AUMdb

The National Football League Capital Accumulation Plan

Sponsored by San Francisco Forty Niners, Limited · EIN 942412031 · Plan #011 · Santa Clara, CA

Total assets
$102M
Net assets
$102M
Active participants
471
With balances
710

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Snyder Capital Management Lp CRD 108518 deterministic · 100% 2024
Ariel Investments, Llc CRD 108211 deterministic · 100% 2024
Cambridge Associates, Llc CRD 104942 deterministic · 100% 2024
Trinity Asset Management, Inc. CRD 109152 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Snyder Capital Management Investment management, Investment management fees (direct), Soft dollars commissions $31,402
Jackson Square Partners Investment management, Investment management fees (direct), Securities brokerage commissions $17,331
Ariel Investments, Llc Investment management, Investment management fees (direct) $17,100
Cambridge Associates Investment advisory (plan), Named fiduciary, Direct payment from the plan $17,022
Pnc Bank Trustee (directed), Direct payment from the plan $13,429
Trinity Asset Management Investment management, Investment management fees (direct) $7,638
Pimco Investment management, Investment management fees (direct) $6,458