AUMdb

Beam Pension Plan

Sponsored by Beam Global Spirits & Wine, Inc. · EIN 364054676 · Plan #002

Total assets
$159M
Net assets
$159M
Active participants
269
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Aon Consulting Actuarial, Consulting (general), Direct payment from the plan $351,797
Hewitt Ennisknupp, Inc. Investment management, Direct payment from the plan $195,562
Northern Trust Company Trustee (institutional), Direct payment from the plan $84,408
Willis Tower Watson Us Llc Actuarial, Direct payment from the plan $43,775
Michael Best & Friedrich Legal, Other services, Direct payment from the plan $27,087
Grant Thornton Llp Accounting, Direct payment from the plan $25,410
Deloitte Tax Llp Accounting, Direct payment from the plan $5,063