Caterpillar Inc. Retirement Income Plan
Sponsored by Caterpillar Inc. · EIN 370602744 · Plan #002
- Total assets
- $9.2B
- Net assets
- $9.2B
- Active participants
- 11,025
- 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 |
|---|---|---|
| Alight Solutions | Recordkeeping, Direct payment from the plan | $1,553,106 |
| Strategic Benefit Advisors | Consulting (general), Direct payment from the plan | $834,635 |
| Pricewaterhousecoopers Llp | Accounting, Direct payment from the plan | $66,300 |