Liebherr America Inc. Pension Plan
Sponsored by Liebherr Mining & Construction · EIN 540885749 · Plan #001
- Total assets
- $264M
- Net assets
- $264M
- Active participants
- 1,731
- With balances
- 2,238
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $58,114 |
| Liebherr America, Inc | Other fees | $17,325 |
| Voya Retirement Insurance & Annuity | Investment advisory (participants), Recordkeeping fees, Other fees | $9,436 |
| Morningstar Investment Management | Investment advisory (participants) | $9,286 |
| Capfinancial Partners Llc | Other fees | $0 |