Revised Retirement Plan For Eligible Employees Of The New York Stock Exchange & Subsidiary Companies
Sponsored by Nyse Group Inc. · EIN 205474429 · Plan #001
- Total assets
- $737M
- Net assets
- $653M
- Active participants
- 302
- 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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pimco | Investment management, Investment management fees (direct) | $632,176 |
| Income Research & Management | Investment management, Investment management fees (direct) | $451,676 |
| Telus Health (Us) Ltd. | Recordkeeping | $331,191 |
| Wellington Trust Co, Na | Investment management fees (direct) | $232,071 |
| Prudential Trust Co. | Investment management, Investment management fees (direct) | $158,300 |
| Hewitt Enniskunpp, An Aon Company | Consulting (pension), Investment management | $129,625 |
| Mercer | Actuarial, Consulting (pension) | $123,000 |
| Principal Bank | Trustee (institutional) | $109,900 |
| State Street Global Advisors | Custodial (other), Custodial (securities), Investment management fees (direct) | $16,362 |
| Metlife Insurance Company | Trustee (institutional) | $13,663 |