Microsoft Corporation Savings Plus 401 K Plan
Sponsored by Microsoft Corporation · EIN 911144442 · Plan #001
- Total assets
- $65.6B
- Net assets
- $65.6B
- Active participants
- 123,878
- With balances
- 177,887
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 |
|---|---|---|
| Artisan Partners Limited Partnership CRD 150114 | fuzzy_auto · 99% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | deterministic · 100% | 2024 |
| Russell Investments Capital, Llc CRD 37550 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Ariel Investments, Llc CRD 108211 | deterministic · 100% | 2024 |
| Silvercrest Asset Management Group Llc CRD 118333 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Russell Investments | Investment management, Investment management fees (direct) | $13,313,150 |
| Artisan Partners Limited Partnershi | Investment management, Investment management fees (direct), Soft dollars commissions | $9,583,450 |
| Strategic Advisors, Inc. | Investment advisory (plan), Investment management fees (direct) | $3,520,925 |
| Pimco | Investment management, Investment management fees (direct) | $2,102,164 |
| Fidelity Investments Institutional | Participant loan processing, Securities brokerage commissions, Recordkeeping fees | $1,503,512 |
| Dimensional Fund Advisors | Investment management, Investment management fees (direct) | $1,367,280 |
| Silvercrest Asset Management Group | Investment management, Investment management fees (direct), Soft dollars commissions | $820,837 |
| Ariel Investments | Investment management, Investment management fees (direct), Soft dollars commissions | $328,560 |