Belk Pension Plan
Sponsored by Belk Stores Services, Llc · EIN 560616731 · Plan #334
- Total assets
- $310M
- Net assets
- $223M
- Active participants
- 641
- 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 |
|---|---|---|
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Buck Global, Llc | Actuarial | $277,989 |
| Pimco | Investment management, Direct payment from the plan | $221,059 |
| Towers Watson | Direct payment from the plan | $219,840 |
| Income Research And Management | Investment management, Direct payment from the plan | $168,892 |
| State Street Bank & Trust Company | Plan administrator, Direct payment from the plan | $152,020 |
| Belk Store Services | Plan administrator, Direct payment from the plan | $136,465 |
| Condent Hr | Accounting, Recordkeeping, Consulting (pension) | $42,000 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $22,750 |
| Blackrock | Investment management, Direct payment from the plan | $18,603 |
| Image Group | Direct payment from the plan | $9,390 |