Lear Combined Pension Plan
Sponsored by Lear Corporation · EIN 133386776 · Plan #004
- Total assets
- $118M
- Net assets
- $118M
- Active participants
- 570
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Sun Life Capital Management (U.S.) Llc CRD 109684 | fuzzy_auto · 98% | 2024 |
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Accounting, Actuarial, Plan administrator | $1,456,458 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Securities brokerage, Other services | $178,390 |
| Sun Life Capital Management(u.S)llc | Investment advisory (plan), Investment management fees (direct) | $130,662 |
| The Northern Trust Company | Other services, Direct payment from the plan | $93,313 |
| Westfield Capital Management Co. Lp | Investment management, Investment management fees (direct) | $33,991 |