American Electric Power System Retirement Plan
Sponsored by American Electric Power Service Corporation · EIN 134922641 · Plan #001
- Total assets
- $4.1B
- Net assets
- $4.0B
- Active participants
- 15,217
- 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 |
|---|---|---|
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Polaris Capital Management, Llc CRD 106278 | deterministic · 100% | 2024 |
| Sands Capital Management, Llc CRD 137610 | deterministic · 100% | 2024 |
| Townsend & Associates, Inc. CRD 113681 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
| The Wellington Grp Llc CRD 332803 | fuzzy_auto · 94% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
| Franklin Templeton Institutional, Llc CRD 117384 | deterministic · 100% | 2024 |
| Ariel Investments, Llc CRD 108211 | deterministic · 100% | 2024 |
| Mentor Capital Management Inc. CRD 123176 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Telus Health | Recordkeeping, Participant communication, Direct payment from the plan | $1,353,576 |
| Jennison Associates | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,207,718 |
| Polaris Capital Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,044,845 |
| Sands Capital Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,024,955 |
| Townsend | Investment management, Direct payment from the plan, Investment management fees (direct) | $947,655 |
| Vontobel | Investment management, Direct payment from the plan, Investment management fees (direct) | $938,462 |
| J.P.Morgan Investment Management | Investment advisory (plan), Investment management, Direct payment from the plan | $875,826 |
| Wellington | Investment management, Direct payment from the plan, Investment management fees (direct) | $857,909 |
| River & Mercantile | Investment management, Direct payment from the plan, Investment management fees (direct) | $850,653 |
| Bny Mellon | Custodial (other), Custodial (securities), Trustee (institutional) | $805,495 |
| Hamilton Lane | Investment management, Direct payment from the plan, Investment management fees (direct) | $661,125 |
| Nisa Investment Advisors | Investment management, Direct payment from the plan, Investment management fees (direct) | $274,174 |
| Aon Investments Usa Inc. | Consulting (general), Investment advisory (plan), Direct payment from the plan | $210,147 |
| Franklin Templeton Institutional | Investment management, Direct payment from the plan, Investment management fees (direct) | $187,776 |
| Jp Morgan Chase Bank | Trustee (discretionary), Investment management, Direct payment from the plan | $144,418 |
| Ariel Investments, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $131,604 |
| Willis Towers Watson Actuary Svc | Actuarial, Consulting (pension), Direct payment from the plan | $115,390 |
| Mellon Capital Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $114,984 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $105,194 |
| Business Solver | Recordkeeping, Participant communication, Direct payment from the plan | $57,875 |
| Porter, Wright, Morris & Arthur Llp | Legal, Direct payment from the plan | $12,268 |