Equitable Retirement Plan
Sponsored by Equitable Financial Life Insurance Company · EIN 135570651 · Plan #011
- Total assets
- $1.7B
- Net assets
- $1.7B
- Active participants
- 2,246
- 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 |
|---|---|---|
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 95% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliance Bernstein L.P. | Plan administrator, Investment management, Direct payment from the plan | $3,759,793 |
| Morgan Stanley | Investment management, Direct payment from the plan | $3,727,595 |
| Milliman, Inc | Actuarial, Direct payment from the plan | $1,217,027 |
| Highbridge | Investment management, Direct payment from the plan | $523,004 |
| Np Railcar Investments Ii Llc | Investment management, Direct payment from the plan | $322,191 |
| Asf Vii B L.P | Other services, Direct payment from the plan | $298,391 |
| The Northern Trust Company | Other services, Direct payment from the plan | $183,845 |
| Equitable | Other services, Direct payment from the plan | $175,183 |
| Pricewaterhousecoopers, Llp | Accounting, Direct payment from the plan | $125,000 |
| Kilpatrick Townsend Llp | Legal, Direct payment from the plan | $57,528 |
| Alight Solutions | Consulting (pension), Direct payment from the plan | $32,141 |
| Lbi Software, Inc. | Consulting (pension), Direct payment from the plan | $18,400 |
| Gis Proof And Control | Custodial (securities), Direct payment from the plan | $10,000 |