AUMdb

Libbey Hourly Retirement Plan

Sponsored by Libbey Glass Llc · EIN 222784107 · Plan #004

Total assets
$203M
Net assets
$203M
Active participants
238
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
Clearstead Advisors, Llc CRD 105674 fuzzy_auto · 98% 2024
Harbor Capital Advisors, Inc. CRD 113042 deterministic · 100% 2024

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 $406,508
Legal & General Invt Mgmt America Investment management, Investment management fees (direct) $144,698
Clearsted Advisors, Llc Investment advisory (plan), Investment management fees (direct) $60,058
Northern Trust Company Trustee (institutional), Direct payment from the plan $47,930
Northern Trust Corp. Other services, Investment management fees (indirect), Shareholder servicing fees $38,264
Clifton Larson Allen Llp Accounting, Direct payment from the plan $26,120
State Street Bank & Trust Other services, Direct payment from the plan, Float revenue $18,274
Harbor Capital Advisors, Inc Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) $9,033