Plans listing this provider
22
0.04% of the 56,420 plans with Schedule H financials; 80 in 2023
Providers › Lockton Investment Advisors, LLC
Lockton Investment Advisors, LLC
- Service provider, as named on Schedule C
- EIN 208874282
- Plan year 2024
- Direct compensation reported $741,170
Assets of those plans
$4,588,293,983
0.06% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$741,170
91% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 11 |
| 26 | Investment advisory (participants) | 7 |
| 50 | Direct payment from the plan | 7 |
| 28 | Investment management | 5 |
| 99 | Other fees | 3 |
| 51 | Investment management fees paid directly by plan | 2 |
| 16 | Consulting (general) | 1 |
| 33 | Securities brokerage | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| J.B. Hunt Transport Services, Inc. Employee Retirement Plan | Hunt J B Transport Services | $1,407,976,159 | 26,216 | $30,000 |
| Onesky Flight, LLC 401(k) Retirement Savings Plan | Onesky | $502,326,808 | 4,540 | $31,783 |
| Schenker, Inc. 401(k) Savings and Investment Plan | Schenker | $464,893,836 | 11,418 | $93,000 |
| Savewisetm Pooled Employer Plan | Pension Specialists | $431,139,330 | 13,011 | $30,864 |
| Aveanna Healthcare 401(k) Plan | Aveanna Healthcare | $234,288,755 | 9,256 | $65,000 |
| Enlink Midstream Operating, LP 401(k) Trust | Enlink Midstream Operating | $210,482,860 | 1,428 | $18,750 |
| Miles & Stockbridge Retirement Plan | Miles & Stockbridge | $195,394,362 | 449 | $30,179 |
| Howard County General Hospital, Inc. 401(k) Plan | Howard County General Hospital | $188,867,232 | 2,840 | $0 |
| Haynsworth Sinkler Boyd, P.A. 401(k) Plan | Haynsworth Sinkler Boyd | $145,216,027 | 265 | $50,000 |
| Copart, Inc. 401(k) Retirement Savings Plan | Copart | $134,106,364 | 5,638 | $72,694 |
| Mindbody, Inc. 401(k) Profit Sharing Plan | MINDBODY | $122,845,199 | 1,926 | $10,000 |
| Calibre Systems, Inc. Profit Sharing Plan | Calibre Systems | $114,705,554 | 965 | $0 |
| Safebuilt 401(k) Plan | Safebuilt | $84,660,951 | 2,195 | $7,102 |
| Benevis 401(k) Retirement Savings Plan | New Benevis | $79,093,744 | 2,842 | $75,000 |
| Pipeline Health System 401(k) Plan | Pipeline Health System Holdings | $76,043,024 | 1,346 | $48,854 |
| North American Savings Bank, F.S.B. Savings and Retirement Plan | North American Savings Bank F.S.B. | $53,477,475 | 462 | $54,699 |
| Cypress Creek 401(k) Plan | Cypress Creek Renewables | $50,813,527 | 703 | $19,338 |
| Netrix, LLC 401(k) Plan & Trust | Netrix | $45,547,903 | 474 | $242 |
| Publications International, Ltd. Savings Plan | Publications International | $16,723,259 | 148 | $39,438 |
| Seatrax, Inc. Employees 401(k) Plan | Seatrax | $15,827,827 | 333 | $29,113 |
| Estis Compression, LLC 401(k) Profit Sharing Plan and Trust | Estis Compression | $7,934,497 | 228 | $18,043 |
| C & C Produce, Inc. 401(k) Profit Sharing Plan | C & C Produce | $5,929,290 | 107 | $17,071 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.