New Century Energies, Inc. Retirement Plan For Southwestern Public Service Co. Bargaining Unit Ee And Former Non Bargaining Unit Employees
Sponsored by Xcel Energy Inc. · EIN 410448030 · Plan #009
- Total assets
- $343M
- Net assets
- $342M
- Active participants
- 892
- 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 · 94% | 2024 |
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Blackrock Financial Management, Inc CRD 107105 | deterministic · 100% | 2024 |
| Eaton Vance Management CRD 104859 | deterministic · 100% | 2024 |
| Allspring Funds Management, Llc CRD 110841 | fuzzy_auto · 94% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Goldman Sachs Asset Mgmt Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $242,809 |
| Willis Towers Watson | Actuarial, Consulting (pension), Direct payment from the plan | $219,654 |
| Blackrock Financial Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $74,510 |
| Townsend Great Lakes & Plains, Llp | Direct payment from the plan, Investment management fees (indirect) | $68,088 |
| Stepstone Capital Partners | Investment management, Direct payment from the plan | $66,720 |
| Principal Trust Company | Trustee (institutional), Trustee (discretionary), Investment management | $65,737 |
| Mfs Heritage Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $63,320 |
| Jennison Associates Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $61,739 |
| Nisa Investment Advisors Llc | Investment management, Direct payment from the plan | $60,092 |
| Prudential Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $57,384 |
| Jp Morgan Chase Bank, N.A. | Trustee (discretionary), Investment advisory (plan), Investment management | $39,164 |
| Deloitte & Touche Llp | Accounting, Direct payment from the plan | $34,500 |
| Eaton Vance Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $31,947 |
| Deloitte Tax Llp | Accounting, Direct payment from the plan | $8,999 |
| Lgim America Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $6,847 |
| Wellington Trust Company, N.A. | Investment management fees (indirect) | $0 |
| Boston Partners Trust Company | Investment management fees (indirect) | $0 |
| Blackrock Institutional Tr Co., N.A | Investment management fees (indirect) | $0 |
| Allspring Funds | Investment management, Direct payment from the plan, Investment management fees (direct) | -$15,816 |