Ricoh Family Group Pension Equity Plan
Sponsored by Ricoh Usa, Inc. · EIN 230334400 · Plan #002
- Total assets
- $157M
- Net assets
- $156M
- Active participants
- 1,003
- 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 |
|---|---|---|
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Wellington Management Company Llp CRD 106595 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting, Inc. | Actuarial, Investment advisory (participants), Direct payment from the plan | $1,403,987 |
| Mercer | Consulting (general), Direct payment from the plan | $94,263 |
| Nisa Investment Advisors, Llc | Investment management, Direct payment from the plan | $89,882 |
| Wellington Management | Investment management, Direct payment from the plan | $81,901 |
| Mondrian Investment Group Inc. | Investment management, Direct payment from the plan | $34,603 |
| Grant Thornton, Llp | Accounting, Direct payment from the plan | $31,000 |
| State Street Global Advisors | Custodial (other), Custodial (securities), Investment management | $26,815 |
| Northern Trust | Trustee (institutional), Investment management, Direct payment from the plan | $19,751 |
| Us Bank | Trustee (institutional), Direct payment from the plan | $17,928 |
| Ballard Spahr Llp | Legal, Direct payment from the plan | $16,590 |