Oshkosh Corporation Hourly Employees' Retirement Plan
Sponsored by Oshkosh Corporation · EIN 390520270 · Plan #002
- Total assets
- $166M
- Net assets
- $166M
- Active participants
- 885
- 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 |
|---|---|---|
| Systematic Financial Management Lp CRD 106146 | deterministic · 100% | 2024 |
| Earnest Partners Llc CRD 107926 | deterministic · 100% | 2024 |
| Diamond Hill Capital Management, Llc CRD 110638 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Hewitt Associates | Actuarial, Recordkeeping, Consulting (pension) | $286,653 |
| Systematic Financial Management | Investment management, Direct payment from the plan | $161,818 |
| Earnest Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $136,457 |
| Diamond Hill Capital Management Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $89,366 |
| Robert W. Baird | Consulting (pension), Securities brokerage, Direct payment from the plan | $81,115 |
| Principal Bank | Trustee (institutional), Other services, Direct payment from the plan | $65,411 |