Liberty Mutual Retirement Benefit Plan
Sponsored by Liberty Mutual Group Inc. · EIN 043583679 · Plan #001
- Total assets
- $6.3B
- Net assets
- $6.2B
- Active participants
- 31,788
- 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 |
|---|---|---|
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Recordkeeping, Consulting (general), Direct payment from the plan | $6,925,650 |
| Goldman Sachs Asset Management | Investment management, Investment management fees (direct), Non-monetary compensation | $6,173,483 |
| Blackrock Inst Trust Company, N.A. | Investment management, Investment management fees (direct) | $1,099,082 |
| Aon Consulting | Recordkeeping, Direct payment from the plan | $1,038,250 |
| The Bank Of New York Mellon | Custodial (other), Trustee (institutional), Other services | $589,012 |
| Deloitte Tax Llp | Actuarial, Consulting (general), Direct payment from the plan | $329,529 |
| Daniel Dennis Co. | Accounting, Direct payment from the plan | $80,000 |