AUMdb

Bert Bell/Pete Rozelle Nfl Player Retirement Plan

Sponsored by Retirement Board Of Bert Bell/Pete Rozelle Nfl Player Retirement Plan · EIN 136043636 · Plan #001

Total assets
$4.0B
Net assets
$3.9B
Active participants
2,517
With balances
0

Plan year beginning 04/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Nepc, Llc CRD 110562 deterministic · 100% 2024
Neumeier Poma Investment Counsel Llc CRD 110672 deterministic · 100% 2024
Silchester International Investors Llp CRD 110987 deterministic · 100% 2024
J.P. Morgan Investment Management Inc. CRD 107038 deterministic · 100% 2024
Earnest Partners Llc CRD 107926 deterministic · 100% 2024
Parametric Portfolio Associates Llc CRD 114310 fuzzy_auto · 97% 2024
Western Asset Management Company, Llc CRD 110441 deterministic · 100% 2024
Metis Global Partners, Llc CRD 167276 deterministic · 100% 2024
Rhumbline Advisers Ltd Partnership CRD 107151 deterministic · 100% 2024
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Groom Law Group, Chartered Legal, Direct payment from the plan $4,179,807
Aon Consulting, Inc. Actuarial, Consulting (general), Direct payment from the plan $1,770,472
Nepc, Llc Investment advisory (plan), Investment management fees (direct) $1,577,438
Vitech Systems Sub, Llc Other services, Direct payment from the plan $989,198
Neumeier Poma Investment Counsel Investment management, Investment management fees (direct) $820,906
Silchester International Investors Investment management, Investment management fees (direct) $817,694
Rda Company, Llc Other services, Direct payment from the plan $746,887
J.P. Morgan Investment Management Investment advisory (plan), Investment management, Investment management fees (direct) $632,271
Riggs Counselman Michaels & Downes Insurance agents and brokers, Direct payment from the plan $606,363
Linea Solutions, Inc. Other services, Direct payment from the plan $589,996
Carefirst Bluecross Blueshield Other services, Direct payment from the plan $551,209
Earnest Partners, Llc Investment management, Investment management fees (direct) $473,405
The Bank Of New York Mellon Custodial (securities), Direct payment from the plan, Shareholder servicing fees $428,662
Employee 1028 Employee (plan sponsor), Non-monetary compensation $416,961
Cloudberry Creative, Inc. Participant communication, Direct payment from the plan, Consulting fees $398,582
Radical Ventures Growth Fund I, L.P Investment management, Investment management fees (direct) $338,664
Sea N Blue, Llc Other services, Direct payment from the plan $337,866
Employee 1036 Employee (plan sponsor) $230,720
Employee 3274 Employee (plan sponsor) $230,689
Data Processing Solutions, Inc. Other services, Direct payment from the plan $209,810
Parametric Portfolio Assoc., Llc Investment management, Investment management fees (direct) $197,976
Employee 1018 Employee (plan sponsor), Non-monetary compensation $187,939
Western Asset Management Company Investment management, Investment management fees (direct) $181,453
Pointclick Technologies, Llc Consulting (general), Direct payment from the plan $180,888
Employee 1014 Employee (plan sponsor) $179,429
Metis Global Partners, Llc Investment management, Investment management fees (direct) $169,910
Employee 3405 Employee (plan sponsor) $161,914
Employee 1034 Employee (plan sponsor) $130,298
Employee 1045 Employee (plan sponsor) $123,209
Employee 3425 Employee (plan sponsor) $120,500
Employee 1010 Employee (plan sponsor) $116,661
Kairos Consulting Services Other services, Direct payment from the plan $116,161
State Street Global Advisors Trust Custodial (other), Custodial (securities), Investment management $110,965
Employee 1038 Employee (plan sponsor) $109,641
Employee 3395 Employee (plan sponsor) $101,402
Fedex Other services, Direct payment from the plan $90,487
Employee 1015 Employee (plan sponsor), Non-monetary compensation $90,263
Employee 1025 Employee (plan sponsor) $88,539
Employee 1051 Employee (plan sponsor) $88,167
Employee 3400 Employee (plan sponsor) $86,054
Employee 1049 Employee (plan sponsor) $85,510
Employee 1042 Employee (plan sponsor) $85,160
Employee 1057 Employee (plan sponsor) $78,649
Employee 3037 Employee (plan sponsor) $78,645
Employee 3040 Employee (plan sponsor) $78,177
Employee 1047 Employee (plan sponsor), Non-monetary compensation $78,106
Mullen Coughlin, Llc Other services, Direct payment from the plan $76,321
Cra International, Inc. Other services, Direct payment from the plan $76,000
Employee 3392 Employee (plan sponsor) $70,829
Employee 3460 Employee (plan sponsor) $70,200
Rhumbline Advisers Investment management, Investment management fees (direct) $67,505
Employee 3470 Employee (plan sponsor) $67,462
Employee 3420 Employee (plan sponsor) $65,857
Alight Holding Company, Llc Recordkeeping, Direct payment from the plan $64,384
Bolton Partners, Inc. Other services, Direct payment from the plan $63,750
Employee 3320 Employee (plan sponsor) $63,370
Randstad North America, Inc. Other services, Direct payment from the plan $63,000
Employee 3410 Employee (plan sponsor) $62,893
Employee 3465 Employee (plan sponsor) $62,038
Consolidated Graphics, Inc. Copying and duplicating, Direct payment from the plan $60,846
Employee 3267 Employee (plan sponsor) $60,464
Employee 3390 Employee (plan sponsor) $59,384
Mitchell & Titus, Llp Accounting, Direct payment from the plan $59,351
Capfinancial Partners, Llc Investment advisory (plan), Direct payment from the plan $58,398
Employee 3440 Employee (plan sponsor) $57,780
Operations Inc., Llc Other services, Direct payment from the plan $57,018
Employee 3430 Employee (plan sponsor) $53,442
Sitecore Usa, Inc. Other services, Direct payment from the plan $52,576
Bay City Management Company, Llc Other services, Direct payment from the plan $47,388
Duffy Consulting Services, Llc Other services, Direct payment from the plan $47,195
Metlife Other services, Direct payment from the plan $38,490
Newgen Software, Inc. Other services, Direct payment from the plan $38,083
Advance Business Systems Other services, Direct payment from the plan $36,808
Kriebel & Associates Other services, Direct payment from the plan $36,288
Standard Insurance Company Other services, Direct payment from the plan $35,357
Employee 1059 Employee (plan sponsor) $34,635
Esentire, Inc. Other services, Direct payment from the plan $33,176
Employee 3435 Employee (plan sponsor) $29,878
Wolters Kluwer Other services, Direct payment from the plan $24,042
Vonage Business Solutions, Inc. Other services, Direct payment from the plan $20,759
Adp Processing Other services, Direct payment from the plan $16,749
Unicorn Partners Fund Iii, L.P. Investment management, Investment management fees (direct) $16,174
Bitsight Technologies, Inc. Other services, Direct payment from the plan $15,000
Verizon Wireless Other services, Direct payment from the plan $14,522
Provident Life & Accident Insurnace Other services, Direct payment from the plan $12,893
Peerless Network, Inc. Other services, Direct payment from the plan $11,518
Viacode Consulting, Llc Other services, Direct payment from the plan $11,375
Zayo Group Holdings, Inc. Other services, Direct payment from the plan $11,120
Betsy Leslie Other services, Direct payment from the plan $10,021
The Hartford Insurance services, Direct payment from the plan $9,943
The Supply Room Other services, Direct payment from the plan $9,878
Quadient Finance Usa, Inc. Other services, Direct payment from the plan $8,993
Onetrust, Llc Other services, Direct payment from the plan $7,750
Praendex Midlantic Other services, Direct payment from the plan $7,025
Iron Mountain, Inc. Other services, Direct payment from the plan $6,129
Snapcomms, Inc. Other services, Direct payment from the plan $6,048
Professional Fiduciary Services Llc Other services, Direct payment from the plan $5,769
Crockett Facilities Services Other services, Direct payment from the plan $5,519
Vogelzang & Associates Other services, Other fees $0