Long Island Electric Utility Servco Llc Retirement Income Plan
Sponsored by Long Island Electric Utility Servco Llc · EIN 454652143 · Plan #001
- Total assets
- $513M
- Net assets
- $513M
- Active participants
- 1,814
- 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 |
|---|---|---|
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Principal Real Estate Investors, Llc CRD 109008 | deterministic · 100% | 2024 |
| Legal & General Investment Management America Inc. CRD 149156 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Recordkeeping, Consulting (general) | $821,036 |
| Income Research & Management | Investment management, Investment management fees (direct) | $241,612 |
| Principal Real Estate Investors Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $176,130 |
| Bny Mellon | Investment management, Direct payment from the plan, Investment management fees (direct) | $118,358 |
| Legal & General Investment Manageme | Investment management, Investment management fees (direct) | $76,937 |
| The Bank Of New York Mellon | Custodial (other), Trustee (directed), Investment management | $62,266 |
| Kronick Kalada Berdy & Co., P.C. | Accounting, Direct payment from the plan | $23,500 |
| Aon Consulting Inc | Actuarial, Consulting (general), Direct payment from the plan | $13,152 |