Bertelsmann Pension Account Plan
Sponsored by Bertelsmann, Inc. · EIN 952949493 · Plan #003
- Total assets
- $115M
- Net assets
- $115M
- Active participants
- 581
- 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 |
|---|---|---|
| Mercer Investment Management | Investment management fees (direct), Investment management fees (indirect) | $266,431 |
| Fid Inv Inst Ops Co | Plan administrator | $254,831 |
| Segal Advisors, Inc | Investment management fees (direct) | $221,909 |
| Mercer | Consulting (pension), Direct payment from the plan | $59,158 |
| Caron & Bletzer | Accounting, Direct payment from the plan | $14,419 |
| Alston & Bird Llp | Custodial (securities), Trustee (institutional) | $12,260 |