Group Retirement Income Plan No. 8
Sponsored by Growmark Inc. · EIN 370815318 · Plan #002
- Total assets
- $680M
- Net assets
- $677M
- 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 |
|---|---|---|
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Clarion Partners, Llc CRD 108803 | deterministic · 100% | 2024 |
| Rreef America L.L.C. CRD 109596 | fuzzy_auto · 94% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nisa Investment Advisors, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $15,607,643 |
| Aon Consulting | Actuarial, Direct payment from the plan | $475,633 |
| Clarion Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $289,728 |
| Ubs Global Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $233,453 |
| Rreef America | Investment management, Direct payment from the plan, Investment management fees (direct) | $208,151 |
| Jp Morgan Investment Management Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $198,372 |
| The Northern Trust Company | Trustee (institutional), Direct payment from the plan, Shareholder servicing fees | $129,248 |
| Pacific Investment Management Co. | Investment management, Direct payment from the plan, Investment management fees (direct) | $121,275 |
| Marquette Associates, Inc. | Investment advisory (plan), Direct payment from the plan | $68,375 |
| Rubinbrown Llp | Accounting, Direct payment from the plan | $18,950 |