National Grid Usa Companies Final Average Pay Pension Plan
Sponsored by National Grid Usa Service Company, Inc. · EIN 041663150 · Plan #003
- Total assets
- $2.1B
- Net assets
- $1.9B
- Active participants
- 1,541
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | fuzzy_auto · 93% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Grantham Mayo Van Otterloo & Co Llc CRD 106220 | fuzzy_auto · 98% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting Inc. | Actuarial, Consulting (general), Direct payment from the plan | $957,950 |
| Western Asset Management | Investment management, Direct payment from the plan | $450,365 |
| Pacific Investment Management | Investment management, Direct payment from the plan | $447,995 |
| J.P. Morgan Investment | Investment management, Direct payment from the plan | $344,252 |
| Dodge & Cox | Investment management, Direct payment from the plan | $263,182 |
| The Bank Of New York Mellon | Custodial (securities), Trustee (institutional), Direct payment from the plan | $256,516 |
| Walter Scott | Investment management, Direct payment from the plan | $225,818 |
| Legal & General Investment | Investment management, Direct payment from the plan | $220,046 |
| Grantham, Mayo, Van Otterloo & Co | Investment management, Direct payment from the plan | $173,345 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $46,813 |
| Blackrock Institutional Trust | Investment management, Direct payment from the plan | $35,952 |
| State Street Bank And Trust Co | Investment management, Direct payment from the plan | $28,723 |
| Nisa Investment Advisors | Investment management, Direct payment from the plan | $15,369 |
| Massachusetts Mutual Life | Investment management, Direct payment from the plan | $7,710 |