Ibm Personal Pension Plan
Sponsored by International Business Machines Corporation · EIN 130871985 · Plan #001
- Total assets
- $17.9B
- Net assets
- $17.6B
- Active participants
- 43,052
- 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 |
|---|---|---|
| Ifm Investors (Us) Advisor, Llc CRD 146366 | fuzzy_auto · 96% | 2024 |
| Allspring Global Investments, Llc CRD 104973 | deterministic · 100% | 2024 |
| Blackrock Financial Management, Inc CRD 107105 | deterministic · 100% | 2024 |
| P/E Global Llc CRD 155642 | deterministic · 100% | 2024 |
| Cibc Asset Management Inc. CRD 106508 | deterministic · 100% | 2024 |
| Los Angeles Capital Management Llc CRD 119033 | fuzzy_auto · 96% | 2024 |
| Marathon Asset Management, L.P. CRD 124613 | fuzzy_auto · 99% | 2024 |
| Mercer Investment Solutions Llc CRD 155919 | fuzzy_auto · 94% | 2024 |
| Garcia Hamilton & Associates Lp CRD 108017 | fuzzy_auto · 95% | 2024 |
| Portfolio Advisors, Inc. CRD 106111 | deterministic · 100% | 2024 |
| Ninety One North America, Inc. CRD 167922 | deterministic · 100% | 2024 |
| Institutional Shareholder Services Inc. CRD 111940 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $11,108,495 |
| Towers Watson Delaware Inc. | Actuarial, Investment management fees (direct) | $10,305,311 |
| Ibm | Recordkeeping, Non-monetary compensation, Direct payment from the plan | $5,948,231 |
| Nisa Investment Advisors | Investment management fees (direct) | $3,992,785 |
| Northern Trust Company | Investment management fees (direct) | $3,566,930 |
| Jp Morgan Investment Mgmt | Investment advisory (plan), Investment management, Investment management fees (direct) | $2,557,406 |
| Voya Investment Management Co | Contract administrator | $2,077,521 |
| Allspring Global Investments, Llc | Investment management | $1,640,745 |
| Metlife Investment Mgmt Holdings, L | Investment management fees (direct) | $1,531,336 |
| Blackrock Financial Management, Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,040,277 |
| Loomis, Sayles & Co. | Investment management fees (direct) | $976,124 |
| Pimco | Investment management fees (direct), Investment management fees (indirect), Other fees | $974,505 |
| P/E Global Llc | Investment advisory (plan) | $974,435 |
| Wellington Management | Investment management fees (direct) | $971,257 |
| Western Asset Management | Investment management fees (direct) | $899,962 |
| Cibc Asset Management | Investment management | $823,082 |
| Dodge & Cox | Investment management fees (direct), Investment management fees (indirect), Soft dollars commissions | $619,278 |
| Los Angeles Capital Mgmt | Investment management, Soft dollars commissions | $578,350 |
| Marathon Asset Management Llp | Trustee (institutional), Investment management | $368,706 |
| Pugh Capital | Investment management, Investment management fees (direct) | $340,210 |
| Ssga | Investment management fees (direct), Investment management fees (indirect) | $315,494 |
| Andersen Tax Llc | Accounting | $313,453 |
| Covington & Burling Llp | Legal | $288,804 |
| Mercer Investment Consulting Inc. | Investment advisory (plan) | $271,655 |
| Factset | Recordkeeping, Consulting (general), Direct payment from the plan | $271,375 |
| Bloomberg | Recordkeeping | $269,396 |
| Aon Consulting | Actuarial, Direct payment from the plan, Recordkeeping fees | $251,263 |
| Wellington Trust | Investment management fees (direct) | $225,694 |
| Garcia Hamilton & Associates, L.P. | Investment management | $221,950 |
| Portfolio Advisors | Investment management | $210,400 |
| Earnest Partners | Investment management fees (direct) | $190,410 |
| Legal & General Inv. Mgmt. America | Investment management, Investment management fees (direct) | $106,855 |
| Tamale | Other fees | $105,896 |
| Msci | Other services | $103,682 |
| Systematica | Investment management, Investment management fees (direct) | $102,445 |
| Ninety One North America Inc. | Investment management, Investment management fees (direct) | $101,534 |
| K&L Gates, Llp | Legal, Direct payment from the plan | $100,000 |
| Evestment Alliance Llc | Other fees | $88,907 |
| Paul Hastings | Legal, Direct payment from the plan | $71,466 |
| Jefferies Llc | Investment management, Investment management fees (direct) | $61,453 |
| Chiomenti | Legal, Direct payment from the plan | $53,378 |
| David G. Stieber, P.C. | Legal, Direct payment from the plan | $26,113 |
| Institutional Shareholder Services | Investment advisory (plan) | $24,222 |
| Manpowergroup | Other fees | $13,592 |
| Alterity Group | Consulting (pension) | $12,550 |
| Pitchbook Data, Inc. | Other fees | $12,463 |
| Ct Corporation System Corp | Other fees | $11,006 |
| Institutional Limited Partners Asso | Other fees | $7,500 |
| Kpmg Taiwan | Other fees | $6,300 |
| Ifm Investors (Us), Llc | Investment management, Foreign entity, Investment management fees (indirect) | $0 |