Caterpillar Global Mining Legacy Hourly Employees' Savings Plan
Sponsored by Caterpillar Inc. · EIN 370602744 · Plan #037
- Total assets
- $51.5M
- Net assets
- $51.5M
- Active participants
- 295
- With balances
- 489
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 |
|---|---|---|
| Alight Financial Advisors, Llc CRD 158744 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Financial Advisors, Llc | Investment advisory (participants), Direct payment from the plan | $17,785 |
| Alight Solutions Llc | Recordkeeping, Direct payment from the plan | $9,420 |
| Strategic Benefit Advisors | Contract administrator, Consulting (general), Direct payment from the plan | $5,140 |
| Pricewaterhousecoopers Llp | Accounting, Direct payment from the plan | $5,090 |