Banco Santander Usa Offices Retirement Plan
Sponsored by Banco Santander S.A. New York Branch · EIN 132617929 · Plan #001
- Total assets
- $123M
- Net assets
- $123M
- Active participants
- 61
- 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 |
|---|---|---|
| Towers Watson Investment Services, Inc. CRD 110473 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Towers Watson Investment Services | Consulting (pension), Investment management, Investment management fees (direct) | $884,243 |
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan | $495,587 |
| Korn Ferry (Us) | Actuarial, Direct payment from the plan, Consulting fees | $49,280 |
| Principal Trust Company | Trustee (institutional), Trustee (directed), Direct payment from the plan | $40,119 |
| Herbein + Company, Inc. | Accounting, Direct payment from the plan | $24,000 |
| Blackrock Institutional Trust Co | Trustee (institutional), Trustee (discretionary), Investment management | $12,488 |
| State Street Global Advsrs Trust Co | Custodial (other), Custodial (securities), Investment management fees (direct) | $7,105 |