Centerpoint Energy Retirement Plan
Sponsored by Centerpoint Energy, Inc. · EIN 740694415 · Plan #001
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 4,706
- 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 |
|---|---|---|
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight | Recordkeeping, Direct payment from the plan | $1,132,000 |
| Pacific Investment Management | Investment management, Investment management fees (direct) | $560,000 |
| Northern Trust Company | Trustee (institutional), Direct payment from the plan | $462,000 |
| Legal & General Investments | Investment management, Investment management fees (direct) | $352,000 |
| Aon Consulting | Actuarial, Direct payment from the plan | $336,000 |
| Fidelity Institutional Asset Manage | Investment management, Investment management fees (direct) | $281,000 |
| Callan Llc | Consulting (general), Consulting (pension), Direct payment from the plan | $129,000 |
| Wellington Trust Company | Investment management, Investment management fees (direct) | $123,000 |
| Bswift | Contract administrator, Direct payment from the plan | $118,000 |
| Fidelity Institutional Asset Manage | Investment management, Investment management fees (direct) | $89,000 |
| Blue Cross Blue Shield | Contract administrator, Direct payment from the plan | $67,000 |
| Dimensional Fund Advisors, Lp | Investment management, Investment management fees (direct) | $59,000 |
| Delta Dental | Contract administrator, Direct payment from the plan | $52,000 |
| Mcconnell & Jones, Llp | Accounting, Direct payment from the plan | $48,000 |
| Centerpoint Energy | Employee (plan sponsor), Direct payment from the plan | $37,000 |