Navy Federal Credit Union Employees' Retirement Plan
Sponsored by Navy Federal Credit Union · EIN 530116705 · Plan #001
- Total assets
- $2.1B
- Net assets
- $2.1B
- Active participants
- 20,269
- 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 |
|---|---|---|
| Metropolitan West Asset Management Llc CRD 104571 | fuzzy_auto · 96% | 2024 |
| Sands Capital Management, Llc CRD 137610 | deterministic · 100% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Management | Investment management fees (direct), Soft dollars commissions | $452,777 |
| Willis Towers Watson Us Llc | Actuarial, Other services, Direct payment from the plan | $409,621 |
| Metropolitan West Asset Mgmt, Llc | Investment management, Investment management fees (direct) | $295,014 |
| Sands Capital Management, Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $208,387 |
| Principal | Custodial (securities), Trustee (institutional), Trustee (directed) | $159,624 |
| Aon Hewitt Investment Consulting | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $101,442 |
| Great Lakes Advisors Llp | Investment management, Investment management fees (direct), Soft dollars commissions | $88,795 |
| Pricewaterhousecoopers Llp | Accounting, Direct payment from the plan | $63,190 |
| State Street Global Advisors Tru Co | Custodial (securities), Investment management fees (direct) | $22,253 |