRY & DRY CLEANING WORKERS EDUCATION & LEGAL ASSISTANCE FUND, WORK LAUNDRY AND DRY CLEANING WORKERS, EDUCATION AND LEGAL ASSISTANCE FUND WORKERS UNITED | WHITE PLAINS, NY | Other NONE | 2,872 | $1.2M | $96K |
| RIVERSIDE HEALTH CARE CENTER, INC. NATIONAL HEALTH CARE ASSOC., INC. & AFFILIATES VOLUNTARY EMPLOYEE BENEFIT ASSOC. PLAN | VALLEY STREAM, NY | Legal counsel LEGAL SERVICES | 4,810 | $1.2M | $62K |
| LAUNDRY & DRY CLEANING WORKERS EDUCATION & LEGAL ASSISTANCE FUND, WORK LAUNDRY AND DRY CLEANING WORKERS, EDUCATION AND LEGAL ASSISTANCE FUND WORKERS UNITED | WHITE PLAINS, NY | Other NONE | 2,711 | $1.2M | $48K |
| LAUNDRY & DRY CLEANING WORKERS EDUCATION & LEGAL ASSISTANCE FUND, WORK LAUNDRY AND DRY CLEANING WORKERS, EDUCATION AND LEGAL ASSISTANCE FUND WORKERS UNITED | WHITE PLAINS, NY | Other NONE | 2,654 | $979K | $19K |
| BOARD OF TRUSTEES UFCW GIANT-SAFEWAY EXCESS SUPPLEMENTAL BENEFIT PENSI UFCW GIANT- SAFEWAY EXCESS SUPPLEMENTAL BENEFIT PENSION FUND | SPARKS, MD | Other NONE | 2,958 | $298K | $16K |
| BOARD OF TRUSTEES UFCW GIANT-SAFEWAY EXCESS SUPPLEMENTAL BENEFIT PENSI UFCW GIANT- SAFEWAY EXCESS SUPPLEMENTAL BENEFIT PENSION FUND | SPARKS, MD | Other NONE | 2,743 | $104K | $36K |
| BOARD OF TRUSTEES UFCW GIANT-SAFEWAY EXCESS SUPPLEMENTAL BENEFIT PENSI UFCW GIANT-SAFEWAY EXCESS SUPPLEMENTAL BENEFIT PENSION FUND | SPARKS, MD | Other NONE | 2,396 | $103K | $12K |