Telephone And Data Systems, Inc. Pension Plan
Sponsored by Telephone And Data Systems, Inc. · EIN 362669023 · Plan #008
- Total assets
- $509M
- Net assets
- $509M
- Active participants
- 4,945
- With balances
- 7,733
Plan year beginning 01/01/2024 · Target benefit, Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting | Recordkeeping, Consulting (pension), Direct payment from the plan | $341,937 |
| Northern Trust Company | Trustee (institutional), Trustee (directed), Investment management | $53,360 |
| Blackrock Institutional Trust | Trustee (institutional), Trustee (discretionary), Investment management | $51,582 |
| Aon Investments Usa Inc | Consulting (pension), Investment management, Direct payment from the plan | $21,888 |