Genuine Parts Company Pension Plan
Sponsored by Genuine Parts Company · EIN 580254510 · Plan #001
- Total assets
- $2.0B
- Net assets
- $2.0B
- Active participants
- 3,705
- 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 |
|---|---|---|
| Blackrock Financial Management, Inc CRD 107105 | fuzzy_auto · 96% | 2024 |
| The Wellington Grp Llc CRD 332803 | fuzzy_auto · 93% | 2024 |
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 98% | 2024 |
| Sound Shore Management Inc CRD 112379 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Richmond Capital Management Inc CRD 104636 | deterministic · 100% | 2024 |
| Atlanta Capital Management Company, L.L.C. CRD 116719 | fuzzy_auto · 97% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions Llc | Recordkeeping, Direct payment from the plan, Other fees | $1,107,308 |
| Blackrock Financial Mgmt | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,023,876 |
| Wellington Mgmt Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $605,546 |
| Northern Trust Corporation | Trustee (institutional), Direct payment from the plan, Float revenue | $513,058 |
| Aon Investments | Consulting (general), Direct payment from the plan | $450,000 |
| Gamco Investors Inc. | Investment management, Investment management fees (direct) | $301,700 |
| Westfield Capital Management Co, Lp | Investment management, Investment management fees (direct) | $281,377 |
| Sound Shore Management Inc | Investment management, Investment management fees (direct) | $261,352 |
| Invesco Trust Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $220,913 |
| Allspring Global | Investment management, Investment management fees (direct), Investment management fees (indirect) | $202,481 |
| Wedge Capital Management Llp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $149,301 |
| Willis Towers Watson | Actuarial, Direct payment from the plan | $128,857 |
| State Street Global Advisors | Investment management, Investment management fees (direct) | $125,000 |
| Richmond Capital Management | Investment management, Investment management fees (direct) | $110,932 |
| Atlanta Capital Management Co Llp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $105,161 |
| Kayne Anderson | Investment management, Investment management fees (direct) | $101,524 |
| K&L Gates, Llp | Legal, Direct payment from the plan | $90,584 |
| Barrow, Hanley & Mcwhinney | Investment management, Investment management fees (direct), Investment management fees (indirect) | $82,768 |
| Hancock Askew & Co Llp | Accounting, Direct payment from the plan | $38,000 |
| Ubs Financial Services Inc | Investment advisory (plan), Investment management fees (direct), Investment management fees (indirect) | $32,787 |