Atmos Energy Corporation Pension Account Plan
Sponsored by Atmos Energy Corporation · EIN 751743247 · Plan #003
- Total assets
- $580M
- Net assets
- $580M
- Active participants
- 1,717
- 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 |
|---|---|---|
| Brown Advisory Llc CRD 110181 | deterministic · 100% | 2024 |
| Systematic Financial Management Lp CRD 106146 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson | Actuarial, Direct payment from the plan | $468,729 |
| Brown Advisory | Investment management, Direct payment from the plan, Investment management fees (direct) | $374,914 |
| State Street Retiree Services | Recordkeeping | $315,376 |
| Wedge Capital | Investment management, Direct payment from the plan, Investment management fees (direct) | $314,921 |
| Systematic Financial Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $253,654 |
| Eagle Asset | Investment management, Direct payment from the plan, Investment management fees (direct) | $218,988 |
| Acadian Intl Small Cap | Recordkeeping, Legal, Other services | $165,284 |
| Agincourt | Investment management, Direct payment from the plan, Investment management fees (direct) | $141,805 |
| Lcg Associates | Consulting (general), Direct payment from the plan | $62,315 |
| State Street Global Advisors | Custodial (other), Custodial (securities) | $53,301 |
| Whitley Penn Llp | Accounting, Direct payment from the plan | $41,019 |