American Express Retirement Savings Plan
Sponsored by American Express Company And Its Participating Subsidiaries · EIN 134922250 · Plan #002
- Total assets
- $9.1B
- Net assets
- $8.9B
- Active participants
- 25,049
- With balances
- 38,135
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Investment Management Inc. CRD 110353 | fuzzy_auto · 97% | 2024 |
| Westwood Management Corp CRD 110269 | deterministic · 100% | 2024 |
| Wellington Management Company Llp CRD 106595 | fuzzy_auto · 97% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 95% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Timessquare Capital Management, Llc CRD 132694 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Recordkeeping, Custodial (securities), Trustee (institutional) | $2,009,783 |
| Morgan Stanley Investment Mgmt | Investment management, Investment management fees (direct) | $1,918,448 |
| The London Company | Investment management, Investment management fees (direct) | $1,743,432 |
| Atlanta Capital High Quality Foc | Investment management, Investment management fees (direct) | $1,218,851 |
| William Blair | Investment management, Investment management fees (direct) | $1,216,858 |
| Brandywine Global Inv Mgmt Llc | Investment management, Investment management fees (direct) | $1,047,394 |
| Westwood Management Corp | Investment management, Investment management fees (direct) | $1,041,899 |
| Wellington Management Co Llc | Investment management, Investment management fees (direct) | $852,612 |
| Jp Morgan Investment Management Inc | Investment management, Investment management fees (direct) | $590,867 |
| Ameriprise Trust Co. | Trustee (directed), Direct payment from the plan | $459,903 |
| Loomis Sayles & Co. Llp | Investment management, Investment management fees (direct) | $348,399 |
| Nepc Llc | Investment advisory (plan), Direct payment from the plan | $296,379 |
| Fidelity Inst. Asset Mgmt. Tr. Co. | Investment management, Investment management fees (direct) | $246,535 |
| American Express Company | Employee (plan sponsor), Participant communication, Direct payment from the plan | $208,358 |
| Ir&M Core Fixed Income Portfolio | Investment management, Investment management fees (direct) | $163,249 |
| Garcia Hamilton Core Fixed Income | Investment management, Investment management fees (direct) | $144,232 |
| Times Square Capital Management | Investment management, Investment management fees (direct) | $124,590 |
| Vanguard Fiduciary Trust Co. | Investment management, Investment management fees (direct) | $110,485 |
| Morningstar | Participant communication, Direct payment from the plan | $85,503 |
| Diana Salesky | Participant communication, Direct payment from the plan | $66,499 |
| Blackrock Institutional Trust Co | Investment management, Investment management fees (direct) | $64,957 |