Berkshire Hathaway Consolidated Pension Plan
Sponsored by Berkshire Hathaway Credit Corporation · EIN 470679606 · Plan #002
- Total assets
- $5.2B
- Net assets
- $5.0B
- Active participants
- 7,732
- 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 |
|---|---|---|
| New England Asset Management, Inc. CRD 105900 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Recordkeeping, Other services | $4,173,502 |
| Northern Trust Company | Trustee (directed), Other services, Direct payment from the plan | $625,946 |
| Alight Solutions Llc | Recordkeeping, Direct payment from the plan, Investment management fees (indirect) | $315,858 |
| Lutz & Company, Pc | Accounting, Direct payment from the plan | $62,500 |
| Milliman Usa | Actuarial, Consulting (pension), Direct payment from the plan | $39,468 |
| New England Asset Management Inc. | Investment management, Direct payment from the plan | $33,656 |
| Bny Mellon Asset Servicing | Custodial (other), Trustee (institutional), Trustee (directed) | $13,947 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $12,511 |
| Groom Law Group | Legal, Direct payment from the plan | $9,935 |
| Stoel Rives Llp | Legal, Direct payment from the plan | $8,593 |