Usaa Pension Plan
Sponsored by United Services Automobile Association · EIN 740959140 · Plan #001
- Total assets
- $4.6B
- Net assets
- $4.3B
- Active participants
- 30,326
- 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 |
|---|---|---|
| Insight North America Llc CRD 145995 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 98% | 2024 |
| Mentor Capital Management Inc. CRD 123176 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Management Trust Company | Recordkeeping, Participant communication, Direct payment from the plan | $2,030,964 |
| Insight Investment | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,314,300 |
| Jpmorgan Chase Bank, N.A. | Trustee (discretionary), Investment advisory (plan), Investment management | $1,229,471 |
| Nisa Investment Advisors, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $781,975 |
| The Northern Trust Company | Custodial (securities), Trustee (institutional), Investment management | $674,378 |
| Macquarie Investment Mgmt Advisers | Investment management, Direct payment from the plan, Investment management fees (direct) | $193,922 |
| Goldman Sachs Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $183,347 |
| Mellon Capital Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $32,838 |
| Ernst & Young Llp | Accounting, Direct payment from the plan | $6,770 |