Siemens Pension Plan
Sponsored by Siemens Corporation · EIN 132623356 · Plan #001
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 3,620
- 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 |
|---|---|---|
| Income Research + Management CRD 104863 | fuzzy_auto · 97% | 2024 |
| Wellington Management Company Llp CRD 106595 | fuzzy_auto · 97% | 2024 |
| Bloombergsen Inc. CRD 281189 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions | Consulting (general), Direct payment from the plan | $952,455 |
| Income Research & Managment | Investment management, Direct payment from the plan, Investment management fees (direct) | $577,324 |
| Jpmorgan Chase Bank, N.A. | Trustee (institutional), Direct payment from the plan, Float revenue | $565,402 |
| Wellington Management Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $523,863 |
| Nepc | Consulting (general), Direct payment from the plan | $251,854 |
| Nisa | Investment management, Direct payment from the plan, Investment management fees (direct) | $185,963 |
| Blackrock Institutional Trust Co | Investment management, Direct payment from the plan, Investment management fees (direct) | $138,457 |
| Willis Tower Watson | Consulting (general), Direct payment from the plan | $133,138 |
| State Street Global Advisors | Custodial (other), Custodial (securities), Investment management | $99,293 |
| Ernst And Young Llp | Accounting, Direct payment from the plan, Account maintenance fees | $55,079 |
| Dopkins And Company, Llp | Accounting, Consulting (general), Direct payment from the plan | $22,800 |
| Bloomberg Lp | Investment management, Other services, Direct payment from the plan | $15,685 |