Essential Utilities, Inc. Pension Plan
Sponsored by Essential Utilities, Inc. · EIN 231702594 · Plan #001
- Total assets
- $299M
- Net assets
- $299M
- Active participants
- 468
- 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 |
|---|---|---|
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Contract administrator, Consulting (pension) | $1,307,771 |
| The Bank Of New York Mellon | Custodial (securities), Trustee (directed), Direct payment from the plan | $305,107 |
| Schneider Downs & Co. Inc. | Accounting, Direct payment from the plan | $52,575 |
| State Street Glbal Advisr Trust Co | Custodial (other), Custodial (securities), Investment management fees (direct) | $21,585 |
| Blackrock Institutional Trust Co. | Trustee (institutional), Trustee (discretionary), Investment management | $12,016 |
| Lgima | Investment management, Investment management fees (direct) | $7,995 |
| Goldman Sachs Assets Management L.P | Investment management, Investment management fees (direct), Investment management fees (indirect) | $7,572 |