AUMdb

Thomson Reuters Group Pension Plan

Sponsored by Thomson Reuters Holdings Inc. · EIN 061497995 · Plan #001

Total assets
$1.4B
Net assets
$1.4B
Active participants
1,442
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 · 98% 2024
Income Research + Management CRD 104863 fuzzy_auto · 99% 2024
Voya Investments, Llc CRD 111091 fuzzy_auto · 95% 2024
Nisa Investment Advisors, Llc CRD 107313 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Alight Solutions, Llc Recordkeeping, Consulting (general), Consulting (pension) $954,370
Willis Towers Watson Us Llc Actuarial, Consulting (pension), Direct payment from the plan $527,461
Goldman Sachs Asset Management, Lp Investment management, Investment management fees (direct), Investment management fees (indirect) $481,758
Jpmorgan Chase Bank Na Trustee (institutional), Investment advisory (participants), Direct payment from the plan $276,504
Prudential Insurance Co. Investment management, Investment management fees (direct), Securities brokerage $238,941
Income Research And Management Investment management, Investment management fees (direct) $227,208
Voya Investment Trust Company Investment management, Other services, Investment management fees (direct) $198,110
Nisa Investment Advisors Llc Investment management, Investment management fees (direct) $197,210
Pricewaterhousecoopers Llp Accounting, Direct payment from the plan $132,758
Morgan Lewis & Bockius Llp Legal, Direct payment from the plan $57,827
Hs2 Benefits Consulting (pension), Direct payment from the plan $13,500
State Street Global Advisors Custodial (other), Custodial (securities), Investment management fees (direct) $8,330