AUMdb

Pension Plan For Eligible Bettis Employees And Retirees

Sponsored by Fluor Marine Propulsion, Llc · EIN 824281125 · Plan #001

Total assets
$1.2B
Net assets
$1.2B
Active participants
1,297
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
Mercer Investments Llc CRD 133449 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Mercer Investment Llc Investment management, Direct payment from the plan, Investment management fees (direct) $1,444,447
Fidelity Workplace Services Llc Recordkeeping, Direct payment from the plan, Consulting (pension) $272,211
Northern Trust Company Trustee (institutional), Trustee (directed), Direct payment from the plan $169,816
Buck Global Llc Actuarial, Direct payment from the plan $134,164
Schneider Downs & Co. Accounting, Direct payment from the plan $26,800
State Street Global Advisors Trust Custodial (securities), Investment management, Investment management fees (direct) $12,524
Bny Mellon Custodial (other), Custodial (securities), Recordkeeping $0