Sedgwick Retirement Plan
Sponsored by Sedgwick Claims Management Services, Inc. · EIN 362685608 · Plan #002
- Total assets
- $70.6M
- Net assets
- $70.6M
- Active participants
- 803
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce, Fenner, Smith | Securities brokerage, Investment management fees (direct) | $348,494 |
| Mercer Human Resource Consulting | Actuarial | $299,267 |
| Bank Of America | Trustee (institutional) | $27,883 |