The Nemours Foundation Pension Plan
Sponsored by The Nemours Foundation · EIN 590634433 · Plan #001
- Total assets
- $635M
- Net assets
- $632M
- Active participants
- 1,360
- 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 |
|---|---|---|
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Merewether Investment Management, Lp CRD 293711 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan | $672,519 |
| Northern Trust Company | Trustee (institutional), Investment management fees (direct), Trustee (discretionary) | $305,123 |
| Kpmg | Accounting, Direct payment from the plan | $157,730 |
| Polunin Capital Partners Limited | Investment management fees (direct) | $147,085 |
| Dodge & Cox | Investment management, Soft dollars commissions, Investment management fees (direct) | $77,208 |
| Neuberger Berman Fixed Income Llc | Investment management, Soft dollars commissions, Investment management fees (direct) | $48,176 |
| Merewether Investment Mgmt, Lp | Investment management, Investment management fees (indirect) | $0 |