AUMdb

Yum Brands Retirement Plan

Sponsored by Yum Brands, Inc. · EIN 133951308 · Plan #333

Total assets
$711M
Net assets
$644M
Active participants
2,196
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
Towers Watson Investment Services, Inc. CRD 110473 fuzzy_auto · 99% 2024
Nisa Investment Advisors, Llc CRD 107313 fuzzy_auto · 96% 2024
Pacific Investment Management Company Llc CRD 104559 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Willis Towers Watson Actuarial, Direct payment from the plan $477,565
Northern Trust Company Trustee (institutional), Direct payment from the plan $460,011
Towers Watson Investment Service Actuarial, Investment management fees (direct), Investment management $432,822
Mercer Actuarial, Direct payment from the plan $222,733
Nisa Investment Advisors L.L.C. Trustee (institutional), Valuation, Trustee (discretionary) $160,000
Pacific Investment Management Co Investment management, Direct payment from the plan, Investment management fees (direct) $124,301
Conduent Hr Services, Llc Recordkeeping, Direct payment from the plan $112,210
Conduent Hr Services, Llc Plan administrator, Recordkeeping, Direct payment from the plan $84,862
Kilpatrick Stockton Llp Legal, Direct payment from the plan $80,358
State Street Research & Management Trustee (institutional), Valuation, Trustee (discretionary) $45,342