AUMdb

Wood Mackenzie, Inc. 401(k) Plan

Sponsored by Wood Mackenzie, Inc. · EIN 010564533 · Plan #001

Total assets
$123M
Net assets
$123M
Active participants
558
With balances
915

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
Alliancebernstein L.P. CRD 108477 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Alliancebernstein L.P. Investment advisory (plan), Direct payment from the plan $76,000
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $40,494
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $30,194