Glaxosmithkline Cash Balance Pension Plan
Sponsored by Glaxosmithkline Llc · EIN 231099050 · Plan #003
- Total assets
- $2.9B
- Net assets
- $2.9B
- Active participants
- 7,110
- 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 |
|---|---|---|
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Walter Scott & Partners Limited CRD 112161 | fuzzy_auto · 95% | 2024 |
| Rowland, Duncan S. CRD 161597 | fuzzy_auto · 97% | 2024 |
| Marathon Asset Management Limited CRD 132391 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions | Contract administrator, Recordkeeping, Other fees | $2,075,747 |
| Legal & General Invstmt Mgmt Amer | Investment management, Investment management fees (direct) | $1,594,913 |
| Jennison Associates Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $624,292 |
| Income Research & Management | Investment management, Investment management fees (direct) | $509,312 |
| The Bank Of New York Mellon | Custodial (securities), Trustee (directed), Investment management fees (indirect) | $482,723 |
| Walter Scott & Partners Ltd | Investment management, Investment management fees (direct) | $428,381 |
| Towers Watson Delaware Inc | Actuarial, Direct payment from the plan, Consulting fees | $311,517 |
| Rocaton Investment Advisors | Investment management, Investment management fees (direct), Non-monetary compensation | $138,938 |
| State Street Global Advisors | Custodial (other), Investment management fees (direct), Custodial (securities) | $119,535 |
| Deloitte & Touche Llp | Accounting | $87,765 |
| Marathon Asset Management Limited | Investment management, Investment management fees (direct), Soft dollars commissions | $41,537 |
| John Hancock Life Insurance Company | Contract administrator | $30,338 |
| Pricewaterhousecoopers Llp | Accounting, Direct payment from the plan | $14,910 |
| Apex Fintech Solutions | Contract administrator, Custodial (securities) | $12,844 |
| Msci | Contract administrator | $5,400 |