Retirement Plan For Employees Of Aetna Inc.
Sponsored by Aetna Inc. · EIN 232229683 · Plan #003
- Total assets
- $5.2B
- Net assets
- $5.2B
- Active participants
- 9,117
- 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 |
|---|---|---|
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 98% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 99% | 2024 |
| Blackrock Financial Management, Inc CRD 107105 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Nebrodi Partners, Llc CRD 174280 | deterministic · 100% | 2024 |
| Voya Investments, Llc CRD 111091 | fuzzy_auto · 95% | 2024 |
| Mfs Institutional Advisors Inc. CRD 107144 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
| Wellington Management Company Llp CRD 106595 | deterministic · 100% | 2024 |
| Cohen & Steers Capital Management, Inc. CRD 106266 | fuzzy_auto · 98% | 2024 |
| Hood River Capital Management Llc CRD 166089 | deterministic · 100% | 2024 |
| Ares Management Llc CRD 130074 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Goldman Sachs Asset Management | Investment advisory (plan), Investment management fees (direct), Non-monetary compensation | $3,518,122 |
| Alight Solutions Llc | Plan administrator, Recordkeeping | $2,406,579 |
| Aetna Life Insurance Company | Contract administrator, Recordkeeping, Custodial (securities) | $2,121,024 |
| Pacific Investment Managementco Llc | Investment management | $1,009,478 |
| Blackrock Financial Management Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $750,734 |
| Dodge & Cox | Investment management, Soft dollars commissions | $545,639 |
| Jpmorgan Chase Bank Na | Trustee (institutional), Custodial (securities), Float revenue | $495,985 |
| Jpmorgan Investment Management Inc | Investment advisory (plan), Investment management | $487,932 |
| Prudential Insurance Company | Investment management | $396,780 |
| Legal & General Inv Mgmt America | Investment management | $315,578 |
| Nebrodi Partners Llc | Investment advisory (plan) | $311,230 |
| Aon Consulting Llc | Actuarial, Recordkeeping | $261,360 |
| Voya Investment Trust Co. | Investment management | $245,813 |
| Mfs Institutional Advisors Inc. | Investment management, Soft dollars commissions | $182,193 |
| Nisa Investment Advisors Llc | Investment management, Investment management fees (direct) | $160,096 |
| Sei Global Services Inc | Accounting, Recordkeeping | $127,782 |
| Meketa Investment Group Inc | Investment advisory (plan) | $98,202 |
| Wellington Management Co Llp | Investment management, Soft dollars commissions | $91,204 |
| T. Rowe Price Trust Company | Investment management, Direct payment from the plan, Soft dollars commissions | $63,096 |
| Ernst & Young Llp | Accounting | $60,200 |
| Sherman & Sterling Llp | Legal | $52,685 |
| Cohen & Steers Capital Management | Investment management, Investment management fees (direct) | $49,706 |
| De Shaw Investment Management Llc | Investment management | $43,500 |
| Hood River Capital Management | Investment management, Soft dollars commissions | $34,596 |
| Ares Management Limited | Investment management | $18,409 |
| Kpmg Llp | Accounting | $12,000 |