AUMdb

Alaska Electrical Retirement Savings Plan

Sponsored by Joint Board Of Trustees Alaska Electrical Pension Fund · EIN 926005171 · Plan #002

Total assets
$246M
Net assets
$246M
Active participants
2,514
With balances
4,632

Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mercer Investments Llc CRD 133449 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Mercer Investment Llc Investment advisory (plan), Direct payment from the plan $39,480
Cliftonlarsonallen Llp Accounting, Direct payment from the plan $34,559
Rael Letson Actuarial, Consulting (pension), Direct payment from the plan $25,250
Barlow Coughran Morales & Josephson Legal, Direct payment from the plan $17,531
Color Art Printing Copying and duplicating, Direct payment from the plan $9,965
U.S. Bank National Association Investment management, Direct payment from the plan $5,096