Battelle Employees' Savings Plan
Sponsored by Battelle Memorial Institute · EIN 314379427 · Plan #003
- Total assets
- $3.4B
- Net assets
- $3.4B
- Active participants
- 8,537
- With balances
- 13,394
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
| Towers Watson Investment Services, Inc. CRD 110473 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Advisers Inc. | Investment advisory (participants) | $841,306 |
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Securities brokerage | $525,521 |
| Willis Towers Watson Llc | Investment advisory (plan) | $104,500 |
| Willis Towers Watson Inv Svcs Inc | Investment advisory (plan) | $99,953 |
| Bricker Graydon Llp | Legal | $97,052 |
| Battelle Memorial Institute | Plan administrator | $94,450 |
| Groom Law Group, Chartered | Legal | $63,945 |
| Meaden & Moore | Investment advisory (plan) | $61,999 |
| Towers Watson Investment Services I | Investment advisory (plan) | $20,393 |
| Leonard Essex | Consulting (pension) | $9,000 |
| Martin Conger | Consulting (pension) | $9,000 |
| Steven Young | Consulting (pension) | $9,000 |
| Antonio Caxide | Consulting (pension) | $9,000 |
| Qdro Consultants | Legal | $5,200 |