Barclays Pension Plan
Sponsored by Barclays Services Corporation · EIN 133714398 · Plan #001
- Total assets
- $506M
- Net assets
- $505M
- Active participants
- 339
- 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, Investment management fees (direct), Direct payment from the plan | $630,129 |
| Willis Towers Watson Investment Ser | Investment management, Investment management fees (direct) | $238,797 |
| Blackrock Institutional Trust Co | Trustee (institutional), Trustee (discretionary), Investment management | $186,120 |
| Orick, Herrington, & Sutcliffe Llp | Legal, Direct payment from the plan | $128,401 |
| Kpmg | Accounting, Direct payment from the plan | $78,750 |
| State Street Bank And Trust Co | Custodial (securities), Other fees, Trustee (directed) | $42,032 |