Mattel Cash Balance Plan
Sponsored by Mattel, Inc. · EIN 951567322 · Plan #013
- Total assets
- $329M
- Net assets
- $256M
- Active participants
- 165
- 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 |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pimco | Investment management, Direct payment from the plan, Investment management fees (direct) | $468,695 |
| Aon Investments Usa Inc | Investment advisory (plan), Direct payment from the plan | $246,777 |
| Loomis Sayles Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $161,676 |
| Aon Consulting Inc | Actuarial, Recordkeeping, Direct payment from the plan | $119,000 |
| Fid Inv Instl Ops Co | Consulting (pension), Direct payment from the plan | $60,000 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $38,325 |
| Fidelity Management Trust Co | Trustee (institutional), Direct payment from the plan | $14,790 |