Selective Insurance Retirement Savings Plan
Sponsored by Selective Insurance Company Of America · EIN 221272390 · Plan #002
- Total assets
- $764M
- Net assets
- $764M
- Active participants
- 2,818
- With balances
- 3,688
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 |
|---|---|---|
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | deterministic · 100% | 2024 |
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 96% | 2024 |
| Brown Advisory Llc CRD 110181 | fuzzy_auto · 96% | 2024 |
| Towers Watson Investment Services, Inc. CRD 110473 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Securities brokerage, Other commissions, Securities brokerage commissions | $190,417 |
| Financial Engines | Investment advisory (participants) | $105,337 |
| Willis Towers Watson Us Llc | Consulting (general), Direct payment from the plan | $64,607 |
| Crowe Llp | Accounting | $33,319 |
| Towers Watson Investment Services | Consulting (general), Investment advisory (plan), Direct payment from the plan | $20,538 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Vanguard Group | Investment management, Shareholder servicing fees | $0 |
| Dodge & Cox Stock Fund | Investment management, Shareholder servicing fees | $0 |
| Dimensional Fund Advisors | Investment management, Shareholder servicing fees | $0 |
| Charles Schwab & Co Inc | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $0 |
| Brown Advisory Funds | Investment management, Shareholder servicing fees | $0 |
| Wasatch Funds Trust | Investment management, Shareholder servicing fees | $0 |
| Prudential Investment Portfolios | Investment management, Shareholder servicing fees | $0 |