Investors Bank Pension Plan
Sponsored by Citizens Financial Group, Inc. · EIN 050412693 · Plan #014
- Total assets
- $146M
- Net assets
- $146M
- Active participants
- 254
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson, Llc | Actuarial, Direct payment from the plan | $262,867 |
| Mercer Investments, Llc | Investment advisory (plan), Investment management fees (direct) | $83,340 |
| The Bank Of New York Melon | Other fees, Custodial (securities), Trustee (institutional) | $51,596 |
| Clifton Larson | Accounting, Direct payment from the plan | $44,100 |
| Prudential | Investment management, Investment management fees (direct) | $40,641 |
| Jennison | Investment management, Investment management fees (direct) | $23,423 |
| Blackrock Institutional Trust Co | Investment management, Investment management fees (direct) | $21,691 |