Siemens Energy, Inc. Savings Plan
Sponsored by Siemens Energy, Inc. · EIN 133987280 · Plan #021
- Total assets
- $4.0B
- Net assets
- $3.9B
- Active participants
- 11,052
- With balances
- 15,382
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 |
|---|---|---|
| Champlain Investment Partners, Llc CRD 132474 | deterministic · 100% | 2024 |
| Hotchkis And Wiley Capital Management, Llc CRD 114649 | fuzzy_auto · 96% | 2024 |
| Schauer Investment Management, Inc. CRD 283119 | fuzzy_auto · 95% | 2024 |
| Artisan Partners Uk Llp CRD 152711 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Arrowstreet Capital | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,731,973 |
| Alight Solutions Llc | Recordkeeping, Direct payment from the plan | $1,037,635 |
| Mfs | Investment management, Direct payment from the plan, Investment management fees (direct) | $917,375 |
| Champlain Investment Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $433,517 |
| Invesco Trust Company | Trustee (institutional), Direct payment from the plan, Investment management fees (direct) | $392,391 |
| Hotchkis And Wiley Capital Mgmt | Investment management, Direct payment from the plan, Investment management fees (direct) | $364,091 |
| The Bank Of New York Mellon | Custodial (securities), Trustee (institutional), Direct payment from the plan | $322,318 |
| Schroder Investment Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $241,662 |
| Nepc | Consulting (general), Direct payment from the plan | $202,788 |
| Artisan Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $134,676 |
| Loomis Sayles And Company | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $104,373 |
| Jpmorgan Chase Bank, N.A. | Custodial (securities), Trustee (institutional), Direct payment from the plan | $85,991 |
| Dopkins And Company, Llp | Accounting, Consulting (general), Direct payment from the plan | $67,000 |
| The Northern Trust Company | Investment management, Other services, Direct payment from the plan | $56,015 |
| Blackrock Institutional Trust Co | Trustee (institutional), Trustee (discretionary), Investment management | $43,531 |
| State Street Global Advisors | Custodial (securities), Direct payment from the plan, Investment management fees (direct) | $7,989 |
| Pershing Llc | Shareholder servicing fees, Finders' fees/placement fees, Securities brokerage commissions | $0 |
| Alight Financial Solutions, Llc | Securities brokerage, Finders' fees/placement fees, Distribution (12b-1) fees | $0 |