Ipl Retirement Plan For Bargaining Unit Ees
Sponsored by Interstate Power And Light Company · EIN 420331370 · Plan #001
- Total assets
- $266M
- Net assets
- $266M
- Active participants
- 312
- 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 |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | fuzzy_auto · 99% | 2024 |
| Morgan Stanley Investment Management Inc. CRD 110353 | fuzzy_auto · 97% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Plan administrator | $279,359 |
| Aon Investments Usa | Investment management | $164,859 |
| Principal Custody Solutions | Trustee (institutional) | $59,758 |
| Parametric Portfolio Associaties | Investment management | $56,658 |
| Aberdeen Emerging Markets Equity Fu | Investment management | $56,099 |
| Morgan Stanley Investment Mgmt | Investment management | $49,136 |
| Lgima Long Duration Us Credit Fund | Investment management, Investment management fees (indirect) | $28,088 |
| Nisa Investment Advisors, Llc | Investment management | $19,479 |
| Coleman & Williams, Ltd. | Accounting | $17,438 |