Retirement Security Plan
Sponsored by National Rural Electric Cooperative Association · EIN 530116145 · Plan #333 · Arlington, VA
- Total assets
- $11.5B
- Net assets
- $11.5B
- Active participants
- 56,128
- 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 |
|---|---|---|
| Arrowstreet Capital, Limited Partnership CRD 111298 | fuzzy_auto · 98% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Baillie Gifford Overseas Ltd CRD 110296 | fuzzy_auto · 98% | 2024 |
| Capital Bank And Trust Company CRD 170017 | deterministic · 100% | 2024 |
| Rbc Global Asset Management (U.S.) Inc. CRD 107173 | fuzzy_auto · 98% | 2024 |
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| Neuberger Berman Bd Llc CRD 2908 | fuzzy_auto · 93% | 2024 |
| Wellington Management Company Llp CRD 106595 | deterministic · 100% | 2024 |
| Blackrock Financial Management, Inc CRD 107105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Arrowstreet Capital Limited Partner | Investment management, Investment management fees (direct) | $2,970,209 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $2,811,022 |
| Excella Inc | Consulting (general), Direct payment from the plan | $2,478,267 |
| Jennison Associates Llc | Investment management, Investment management fees (direct) | $1,910,539 |
| Decisionpath Consulting | Consulting (general), Direct payment from the plan | $1,419,723 |
| Baillie Gifford Overseas Limited | Investment management, Investment management fees (direct), Non-monetary compensation | $1,304,385 |
| Capital Bank And Trust Company | Investment management, Investment management fees (direct) | $1,302,986 |
| Rbc Global Asset Management Us Inc | Investment management, Investment management fees (direct) | $1,261,433 |
| T Rowe Price Associates Inc | Investment management, Investment management fees (direct), Trustee (institutional) | $1,148,431 |
| Experis It Services Us Llc | Consulting (general), Direct payment from the plan | $1,021,090 |
| Willis Towers Watson Us Llc | Actuarial, Consulting (pension), Direct payment from the plan | $1,016,802 |
| Optomi Llc | Consulting (general), Direct payment from the plan | $927,247 |
| Lockton Companies | Insurance agents and brokers, Direct payment from the plan | $546,845 |
| Capricorn Systems Inc | Consulting (general), Direct payment from the plan | $535,971 |
| Spear Solutions Inc | Consulting (general), Direct payment from the plan | $487,110 |
| Prudential Trust Company | Investment management, Investment management fees (direct) | $470,279 |
| Neuberger Berman Group Llc | Investment management, Investment management fees (direct) | $446,245 |
| State Street Bank | Custodial (securities), Trustee (directed), Investment management | $429,816 |
| Wellington Management Company Llp | Investment management, Investment management fees (direct) | $397,443 |
| State Street Global Advisors Trust | Custodial (other), Custodial (securities), Investment management | $368,047 |
| Rvk Inc | Consulting (general), Direct payment from the plan | $353,595 |
| Askia Llc | Consulting (general), Direct payment from the plan | $274,502 |
| Convergenz Llc | Consulting (general), Direct payment from the plan | $269,808 |
| Paladin Consulting | Consulting (general), Direct payment from the plan | $245,435 |
| Enterprise Iron Fis Inc | Consulting (general), Direct payment from the plan | $220,037 |
| Davis Companies | Consulting (general), Direct payment from the plan | $183,566 |
| Signature Commercial Solutions Llc | Consulting (general), Direct payment from the plan | $126,160 |
| Bdo Usa Llp | Accounting, Direct payment from the plan | $112,463 |
| Robert Half | Consulting (general), Direct payment from the plan | $96,827 |
| Groom Law Group Chartered | Legal, Direct payment from the plan | $96,011 |
| Spectrum Financial Services | Consulting (general), Direct payment from the plan | $95,272 |
| Usm Business Systems Inc | Consulting (general), Direct payment from the plan | $92,229 |
| Willkie Farr And Gallagher Llp | Legal, Direct payment from the plan | $87,671 |
| Blackrock Financial Management Inc | Investment management, Investment management fees (direct) | $79,655 |
| Pinnacle Data Systems Llc | Participant communication, Direct payment from the plan | $77,397 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $64,623 |
| Thompson Hine Llp | Legal, Direct payment from the plan | $63,486 |
| Chesapeake Benefit Partners Llc | Consulting (general), Direct payment from the plan | $57,549 |
| Aston Carter Inc | Consulting (general), Direct payment from the plan | $56,505 |
| Sirius Computer Solutions Inc | Consulting (general), Direct payment from the plan | $48,735 |
| Newport Trust Company | Consulting (general), Direct payment from the plan | $39,667 |
| International Software Systems Inc | Consulting (general), Direct payment from the plan | $38,096 |
| Reasonn Llc | Consulting (general), Direct payment from the plan | $31,662 |
| Adp Inc | Other services, Direct payment from the plan | $30,519 |
| Zovaya Corporation | Consulting (general), Direct payment from the plan | $19,970 |
| Bloomberg Finance Lp | Other services, Direct payment from the plan | $19,849 |
| Wells Fargo Bank | Direct payment from the plan, Other fees | $19,339 |
| Protiviti Inc | Consulting (general), Direct payment from the plan | $15,911 |
| Dexian Llc | Consulting (general), Direct payment from the plan | $12,905 |
| Nasdaq Information Llc | Other services, Direct payment from the plan | $11,754 |
| Alku Technologies Llc | Consulting (general), Direct payment from the plan | $5,457 |
| Bnp Paribas Securities | Securities brokerage commissions | $0 |
| Ubs Securities | Securities brokerage commissions | $0 |
| Jp Morgan Securities Asia Pacific | Securities brokerage commissions | $0 |
| Piper Jaffray And Co | Securities brokerage commissions | $0 |
| Bofa Securities | Securities brokerage commissions | $0 |
| Robert W Baird Co Incoporated | Securities brokerage commissions | $0 |
| Btig Llc | Securities brokerage commissions | $0 |
| Morgan Stanley And Co International | Securities brokerage commissions | $0 |
| Rbc Capital Markets | Securities brokerage commissions | $0 |
| Evercore Isi | Securities brokerage commissions | $0 |
| National Financial Securities Corp | Securities brokerage commissions | $0 |
| Goldman Sachs International | Securities brokerage commissions | $0 |
| Wells Fargo Securities | Securities brokerage commissions | $0 |
| Barclays Capital Le | Securities brokerage commissions | $0 |
| Jefferies Llc | Securities brokerage commissions | $0 |
| Merrill Lynch International | Securities brokerage commissions | $0 |
| Goldman Sachs And Co | Securities brokerage commissions | $0 |
| Cowen And Company | Securities brokerage commissions | $0 |
| Ubs Ag | Securities brokerage commissions | $0 |
| Citigroup Global Markets Limited | Securities brokerage commissions | $0 |
| Jefferies International Ltd | Securities brokerage commissions | $0 |
| Morgan Stanley Co Incorporated | Securities brokerage commissions | $0 |
| Jp Morgan Securities Llc | Securities brokerage commissions | $0 |
| Raymond James And Associates | Securities brokerage commissions | $0 |