Duke Energy Retirement Savings Plan
Sponsored by Duke Energy Corporation · EIN 202777218 · Plan #002
- Total assets
- $11.3B
- Net assets
- $11.3B
- Active participants
- 26,616
- With balances
- 34,836
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines | Investment advisory (plan) | $4,725,000 |
| Fidelity Investments Institutional | Recordkeeping fees, Securities brokerage commissions, Participant loan processing | $269,000 |
| Russell Investment Management Llc | Consulting (general) | $189,000 |