Cfg Pension Plan
Sponsored by Citizens Financial Group, Inc. · EIN 050412693 · Plan #001
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 2,727
- 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 |
|---|---|---|
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 96% | 2024 |
| Mercer Investment Solutions Llc CRD 155919 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Towers Watson Delaware Inc | Actuarial, Consulting (pension), Direct payment from the plan | $1,000,278 |
| Pacific Investment Mgmt Co. | Investment management, Investment management fees (direct), Direct payment from the plan | $508,911 |
| Prudential Trust Co. | Investment management, Investment management fees (direct), Investment management fees (indirect) | $390,732 |
| Jennison | Investment management | $241,306 |
| Bank Of New York Mellon | Custodial (other), Custodial (securities), Trustee (institutional) | $174,982 |
| Mercer Investment Consulting Llc | Investment advisory (plan) | $165,544 |
| Blackrock Institutional Trust Co. | Investment management, Investment management fees (direct), Direct payment from the plan | $137,022 |
| Deloitte | Consulting (general) | $131,324 |