Verizon Savings Plan For Management Employees
Sponsored by Verizon Communications Inc. · EIN 232259884 · Plan #102
- Total assets
- $29.4B
- Net assets
- $29.4B
- Active participants
- 63,563
- With balances
- 118,299
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aristotle Capital Management, Llc CRD 109876 | fuzzy_auto · 99% | 2024 |
| Gqg Partners Llc CRD 283720 | deterministic · 100% | 2024 |
| Harris Associates Lp CRD 106960 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping, Participant loan processing, Participant communication | $2,422,556 |
| Verizon Communications Inc. | Plan administrator, Investment advisory (plan), Investment management | $846,268 |
| Jp Morgan Invest. Management, Inc. | Investment management, Direct payment from the plan | $700,000 |
| Morgan Stanley Invest. Mgmt. Inc. | Investment management, Direct payment from the plan | $494,946 |
| Aon Consulting, Inc | Consulting (general), Direct payment from the plan | $463,872 |
| Aristotle Capital Managment, Llc | Investment management, Direct payment from the plan | $436,094 |
| Gqg Partners Llc | Investment management, Direct payment from the plan | $396,038 |
| Harris Associates L.P. | Investment management, Direct payment from the plan | $383,780 |
| Duane Morris | Legal, Direct payment from the plan | $142,462 |
| Abel Noser Solutions | Investment advisory (plan), Direct payment from the plan | $130,270 |
| Thompson Hine | Legal, Direct payment from the plan | $106,465 |
| Bloomberg Finance | Investment advisory (plan), Direct payment from the plan | $102,197 |
| Alternativesoft Ag | Investment advisory (plan), Direct payment from the plan | $80,342 |
| Mitchell And Titus Llp | Accounting, Direct payment from the plan | $64,508 |
| Proskauer | Legal, Direct payment from the plan | $63,023 |
| Broadridge | Participant communication, Direct payment from the plan | $46,399 |
| Bny Mellon | Investment advisory (plan), Direct payment from the plan | $36,508 |
| Donnelley Financial Llc | Accounting, Consulting (general), Other services | $34,444 |
| Cem Benchmarking | Participant communication, Direct payment from the plan | $34,000 |
| Wolfe Research | Other services, Direct payment from the plan | $19,000 |
| Ayco | Consulting (general), Direct payment from the plan | $17,184 |
| Evestment Alliance | Investment advisory (plan), Direct payment from the plan | $11,078 |
| Kpmg | Accounting, Consulting (general), Direct payment from the plan | $10,873 |
| Mercer Investments Llc | Other services, Direct payment from the plan | $9,840 |
| Wolters Kluwer | Legal, Direct payment from the plan | $5,156 |