Kpmg Partner Pension Plan
Sponsored by Kpmg Llp · EIN 135565207 · Plan #018
- Total assets
- $1.9B
- Net assets
- $1.9B
- Active participants
- 2,262
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Goldman Sachs Asset Management | Investment management, Investment management fees (direct), Non-monetary compensation | $668,256 |
| Willis Towers Watson | Actuarial, Recordkeeping, Participant communication | $536,911 |
| State Street Bank And Trust Company | Trustee (institutional), Direct payment from the plan | $281,934 |
| Blackrock Institutional Trust Co. | Trustee (institutional), Trustee (discretionary), Investment management | $171,916 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $94,640 |
| State Street Global Advisors Trust | Trustee (institutional), Investment management, Investment management fees (direct) | $88,318 |
| William Blair Funds | Investment management, Investment management fees (direct) | $81,760 |
| Global Trust Company | Trustee (institutional), Direct payment from the plan | $40,873 |
| Fidelity Institutional Asset Mgmt | Investment management, Investment management fees (direct) | $39,025 |
| Willkie Farr & Gallagher | Legal, Direct payment from the plan | $20,558 |
| The Vanguard Group, Inc. | Non-monetary compensation | $0 |