Retirement Plan For Employees Of Bacardi Corporation
Sponsored by Bacardi Corporation · EIN 660175247 · Plan #001
- Total assets
- $50.5M
- Net assets
- $50.3M
- Active participants
- 62
- 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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer | Actuarial, Consulting (pension) | $187,678 |
| Mercer Investments Llc | Investment advisory (plan), Investment management fees (direct), Investment management fees (indirect) | $119,811 |
| Northern Trust Company | Trustee (institutional), Direct payment from the plan | $12,037 |