Pepsico, Inc. Employees Retirement Plan H
Sponsored by Pepsico, Inc. · EIN 131584302 · Plan #121
- Total assets
- $4.2B
- Net assets
- $4.2B
- Active participants
- 73,116
- 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 · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Insti Asset Mgmt | Investment management fees (direct) | $4,293,771 |
| State Street | Investment management fees (direct), Soft dollars commissions | $1,821,927 |
| Nisa | Investment management fees (direct) | $1,407,097 |
| Mfs Institutional Advisors | Investment management fees (direct), Soft dollars commissions | $1,330,186 |
| Mercer | Actuarial | $1,299,556 |
| Jennison Associates | Investment management fees (direct), Soft dollars commissions | $1,039,072 |
| Pepsico, Inc. | Plan administrator | $893,188 |
| Marathon Asset Management | Investment management fees (direct), Soft dollars commissions | $878,632 |
| Cambridge Advisory Group | Actuarial | $850,012 |
| Altrinsic Global Advisors | Investment management fees (direct), Soft dollars commissions | $834,112 |
| Jp Morgan Investment Management | Investment management fees (direct) | $801,958 |
| Dodge And Cox | Investment management fees (direct), Soft dollars commissions | $732,730 |
| Times Square Capital Management Llc | Investment management fees (direct), Soft dollars commissions | $685,934 |
| Wellington Management Co Llp | Investment management fees (direct) | $657,763 |
| Pgim Inc | Investment management fees (direct) | $550,447 |
| Loomis Sayles | Investment management fees (direct) | $490,832 |
| Earnest Partners | Investment management fees (direct), Soft dollars commissions | $474,192 |
| Jp Morgan Chase Bank | Trustee (institutional) | $381,017 |
| Ariel Capital | Investment management fees (direct), Soft dollars commissions | $368,204 |
| Northern Trust Company | Trustee (institutional), Recordkeeping | $318,167 |
| Vontobel Usa Inc | Investment management fees (direct), Soft dollars commissions | $294,337 |
| Willis Towers Watson | Actuarial | $293,686 |
| Blackrock Institutional Advisors | Investment management fees (direct) | $216,848 |
| Dimensional Fund Advisors | Investment management fees (direct), Soft dollars commissions | $202,159 |
| Russell Implementation Services | Investment management, Securities brokerage commissions | $194,601 |
| Payden & Rygel | Investment management fees (direct) | $144,729 |
| Pugh Capital Mgmt Inc | Investment management fees (direct) | $144,142 |
| Prudential Bank & Trust Company | Investment management | $143,523 |
| Towers Watson Investment Service | Investment advisory (plan) | $120,245 |
| Kpmg, Llp | Accounting | $115,085 |
| Kilpatrick Stockton | Legal | $91,501 |
| Jamestown Premier Property Fund | Investment management fees (direct), Soft dollars commissions | $79,128 |
| Prudential Insurance Company | Insurance services | $66,661 |
| Townsend Group | Investment management fees (direct), Soft dollars commissions | $41,532 |
| Metropolitan Life Insurance | Insurance services | $41,316 |
| Banco Popular | Recordkeeping, Trustee (institutional) | $30,895 |
| Ubs Global Asset Management | Investment management fees (direct), Soft dollars commissions | $18,691 |
| Thompson & Coburn | Legal | $11,229 |
| Health And Productivity Consulting | Consulting (general) | $10,609 |