Salaried Employee Pension Plan For Kapl Employees And Retirees
Sponsored by Fluor Marine Propulsion, Llc · EIN 824281125 · Plan #002
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 769
- 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 advisory (plan), Investment management, Direct payment from the plan | $1,305,104 |
| Fidelity Workplace Services Llc | Recordkeeping, Direct payment from the plan, Consulting (pension) | $240,257 |
| Northern Trust Company | Trustee (institutional), Trustee (directed), Direct payment from the plan | $146,011 |
| Buck Global Llc | Actuarial, Direct payment from the plan | $57,382 |
| Conduent Hr Services, Llc | Recordkeeping, Direct payment from the plan | $44,000 |
| Schneider Downs & Co. | Accounting, Direct payment from the plan | $25,800 |
| State Street Global Advisors Trust | Custodial (securities), Investment management, Investment management fees (direct) | $12,156 |
| Bny Mellon | Custodial (other), Custodial (securities), Recordkeeping | $0 |