LOCKTON INVESTMENT ADVISORS, LLC
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Lockton Investment Advisors, LLC at a glance
Lockton Investment Advisors, LLC appears on 36 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $34.3B in assets for 267,446 participants. The median client plan holds $93.9M. Most client plans are sponsored in TX, CA and MO. The largest clients by plan assets are National Rural Electric Cooperative Association and Pioneer Natural Resources USA, Inc.. Plans reported $2.7M in direct and indirect compensation paid to Lockton Investment Advisors, LLC, a median of $32K per plan.
- Participants
- 267,446
- Median plan assets
- $93.9M
- Median plan participants
- 1,645
- Median fees per plan
- $32K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| National Rural Electric Cooperative Association | VA | $16.8B | 80,475 |
| National Rural Electric Cooperative Association | VA | $11.5B | 75,823 |
| Pioneer Natural Resources USA, Inc. | TX | $856M | 2,994 |
| Safran USA, Inc. | TX | $598M | 7,645 |
| Onesky, LLC | OH | $502M | 4,688 |
| Schenker, Inc | VA | $465M | 11,491 |
| Newport Group, Inc. | CA | $431M | 26,638 |
| Allete, Inc. & Affiliated Companies | MN | $422M | 1,700 |
| The Manitowoc Company, Inc. | WI | $363M | 2,291 |
| 1st Source Corporation | IN | $296M | 1,529 |
| Ethan Allen Global, Inc. | CT | $249M | 3,183 |
| Pros, Inc. | TX | $245M | 1,090 |
| Enlink Midstream Operating, LP | TX | $210M | 1,436 |
| Miles & Stockbridge P.C. | MD | $195M | 540 |
| Allete, Inc. & Affiliated Companies | MN | $188M | 525 |
| Copart, Inc. | TX | $134M | 8,204 |
| Mindbody, Inc. | CA | $123M | 1,949 |
| Elior, Inc. | NC | $102M | 12,946 |
| National Bank Holdings Corp | MO | $85.7M | 1,506 |
| The Manitowoc Company, Inc. | WI | $85.0M | 1,589 |
| New Benevis, Inc | GA | $79.1M | 3,049 |
| Pipeline Health System Holdings, LLC | CA | $76.0M | 2,384 |
| Wastequip, LLC. | NC | $72.9M | 2,196 |
| North American Savings Bank, F.S.B. | MO | $54.7M | 422 |
| Storm Industries, Inc. | CA | $26.8M | 186 |
Top client states
- TX10 plans
- CA4 plans
- MO3 plans
- VA3 plans
- CT2 plans
Frequently asked questions
- Who uses Lockton Investment Advisors, LLC?
- 36 retirement plans list Lockton Investment Advisors, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include National Rural Electric Cooperative Association, Pioneer Natural Resources USA, Inc., Safran USA, Inc. and Onesky, LLC. Most client plans are sponsored in TX, CA and MO.
- How many plans does Lockton Investment Advisors, LLC serve?
- Lockton Investment Advisors, LLC serves 36 retirement plans with $34.3B in plan assets and 267,446 participants, based on the latest Form 5500 filings through 2024.
- What does Lockton Investment Advisors, LLC charge?
- Plans reported $2.7M in total Schedule C compensation paid to Lockton Investment Advisors, LLC. The median plan paid $32K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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