Swiss Re Group U.S. Employees' Savings Plan
Sponsored by Swiss Re America Holding Corporation · EIN 132761364 · Plan #002
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 2,402
- With balances
- 4,156
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $457,845 |
| Empower Annuity Insurance Company | Recordkeeping fees, Recordkeeping, Participant loan processing | $209,729 |
| Jp Morgan Investment Management | Custodial (securities), Investment management, Investment management fees (direct) | $196,713 |
| Nepc Llc | Consulting (general), Direct payment from the plan | $138,093 |
| Kpmg Llp | Other fees, Direct payment from the plan | $57,500 |
| Troutman Sanders Lockerman & Ashmor | Other fees, Direct payment from the plan | $20,164 |
| Aon Consulting Inc Dba Hewitt Assoc | Other fees | $13,000 |