Rockwell Automation Pension Plan
Sponsored by Rockwell Automation, Inc. · EIN 251797617 · Plan #002
- Total assets
- $1.8B
- Net assets
- $1.8B
- Active participants
- 1,841
- 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 |
|---|---|---|
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
| Primecap Management Co CRD 105516 | deterministic · 100% | 2024 |
| Granite Investment Partners, Llc CRD 150632 | deterministic · 100% | 2024 |
| Clarkston Capital Partners, Llc CRD 143456 | deterministic · 100% | 2024 |
| Causeway Capital Management Llc CRD 113308 | deterministic · 100% | 2024 |
| Thompson Siegel & Walmsley Llc CRD 105726 | fuzzy_auto · 97% | 2024 |
| Newton Investment Management Ltd CRD 111208 | fuzzy_auto · 98% | 2024 |
| Mcj Capital Partners Llc CRD 310067 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions Llc | Recordkeeping, Direct payment from the plan, Other fees | $800,008 |
| Pacific Investment Management Co. | Investment management, Direct payment from the plan | $425,417 |
| Jennison Associates, Llc | Investment management, Direct payment from the plan | $413,443 |
| Willis Towers Watson | Actuarial, Direct payment from the plan | $392,476 |
| Nisa Investment Advisors, Llc | Investment management, Direct payment from the plan | $347,615 |
| Mercer Investments Llc | Investment management, Direct payment from the plan | $342,282 |
| J.P. Morgan Investment Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $341,785 |
| Standish Management, Llc | Investment management, Direct payment from the plan | $333,387 |
| Primecap Management Company | Investment management, Direct payment from the plan | $331,534 |
| Izard Kindall & Raabe Llp | Legal, Direct payment from the plan | $323,500 |
| Granite Investment Partners | Investment management, Direct payment from the plan | $296,947 |
| Clarkston Capital Partners, Llc | Investment management, Direct payment from the plan | $289,930 |
| Causeway Capital Management, Llc | Investment management, Non-monetary compensation, Product termination fees | $289,889 |
| Thompson, Siegel & Walmsley, Inc | Investment management, Direct payment from the plan | $235,296 |
| Northern Trust Company | Investment management, Direct payment from the plan, Other fees | $202,462 |
| The Bank Of New Mellon | Custodial (securities), Trustee (institutional), Direct payment from the plan | $148,941 |
| Newton Investment Management | Investment management, Direct payment from the plan | $105,943 |
| World Assets Management, Inc. | Investment management, Direct payment from the plan | $103,912 |
| Mcm Capital Partners | Investment management, Direct payment from the plan | $93,047 |
| Foley And Lardner Llp | Legal, Direct payment from the plan, Other fees | $30,863 |
| Wipfli Llp | Accounting, Direct payment from the plan | $10,000 |