Pension Plan Of General Atomics
Sponsored by General Atomics · EIN 953735102 · Plan #001
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 12,456
- 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 |
|---|---|---|
| Blackrock Financial Management, Inc CRD 107105 | deterministic · 100% | 2024 |
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blackrock Financial Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $2,012,563 |
| Milliman Usa | Actuarial, Claims processing, Recordkeeping | $1,376,619 |
| Mercer | Actuarial, Direct payment from the plan | $203,995 |
| Northern Trust | Custodial (securities), Trustee (institutional), Direct payment from the plan | $164,260 |
| Wellington Trust Company | Investment management, Investment management fees (direct) | $113,190 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Direct payment from the plan | $110,000 |
| Prudential Trust Company | Investment management, Investment management fees (direct) | $62,883 |
| Pillsbury Winthrop Llp | Legal, Direct payment from the plan | $49,009 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $36,273 |