Liberty Mutual 401(k) Plan
Sponsored by Liberty Mutual Group Inc. · EIN 043583679 · Plan #002
- Total assets
- $11.4B
- Net assets
- $10.8B
- Active participants
- 31,562
- With balances
- 48,718
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| Baillie Gifford Overseas Ltd CRD 110296 | fuzzy_auto · 98% | 2024 |
| Cardinal Capital Management, Inc. CRD 124729 | fuzzy_auto · 96% | 2024 |
| Galliard Capital Management, Llc CRD 106487 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Mgmt Trust Co | Trustee (institutional), Direct payment from the plan | $2,504,418 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $1,701,824 |
| Eaton Vance | Investment management, Investment management fees (direct) | $1,473,949 |
| Blackrock Institutional Trust Co | Trustee (institutional), Trustee (discretionary), Investment management | $1,412,905 |
| Pacific Investment Management Co | Investment management, Investment management fees (direct) | $1,394,066 |
| Baillie Gifford Overseas Limited | Investment management, Investment management fees (direct) | $1,027,093 |
| William Blair & Co | Investment management, Investment management fees (direct) | $901,200 |
| Cardinal Capital Mgmt, Llc | Investment management, Investment management fees (direct) | $630,847 |
| Rocaton | Consulting (general), Direct payment from the plan | $371,539 |
| Galliard Capital Management, Inc | Investment management, Investment management fees (direct) | $239,714 |
| Daniel Dennis | Accounting, Direct payment from the plan | $74,000 |
| Fid Inv Inst Ops Co | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $69,129 |