AUMdb

Ikon Office Solutions, Inc. Pension Plan

Sponsored by Ricoh Usa, Inc. · EIN 230334400 · Plan #014

Total assets
$385M
Net assets
$385M
Active participants
2,452
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
Nisa Investment Advisors, Llc CRD 107313 deterministic · 100% 2024
Income Research + Management CRD 104863 fuzzy_auto · 99% 2024
Mentor Capital Management Inc. CRD 123176 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Aon Consulting, Inc. Actuarial, Direct payment from the plan $2,157,908
Nisa Investment Advisors, Llc Investment management, Direct payment from the plan $218,853
Income Research And Management Investment management, Direct payment from the plan $187,936
Mercer Consulting (general), Direct payment from the plan $94,263
Mondrian Investment Group Inc. Investment management, Direct payment from the plan $84,555
Us Bank Trustee (institutional), Direct payment from the plan $67,542
State Street Global Advisors Investment management, Direct payment from the plan $60,789
Grant Thornton, Llp Accounting, Direct payment from the plan $33,000
Northern Trust Company Custodial (other), Trustee (institutional), Direct payment from the plan $26,472
Ballard Spahr Llp Legal, Direct payment from the plan $18,610
Mellon Capital Management Corp. Investment management, Direct payment from the plan $10,231
Pension Benefit Information Legal, Direct payment from the plan $10,000