Sony Usa 401(k) Plan
Sponsored by Sony Corporation Of America · EIN 131914734 · Plan #002
- Total assets
- $6.2B
- Net assets
- $6.2B
- Active participants
- 13,338
- With balances
- 25,568
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 |
|---|---|---|
| Financial Engines Advisors L.L.C. CRD 104510 | deterministic · 100% | 2024 |
| Altrinsic Global Advisors, Llc CRD 109678 | deterministic · 100% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edelman Financial Engines, Llc | Investment management, Direct payment from the plan | $1,204,369 |
| Blackrock | Trustee (institutional), Trustee (discretionary), Investment management | $1,133,988 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $1,074,012 |
| T Rowe Price Asset Mgmt Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $972,431 |
| Prudential Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $937,654 |
| T. Rowe Price Associates, Inc. | Recordkeeping, Direct payment from the plan | $868,949 |
| Altrinsic Global Advisors, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $808,409 |
| Northern Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $428,834 |
| Mercer Investments Llc | Investment management, Direct payment from the plan | $158,677 |
| Pricewaterhousecoopers Llp | Accounting, Actuarial, Custodial (securities) | $145,000 |
| State Street Global Advisors Tr Co. | Custodial (other), Custodial (securities), Investment management | $96,946 |
| Aon Consulting | Other services, Direct payment from the plan | $10,000 |
| Charles Schwab & Co. Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $2,481 |