Fulton Financial Affiliates Defined Benefit Pension Plan
Sponsored by Fulton Financial Corporation · EIN 232195389 · Plan #004
- Total assets
- $85.6M
- Net assets
- $85.5M
- Active participants
- 76
- 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 |
|---|---|---|
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | deterministic · 100% | 2024 |
| Johcm (Usa) Inc CRD 167596 | deterministic · 100% | 2024 |
| John Hancock Investment Management Llc CRD 105790 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
| Harris Associates Lp CRD 106960 | fuzzy_auto · 96% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
| Smead Capital Management, Inc. CRD 143567 | deterministic · 100% | 2024 |
| Federated Investment Management Company CRD 105138 | fuzzy_auto · 98% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 97% | 2024 |
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| Calamos Advisors Llc CRD 105758 | deterministic · 100% | 2024 |
| First Pacific Advisors, Lp CRD 141823 | deterministic · 100% | 2024 |
| Blackrock Fund Advisors CRD 105247 | deterministic · 100% | 2024 |
| Ssga Funds Management, Inc. CRD 111242 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Conrad Siegel | Actuarial, Recordkeeping, Consulting (pension) | $93,339 |
| Fulton Financial Advisors | Trustee (directed), Investment management fees (direct), Investment management fees (indirect) | $35,522 |
| Bdo Usa, Llp | Accounting | $17,302 |
| Dodge & Cox | Investment management, Investment management fees (indirect) | $0 |
| Goldman Sachs Asset Management, L.P | Investment management, Investment management fees (indirect) | $0 |
| Johcm (Usa) Inc. | Investment management, Investment management fees (indirect) | $0 |
| John Hancock Investment Management | Investment management, Investment management fees (indirect) | $0 |
| J.P. Morgan Investment Management, | Investment management, Investment management fees (indirect) | $0 |
| Harris Associates L.P. | Investment management, Investment management fees (indirect) | $0 |
| Principal Global Investors Llc | Investment management, Investment management fees (indirect) | $0 |
| Smead Capital Management Inc | Investment management, Investment management fees (indirect) | $0 |
| Federated Investment Management Com | Investment management, Investment management fees (indirect) | $0 |
| Pacific Investment Management Compa | Investment management, Investment management fees (indirect) | $0 |
| T. Rowe Price Associates, Inc. | Investment management, Investment management fees (indirect) | $0 |
| Calamos Advisors Llc | Investment management, Investment management fees (indirect) | $0 |
| First Pacific Advisors, Lp | Investment management, Investment management fees (indirect) | $0 |
| Blackrock Fund Advisors | Investment management, Investment management fees (indirect) | $0 |
| First Trust Portfolios Lp | Investment management, Investment management fees (indirect) | $0 |
| Ssga Funds Management, Inc. | Investment management, Investment management fees (indirect) | $0 |