The Prudential Merged Retirement Plan
Sponsored by The Prudential Insurance Company Of America · EIN 221211670 · Plan #003
- Total assets
- $12.0B
- Net assets
- $8.9B
- Active participants
- 15,796
- 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 |
|---|---|---|
| Bellwether Consulting Llc CRD 111188 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Prudential Insurance Company | Contract administrator, Investment advisory (plan), Investment management | $8,965,357 |
| Alight Solutions Llc | Recordkeeping, Other fees | $5,997,339 |
| Prudential Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,720,950 |
| Neuberger Berman | Other services, Direct payment from the plan | $1,350,872 |
| Wellington Management | Other services, Direct payment from the plan | $719,881 |
| Bellwether Consulting Inc | Investment advisory (plan), Direct payment from the plan | $258,100 |
| Sidley Austin, Llp | Legal, Direct payment from the plan | $94,066 |
| Anybill Financial Services | Other services, Direct payment from the plan | $34,733 |
| Mitchell & Titus | Accounting, Direct payment from the plan | $30,000 |
| Enterprise Castle Hall Alternatives | Other services, Direct payment from the plan | $14,700 |
| Blackrock | Other services, Direct payment from the plan | $9,635 |