Dr Pepper Snapple Group, Inc. Personal Pension Account Plan
Sponsored by Keurig Dr Pepper Inc. · EIN 980517725 · Plan #001
- Total assets
- $74.3M
- Net assets
- $74.2M
- Active participants
- 255
- 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 |
|---|---|---|
| Income Research + Management CRD 104863 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Institutional Operations | Trustee (institutional), Consulting (pension), Consulting (general) | $411,549 |
| Income Research & Mgmt, Inc. | Investment management | $167,570 |
| Towers Watson Investment Service | Consulting (pension), Consulting (general) | $120,645 |
| Northern Trust Company | Trustee (institutional) | $72,105 |
| Aon Investments Usa Inc | Consulting (general) | $69,660 |
| Armanino, Llp | Accounting | $43,102 |
| Pacific Life Insurance | Insurance services | $31,077 |
| Nepc, Llc | Consulting (pension), Consulting (general) | $17,415 |