AUMdb

The Aes Corporation Retirement Savings Plan

Sponsored by The Aes Corporation · EIN 541163725 · Plan #006

Total assets
$728M
Net assets
$728M
Active participants
2,968
With balances
3,717

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024
Capital Cities, Llc CRD 122916 deterministic · 100% 2024
Fisher Asset Management, Llc CRD 107342 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $202,252
Capital Cities, Llc Consulting (general), Investment advisory (plan), Direct payment from the plan $45,000
At Investment Advisers Inc Investment advisory (participants), Direct payment from the plan $13,434
Morningstar Investment Service Investment advisory (participants), Direct payment from the plan $11,733
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Other commissions $10,499
Fisher Investments Investment advisory (participants), Direct payment from the plan $5,307