Wisconsin Power & Light Co. Retirement Plan B
Sponsored by Wisconsin Power & Light Company · EIN 390714890 · Plan #002
- Total assets
- $248M
- Net assets
- $248M
- Active participants
- 208
- 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 | fuzzy_auto · 98% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 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 | $266,937 |
| Aon Investment Usa, Inc | Investment management | $147,264 |
| Principal Custody Solutions | Trustee (institutional) | $60,494 |
| Parametric Portfolio Associates Llc | Investment management | $57,598 |
| Aberdeen Emerging Markets Equity Fu | Investment management | $49,616 |
| Morgan Stanley Investment Mgmt. | Investment management | $43,401 |
| Lgima Long Duration Us Credit Fund | Investment management, Investment management fees (indirect) | $24,760 |
| Nisa Investment Advisors Llc | Investment management | $17,337 |
| Coleman & Williams, Ltd. | Accounting | $13,785 |