Retirement Plan Of Idaho Power Company
Sponsored by Idaho Power Company · EIN 820130980 · Plan #001
- Total assets
- $971M
- Net assets
- $971M
- Active participants
- 2,144
- 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 |
|---|---|---|
| Silchester International Investors Llp CRD 110987 | deterministic · 100% | 2024 |
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
| Wasatch Advisors Lp CRD 106081 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Brandywine Global Investment Management, Llc CRD 110783 | fuzzy_auto · 100% | 2024 |
| Schauer Investment Management, Inc. CRD 283119 | fuzzy_auto · 95% | 2024 |
| Oaknest Capital Management, Llc CRD 327251 | fuzzy_auto · 96% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
| D.B. Fitzpatrick & Co., Inc. CRD 105671 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Silchester International Investors | Investment management, Direct payment from the plan | $521,600 |
| Victory Capital Management | Investment management | $433,356 |
| Wasatch Advisors | Investment management, Investment management fees (indirect), Soft dollars commissions | $402,649 |
| Highclere International Investors | Investment management fees (direct), Securities brokerage commissions | $398,536 |
| Barrow Hanley | Investment advisory (plan), Soft dollars commissions | $315,333 |
| Ceredex Value Advisors Llc | Soft dollars commissions | $282,993 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $272,130 |
| Wellington Trust Company | Investment management fees (direct) | $246,597 |
| Brandywine Global Investment Manage | Soft dollars commissions, Investment management | $221,356 |
| Schroder Investment Management | Investment management | $217,419 |
| Us Bank | Actuarial, Direct payment from the plan | $185,635 |
| Oakhurst Capital Management | Investment management, Investment management fees (direct) | $177,885 |
| J.P. Morgan Investment Management | Investment management, Investment advisory (plan) | $177,026 |
| Mariner Institutional, Llc | Consulting (pension), Investment advisory (plan), Named fiduciary | $170,000 |
| Milliman Inc | Actuarial, Direct payment from the plan | $130,995 |
| D.B. Fitzpatrick & Co, Inc. | Investment management | $79,162 |
| Tcw Direct Lending Private Fund Vii | Investment management fees (direct), Accounting, Plan administrator | $78,098 |
| Scott Investment Partners | Investment management, Foreign entity | $64,705 |
| Reliance Trust Company | Investment management fees (indirect) | $63,119 |
| Eide Bailly | Accounting | $20,121 |