Valeo, Inc. Pension Plan
Sponsored by Valeo North America, Inc. · EIN 133744485 · Plan #006
- Total assets
- $330M
- Net assets
- $330M
- Active participants
- 217
- 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 |
|---|---|---|
| Towers Watson Investment Services, Inc. CRD 110473 | deterministic · 100% | 2024 |
| Black Creek Investment Management Inc. CRD 161344 | fuzzy_auto · 99% | 2024 |
| Sanders Capital, Llc CRD 151480 | deterministic · 100% | 2024 |
| Legal & General Investment Management America Inc. CRD 149156 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial | $603,714 |
| Towers Watson Investment Services | Trustee (institutional), Investment management, Direct payment from the plan | $448,610 |
| Jp Morgan | Trustee (institutional), Investment management, Direct payment from the plan | $347,800 |
| Black Creek Investment Management I | Investment management, Direct payment from the plan | $47,906 |
| Bdo Usa P.C. | Accounting, Direct payment from the plan | $46,217 |
| Sanders Capital Llc | Investment management, Direct payment from the plan | $36,868 |
| Legal & General Investment Manageme | Investment management, Direct payment from the plan | $8,959 |