U. S. Retirement Plan
Sponsored by Mars, Incorporated · EIN 221594774 · Plan #001
- Total assets
- $5.1B
- Net assets
- $5.1B
- Active participants
- 8,193
- 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 |
|---|---|---|
| Boldhaven Management Llp CRD 304300 | deterministic · 100% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| Long Wharf Capital Llc CRD 158038 | deterministic · 100% | 2024 |
| Carter Haston Investment Partners Ii Gp, Llc CRD 165442 | fuzzy_auto · 97% | 2024 |
| Thackeray Partners, L.P. CRD 166351 | deterministic · 100% | 2024 |
| Shamrock Capital Advisors, Llc CRD 153100 | deterministic · 100% | 2024 |
| Riverwood Capital Management L.P. CRD 158267 | fuzzy_auto · 98% | 2024 |
| Voya Investments, Llc CRD 111091 | fuzzy_auto · 95% | 2024 |
| Greystar Investment Group, Llc CRD 160665 | deterministic · 100% | 2024 |
| Raine Capital Llc CRD 157939 | deterministic · 100% | 2024 |
| Causeway Capital Management Llc CRD 113308 | deterministic · 100% | 2024 |
| Core Management Ii Corporation CRD 162579 | fuzzy_auto · 97% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Tenaya Capital, Llc CRD 162804 | deterministic · 100% | 2024 |
| Shasta Ventures Management, Llc CRD 162676 | fuzzy_auto · 95% | 2024 |
| Angelo, Gordon & Co., L.P. CRD 131940 | fuzzy_auto · 93% | 2024 |
| Harrison Street Advisors, Llc CRD 157983 | deterministic · 100% | 2024 |
| Carillon Tower Advisers, Inc. CRD 174904 | deterministic · 100% | 2024 |
| Rhumbline Advisers Ltd Partnership CRD 107151 | deterministic · 100% | 2024 |
| Crow Holdings Capital Partners, L.L.C. CRD 156925 | deterministic · 100% | 2024 |
| Onex Partners Manager Lp CRD 160923 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sig | Investment advisory (plan), Direct payment from the plan | $3,772,489 |
| Willis Towers Watson Us Llc | Actuarial, Consulting (general), Recordkeeping | $2,071,747 |
| Arrowstreet, Lp | Investment management, Investment management fees (direct) | $1,726,812 |
| Northern Trust | Trustee (institutional), Direct payment from the plan | $762,389 |
| Acadian Asset Management | Investment management, Investment management fees (direct) | $450,720 |
| Jp Morgan Chase Bank | Investment management, Investment advisory (plan), Trustee (discretionary) | $384,967 |
| Performance Venture Capital | Investment management, Investment management fees (direct) | $318,809 |
| Mcdermott Will & Emery Llp | Legal, Direct payment from the plan | $274,107 |
| Voya Investment Trust Company | Investment management, Investment management fees (indirect), Investment management fees (direct) | $188,650 |
| Pricewaterhousecoopers | Accounting, Direct payment from the plan | $143,023 |
| Wellington Trust Company Na | Investment management, Investment management fees (direct) | $135,169 |
| Hue Communications | Direct payment from the plan, Participant communication | $110,331 |
| Segall Bryant & Hamill Llc | Investment advisory (plan), Investment management fees (direct), Other commissions | $105,186 |
| Pwc Us Tax Llp | Accounting, Direct payment from the plan | $79,760 |
| Angelo Gordon & Co. | Investment management, Investment management fees (direct), Investment management fees (indirect) | $46,646 |
| Harrison Street Advisors Llc | Investment management, Investment management fees (indirect) | $28,461 |
| Westbrook | Investment management, Investment management fees (direct) | $24,718 |
| State Street Global Advisors Trust | Investment management fees (direct), Custodial (securities) | $20,937 |
| Rhumbline Advisers | Investment management, Investment management fees (direct) | $10,902 |
| Tsg7 B Management Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $5,231 |
| Crow Holdings Capital | Investment management, Investment management fees (direct), Investment management fees (indirect) | $3,030 |
| Warburg Pincus Global Growth | Investment management fees (indirect), Investment management | $2,592 |
| United States Power Fund Iv L.P. | Investment management, Investment management fees (indirect) | $1,662 |
| Onex Partners Manager Lp | Investment management, Investment management fees (direct) | $175 |
| Trust Company Of West | Accounting, Plan administrator, Investment management fees (direct) | $0 |
| Boldhaven Management Llp | Investment management fees (indirect), Investment management | $0 |
| Trexquant Offshore Fund | Investment management, Investment management fees (indirect), Recordkeeping | $0 |
| Lba Realty Llc | Investment management fees (indirect), Investment management | $0 |
| Long Wharf Capital | Investment management fees (indirect), Investment management | $0 |
| Actis Gp Llp | Other fees | $0 |
| Carter Haston Investment Partners | Investment management fees (direct), Investment management | $0 |
| Thackeray Partners Lp | Investment management, Other services | $0 |
| Carillon Tower Advisers | Investment management fees (indirect), Investment management | $0 |
| Riverwood Capital Management Lp | Investment advisory (plan), Investment management, Investment management fees (indirect) | $0 |
| Mgg Sf Evergreen (Cayman) Fund | Finders' fees/placement fees, Investment management | $0 |
| Greystar Investment Group, Llc | Investment management, Other services | $0 |
| Cortec Management Vi, Llc | Investment management fees (indirect), Investment management | $0 |
| Raine Capital Llc | Investment management, Investment management fees (indirect) | $0 |
| Shasta Ventures V Gp, Llc | Investment management, Investment management fees (indirect) | $0 |
| Tenaya Capital | Investment management, Investment management fees (indirect) | $0 |
| Greystar Real Estate Partners | Investment management, Other services | $0 |
| Cortec Management Vii, Llc | Investment management fees (indirect), Investment management | $0 |
| Causeway Capital Management Llc | Investment management, Non-monetary compensation, Soft dollars commissions | $0 |
| Shamrock Capital Advisors Llc | Investment management fees (indirect), Investment management | -$3,153 |