# General Electric Company, Operating As Ge Aerospace 401(k) Plan
Source: https://planprovider.pro/companies/general-electric-company-operating-as-ge-aerospace-140689340-001

> General Electric Company, Operating As Ge Aerospace's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** General Electric Company, Operating As Ge Aerospace

- **Sponsor EIN:** 140689340

- **Sponsor Address:** 1 NEUMANN WAY, EVENDALE, OH, 45251

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $24.9B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$24.9B|$0|$0|

| 2023|0|$46.2B|$0|$0|

| 2022|0|$46.7B|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| STATE STREET GLOBAL ADVISORS|Investment Advisor|$19,713,771|—|$19,713,771|

| TRIDENT VII LP|Investment Advisor|$18,046,378|—|$18,046,378|

| IPE FUND NVESTMENT LP INVESTMENT|Investment Advisor|$14,425,936|—|$14,425,936|

| VITRUVIAN INVESTMENT PARTNERSHIP II|Investment Advisor|$5,279,579|—|$5,279,579|

| ODYSSEY INVESTMENT PTNRS FUND VI LP|Investment Advisor|$5,055,430|—|$5,055,430|

| ARROWSTREET GLOBAL EQUITY-ACWI|Investment Advisor|$4,497,670|—|$4,497,670|

| APAX EUROPE IX|Investment Advisor|$4,272,799|—|$4,272,799|

| STATE STREET BANK AND TRUST|Custodian / Trustee|$3,968,204|—|$3,968,204|

| GOLDENTREE CREDIT|Investment Advisor|$3,874,744|—|$3,874,744|

| SCHULTE ROTH AND ZABEL LLP|ERISA Attorney|$3,291,947|—|$3,291,947|

| BROOKFIELD STRATEGIC REAL ESTATE|Investment Advisor|$3,273,366|—|$3,273,366|

| PIMCO|Investment Advisor|$3,138,243|—|$3,138,243|

| CLAYTON, DUBILIER + RICE X LP|Investment Advisor|$3,068,617|—|$3,068,617|

| TRIDENT V LP|Investment Advisor|$2,996,090|—|$2,996,090|

| NISA INVESTMENT ADVISORS, LLC|Investment Advisor|$2,661,673|—|$2,661,673|

| TRIDENT IX LP|Investment Advisor|$2,649,924|—|$2,649,924|

| TRINITY STREET ASSET MANAGEMENT LLP|Investment Advisor|$2,624,065|—|$2,624,065|

| BARING VOSTOK PRV EQTY FD III LP|Investment Advisor|$2,590,320|—|$2,590,320|

| PAG ASIA FUND II|Investment Advisor|$2,474,935|—|$2,474,935|

| WARWICK PARTNERS V LP|Investment Advisor|$2,214,743|—|$2,214,743|

| CDR XII|Investment Advisor|$2,143,896|—|$2,143,896|

| CAPVEST EQUITY PARTNERS III|Investment Advisor|$2,115,481|—|$2,115,481|

| PAG ASIA I, LP|Investment Advisor|$1,987,756|—|$1,987,756|

| CORPFIN CAPITAL FUND IV|Investment Advisor|$1,983,447|—|$1,983,447|

| WESTERN ASSET MANAGEMENT CO, LLC|Investment Advisor|$1,971,779|—|$1,971,779|

| CAPVEST EQUITY PARTNERS V|Investment Advisor|$1,957,285|—|$1,957,285|

| VITRUVIAN INVESTMENT PARTNERSHIP I|Investment Advisor|$1,934,526|—|$1,934,526|

| DODGE & COX|Investment Advisor|$1,927,081|—|$1,927,081|

| LEE EQUITY PARTNERS FUND IV|Investment Advisor|$1,887,637|—|$1,887,637|

| APAX DIGITAL FUND II|Investment Advisor|$1,747,554|—|$1,747,554|

| BLACKSTONE REAL ESTATE LP|Investment Advisor|$1,698,691|—|$1,698,691|

| BISON CAPITAL PARTNERS VI L P|Investment Advisor|$1,686,450|—|$1,686,450|

| FORTRESS CREDIT OPPORTUNITIES FD LP|Investment Advisor|$1,659,098|—|$1,659,098|

| BLACKSTONE REAL ESTATE DEBT IV|Investment Advisor|$1,595,590|—|$1,595,590|

| LION INDUSTRIAL TRUST|Investment Advisor|$1,589,120|—|$1,589,120|

| POLUNIN CAPITAL PARTNERS LIMITED|Investment Advisor|$1,583,374|—|$1,583,374|

| APOLLO HYBRID VALUE FUND II|Investment Advisor|$1,540,462|—|$1,540,462|

| TRIDENT VI LP|Investment Advisor|$1,534,698|—|$1,534,698|

| GQG INTERNATIONAL EQUITY|Investment Advisor|$1,526,790|—|$1,526,790|

| K5 PRIVATE INVESTORS LP|Investment Advisor|$1,487,876|—|$1,487,876|

| SDC DIGITAL INFRASTRUCTURE OPP|Investment Advisor|$1,465,252|—|$1,465,252|

| ALLSPRING GLOBAL INVESTMENTS LLC|Investment Advisor|$1,415,189|—|$1,415,189|

| WALTER SCOTT|Investment Advisor|$1,373,094|—|$1,373,094|

| NEW MOUNTAIN PARTNERS V, LP|Investment Advisor|$1,327,610|—|$1,327,610|

| WILLIAM BLAIR & COMPANY L.L.C|Investment Advisor|$1,321,284|—|$1,321,284|

| PGIM|Investment Advisor|$1,316,677|—|$1,316,677|

| AEA INVESTORS FUND VII LP|Investment Advisor|$1,288,764|—|$1,288,764|

| TRIDENT VIII LP|Investment Advisor|$1,264,066|—|$1,264,066|

| GOLDMAN SACHS & CO|Investment Advisor|—|$1,180,090|$1,180,090|

| GRYPHON PARTNERS VI LP|Investment Advisor|$1,149,585|—|$1,149,585|

| BISON CAPITAL PARTNERS V, LP|Investment Advisor|$1,095,405|—|$1,095,405|

| NEW MOUNTAIN PARTNERS VI LP|Investment Advisor|$1,078,998|—|$1,078,998|

| HILLWOOD INDUSTRIAL US CLUB V|Investment Advisor|$1,078,681|—|$1,078,681|

| ALLIANCE BERNSTEIN|Investment Advisor|$1,066,323|—|$1,066,323|

| ALBOURNE LLC|Other Service Provider|$1,055,667|—|$1,055,667|

| ICONIQ STRATEGIC PARTNERS VI|Investment Advisor|$1,050,390|—|$1,050,390|

| GLOBAL ALPHA CAPITAL MANAGEMENT|Investment Advisor|$1,047,090|—|$1,047,090|

| CLAYTON, DUBILIER + RICE XI LP|Investment Advisor|$1,002,468|—|$1,002,468|

| WELLINGTON IMA|Investment Advisor|$996,145|—|$996,145|

| APAX XI|Investment Advisor|$984,897|—|$984,897|

| NEWPORT GLOBAL CREDIT FUND|Investment Advisor|$963,787|—|$963,787|

| BLACKSTONE REAL ESTATE DEBT|Investment Advisor|$956,937|—|$956,937|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$930,605|—|$930,605|

| THOMA BRAVO FUND XIII, LP|Investment Advisor|$925,566|—|$925,566|

| HPS STRATEGIC INVST|Investment Advisor|$920,092|—|$920,092|

| APAX US X LLP|Investment Advisor|$906,311|—|$906,311|

| INSIGHT PARTNERS XII|Investment Advisor|$899,960|—|$899,960|

| DOUBLELINE CAPITAL LLC|Investment Advisor|$872,041|—|$872,041|

| TORQUEST PARTNERS FUND US V LP|Investment Advisor|$866,439|—|$866,439|

| GRYPHON PARTNERS VIII LP|Investment Advisor|$842,069|—|$842,069|

| WYNNCHURCH CAPITAL PARTNERS V|Investment Advisor|$820,787|—|$820,787|

| BROOKFIELD STRATEGIC REAL ESTATE II|Investment Advisor|$820,325|—|$820,325|

| VITRUVIAN INVESTMENT PARTNERSHIP IV|Investment Advisor|$815,576|—|$815,576|

| LEE EQUITY PARTNERS FUND III|Investment Advisor|$813,832|—|$813,832|

| CORTEC GROUP FUND VIII|Investment Advisor|$801,469|—|$801,469|

| GENSTAR CAPITAL PARTNERS X LP|Investment Advisor|$789,573|—|$789,573|

| NORTH OF SOUTH CAPITAL|Investment Advisor|$782,702|—|$782,702|

| ACADIAN|Investment Advisor|$776,060|—|$776,060|

| FORTRESS LENDING FUND|Investment Advisor|$773,199|—|$773,199|

| VOYA INTERMEDIATE CREDIT|Investment Advisor|$767,817|—|$767,817|

| VISTRIA FUND V LP|Investment Advisor|$760,566|—|$760,566|

| RBC|Investment Advisor|$746,095|—|$746,095|

| APOLLO ACCORD FUND LP|Investment Advisor|$737,690|—|$737,690|

| FACTSET RESEARCH SYSTEMS|Other Service Provider|$721,236|—|$721,236|

| PALISADE CAPITAL MANAGEMENT|Investment Advisor|$716,110|—|$716,110|

| JENNISON ASSOCIATES|Investment Advisor|$699,289|—|$699,289|

| LEE EQUITY PARTNERS FUND II|Investment Advisor|$686,761|—|$686,761|

| PINE BROOK CAPITAL PARTNERS II LP|Investment Advisor|$678,301|—|$678,301|

| STATE ST GLOBAL EQ SELECT N-L FD|Investment Advisor|$668,561|—|$668,561|

| MORGAN STANLEY CO INCORPORATED|Investment Advisor|$484,578|$179,683|$664,261|

| NORTH CASTLE PARTNERS VII LP|Investment Advisor|$661,027|—|$661,027|

| LOOMIS INTERMEDIATE CORP|Investment Advisor|$653,901|—|$653,901|

| ICONIQ STRATEGIC PARTNERS|Investment Advisor|$638,065|—|$638,065|

| JANA STRATEGIC INV FUND IX|Investment Advisor|$636,136|—|$636,136|

| GENSTAR CAPITAL PARTNERS IX LP|Investment Advisor|$628,322|—|$628,322|

| STERLING GROUP CREDIT FUND II LP|Investment Advisor|$618,208|—|$618,208|

| FORTRESS CREDIT OPPORT. EXP FUND LP|Investment Advisor|$614,993|—|$614,993|

| PAG ASIA FUND III|Investment Advisor|$614,200|—|$614,200|

| SILVERMILL FUND I, L.P.|Investment Advisor|$600,000|—|$600,000|

| SQUARE MILE CREDIT PARTNERS II|Investment Advisor|$596,310|—|$596,310|

| INCOME RESEARCH & MANAGEMENT|Investment Advisor|$586,271|—|$586,271|

| INDUSTRIAL GROWTH PARTNERS V LP|Investment Advisor|$585,962|—|$585,962|

| STATE STREET US EQ SELECT N-L FD|Investment Advisor|$577,107|—|$577,107|

| DECHENG GLOBAL LIFE SCNC IV|Investment Advisor|$571,323|—|$571,323|

| ODYSSEY INVESTMENT PRTNRS FUND V LP|Investment Advisor|$568,722|—|$568,722|

| WARWICK PARTNERS III, L.P.|Investment Advisor|$567,836|—|$567,836|

| ASTORG PARTNERS VII|Investment Advisor|$563,798|—|$563,798|

| COLLER INTERNATIONAL PARTNERS LP|Investment Advisor|$562,604|—|$562,604|

| AXCEL IV|Investment Advisor|$533,342|—|$533,342|

| FLAGSHIP PIONEERING FUND VII LP|Investment Advisor|$514,735|—|$514,735|

| BAIN CAPITAL|Investment Advisor|$509,396|—|$509,396|

| APOLLO INVESTMENT FUND X LP|Investment Advisor|$496,889|—|$496,889|

| STERLING GROUP CREDIT FUND V LP|Investment Advisor|$473,655|—|$473,655|

| GENSTAR CAPITAL PARTNERS XI LP|Investment Advisor|$466,050|—|$466,050|

| RS FEEDER FUND II LP|Investment Advisor|$441,674|—|$441,674|

| ARROWHEAD CAPITAL FUND III LP|Investment Advisor|$416,959|—|$416,959|

| PAG ASIA FUND IV|Investment Advisor|$409,633|—|$409,633|

| AEA INVESTORS FUND VI LP|Investment Advisor|$404,323|—|$404,323|

| BROOKFIELD RE FINANCE FUND V|Investment Advisor|$401,848|—|$401,848|

| BLACKSTONE STRATEGIC PARTNERS|Investment Advisor|$400,575|—|$400,575|

| ARES INDUSTRIAL RE FUND LP|Investment Advisor|$399,978|—|$399,978|

| FORTRESS CREDIT OPPORTUNITIES FD IV|Investment Advisor|$387,813|—|$387,813|

| ECP AFRICA FUND IV LLC|Investment Advisor|$382,573|—|$382,573|

| STIRLING SQUARE CAPITAL PARTNERS|Investment Advisor|$375,675|—|$375,675|

| PRIMAVERA CAPITAL FUND III LP|Investment Advisor|$362,266|—|$362,266|

| GRAIN COMM OPPORTUNITY FUND LP|Investment Advisor|$354,534|—|$354,534|

| WP AUSA LP|Investment Advisor|$348,830|—|$348,830|

| GRYPHON PARTNERS V LP|Investment Advisor|$348,560|—|$348,560|

| NCH AGRIBUSINESS INVESTORS II|Investment Advisor|$344,650|—|$344,650|

| GRAIN COMM. OPPORTUNITY FUND III LP|Investment Advisor|$340,058|—|$340,058|

| PAMLICO CAPITAL IV LP|Investment Advisor|$333,932|—|$333,932|

| FSN CAPITAL V LP|Investment Advisor|$328,956|—|$328,956|

| ABRIS CEE MID MKT FUND III LP|Investment Advisor|$319,886|—|$319,886|

| BISON CAPITAL PARTNERS IV, LP|Investment Advisor|$319,573|—|$319,573|

| CORTEC GROUP FUND VII LP|Investment Advisor|$318,579|—|$318,579|

| VISTRIA FUND IV LP|Investment Advisor|$318,144|—|$318,144|

| BRIDGE DEBT STRATEGIES III|Investment Advisor|$315,779|—|$315,779|

| STIRLING SQUARE CAP FUND III|Investment Advisor|$308,779|—|$308,779|

| LITTLEJOHN OPPORTNTS FUND II|Investment Advisor|$303,058|—|$303,058|

| RLJ EQUITY PARTNERS II LP|Investment Advisor|$300,783|—|$300,783|

| APOLLO INVESTMENT FUND IX LP|Investment Advisor|$295,117|—|$295,117|

| LOOMIS & SAYLES|Investment Advisor|$283,473|—|$283,473|

| EXPONENT PRIVATE EQUITY LLP|Investment Advisor|$283,202|—|$283,202|

| OWL ROCK TECH HOLDINGS II LLC|Investment Advisor|$279,533|—|$279,533|

| CAPVEST EQUITY PARTNERS IV|Investment Advisor|$278,115|—|$278,115|

| NEWQUEST ASIA FUND III, L.P.|Investment Advisor|$277,478|—|$277,478|

| DDJ CAPITAL MANAGEMENT, LLC|Investment Advisor|$276,397|—|$276,397|

| TORQUEST PARTNERS FUND IV LP|Investment Advisor|$272,514|—|$272,514|

| FORTRESS EUROPEAN OPPORT FUND II LP|Investment Advisor|$268,537|—|$268,537|

| CORSAIR III|Investment Advisor|$266,906|—|$266,906|

| LEE EQUITY PARTNERS FUND LP|Investment Advisor|$257,101|—|$257,101|

| UNISON CAPITAL PARTNERS IV LP|Investment Advisor|$247,128|—|$247,128|

| TCI REAL ESTATE PARTNERS FUND I LP|Investment Advisor|$226,833|—|$226,833|

| PALLADIUM EQUITY PARTNERS LP|Investment Advisor|$216,117|—|$216,117|

| SYNLAB|Investment Advisor|$215,231|—|$215,231|

| SDC DIGITAL INFRASTR OPP FUND III|Investment Advisor|$209,078|—|$209,078|

| CHINA HARVEST FUND III LP|Investment Advisor|$207,261|—|$207,261|

| CAPITAL ALLIANCE FUND IV LP|Investment Advisor|$204,139|—|$204,139|

| LUMINARX OPS ALT SOLN OFF FD|Investment Advisor|$200,000|—|$200,000|

| LONGREACH CAPITAL PARTNERS 3 L|Investment Advisor|$199,740|—|$199,740|

| J.P. MORGAN SECURITIES LLC|Investment Advisor|$10,100|$186,462|$196,562|

| GENNX360 CAPITAL PARTNERS II LP|Investment Advisor|$193,255|—|$193,255|

| STATE ST ACT LNG DURATION BD N-L FD|Investment Advisor|$192,810|—|$192,810|

| EXPONENT PVT EQUITY PTNRS III|Investment Advisor|$191,002|—|$191,002|

| NINETY ONE INTL FRANCHISE|Investment Advisor|$190,565|—|$190,565|

| COLLER INTERNATIONAL PARTNERS VII|Investment Advisor|$186,941|—|$186,941|

| TRILANTIC CAPITAL PARTNERS V|Investment Advisor|$181,712|—|$181,712|

| PRIMAVERA CAPITAL FUND II LP|Investment Advisor|$177,933|—|$177,933|

| AIOF FEEDER LP|Investment Advisor|$176,892|—|$176,892|

| VISTRIA FUND II LP|Investment Advisor|$176,390|—|$176,390|

| FLAGSHIP PIONEERING FUND VIII LP|Investment Advisor|$175,000|—|$175,000|

| AKSIA LLC|Other Service Provider|$171,405|—|$171,405|

| ICONIQ STRATEGIC PARTNERS VII|Investment Advisor|$170,500|—|$170,500|

| NORTH CASTLE PARTNERS VI LP|Investment Advisor|$168,751|—|$168,751|

| PROA CAP IBERIAN BO FUND II|Investment Advisor|$168,353|—|$168,353|

| REVELSTOKE ASSET FUND I LP|Investment Advisor|$162,036|—|$162,036|

| FORTRESS CREDIT OPPORT. RE LP|Investment Advisor|$161,264|—|$161,264|

| BANC OF AMERICA SECURITIES LLC|Investment Advisor|$28,934|$128,437|$157,371|

| CITIBANK|Investment Advisor|$140,380|—|$140,380|

| BURGISS GROUP LLC|Other Service Provider|$135,855|—|$135,855|

| AAC CAPITAL BENELUX FUND III|Investment Advisor|$135,030|—|$135,030|

| COLONY DISTRESSED CREDIT FUND|Investment Advisor|$126,961|—|$126,961|

| EVESTMENT INC|Other Service Provider|$125,904|—|$125,904|

| GOLDMAN SACHS INTERNATIONAL|Investment Advisor|—|$125,312|$125,312|

| CENTERVIEW CAPITAL LP|Investment Advisor|$122,143|—|$122,143|

| MERCER INC|Other Service Provider|$119,325|—|$119,325|

| PALATINE PRIVATE EQUITY II LP|Investment Advisor|$118,838|—|$118,838|

| WYNNCHURCH CAPITAL PARTNERS IV LP|Investment Advisor|$115,433|—|$115,433|

| LEP REALIZATION FUND LP|Investment Advisor|$115,237|—|$115,237|

| W CAPITAL PARTNERS III LP.;|Investment Advisor|$113,635|—|$113,635|

| CGI OPPORTUNITY FUND II LP|Investment Advisor|$112,910|—|$112,910|

| ICV PARTNERS III|Investment Advisor|$109,651|—|$109,651|

| COLLER INTERNATIONAL PARTNERS VI LP|Investment Advisor|$109,610|—|$109,610|

| WELLINGTON NATURAL GAS|Investment Advisor|$105,904|—|$105,904|

| PALATINE PRIVATE EQUITY III LP|Investment Advisor|$105,383|—|$105,383|

| HBC JV LP FUND|Investment Advisor|$105,243|—|$105,243|

| STERLING GROUP CREDIT FUND LP|Investment Advisor|$100,307|—|$100,307|

| AEW SENIOR HOUSING INVESTOR IV|Investment Advisor|$100,000|—|$100,000|

| CLAYTON, DUBILIER + RICE IX LP|Investment Advisor|$99,252|—|$99,252|

| FIVE ARROWS PRINCIPAL INVST II|Investment Advisor|$98,670|—|$98,670|

| AEA INVESTORS FUND V LP|Investment Advisor|$90,389|—|$90,389|

| APOLLO ACCORD+II OFFSHORE FD|Investment Advisor|$88,575|—|$88,575|

| BARCLAYS CAPITAL INC|Investment Advisor|$55,926|$29,508|$85,434|

| S&P GLOBAL LIMITED|Other Service Provider|$83,514|—|$83,514|

| SDC DIGITAL INFRASTR OPP FUND II|Investment Advisor|$82,133|—|$82,133|

| WARBURG PINCUS XII, L.P.|Investment Advisor|$79,441|—|$79,441|

| EDELMAN (AWP)|Other Service Provider|$78,898|—|$78,898|

| STATE STREET GLOBAL MARKETS, LLC|Investment Advisor|—|$78,848|$78,848|

| NIAM NORDIC FUND VI|Investment Advisor|$74,592|—|$74,592|

| MORNINGSTAR INC|Recordkeeper|$72,273|—|$72,273|

| POLEN CAPITAL ILLIQUID|Investment Advisor|$71,488|—|$71,488|

| WARBURG PINCUS ENERGY, LP|Investment Advisor|$69,916|—|$69,916|

| CCS CO INVESTPROJECT IGLOO|Investment Advisor|$67,296|—|$67,296|

| STYLE ANALYTICS|Other Service Provider|$65,852|—|$65,852|

| TA XIII A, L.P|Investment Advisor|$65,266|—|$65,266|

| AP HIMALAYA COINVEST|Investment Advisor|$64,511|—|$64,511|

| UBS SECURITIES LLC|Investment Advisor|—|$63,814|$63,814|

| BNP PARIBAS SECURITIES SERVICES|Investment Advisor|—|$60,981|$60,981|

| INSPIRED PET NUTRITION|Investment Advisor|$58,674|—|$58,674|

| LEP PCS CO INVEST LP|Investment Advisor|$56,426|—|$56,426|

| CENTERBRIDGE ZCP|Investment Advisor|$55,211|—|$55,211|

| JEFFERIES LLC|Investment Advisor|—|$52,889|$52,889|

| VISTRIA FUND III LP|Investment Advisor|$51,792|—|$51,792|

| NORTH HAVEN INFRASTRUCTURE LP|Investment Advisor|$51,790|—|$51,790|

| MERRILL LYNCH INTERNATIONAL|Investment Advisor|—|$51,085|$51,085|

| COLLER PERPETUAL FUND|Investment Advisor|$50,506|—|$50,506|

| NED DAVIS RESEARCH|Other Service Provider|$49,976|—|$49,976|

| UBS AG|Investment Advisor|—|$49,818|$49,818|

| ICE HOLDINGS INC.|Other Service Provider|$49,238|—|$49,238|

| MSCI, INC|Other Service Provider|$43,917|—|$43,917|

| PHAROS CAPITAL PARTNERS III|Investment Advisor|$43,125|—|$43,125|

| TD BANK|Investment Advisor|$41,407|—|$41,407|

| FAIRVIEW PRIVATE MARKETS IV LP|Investment Advisor|$41,250|—|$41,250|

| RBC CAPITAL MARKETS, LLC|Investment Advisor|—|$40,430|$40,430|

| NEW MOUNTAIN PARTNERS IV, LP|Investment Advisor|$39,847|—|$39,847|

| INTEGRO|Investment Advisor|$36,673|—|$36,673|

| PIPER SANDLER|Investment Advisor|$35,000|—|$35,000|

| LIONS GATE ENTERTAINMENT INC|Investment Advisor|$34,704|—|$34,704|

| MACQUARIE CAPITAL SECURITIES S|Investment Advisor|—|$33,353|$33,353|

| WINTERFLOOD SECURITIES LTD|Investment Advisor|—|$33,185|$33,185|

| PRIMAVERA CAPITAL FUND I LP|Investment Advisor|$32,738|—|$32,738|

| JEFFERIES INTERNATIONAL LTD|Investment Advisor|—|$32,323|$32,323|

| KROLL LLC|Other Service Provider|$30,680|—|$30,680|

| ROYAL BANK OF CANADA EUROPE LTD|Investment Advisor|—|$29,923|$29,923|

| JONESTRADING INSTIT. SERVICES LLC|Investment Advisor|—|$27,855|$27,855|

| CITIGROUP GLOBAL MARKETS INC|Investment Advisor|—|$25,752|$25,752|

| INVESTEC BANK PLC|Investment Advisor|—|$25,718|$25,718|

| CLSA SINGAPORE PTE LTD.|Investment Advisor|—|$24,632|$24,632|

| AVENUE ASIA|Investment Advisor|$24,322|—|$24,322|

| NEWPORT TRUST COMPANY|Other Service Provider|$24,000|—|$24,000|

| INSTINET U.K. LTD|Investment Advisor|—|$23,333|$23,333|

| SOLERA PARTNERS II, L.P.|Investment Advisor|$21,459|—|$21,459|

| NSE INDICES LIMITED|Other Service Provider|$21,008|—|$21,008|

| BLOOMBERG INDEX LTD|Other Service Provider|$21,000|—|$21,000|

| NIXEN II PARTNERS|Investment Advisor|$20,245|—|$20,245|

| CITIGROUP GLOBAL MARKETS EUROPE AG|Investment Advisor|—|$19,892|$19,892|

| APOLLO INVESTMENT FUND VIII LP|Investment Advisor|$19,641|—|$19,641|

| PIPER JAFFRAY & CO.|Investment Advisor|—|$18,383|$18,383|

| DEUTSCHE BANK SECURITIES INC|Investment Advisor|—|$17,106|$17,106|

| JOH. BERENBERG, GOSSLER & CO. KG|Investment Advisor|—|$16,701|$16,701|

| INSTINET PACIFIC LIMITED|Investment Advisor|—|$16,592|$16,592|

| NEWBURY EQ PART V L.P.|Investment Advisor|$16,388|—|$16,388|

| STATE ST US HIGH YIELD VERY LIQUID|Investment Advisor|$15,110|—|$15,110|

| STATE STREET S&P 500 FLAGSHIP FUND|Investment Advisor|$15,085|—|$15,085|

| HFR INC|Other Service Provider|$15,014|—|$15,014|

| PROVIDENCE EQUITY PARTNERS IV|Investment Advisor|$13,541|—|$13,541|

| PEEL HUNT LLP|Investment Advisor|—|$13,528|$13,528|

| ZENNOR PETROLEUM|Investment Advisor|$13,516|—|$13,516|

| UBS SECURITIES ASIA LTD|Investment Advisor|—|$13,431|$13,431|

| PROSKAUER ROSE LLP|ERISA Attorney|$13,420|—|$13,420|

| VIRTU AMERICAS LLC|Investment Advisor|—|$13,120|$13,120|

| WELLS FARGO SECURITIES, LLC|Investment Advisor|—|$12,741|$12,741|

| COWEN AND COMPANY, LLC|Investment Advisor|—|$12,467|$12,467|

| BMO CAPITAL MARKETS|Investment Advisor|—|$12,000|$12,000|

| CACEIS BANK|Investment Advisor|—|$11,957|$11,957|

| CAP GUARDIAN BROKER|Investment Advisor|—|$11,560|$11,560|

| LIQUIDNET INC|Investment Advisor|—|$11,320|$11,320|

| STIFEL NICOLAUS CO INC|Investment Advisor|—|$11,214|$11,214|

| PROVIDENCE EQUITY PARTNERS V|Investment Advisor|$11,027|—|$11,027|

| MAREX FINANCIAL|Investment Advisor|—|$10,899|$10,899|

| RAYMOND JAMES AND ASSOCIATES INC|Investment Advisor|—|$10,543|$10,543|

| JANE STREET EXECUTION SERVICES, LLC|Investment Advisor|—|$10,271|$10,271|

| MIZUHO SECURITIES USA INC|Investment Advisor|$10,268|—|$10,268|

| ARQAAM SECURITIES LLC|Investment Advisor|—|$10,170|$10,170|

| JP MORGAN SEC ASIA PACIFIC LTD|Investment Advisor|—|$10,068|$10,068|

| SOCIETE GENERALE|Investment Advisor|—|$9,954|$9,954|

| CITIGROUP GLOBAL MARKETS LIMITED|Investment Advisor|—|$9,948|$9,948|

| CREDIT MUTUEL-CIC BANQUES|Investment Advisor|—|$9,828|$9,828|

| SKANDINAVISKA ENSKILDA BANKEN|Investment Advisor|—|$9,552|$9,552|

| LIBERUM CAPITAL LIMITED|Investment Advisor|—|$9,356|$9,356|

| SINOPAC SECURITIES CORPORATION|Investment Advisor|—|$8,885|$8,885|

| PANMURE GORDON (UK) LIMITED|Investment Advisor|—|$8,674|$8,674|

| CGS INTERNAT'L SECURITIES HONG KONG|Investment Advisor|—|$8,311|$8,311|

| SAMSUNG SECURITIES CO LTD|Investment Advisor|—|$8,228|$8,228|

| UBS AG LONDON BRANCH|Investment Advisor|—|$7,817|$7,817|

| NUMIS SECURITIES INC.|Investment Advisor|—|$7,801|$7,801|

| T VIII CO INVEST A LP|Investment Advisor|$7,680|—|$7,680|

| RIALTO REAL ESTATE FUND III LP|Investment Advisor|$7,621|—|$7,621|

| UOB KAY HIAN PTE LIMITED|Investment Advisor|—|$7,547|$7,547|

| ROBERT W. BAIRD CO.INCORPORATED|Investment Advisor|—|$6,940|$6,940|

| INSTINET LLC|Investment Advisor|—|$6,874|$6,874|

| CENTERBRIDGE CAP PART II L.P|Investment Advisor|$6,599|—|$6,599|

| REDBURN (EUROPE) LIMITED|Investment Advisor|—|$6,454|$6,454|

| PERSHING SECURITIES LIMITED|Investment Advisor|—|$6,440|$6,440|

| ENCOREVET DIRECT DEAL|Other Service Provider|$6,271|—|$6,271|

| PERSHING LLC|Investment Advisor|—|$6,142|$6,142|

| NATIONAL FINANCIAL SERVICES CORP.|Investment Advisor|—|$6,067|$6,067|

| DAIWA SECURITIES AMERICA INC|Investment Advisor|—|$6,059|$6,059|

| CHINA INTERNATIONAL CAPITAL CO|Investment Advisor|—|$5,927|$5,927|

| MORGAN STANLEY AND CO INTERNATIONAL|Investment Advisor|—|$5,760|$5,760|

| BANCO SANTANDER CENTRAL HISPANO|Investment Advisor|—|$5,362|$5,362|

| OPPENHEIMER & CO INC|Investment Advisor|—|$5,127|$5,127|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STATE STREET GLOBAL ADVISORS](https://planprovider.pro/provider/russell-investments) — Investment Advisor

- [SCHULTE ROTH AND ZABEL LLP](https://planprovider.pro/provider/schulte-roth-and-zabel-llp) — ERISA Attorney

- [PGIM](https://planprovider.pro/provider/alight-solutions) — Investment Advisor

- [GOLDMAN SACHS & CO](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

- [RBC](https://planprovider.pro/provider/royal-bank-of-canada) — Investment Advisor

- [JENNISON ASSOCIATES](https://planprovider.pro/provider/alight-solutions) — Investment Advisor

- [STATE ST GLOBAL EQ SELECT N-L FD](https://planprovider.pro/provider/russell-investments) — Investment Advisor

- [STATE STREET US EQ SELECT N-L FD](https://planprovider.pro/provider/russell-investments) — Investment Advisor

- [J.P. MORGAN SECURITIES LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — Investment Advisor

- [STATE ST ACT LNG DURATION BD N-L FD](https://planprovider.pro/provider/russell-investments) — Investment Advisor

- [MORNINGSTAR INC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [PIPER JAFFRAY & CO.](https://planprovider.pro/provider/dla-piper) — Investment Advisor

- [STATE STREET S&P 500 FLAGSHIP FUND](https://planprovider.pro/provider/russell-investments) — Investment Advisor

- [STIFEL NICOLAUS CO INC](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — Investment Advisor

- [RAYMOND JAMES AND ASSOCIATES INC](https://planprovider.pro/provider/raymond-james-financial-inc) — Investment Advisor

- [PERSHING LLC](https://planprovider.pro/provider/northwestern-mutual) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $230,525,314

- **Estimated Expense Ratio:** 0.927% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$229,362,944|$213,032,505|—|—|—|

| 2023|$217,133,243|$205,580,746|—|—|—|

| 2022|$292,403,205|$273,678,224|—|—|$10,174,781|

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