Wakemed Pension Plan
Sponsored by Wakemed · EIN 566017737 · Plan #001
- Total assets
- $96.9M
- Net assets
- $96.9M
- Active participants
- 1,702
- 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 |
|---|---|---|
| Barrow, Hanley, Mewhinney & Strauss, Llc CRD 105519 | fuzzy_auto · 98% | 2024 |
| Highland Associates Inc CRD 104948 | deterministic · 100% | 2024 |
| Csm Advisors, Llc CRD 306128 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan, Recordkeeping fees | $434,466 |
| Principal Bank | Trustee (institutional), Other services, Direct payment from the plan | $74,940 |
| Barrow, Hanley, Mewhinney & Strauss | Investment advisory (plan), Investment management, Direct payment from the plan | $42,816 |
| Jp Morgan Investment Management Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $34,657 |
| Highland Associates Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $31,925 |
| Csm Advisors Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $16,957 |