Allstate Retirement Plan
Sponsored by The Allstate Corporation · EIN 363871531 · Plan #002
- Total assets
- $4.2B
- Net assets
- $4.0B
- Active participants
- 33,238
- 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 |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | 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 | $3,158,895 |
| Willis Towers Watson Us Llc | Actuarial, Consulting (pension), Direct payment from the plan | $284,562 |
| Mercer Investments | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $180,000 |
| Acadian Asset Management Llc | Custodial (other), Custodial (securities), Investment management | $148,507 |
| The Bank Of New York Mellon | Trustee (institutional), Direct payment from the plan | $118,366 |
| J.P. Morgan Investment Management | Custodial (other), Custodial (securities), Direct payment from the plan | $115,297 |
| State Street Global Adv Trust Co. | Custodial (other), Custodial (securities), Direct payment from the plan | $96,127 |
| Crowe Llp | Accounting, Direct payment from the plan | $42,000 |
| Wellington Trust Company, Na | Custodial (other), Custodial (securities), Direct payment from the plan | $22,157 |