Deseret Mutual Master Retirement Plan
Sponsored by Deseret Mutual Benefit Administrators · EIN 870440163 · Plan #001 · Salt Lake City, UT
- Total assets
- $7.1B
- Net assets
- $7.0B
- Active participants
- 9,784
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jp Morgan Invest Mgmt | Investment management fees (direct) | $1,723,418 |
| Voya Investment Llc | Investment management fees (direct) | $905,906 |
| Prudential Insurance Co | Investment management fees (direct), Investment management fees (indirect) | $737,029 |
| Schroder Investment Mgmt Na Inc | Investment management fees (direct) | $696,487 |
| Scout Investments Inc | Investment management fees (direct) | $578,084 |
| Jp Morgan Chase Bank | Investment management fees (direct) | $373,678 |
| Factset Research Systems Inc | Recordkeeping, Direct payment from the plan | $299,689 |
| Virtus Partners Inc | Investment management fees (direct) | $253,586 |
| Clearwater Analytics | Recordkeeping, Direct payment from the plan | $251,597 |
| Deloitte & Touche Llp | Accounting, Direct payment from the plan | $238,214 |
| The Bank Of New York Mellon | Custodial (securities), Investment management fees (indirect) | $228,965 |
| City Of London Invst Mgmt Co Ltd | Investment management fees (direct) | $228,606 |
| Lsv Asset Management | Investment management fees (direct), Investment management fees (indirect) | $224,883 |
| Sagitec Solutions Llc | Recordkeeping, Direct payment from the plan | $210,827 |
| Eagle Capital Management | Investment management fees (direct), Soft dollars commissions | $209,992 |
| Markit North America Inc. | Recordkeeping, Direct payment from the plan | $204,220 |
| Artisan Partners Limited Partnershi | Investment management fees (direct), Soft dollars commissions | $190,411 |
| Bloomberg Finance Lp | Recordkeeping, Direct payment from the plan | $187,032 |
| Sands Capital Management | Investment management fees (direct) | $185,416 |
| Nuance Investments Llc | Investment management fees (direct) | $183,668 |
| Seven Canyons Advisors Llc | Investment management fees (direct) | $180,507 |
| Zazove Associates Llc | Investment management fees (direct), Soft dollars commissions | $132,708 |
| Southeastern Asset Management | Investment management fees (direct) | $131,533 |
| Timessquare Capital Management | Investment management fees (direct) | $128,135 |
| Newton Investment Management North | Investment management fees (direct) | $127,633 |
| Horizon Asset Management | Investment management fees (direct) | $111,967 |
| Deloitte Tax Llp | Accounting, Direct payment from the plan | $110,650 |
| Victory Capital Management Inc | Investment management fees (direct) | $108,780 |
| Deseret Trust Company | Custodial (securities), Direct payment from the plan | $97,754 |
| Fisher Investments | Investment management fees (direct) | $66,927 |
| Lord Abbett And Co Llc | Investment management fees (direct), Investment management fees (indirect), Soft dollars commissions | $64,704 |
| Troutman Pepper Hamilton Sanders Ll | Legal, Direct payment from the plan | $61,222 |
| Mercer | Consulting (general), Direct payment from the plan | $52,451 |
| Rafi Indices Llc | Consulting fees, Other investment fees and expenses | $38,081 |
| Kirton Mcconkie | Legal, Direct payment from the plan | $33,112 |
| Fitch Solutions | Other services, Direct payment from the plan | $32,795 |
| Secor Investment Management Lp | Investment management fees (direct) | $28,988 |
| Bca Reseach | Other services, Direct payment from the plan | $28,188 |
| Alpine Macro | Other services, Direct payment from the plan | $26,724 |
| Pitchbook Data, Inc | Other services, Direct payment from the plan | $24,638 |
| Mercer Investments Llc | Consulting (general), Direct payment from the plan | $20,000 |
| Evestment Alliance Llc | Other services, Direct payment from the plan | $19,464 |
| Aosphere Limited | Other services, Direct payment from the plan | $18,900 |
| Zions | Trustee (institutional), Direct payment from the plan | $16,677 |
| Scalar Llc | Valuation, Direct payment from the plan | $13,500 |
| Columbia Management Investment Advi | Investment management fees (direct), Soft dollars commissions | $12,937 |
| Preqin Limited | Other services, Direct payment from the plan | $11,406 |
| Alston & Bird Llp | Consulting (general), Direct payment from the plan | $10,105 |