Federated Mutual Retirement Plan
Sponsored by Federated Mutual Insurance Company · EIN 410417460 · Plan #001
- Total assets
- $789M
- Net assets
- $784M
- Active participants
- 2,699
- 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 |
|---|---|---|
| Sit Investment Associates, Inc CRD 105725 | deterministic · 100% | 2024 |
| Speece Thorson Capital Group Inc CRD 106052 | fuzzy_auto · 98% | 2024 |
| Conning, Inc. CRD 107423 | deterministic · 100% | 2024 |
| Ssi Investment Management Llc CRD 104889 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Global Investments | Investment management fees (direct), Investment management fees (indirect) | $545,088 |
| Sit Investment Associates | Investment management | $335,945 |
| Speece Thorson Capital | Investment management | $219,381 |
| Nuveen Securities Llc | Investment management | $173,145 |
| Conning | Investment management | $168,180 |
| Us Bank | Recordkeeping, Trustee (institutional), Securities brokerage | $87,433 |
| Ssi Investment Management | Investment management | $71,274 |
| Rbc Global | Investment management | $14,594 |