Cummins Pension Plan
Sponsored by Cummins Inc. · EIN 350257090 · Plan #001
- Total assets
- $3.2B
- Net assets
- $3.2B
- Active participants
- 28,798
- 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 |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
| Walter Scott & Partners Limited CRD 112161 | fuzzy_auto · 98% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
| W. H. Reaves & Co., Inc. CRD 3140 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions Llc | Recordkeeping, Other services, Direct payment from the plan | $3,412,590 |
| Aon Investments Usa Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,174,246 |
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan | $847,418 |
| The Northern Trust Company | Custodial (securities), Trustee (institutional), Direct payment from the plan | $845,593 |
| Walter Scott & Partners Limited | Investment management, Direct payment from the plan, Investment management fees (direct) | $684,853 |
| Parametric Portfolio Associates Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $588,616 |
| Prudential Ins Co Of America | Investment management, Direct payment from the plan, Investment management fees (direct) | $506,163 |
| Reams Asset Management Company, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $476,982 |
| Ubs Global Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $198,544 |
| Sidley Austin Llp | Legal, Direct payment from the plan | $124,119 |
| Blue And Co., Llc | Accounting, Direct payment from the plan | $122,400 |
| Andersen Tax Llc | Accounting, Direct payment from the plan | $98,200 |
| Populus Group | Investment management, Direct payment from the plan, Investment management fees (direct) | $61,065 |
| Cummins Inc | Plan administrator, Direct payment from the plan | $35,489 |
| Bloomberg Finance Lp | Consulting (general), Direct payment from the plan | $27,000 |
| Herronpalmer Llc | Consulting (general), Direct payment from the plan | $25,766 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $6,800 |
| Constitution Capital Fund Admin, Lp | Investment management, Investment management fees (indirect), Other investment fees and expenses | $0 |