Bae Systems Employees' Retirement Plan
Sponsored by Bae Systems, Inc. · EIN 223537950 · Plan #050
- Total assets
- $3.2B
- Net assets
- $3.2B
- Active participants
- 7,278
- 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 |
|---|---|---|
| Metropolitan West Asset Management Llc CRD 104571 | deterministic · 100% | 2024 |
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson | Claims processing, Contract administrator, Recordkeeping | $2,728,227 |
| Metropolitan West Asset Management | Investment management, Investment management fees (direct) | $1,008,246 |
| Aon Investments Usa Inc. | Investment advisory (plan) | $960,928 |
| Pimco | Investment management, Investment management fees (direct) | $803,886 |
| Nisa Investment Advisors | Investment advisory (plan), Investment management | $746,644 |
| Aon Consulting, Inc. | Contract administrator | $556,748 |
| Groom Law Group | Legal | $519,713 |
| The Northern Trust Company | Accounting, Custodial (securities), Trustee (institutional) | $361,845 |
| Franklin Templeton | Investment management | $305,839 |
| Deloitte | Accounting | $220,386 |
| Lgim America | Investment management | $199,800 |
| Ubs | Investment advisory (plan), Investment management | $186,910 |
| Alight Solutions Llc | Investment advisory (plan) | $55,419 |
| Metropolitan Tower Life Insur | Contract administrator | $54,877 |
| Peggy Edge, Cpa | Accounting, Recordkeeping, Other services | $50,205 |
| Athene Annuity And Life Co | Contract administrator | $49,781 |
| State Street Bank And Trust Company | Trustee (directed), Investment management, Float revenue | $29,879 |
| Pricewaterhousecoopers | Accounting | $26,080 |
| Rhk Consulting, Llc | Consulting (pension) | $22,950 |
| Iss Scas | Consulting (pension) | $7,500 |