Regal Beloit America, Inc. Pension Plan
Sponsored by Regal Beloit America, Inc. · EIN 390449780 · Plan #007
- Total assets
- $155M
- Net assets
- $155M
- Active participants
- 453
- 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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Investments Llc | Investment advisory (plan), Investment management fees (direct), Investment management fees (indirect) | $264,355 |
| Aon | Actuarial, Consulting (pension), Direct payment from the plan | $253,616 |
| Principal Custody Solutions | Custodial (securities), Trustee (institutional), Direct payment from the plan | $235,153 |
| Principal Life Insurance Company | Recordkeeping, Custodial (securities), Participant communication | $68,293 |