Pension Plan For Certain Inactive Participants Of American Water Works Company, Inc. And Its Designa
Sponsored by American Water Works Co., Inc. · EIN 510063696 · Plan #004
- Total assets
- $682M
- Net assets
- $682M
- Active participants
- 2
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Tcw Asset Management Company Llc CRD 105742 | deterministic · 100% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Eagle Asset Management Inc CRD 110653 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northern Trust Company | Trustee (institutional), Other services, Distribution (12b-1) fees | $589,248 |
| Heitman/Jmb Advisory Corporation | Investment management | $351,588 |
| Mercer | Actuarial | $290,253 |
| Tcw Asset Management | Investment management | $124,999 |
| Segall Bryant & Hamill Inv. Counsel | Investment management | $113,078 |
| Ubs Global Asset Management | Investment advisory (plan) | $71,557 |
| Pugh Capital | Investment advisory (plan), Investment management | $59,385 |
| Income Research & Management Inc | Investment management | $38,550 |
| Eagle Asset Management | Soft dollars commissions, Investment management | $34,581 |
| Lsv Asset Management | Investment management | $28,206 |
| Franklin Templeton | Investment management, Investment management fees (direct) | $18,215 |
| Fidelity Institutional Asset | Investment advisory (plan) | $13,448 |
| State Street Global Advisors | Investment management | $8,022 |