AUMdb

Retirement Plan For Employees Of S.C. Johnson & So

Sponsored by S.C. Johnson & Son, Inc. · EIN 390379990 · Plan #002

Total assets
$407M
Net assets
$406M
Active participants
484
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
Garcia Hamilton & Associates Lp CRD 108017 fuzzy_auto · 95% 2024
Well Done, Llc CRD 173736 fuzzy_auto · 94% 2024
W. H. Reaves & Co., Inc. CRD 3140 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Willis Towers Watson Us Llc Actuarial $403,633
Jp Morgan Chase Investment management $288,682
Robert W. Baird And Company Investment management $247,707
Garcia Hamilton & Associates, L.P. Investment management $193,640
Northern Trust Company Trustee (directed) $149,923
Captrust Advisors Investment advisory (plan) $120,000
Reams Asset Management Investment management $59,945
Jp Morgan Investment Management Inc Investment management $48,097
Baker Tilly Us Llp Accounting $9,125