Nokia Savings/401(k) Plan
Sponsored by Nokia Of America Corporation · EIN 223408857 · Plan #003
- Total assets
- $9.8B
- Net assets
- $8.9B
- Active participants
- 6,331
- With balances
- 24,381
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Jacobs Levy Equity Management Inc CRD 107022 | deterministic · 100% | 2024 |
| Alight Financial Advisors, Llc CRD 158744 | deterministic · 100% | 2024 |
| Wellington Management Company Llp CRD 106595 | deterministic · 100% | 2024 |
| Mfs Institutional Advisors Inc. CRD 107144 | deterministic · 100% | 2024 |
| Blackrock Financial Management, Inc CRD 107105 | deterministic · 100% | 2024 |
| Noah Investment Management, Llc CRD 159132 | fuzzy_auto · 96% | 2024 |
| Aqr Capital Management, Llc CRD 111883 | deterministic · 100% | 2024 |
| Fiam Llc CRD 133196 | deterministic · 100% | 2024 |
| Alliancebernstein L.P. CRD 108477 | deterministic · 100% | 2024 |
| Ares Management Llc CRD 130074 | deterministic · 100% | 2024 |
| Templeton Investment Counsel, Llc CRD 111370 | deterministic · 100% | 2024 |
| Brown Brothers Harriman & Co. CRD 111231 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jacobs Levy Equity Management, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $2,486,541 |
| Alight Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $2,282,316 |
| Wellington Management Company, Llp | Investment management, Soft dollars commissions, Direct payment from the plan | $1,947,788 |
| Mfs Institutional Advisors, Inc. | Investment management, Soft dollars commissions, Direct payment from the plan | $1,103,916 |
| Alight Solutions Llc | Recordkeeping, Other services, Direct payment from the plan | $995,593 |
| Blackrock Financial Management Inc. | Investment management, Investment management fees (direct), Other services | $938,135 |
| Bank Of New York | Custodial (securities), Other services, Trustee (institutional) | $773,695 |
| Wellington Trust Company, Na | Investment management, Soft dollars commissions, Direct payment from the plan | $759,352 |
| Nokia Investment Management Corp | Investment management, Other fees, Named fiduciary | $635,361 |
| Aqr Capital Management, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $629,337 |
| Lsv | Investment management, Direct payment from the plan, Investment management fees (direct) | $564,518 |
| Alight Financial Solutions Llc | Securities brokerage, Sub-transfer agency fees, Securities brokerage commissions | $544,626 |
| Fiam Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $544,363 |
| Alliancebernstein L.P. | Investment management, Direct payment from the plan, Investment management fees (direct) | $440,681 |
| T. Rowe Price Trust Company | Investment management, Soft dollars commissions, Direct payment from the plan | $381,252 |
| Pzena | Investment management, Direct payment from the plan, Investment management fees (direct) | $305,961 |
| Jp Morgan Investment Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $270,450 |
| Blackrock Institutional Trust Co. | Investment management, Investment management fees (direct), Other services | $219,560 |
| Nokia Of America Corporation | Employee (plan sponsor), Direct payment from the plan, Non-monetary compensation | $176,722 |
| Ares Management Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $164,160 |
| Templeton Investment Counsel, Llc | Investment management, Soft dollars commissions, Direct payment from the plan | $132,942 |
| Deloitte & Touche | Accounting, Direct payment from the plan | $125,000 |
| Brown Brothers Harriman | Investment management, Direct payment from the plan, Investment management fees (direct) | $78,360 |
| Aon Consulting, Inc. | Consulting (general), Direct payment from the plan | $75,000 |
| Cem Benchmarking Inc | Other services, Direct payment from the plan | $67,000 |
| Day Pitney Llp | Legal, Direct payment from the plan | $35,809 |
| Seyfarth Shaw | Legal, Direct payment from the plan | $25,752 |
| Graphic Partners | Participant communication, Direct payment from the plan | $23,944 |
| Curcio Webb | Other services, Direct payment from the plan | $8,334 |
| Pershing Llc | Shareholder servicing fees, Other fees, Finders' fees/placement fees | $0 |