AUMdb

The Goldman Sachs 401(k) Plan

Sponsored by The Goldman Sachs Group, Inc. · EIN 134019460 · Plan #001

Total assets
$12.8B
Net assets
$12.8B
Active participants
23,891
With balances
48,807

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
Artisan Partners Limited Partnership CRD 150114 fuzzy_auto · 94% 2024
Centersquare Investment Management Llc CRD 290078 deterministic · 100% 2024
Diamond Hill Capital Management, Llc CRD 110638 deterministic · 100% 2024
Harding Loevner Lp CRD 104543 deterministic · 100% 2024
J.P. Morgan Investment Management Inc. CRD 107038 fuzzy_auto · 96% 2024
Victress Capital, Llc CRD 301280 fuzzy_auto · 94% 2024
Wellington Management Company Llp CRD 106595 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wellington Management Company Llp Investment management, Investment management fees (direct), Soft dollars commissions $3,347,480
J.P.Morgan Investment Mgmt Inc. Investment advisory (plan), Investment management, Investment management fees (direct) $2,633,677
Blackrock Inst Tr Company Na Trustee (institutional), Trustee (discretionary), Investment management $2,030,058
Victory Capital Investment management, Investment management fees (direct), Soft dollars commissions $1,728,596
Artisan Partners Ltd. Partnership Investment management, Investment management fees (direct), Soft dollars commissions $1,195,174
Diamond Hill Capital Management Inc Investment management, Investment management fees (direct), Soft dollars commissions $1,061,502
Harding Loevner Lp Investment management, Investment management fees (direct), Soft dollars commissions $921,793
Pimco Investment management, Investment management fees (direct) $911,746
Alight Solutions Llc Recordkeeping, Direct payment from the plan $835,532
Centersquare Investment Management Investment management, Soft dollars commissions, Investment management fees (direct) $815,518
Pricewaterhousecoopers Llp Accounting, Direct payment from the plan $206,032
Bank Of New York Mellon Corporation Custodial (securities), Trustee (institutional), Direct payment from the plan $184,729
Callan Llc Consulting (general), Direct payment from the plan $118,964
State Street Global Advisors Investment management, Investment management fees (direct), Custodial (other) $111,639
Kpmg Llp Accounting, Direct payment from the plan $12,407