Salt River Project Employees' Retirement Plan
Sponsored by Salt River Valley Water Users Association · EIN 860053220 · Plan #335
- Total assets
- $2.9B
- Net assets
- $2.9B
- Active participants
- 5,246
- 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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Vulcan Value Partners Llc CRD 151190 | deterministic · 100% | 2024 |
| Capital International, Inc. CRD 110682 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Legal And General | Investment management, Investment management fees (direct) | $1,356,682 |
| Northern Trust Company | Trustee (institutional), Investment management, Investment management fees (direct) | $1,198,580 |
| Prudential Insurance Company | Investment management, Investment management fees (direct) | $1,059,343 |
| Captrust | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $428,060 |
| Vulcan Value Partners | Investment management, Investment management fees (direct), Soft dollars commissions | $388,329 |
| Capital International, Inc. | Investment management, Investment management fees (direct) | $360,302 |
| Artisan Partners | Soft dollars commissions, Investment management fees (direct), Non-monetary compensation | $308,090 |
| Willis Towers Watson | Actuarial, Consulting (pension), Direct payment from the plan | $71,600 |
| Ubs | Investment management, Investment management fees (direct) | $51,360 |
| Morningstar, Inc. | Investment management, Investment management fees (direct) | $31,256 |