Form 5500 Search

STOKES INVESTMENT CONSULTING

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
6
Active participants
56,684
Total plan assets
$4.2B
Filings (rows)
6
Direct comp
$58K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant3
Other3

Top plans served

All 6 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
PENSION PLAN OF LOCAL 464A
PENSION PLAN OF LOCAL 464A
LITTLE FALLS, NJ
Advisor / Consultant
INVESTMENT MANAGEMENT
7,332$1.2B$9K
PENSION PLAN OF LOCAL 464A
PENSION PLAN OF LOCAL 464A
LITTLE FALLS, NJ
Advisor / Consultant
INVESTMENT MANAGEMENT
7,229$1.0B$10K
PENSION PLAN OF LOCAL 464A
PENSION PLAN OF LOCAL 464A
LITTLE FALLS, NJ
Advisor / Consultant
INVESTMENT MANAGEMENT
7,110$906.1M$9K
LOCAL 464A-UNITED FOOD & COMMERCIAL WORKERS UNION WELFARE SERVICE BENE
LOCAL 464A-UNITED FOOD & COMMERCIAL WORKERS UNION WELFARE SERVICE BENEFIT FUND
LITTLE FALLS, NJ
Other
12,801$410.2M$10K
LOCAL 464A-UNITED FOOD & COMMERCIAL WORKERS UNION WELFARE SERVICE BENE
LOCAL 464A-UNITED FOOD & COMMERCIAL WORKERS UNION WELFARE SERVICE BENEFIT FUND
LITTLE FALLS, NJ
Other
11,543$345.0M$10K
LOCAL 464A-UNITED FOOD & COMMERCIAL WORKERS UNION WELFARE SERVICE BENE
LOCAL 464A-UNITED FOOD & COMMERCIAL WORKERS UNION WELFARE SERVICE BENEFIT FUND
LITTLE FALLS, NJ
Other
10,669$289.3M$9K
STOKES INVESTMENT CONSULTING — Form 5500 Service Provider Profile | Form 5500 Search