AUMdb

Duke Energy Legacy Pension Plan

Sponsored by Duke Energy Corporation · EIN 202777218 · Plan #012

Total assets
$2.4B
Net assets
$2.4B
Active participants
277
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
Northern Trust Trustee (institutional) $1,331,180
Cherry Bekaert & Holland, Llp Consulting (general) $9,969