Form 5500 Search

SHERPA FUNDS

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
3
Active participants
0
Total plan assets
$73.2B
Filings (rows)
3
Direct comp
$195K
Indirect comp
$0
Aggregating 2 name variants under "SHERPA FUNDS"

SERVICES PROVIDED

Other3

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
BETHESDA, MD
Other
CONSULTING FEE
$24.9B$75K
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
BETHESDA, MD
Other
CONSULTING
$24.6B$45K
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
BETHESDA, MD
Other
CONSULTING
$23.7B$75K
SHERPA FUNDS — Form 5500 Service Provider Profile | Form 5500 Search