Ericsson Us Pension Plan
Sponsored by Ericsson Inc. · EIN 061119960 · Plan #007
- Total assets
- $526M
- Net assets
- $472M
- Active participants
- 413
- 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 |
|---|---|---|
| Pgim, Inc. CRD 105676 | deterministic · 100% | 2024 |
| Barrow, Hanley, Mewhinney & Strauss, Llc CRD 105519 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Eagle Asset Management Inc CRD 110653 | deterministic · 100% | 2024 |
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Plan administrator, Consulting (pension) | $1,156,290 |
| Pgim, Inc. | Investment management, Investment management fees (direct), Soft dollars commissions | $570,574 |
| Pimco | Investment advisory (plan), Investment management, Direct payment from the plan | $376,213 |
| Barrow Hanley Global Investors | Investment advisory (plan), Investment management fees (direct), Soft dollars commissions | $118,112 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $99,450 |
| Eagle Asset Management | Investment management, Investment management fees (direct), Soft dollars commissions | $62,296 |
| Mcdermott Will & Emery Llp | Legal, Direct payment from the plan | $57,901 |
| Jennison Associates Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $38,072 |