AUMdb

National Girl Scout Council Retirement Plan

Sponsored by Girl Scouts Of The Usa · EIN 131624016 · Plan #002

Total assets
$430M
Net assets
$430M
Active participants
987
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 · 99% 2024
Barrow, Hanley, Mewhinney & Strauss, Llc CRD 105519 deterministic · 100% 2024
Wasatch Advisors Lp CRD 106081 deterministic · 100% 2024
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024
Nisa Investment Advisors, Llc CRD 107313 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Willis Towers Watson Us Llc Actuarial, Direct payment from the plan, Contract administrator $448,894
Fiam Group Trust Investment management, Investment management fees (direct), Securities brokerage commissions $225,232
The Bank Of New York Mellon Custodial (securities), Trustee (institutional), Shareholder servicing fees $219,612
Prudential Trust Co Investment management, Securities brokerage, Investment management fees (direct) $162,873
Nepc, Llc Consulting (pension), Direct payment from the plan $158,381
Bpif Non Taxable Lp Investment management, Investment management fees (direct) $109,952
Income Research And Management Investment management, Investment management fees (direct) $106,824
Barrow Hanley Global Investors Investment advisory (plan), Investment management fees (direct), Other commissions $92,155
Wasatch Advisors Lp Investment management, Investment management fees (indirect), Soft dollars commissions $60,450
T Rowe Price Trustee (institutional), Trustee (discretionary), Investment management $56,055
Victory Capital (Gtc) Investment management, Investment management fees (direct) $54,429
Baker Tilly Us,Llp Accounting, Direct payment from the plan $41,475
Nisa Investment Advisors Llc Investment management, Investment management fees (direct) $26,225
State Street Global Advisors Custodial (securities), Investment management fees (direct) $8,356