Pinnacle West Capital Corporation Retirement Plan
Sponsored by Pinnacle West Capital Corporation · EIN 860512431 · Plan #001 · Phoenix, AZ
- Total assets
- $3.1B
- Net assets
- $3.1B
- Active participants
- 6,307
- 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 |
|---|---|---|
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Blackrock Financial Management, Inc CRD 107105 | deterministic · 100% | 2024 |
| Income Research + Management CRD 104863 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 96% | 2024 |
| Morgan Stanley Investment Management Inc. CRD 110353 | fuzzy_auto · 97% | 2024 |
| James Capital Management Llc CRD 159484 | fuzzy_auto · 96% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
| Mfs Institutional Advisors Inc. CRD 107144 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jp Morgan Investment Mgmt | Investment management, Investment advisory (plan), Direct payment from the plan | $1,312,271 |
| Nisa Investment Advisors Llc | Investment management, Investment management fees (direct) | $1,269,552 |
| Fidelity Inv Inst Ops Co | Recordkeeping, Direct payment from the plan | $960,523 |
| Blackrock Financial Management, Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $771,763 |
| Columbia Threadneedle | Investment management, Investment management fees (indirect) | $550,592 |
| Wellington Management Company Llp | Investment management fees (direct), Soft dollars commissions | $540,898 |
| Income Research + Management | Investment management, Investment management fees (direct) | $539,418 |
| State Street Global Advisors Trust | Custodial (securities), Investment management, Float revenue | $460,917 |
| Segal Bryant & Hamill | Investment management, Investment management fees (direct), Soft dollars commissions | $399,023 |
| Morgan Stanley Investment Mgmt Inc. | Investment management, Investment management fees (direct), Soft dollars commissions | $371,871 |
| Legal & General Invst Mgmt America | Investment management, Investment management fees (direct) | $334,476 |
| William Blair Investment Mgmt, Llc | Investment management fees (direct), Soft dollars commissions | $277,543 |
| Janus Capital Management Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $156,129 |
| Boston Partners Global Invest, Inc. | Investment management fees (direct), Securities brokerage commissions | $153,868 |
| Mercer Investments Llc | Investment advisory (plan), Direct payment from the plan | $142,622 |
| Willis Towers Watson Us Llc | Actuarial, Consulting (pension), Direct payment from the plan | $130,200 |
| Mfs Institutional Advisors, Inc | Investment management, Investment management fees (direct), Soft dollars commissions | $76,811 |
| Snell And Willmer | Legal, Direct payment from the plan | $29,502 |