Marathon Petroleum Retirement Plan
Sponsored by Marathon Petroleum Company Lp · EIN 311537655 · Plan #001
- Total assets
- $2.2B
- Net assets
- $2.2B
- Active participants
- 18,065
- 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 |
|---|---|---|
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| R.V. Kuhns & Associates, Inc. CRD 18005 | fuzzy_auto · 97% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pacific Investment Management Co. | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,118,033 |
| Mfs International | Investment management, Direct payment from the plan, Investment management fees (direct) | $891,699 |
| Ninety One | Investment management, Direct payment from the plan, Investment management fees (direct) | $497,410 |
| Kayne Anderson Rudnick | Investment management, Direct payment from the plan, Investment management fees (direct) | $418,152 |
| Blackrock | Trustee (institutional), Trustee (discretionary), Investment management | $379,836 |
| R.V. Kuhns & Associates | Investment advisory (plan), Direct payment from the plan | $271,733 |
| Aon Investment Consulting, Llc | Actuarial, Direct payment from the plan | $250,913 |
| Northern Trust Company | Trustee (institutional), Trustee (directed), Direct payment from the plan | $204,977 |
| Hamilton Lane Advisors, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $47,320 |