Golub Corporation Employees Retirement Plan
Sponsored by Golub Corporation · EIN 140724820 · Plan #001
- Total assets
- $366M
- Net assets
- $366M
- Active participants
- 5,711
- With balances
- 0
Plan year beginning 04/29/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Karpus Management Inc CRD 110275 | deterministic · 100% | 2024 |
| Granite Fo, Llc CRD 323432 | fuzzy_auto · 94% | 2024 |
| The Capital Group Investment Advisors Inc CRD 129615 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Karpus Management | Investment management | $583,419 |
| Non Us Equity Managers | Investment management | $271,685 |
| Jennison | Investment management | $137,006 |
| Eagle | Investment management | $126,851 |
| Aetna | Investment management | $96,591 |
| Harris | Investment management | $93,185 |
| Diamond Hill | Investment management | $92,986 |
| Capital Group | Investment management | $92,557 |
| Shapiro | Investment management | $87,743 |
| Yacktman | Investment management | $73,967 |
| Granite | Investment management | $52,524 |
| Nuveen | Investment management | $23,573 |
| Harter Secrest & Emery Llp | Legal | $20,805 |
| Harding | Investment management | $7,697 |