AUMdb

Owens Corning Merged Retirement Plan

Sponsored by Owens Corning · EIN 432109021 · Plan #001

Total assets
$337M
Net assets
$336M
Active participants
2,251
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
Blackrock Financial Management, Inc CRD 107105 deterministic · 100% 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
Fidelity Institutional Asset Mgt. Investment management, Direct payment from the plan $619,822
Aon Consulting Actuarial, Direct payment from the plan $410,087
Sun Life Investment Mgt. Us, Inc. Investment management, Direct payment from the plan $191,172
Wilshire Associates Incorporated Consulting (pension), Direct payment from the plan $173,333
Northern Trust Company Trustee (institutional), Direct payment from the plan $138,506
Oc Sales, Llc Plan administrator, Direct payment from the plan $115,403
Blackrock Financial Management Trustee (institutional), Trustee (discretionary), Investment management $43,705
Ryan Labs Asset Management Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) $35,551
The Culpepper Group, Llc Consulting (pension), Direct payment from the plan $28,500
Gjc Cpa's & Advisors Accounting, Direct payment from the plan $25,150
Nisa Investment Advisors Llc Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) $12,178