AUMdb

Abbott Abbvie Multiple Employer Pension Plan

Sponsored by Abbott Laboratories · EIN 360698440 · Plan #300

Total assets
$4.2B
Net assets
$4.2B
Active participants
161
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
Brandywine Global Investment Management, Llc CRD 110783 fuzzy_auto · 94% 2024
Midocean Credit Fund Management, L.P. CRD 151578 fuzzy_auto · 94% 2024
Jennison Associates Llc CRD 107959 deterministic · 100% 2024
Granite Investment Partners, Llc CRD 150632 deterministic · 100% 2024
Cliffwater Llc CRD 132167 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wellington Trust Company Investment management, Direct payment from the plan, Investment management fees (direct) $2,062,903
Brandywine Global Investment Llc Investment management, Direct payment from the plan, Investment management fees (direct) $1,712,072
Gmo Llc Investment management, Direct payment from the plan, Investment management fees (direct) $1,637,561
Midocean Credit Fund Mgmt, Lp Investment management, Direct payment from the plan, Investment management fees (direct) $1,456,561
Westlake Financial Group Investment management, Direct payment from the plan, Investment management fees (direct) $1,325,348
Jennison Associates Llc Investment management, Direct payment from the plan, Investment management fees (direct) $1,239,551
Alight Solutions Llc Recordkeeping, Direct payment from the plan $1,127,076
Aligned Investors Global Investment management, Direct payment from the plan, Investment management fees (direct) $954,475
The Northern Trust Company Trustee (institutional), Investment management, Direct payment from the plan $752,891
Granite Investment Partners Investment management, Direct payment from the plan, Investment management fees (direct) $595,994
Loomis Sayles Investment management, Direct payment from the plan, Investment management fees (direct) $457,249
Cliffwater Llc Investment management, Direct payment from the plan, Investment management fees (direct) $250,000
Aon Consulting Actuarial, Consulting (general), Direct payment from the plan $174,851
Burgiss Group Llc Investment management, Direct payment from the plan, Investment management fees (direct) $70,985
Grant Thornton Llp Accounting, Direct payment from the plan $36,500
Grant Thornton Advisors Llc Accounting, Direct payment from the plan $10,300
Mcdermott Will & Emery Legal, Direct payment from the plan $8,233
Shannon Associates Accounting, Direct payment from the plan $6,350