AUMdb

Nextera Energy, Inc. Employee Retirement Savings Plan

Sponsored by Nextera Energy, Inc. · EIN 592449419 · Plan #002

Total assets
$5.5B
Net assets
$5.5B
Active participants
16,733
With balances
21,635

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
T. Rowe Price (Canada) Inc. CRD 107290 fuzzy_auto · 93% 2024
Nepc, Llc CRD 110562 deterministic · 100% 2024
Jackson Square Capital, Llc CRD 300314 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
T Rowe Price Investment management $1,737,518
Fidelity Investments Institutional Contract administrator, Recordkeeping, Trustee (institutional) $782,208
Nextera Energy, Inc. Accounting, Plan administrator, Recordkeeping $270,912
Blackrock Institutional Trust Co Na Investment management $253,797
Nepc, Llc Consulting (general), Investment advisory (plan) $126,368
Crowe Llp Accounting $88,835
Jackson Square Investment management $11,448
Smartpath, Inc. Consulting (general), Investment advisory (participants) $10,375