Simon Property Group And Adopting Entities Matching Savings Plan
Sponsored by Simon Property Group, L.P. · EIN 341755769 · Plan #002
- Total assets
- $598M
- Net assets
- $598M
- Active participants
- 3,223
- With balances
- 3,831
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 |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch | Direct payment from the plan, Recordkeeping fees | $365,117 |
| Fidelity Investments Institutional | Participant loan processing, Direct payment from the plan, Sub-transfer agency fees | $303,309 |
| Mercer Investments Llc | Investment advisory (plan), Direct payment from the plan | $267,024 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $163,702 |
| Ernst & Young Llp | Accounting, Direct payment from the plan | $60,825 |