AUMdb

Snap On Incorporated Retirement Plan

Sponsored by Snap On Incorporated · EIN 390622040 · Plan #001

Total assets
$972M
Net assets
$971M
Active participants
3,905
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
Nisa Investment Advisors, Llc CRD 107313 deterministic · 100% 2024
Mercer Investment Solutions Llc CRD 155919 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nisa Investment Advisors Llc Investment management, Investment management fees (direct) $678,506
Mercer Actuarial, Recordkeeping, Consulting (pension) $396,525
William Blair Funds Investment management, Investment management fees (direct) $342,491
Northern Trust Trustee (institutional), Other services, Direct payment from the plan $302,239
Mercer Investment Consulting Investment advisory (plan), Direct payment from the plan $290,250
Boston Trust Investment management, Investment management fees (direct) $245,394
Kayne Anderson Investment management, Investment management fees (direct) $195,347
Blackrock Investment management, Investment management fees (direct) $69,942
Wipfli Llp Accounting, Direct payment from the plan $14,900