Pepsico Employees Retirement Plan I
Sponsored by Pepsico, Inc. · EIN 131584302 · Plan #004
- Total assets
- $6.8B
- Net assets
- $6.8B
- Active participants
- 10,017
- 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 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Insti Asset Mgmt | Investment management fees (direct) | $3,391,975 |
| State Street | Investment management fees (direct), Soft dollars commissions | $1,439,278 |
| Nisa | Investment management fees (direct) | $1,111,573 |
| Mfs Institutional Advisors | Investment management fees (direct), Soft dollars commissions | $1,050,815 |
| Mercer | Actuarial | $1,026,618 |
| Jennison Associates Llc | Investment management fees (direct), Soft dollars commissions | $820,841 |
| Pepsico, Inc. | Plan administrator | $705,596 |
| Marathon Asset Management | Investment management fees (direct), Soft dollars commissions | $694,098 |
| Cambridge Advisory Group | Actuarial | $671,488 |
| Altrinsic Global Advisors | Investment management fees (direct), Soft dollars commissions | $658,928 |
| Jp Morgan Investment Management | Investment management fees (direct) | $633,527 |
| Dodge And Cox | Investment management fees (direct), Soft dollars commissions | $578,838 |
| Times Square Capital Management Llc | Investment management fees (direct), Soft dollars commissions | $541,871 |
| Wellington Management Co Llp | Investment management fees (direct) | $519,616 |
| Pgim Inc | Investment management fees (direct) | $434,839 |
| Loomis Sayles | Investment management fees (direct) | $387,745 |
| Earnest Partners | Investment management fees (direct), Soft dollars commissions | $374,601 |
| Jp Morgan Chase Bank | Trustee (institutional) | $300,994 |
| Ariel Capital | Investment management fees (direct), Soft dollars commissions | $290,872 |
| Northern Trust Company | Trustee (institutional), Recordkeeping | $251,344 |
| Vontobel Usa Inc | Investment management fees (direct), Soft dollars commissions | $232,519 |
| Willis Towers Watson | Actuarial | $232,005 |
| Blackrock Institutional Advisors | Investment management fees (direct) | $171,304 |
| Dimensional Fund Advisors | Investment management fees (direct), Soft dollars commissions | $159,701 |
| Russell Implementation Services | Investment management, Securities brokerage commissions | $153,730 |
| Payden & Rygel | Investment management fees (direct) | $114,333 |
| Pugh Capital Mgmt Inc | Investment management fees (direct) | $113,868 |
| Prudential Bank & Trust Company | Investment management | $113,379 |
| Towers Watson Investment Service In | Investment advisory (plan) | $94,991 |
| Kpmg, Llp | Accounting | $90,915 |
| Kilpatrick Stockton | Legal | $72,283 |
| Jamestown Premier Property Fund | Investment management fees (direct), Soft dollars commissions | $62,509 |
| Prudential Insurance Company | Insurance services | $52,661 |
| Townsend Group | Investment management fees (direct), Soft dollars commissions | $32,809 |
| Metropolitan Life Insurance | Insurance services | $32,639 |
| Banco Popular | Recordkeeping, Trustee (institutional) | $24,406 |
| Ubs Global Asset Management | Investment management fees (direct), Soft dollars commissions | $14,765 |
| Thompson Coburn Llp | Legal | $8,871 |
| Health And Productivity Consulting, | Consulting (general) | $8,381 |
| Committee Of Investment Of Employee | Consulting (general) | $7,690 |