AUMdb

Williams Pension Plan

Sponsored by The Williams Companies, Inc. · EIN 730569878 · Plan #001 · Tulsa, OK

Total assets
$1.4B
Net assets
$1.4B
Active participants
3,178
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
Nisa Investment Advisors, Llc CRD 107313 deterministic · 100% 2024
Metlife Investment Management, Llc CRD 142463 deterministic · 100% 2024
Income Research + Management CRD 104863 deterministic · 100% 2024
Acadian Asset Management (Singapore) Pte Ltd CRD 323400 deterministic · 100% 2024
Ninety One North America, Inc. CRD 167922 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mercer Investments Llc Consulting (general), Named fiduciary, Investment management fees (direct) $837,016
Fidelity Employer Services Company Contract administrator, Recordkeeping, Participant communication $807,355
Aon Consulting, Inc Actuarial, Consulting (pension), Other services $296,362
Prudential Trust Co. Investment management, Named fiduciary, Investment management fees (direct) $254,272
Nisa Investment Advisors Llc Investment management, Named fiduciary, Investment management fees (direct) $224,458
Bokf, Na Dba Bank Of Oklahoma Trustee (institutional), Trustee (discretionary), Trustee (directed) $176,228
Metlife Investment Management Llc Investment management, Named fiduciary, Investment management fees (direct) $130,287
Income Research + Management Investment management, Named fiduciary, Investment management fees (direct) $86,678
Acadian Asset Management Llc Investment management, Named fiduciary, Investment management fees (direct) $84,091
Ninety One North America, Inc. Investment management, Named fiduciary, Investment management fees (direct) $60,131
State Street Global Advisors Trust Custodial (other), Custodial (securities), Investment management $29,358