AUMdb

Ernst & Young Partnership Retirement (Hr 10) Plan

Sponsored by Ernst & Young U.S. Llp · EIN 346565596 · Plan #001

Total assets
$2.5B
Net assets
$2.5B
Active participants
1,424
With balances
3,902

Plan year beginning 01/01/2024 · Profit-sharing, Covers self-employed individuals

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
Mondrian Investment Group(us) Inc. Direct payment from the plan, Investment management fees (direct) $80,824
Albourne America Llc Consulting (pension), Investment management fees (direct) $24,989
Jp Morgan Chase Bank, N.A. Trustee (institutional), Direct payment from the plan, Investment management fees (direct) $0