AUMdb

Pension Plan Of L'oreal Usa, Inc.

Sponsored by Loreal Usa, Inc. · EIN 221539735 · Plan #002

Total assets
$833M
Net assets
$831M
Active participants
7,221
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
Wellington Management Company Llp CRD 106595 fuzzy_auto · 97% 2024
Atlanta Capital Management Company, L.L.C. CRD 116719 deterministic · 100% 2024
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Willis Towers Watson Us Llc Actuarial, Plan administrator, Direct payment from the plan $1,047,978
Wellington Management Co. Investment management, Investment management fees (direct), Soft dollars commissions $711,522
Pimco Investment management, Investment management fees (direct), Other fees $706,063
Jp Morgan Investment Mgmt Inc Investment advisory (plan), Investment management, Direct payment from the plan $611,783
Northern Trust Corporation Trustee (institutional), Other services, Direct payment from the plan $371,899
Atlanta Capital Investment management, Securities brokerage commissions, Soft dollars commissions $299,066
Capfinancial Partners, Llc Consulting (general), Investment advisory (plan), Direct payment from the plan $167,623
Bdo Usa, P.C. Accounting, Direct payment from the plan $63,500
William Blair Trustee (institutional), Investment management fees (direct), Soft dollars commissions $60,072
Butzel Long Legal, Direct payment from the plan $14,200