Ibm 401(k) Plan
Sponsored by International Business Machines Corporation · EIN 130871985 · Plan #005
- Total assets
- $60.4B
- Net assets
- $59.4B
- Active participants
- 49,030
- With balances
- 147,543
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 |
|---|---|---|
| Blackrock Financial Management, Inc CRD 107105 | deterministic · 100% | 2024 |
| Financial Engines Advisors L.L.C. CRD 104510 | deterministic · 100% | 2024 |
| Mercer Investment Solutions Llc CRD 155919 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Statestreet | Trustee (institutional), Direct payment from the plan | $6,706,853 |
| Prudential Insurance Company | Investment management fees (direct), Other insurance wrap fees | $3,965,588 |
| Pimco | Investment management fees (direct), Other fees | $3,483,088 |
| The Loomis, Sayles & Company, L.P. | Investment management fees (direct) | $2,648,010 |
| Rbc Capital Markets | Other insurance wrap fees | $2,372,860 |
| New York Life Insurance Company | Investment management, Investment management fees (direct) | $1,689,647 |
| Metropolitan Life Insurance Company | Other insurance fees and expenses | $1,638,084 |
| Bridgewater | Investment management fees (direct) | $1,615,035 |
| Massachusetts Mutual Life Insurance | Other insurance wrap fees | $1,560,271 |
| Ibm | Plan administrator, Other fees, Employee (plan sponsor) | $1,405,037 |
| Vanguard | Investment management fees (direct) | $1,388,233 |
| Blackrock Financial Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,076,149 |
| Western Asset Management | Investment management fees (direct) | $1,068,031 |
| Jp Morgan | Investment advisory (plan), Investment management, Investment management fees (direct) | $978,703 |
| Baird Advisors | Investment management | $847,967 |
| Voya | Consulting (general) | $818,460 |
| Dodge & Cox | Investment management fees (direct), Investment management fees (indirect), Soft dollars commissions | $778,449 |
| Mackay Shields, Llc | Investment management fees (direct) | $400,983 |
| Barings Llc | Investment management fees (direct) | $367,790 |
| Northeast Retirement Services, Inc. | Other services | $285,781 |
| Neuberger Berman | Investment management fees (direct) | $258,473 |
| Willis Towers Watson | Consulting (general) | $210,312 |
| Edelman Financial Engines, Llc | Investment advisory (participants), Investment management | $164,003 |
| Jellyvision Lab, Inc. | Consulting (general) | $146,887 |
| Paul Hastings | Legal | $126,903 |
| Ivins, Phillips And Barker | Legal | $61,338 |
| Morningstar | Other fees | $23,500 |
| Mercer Investment Consulting Inc. | Investment advisory (plan) | $18,532 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Other fees | $12,104 |
| Andersen Tax Llc | Accounting | $5,750 |