Form 5500 Search

STRATEGIC INVESTORS

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
7
Active participants
111,469
Total plan assets
$66.8B
Filings (rows)
13
Direct comp
$4.6M
Indirect comp
$1.0M

SERVICES PROVIDED

Other6
Advisor / Consultant1

Top plans served

Showing top 13 of 7 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
25,843$15.6B$391K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
25,843$15.6B$612K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
25,843$15.6B$630K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
26,369$15.3B$470K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
26,369$15.3B$614K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
26,369$15.3B$475K
TWDC ENTERPRISES 18 CORP.
THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST
BURBANK, CA
Other
NONE
$15.3B$14K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
25,179$14.8B$453K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
25,179$14.8B$28K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
25,179$14.8B$474K
BOARD OF TRUSTEES, AFTRA RETIREMENT PLAN
AFTRA RETIREMENT PLAN
NEW YORK, NY
Other
NONE
16,806$2.9B$433K
BOARD OF TRUSTEES, AFTRA RETIREMENT PLAN
AFTRA RETIREMENT PLAN
NEW YORK, NY
Other
NONE
17,061$2.7B$0
CONSOLIDATED CHILDRENS APPAREL, INC.
ADJMI APPAREL GROUP RETIREMENT PROGRAM
NEW YORK, NY
Advisor / Consultant
ADVISOR
211$43.6M$3K
STRATEGIC INVESTORS — Form 5500 Service Provider Profile | Form 5500 Search