The Raymond Corporation Pension Plan
Sponsored by The Raymond Corporation · EIN 150372290 · Plan #003 · Greene, NY
- Total assets
- $128M
- Net assets
- $128M
- Active participants
- 278
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments | Recordkeeping, Trustee (institutional), Direct payment from the plan | $149,585 |
| Willis Towers Watson | Actuarial, Direct payment from the plan | $54,450 |
| Capital Strategies | $40,000 | |
| Charles Schwab Trust Bank | $39,621 |