Aep Retirement Savings 401(k) Plan
Sponsored by American Electric Power Service Corporation · EIN 134922641 · Plan #002
- Total assets
- $5.2B
- Net assets
- $5.2B
- Active participants
- 16,345
- With balances
- 21,069
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 |
|---|---|---|
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | fuzzy_auto · 97% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Galliard Capital Management, Llc CRD 106487 | deterministic · 100% | 2024 |
| Sound Shore Management Inc CRD 112379 | deterministic · 100% | 2024 |
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mellon Capital | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,370,663 |
| J.P. Morgan Investment Management | Investment advisory (plan), Investment management, Direct payment from the plan | $1,263,161 |
| Jennison Associates, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $662,133 |
| Wedge Capital Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $626,763 |
| Jackson Square | Investment management, Direct payment from the plan, Investment management fees (direct) | $445,120 |
| Arrowmark Partners | Investment management, Securities brokerage, Direct payment from the plan | $444,342 |
| Bank Of New York Mellon | Custodial (other), Custodial (securities), Trustee (institutional) | $437,500 |
| Boston Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $408,230 |
| Galliard Capital Management, Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $384,530 |
| Sound Shore Management, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $354,697 |
| Empower Retirement | Recordkeeping, Participant communication, Other services | $266,333 |
| Aon Investments Usa Inc. | Consulting (general), Investment advisory (plan), Direct payment from the plan | $139,050 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $104,424 |
| Telus Health (Us) Ltd. | Recordkeeping, Participant communication, Direct payment from the plan | $10,890 |