National Fuel Gas Company Retirement Plan
Sponsored by National Fuel Gas Company · EIN 131086010 · Plan #001
- Total assets
- $861M
- Net assets
- $854M
- Active participants
- 189
- 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 |
|---|---|---|
| Pgim, Inc. CRD 105676 | deterministic · 100% | 2024 |
| Sustainable Growth Advisers, Lp CRD 127447 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pgim Inc. | Investment management, Direct payment from the plan | $1,017,775 |
| J.P. Morgan Asset Management | Trustee (discretionary), Investment advisory (plan), Investment management | $481,669 |
| Towers Watson Investment Services | Consulting (pension), Direct payment from the plan | $235,329 |
| Sustainable Growth Advisors, Lp | Investment management, Direct payment from the plan, Soft dollars commissions | $146,115 |
| J.P Morgan Chase Bank, N.A. | Trustee (institutional), Direct payment from the plan, Float revenue | $137,300 |
| Mercer (Us) Llc | Actuarial, Direct payment from the plan | $101,472 |
| Wellington Trust | Investment management, Direct payment from the plan, Soft dollars commissions | $52,553 |
| The Bonadio Group | Accounting, Direct payment from the plan | $23,100 |
| Ivins, Phillips & Barker | Legal, Direct payment from the plan | $12,290 |
| Blackrock Institutional Trust Co. | Investment management, Direct payment from the plan | $11,832 |