AUMdb

Employees Pension Plan Of Credit Suisse

Sponsored by Credit Suisse Securities Usa Llc · EIN 050546650 · Plan #004

Total assets
$296M
Net assets
$295M
Active participants
122
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
Blackrock Financial Management, Inc CRD 107105 deterministic · 100% 2024
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Aon Consulting Inc Consulting (general), Direct payment from the plan $1,107,460
Blackrock Financial Management Trustee (institutional), Trustee (discretionary), Investment management $193,885
The Bank Of New York Mellon Trustee (institutional), Direct payment from the plan $168,908
Joe Huber Consulting (general), Direct payment from the plan $100,000
Thompson Hine Legal, Direct payment from the plan $93,862
Pricewaterhouse Coopers Llp Accounting, Direct payment from the plan $68,744
Alight Solutions Llc Consulting (general), Direct payment from the plan $24,210
T. Rowe Price Trustee (institutional), Trustee (discretionary), Investment management $12,813
Buck Global, Llc Consulting (general), Direct payment from the plan $11,869
Mclagan Partners, Inc. Consulting (general), Direct payment from the plan $5,000