AUMdb

Ups 401(k) Savings Plan

Sponsored by United Parcel Service Of America, Inc. · EIN 951732075 · Plan #004

Total assets
$14.2B
Net assets
$14.2B
Active participants
84,091
With balances
124,928

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Investment advisory (participants), Direct payment from the plan $6,913,396
The Bank Of New York Mellon Trustee (institutional), Direct payment from the plan $3,002,414
Voya Recordkeeping, Participant loan processing, Participant communication $2,790,648
Blackrock Investment management, Investment management fees (direct) $1,388,405
Willis Towers Watson Consulting (general) $230,033
Qdro Benefits Firm Legal, Direct payment from the plan $92,783