Capital One Financial Corporation Cash Balance Pension Plan
Sponsored by Capital One Financial Corporation · EIN 541719854 · Plan #001
- Total assets
- $247M
- Net assets
- $247M
- Active participants
- 498
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer | Actuarial | $468,128 |
| Mercer Investments Llc | Investment management fees (direct), Investment management fees (indirect) | $362,258 |
| State Street Global Advisors | Custodial (securities), Investment management, Float revenue | $75,060 |