AUMdb

Retirement Benefit Accumulation Plan For Employees Of Pwc

Sponsored by Pwc Us Group Llp · EIN 920400838 · Plan #002

Total assets
$1.9B
Net assets
$1.9B
Active participants
4,676
With balances
0

Plan year beginning 07/01/2024 · Covers self-employed individuals

Linked investment advisers

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

Firm Match Plan year
Aon Investments Usa Inc. CRD 105596 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 $801,426
Sei Investments Investment management, Investment management fees (direct) $198,764
Grant Thornton Llp Accounting, Direct payment from the plan $117,068
Aon Investments Usa Inc Investment management, Investment management fees (direct) $76,156
State Street Bank And Trust Company Custodial (securities), Trustee (institutional), Investment management $60,549
The Bank Of New York Mellon Corp Investment management, Direct payment from the plan $48,259
Usi Consulting Group Contract administrator, Investment management, Direct payment from the plan $5,185