AUMdb

Pentair Inc Retirement Savings And Stock

Sponsored by Pentair Inc · EIN 410907434 · Plan #002

Total assets
$910M
Net assets
$910M
Active participants
4,636
With balances
6,900

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $193,804
Foley & Lardner Llp Legal $1,716
Blackrock Institutional Trust Co Na Investment management $0
Fidelity Investments Institutional Sub-transfer agency fees $0
Fidelity Management Trust Co Sub-transfer agency fees $0
Loomis Sayles Trust Company, Llc Sub-transfer agency fees $0
State Street Bank & Trust Co Investment management fees (indirect) $0
Oakmark Sub-transfer agency fees $0
Victory Capital Management Inc Sub-transfer agency fees $0
Dodge & Cox Sub-transfer agency fees $0
Reliance Trust Company Sub-transfer agency fees $0
Vanguard Sub-transfer agency fees $0