Carrier Retirement Savings Plan
Sponsored by Carrier Global Corporation · EIN 834051582 · Plan #001
- Total assets
- $998M
- Net assets
- $998M
- Active participants
- 10,233
- With balances
- 12,851
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 98% | 2024 |
| Alliancebernstein L.P. CRD 108477 | deterministic · 100% | 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 | $689,439 |
| State Street Global Advisors | Custodial (other), Custodial (securities), Direct payment from the plan | $252,797 |
| State Street Bank And Trust Company | Custodial (securities), Investment management, Direct payment from the plan | $182,317 |
| Morningstar Investment Mngmnt, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $141,460 |
| Willis Towers Watson | Consulting (general), Investment advisory (plan), Direct payment from the plan | $124,495 |
| Alliancebernstein L.P. | Investment management, Other services, Direct payment from the plan | $77,000 |
| Conduent Human Resource Servcs, Llc | Consulting (general), Direct payment from the plan | $70,686 |
| Grant Thornton, Llp | Accounting, Direct payment from the plan | $27,000 |
| Pershing Llc | Shareholder servicing fees, Finders' fees/placement fees, Securities brokerage commissions | $0 |
| Alight Financial Solutions, Llc | Securities brokerage, Finders' fees/placement fees, Distribution (12b-1) fees | $0 |