Retirement Plan For Employees Of Puget Sound Energy, Inc.
Sponsored by Puget Sound Energy, Inc. · EIN 910374630 · Plan #001
- Total assets
- $830M
- Net assets
- $777M
- Active participants
- 1,805
- 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 |
|---|---|---|
| Boston Trust Walden Inc. CRD 111266 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 97% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mfs Heritage Trust Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $567,597 |
| Milliman, Inc. | Actuarial, Contract administrator, Recordkeeping | $550,353 |
| Boston Trust Walden Inc | Investment management, Investment management fees (direct) | $377,229 |
| Loomis Sayles & Company, L.P. | Investment management, Investment management fees (direct) | $302,210 |
| Pimco | Investment management, Investment management fees (direct), Investment management fees (indirect) | $282,363 |
| Dodge & Cox | Investment management, Investment management fees (direct), Investment management fees (indirect) | $255,657 |
| U.S. Bank | Trustee (institutional), Direct payment from the plan | $142,807 |
| Callan Associates, Inc. | Investment advisory (plan), Direct payment from the plan | $118,946 |
| Clark Nuber P.S. | Accounting, Direct payment from the plan | $40,850 |
| Perkins Coie, Llp | Legal, Direct payment from the plan | $26,964 |
| Blackrock Institutional Trust Co. | Trustee (institutional), Trustee (discretionary), Investment management | $13,266 |