Ntess Retirement Income Plan
Sponsored by National Technology & Engineering Solutions Of Sandia, Llc · EIN 850097942 · Plan #006
- Total assets
- $6.2B
- Net assets
- $5.6B
- Active participants
- 3,118
- 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 |
|---|---|---|
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| Silchester International Investors Llp CRD 110987 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | fuzzy_auto · 99% | 2024 |
| Numeric Investors Llc CRD 131684 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pacific Investment Management Co | Investment management, Investment management fees (direct), Soft dollars commissions | $1,571,580 |
| Ntess, Llc | Employee (plan sponsor), Direct payment from the plan | $1,502,683 |
| Northern Trust Corporation | Other services, Trustee (institutional), Investment management fees (indirect) | $1,212,990 |
| Blackrock Institutional Trust Co | Trustee (institutional), Trustee (discretionary), Investment management | $959,861 |
| Silchester International Investors | Investment management, Foreign entity, Investment management fees (indirect) | $933,101 |
| Nisa Investment Advisor Llc | Investment management, Investment management fees (direct) | $911,551 |
| Fidelity Institutional Asset Mgt | Investment management, Investment management fees (direct) | $742,860 |
| Numeric Investors, Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $265,993 |
| Aon Hewitt Investment Consulting | Actuarial | $126,000 |
| State Street Global Advisors | Custodial (other), Custodial (securities), Investment management fees (direct) | $41,475 |
| Prudential Insurance Company | Contract administrator, Custodial (securities), Trustee (institutional) | $20,895 |