Donaldson Company, Inc. Hourly Employees Pension Plan
Sponsored by Donaldson Company, Inc. · EIN 410222640 · Plan #003
- Total assets
- $96.6M
- Net assets
- $96.6M
- Active participants
- 294
- With balances
- 0
Plan year beginning 08/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Insight North America Llc CRD 145995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Insight Investment | Investment advisory (plan) | $80,382 |
| Mercer Investments, Llc | Accounting | $63,735 |
| Us Bank | Trustee (institutional) | $56,487 |
| Mercer Us, Inc. | Actuarial | $51,935 |
| Definiti, Llc | Contract administrator | $44,379 |
| Bdo Usa, P.C. | Accounting | $33,082 |
| Ssga Trust Company | Investment management fees (direct) | $276 |