Itg Brands, Llc Retirement Allowance Plan For Hourly Rated And/Or Piecework Employees
Sponsored by Itg Brands, Llc · EIN 942994213 · Plan #004
- Total assets
- $331M
- Net assets
- $330M
- Active participants
- 269
- 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 |
|---|---|---|
| Elliott Investment Management L.P. CRD 307151 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Investments Llc | Investment management fees (direct), Investment management fees (indirect) | $663,803 |
| Buck Global Llc | Actuarial, Claims processing, Recordkeeping | $418,655 |
| Elliott Investment Management L.P. | Investment management, Direct payment from the plan | $322,576 |
| The Northern Trust Company | Trustee (institutional), Direct payment from the plan | $107,121 |
| Kpmg | Accounting, Direct payment from the plan | $106,219 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $36,225 |