Retirement Plan For Employees Of Learjet Inc., Bombardier Aerospace Corporation And Affiliates
Sponsored by Bombardier Aerospace (Holdings) Usa Inc. · EIN 475222722 · Plan #008
- Total assets
- $498M
- Net assets
- $497M
- Active participants
- 988
- 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 |
|---|---|---|
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Other services, Direct payment from the plan | $989,392 |
| J.P. Morgan Chase & Co. | Custodial (securities), Direct payment from the plan, Float revenue | $175,773 |
| Goldman Sachs Asset Management, Lp | Investment management, Investment management fees (direct), Non-monetary compensation | $157,404 |
| Kpmg Llp | Accounting, Foreign entity, Direct payment from the plan | $96,580 |
| Ernst & Young Llp | Accounting, Direct payment from the plan | $66,833 |
| Rbc Dexia Investor Services | Recordkeeping, Foreign entity, Direct payment from the plan | $15,938 |
| Buck Global, Llc | Recordkeeping, Direct payment from the plan | $9,990 |
| Foulston | Legal, Direct payment from the plan | $7,233 |
| Bofaml Securities, Inc. | Securities brokerage commissions | $0 |