Carrier Represented Employee Pension Plan
Sponsored by Carrier Global Corporation · EIN 834051582 · Plan #002
- Total assets
- $215M
- Net assets
- $215M
- Active participants
- 1,209
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan | $413,714 |
| Conduent Hr Services | Recordkeeping, Recordkeeping fees | $348,343 |
| The Bank Of New York Mellon | Custodial (other), Investment management fees (indirect), Direct payment from the plan | $62,495 |
| Blackrock Institutional Trust Comp | Trustee (institutional), Direct payment from the plan, Trustee (discretionary) | $34,380 |
| Alight Solutions Llc | Consulting (pension), Direct payment from the plan | $29,674 |
| Grant Thornton | Accounting, Direct payment from the plan | $27,000 |
| State Street Global Advisors Trust | Custodial (other), Custodial (securities), Investment management fees (direct) | $24,997 |