AUMdb

The Lubrizol Corporation Employees Profit Sharing And Savings Plan

Sponsored by The Lubrizol Corporation · EIN 340367600 · Plan #003

Total assets
$1.5B
Net assets
$1.5B
Active participants
3,932
With balances
5,670

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 $677,784
Empower Annuity Insurance Company Recordkeeping fees, Recordkeeping, Participant loan processing $44,372
Willis Towers Watson Us Llc Other fees, Consulting (general), Direct payment from the plan $18,577