# International Business Machines Corporation DB Plan
Source: https://planprovider.pro/companies/international-business-machines-corporation-plan-001

> International Business Machines Corporation's DB plan: 43,052 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** International Business Machines Corporation

- **Sponsor EIN:** 130871985

- **Sponsor Address:** ONE NEW ORCHARD ROAD, MD 261, ARMONK, NY, 10504

- **Plan Type:** DB

- **Total Participants:** 43,052

- **Total Assets:** $17.9B

## 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|43,052|$17.9B|$0|$0|

| 2023|13,377|$25.0B|$0|$0|

| 2022|14,881|$25.5B|$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|

| FIDELITY INVESTMENTS|RECORDKEEPER|$11,108,495|—|$11,108,495|

| TOWERS WATSON DELAWARE INC.|PARTY-IN INTEREST|$10,305,311|—|$10,305,311|

| IBM|PARTY-IN INTEREST|$5,948,231|—|$5,948,231|

| NISA INVESTMENT ADVISORS|PARTY-IN INTEREST|$3,992,785|—|$3,992,785|

| NORTHERN TRUST COMPANY|PARTY-IN INTEREST|$3,566,930|—|$3,566,930|

| JP MORGAN INVESTMENT MGMT|PARTY-IN INTEREST|$2,557,406|—|$2,557,406|

| VOYA INVESTMENT MANAGEMENT CO|PARTY-IN INTEREST|$2,077,521|—|$2,077,521|

| IFM INVESTORS (US), LLC|PARTY-IN-INTEREST|—|$1,782,608|$1,782,608|

| ALLSPRING GLOBAL INVESTMENTS, LLC|PARTY-ININTEREST|$1,640,745|—|$1,640,745|

| METLIFE INVESTMENT MGMT HOLDINGS, L|PARTY-IN-INTEREST|$1,531,336|—|$1,531,336|

| BLACKROCK FINANCIAL MANAGEMENT, INC|PARTY-IN-INTEREST|$1,040,277|—|$1,040,277|

| LOOMIS, SAYLES & CO.|PARTY-IN-INTEREST|$976,124|—|$976,124|

| PIMCO|PARTY-ININTEREST|$974,505|—|$974,505|

| P/E GLOBAL LLC|PARTY-IN-INTEREST|$974,435|—|$974,435|

| WELLINGTON MANAGEMENT|PARTY-ININTEREST|$971,257|—|$971,257|

| WESTERN ASSET MANAGEMENT|PARTY-ININTEREST|$899,962|—|$899,962|

| CIBC ASSET MANAGEMENT|NONE|$823,082|—|$823,082|

| DODGE & COX|PARTY-ININTEREST|$619,278|—|$619,278|

| LOS ANGELES CAPITAL MGMT|PARTY-ININTEREST|$578,350|$15,097|$593,447|

| MARATHON ASSET MANAGEMENT LLP|PARTY-ININTEREST|$368,706|—|$368,706|

| PUGH CAPITAL|PARTY-ININTEREST|$340,210|—|$340,210|

| SSGA|PARTY-ININTEREST|$315,494|—|$315,494|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$313,453|—|$313,453|

| ANDERSEN TAX LLC|PARTY-IN-INTEREST|$313,453|—|$313,453|

| COVINGTON & BURLING LLP|PARTY-IN-INTEREST|$288,804|—|$288,804|

| MERCER INVESTMENT CONSULTING INC.|PARTY-IN-INTEREST|$271,655|—|$271,655|

| FACTSET|PARTY-IN-INTEREST|$271,375|—|$271,375|

| BLOOMBERG|PARTY-IN-INTEREST|$269,396|—|$269,396|

| AON CONSULTING|PARTY-IN-INTEREST|$251,263|—|$251,263|

| WELLINGTON TRUST|PARTY-IN-INTEREST|$225,694|—|$225,694|

| GARCIA HAMILTON & ASSOCIATES, L.P.|PARTY-IN-INTEREST|$221,950|—|$221,950|

| PORTFOLIO ADVISORS|PARTY-IN-INTEREST|$210,400|—|$210,400|

| EARNEST PARTNERS|PARTY-IN-INTEREST|$190,410|—|$190,410|

| LEGAL & GENERAL INV. MGMT. AMERICA|PARTY-IN-INTEREST|$106,855|—|$106,855|

| TAMALE|PARTY-IN-INTEREST|$105,896|—|$105,896|

| MSCI|PARTY-IN-INTEREST|$103,682|—|$103,682|

| SYSTEMATICA|PARTY-IN-INTEREST|$102,445|—|$102,445|

| NINETY ONE NORTH AMERICA INC.|PARTY-IN-INTEREST|$101,534|—|$101,534|

| K&L GATES, LLP|PARTY-IN INTEREST|$100,000|—|$100,000|

| EVESTMENT ALLIANCE LLC|PARTY-IN-INTERST|$88,907|—|$88,907|

| PAUL HASTINGS|PARTY-IN-INTEREST|$71,466|—|$71,466|

| JEFFERIES LLC|PARTY-ININTEREST|$61,453|—|$61,453|

| CHIOMENTI|PARTY-IN INTEREST|$53,378|—|$53,378|

| DAVID G. STIEBER, P.C.|PARTY-IN INTEREST|$26,113|—|$26,113|

| INSTITUTIONAL SHAREHOLDER SERVICES|PARTY-IN-INTEREST|$24,222|—|$24,222|

| MANPOWERGROUP|PARTY-IN-INTEREST|$13,592|—|$13,592|

| ALTERITY GROUP|PARTY-IN-INTEREST|$12,550|—|$12,550|

| PITCHBOOK DATA, INC.|PARTY-IN-INTEREST|$12,463|—|$12,463|

| CT CORPORATION SYSTEM CORP|PARTY-IN-INTEREST|$11,006|—|$11,006|

| INSTITUTIONAL LIMITED PARTNERS ASSO|PARTY-IN INTEREST|$7,500|—|$7,500|

| KPMG TAIWAN|PARTY-IN-INTEREST|$6,300|—|$6,300|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [TOWERS WATSON DELAWARE INC.](https://planprovider.pro/provider/lincoln-financial-group) — PARTY-IN INTEREST

- [JP MORGAN INVESTMENT MGMT](https://planprovider.pro/provider/jp-morgan-asset-management) — PARTY-IN INTEREST

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

- [COVINGTON & BURLING LLP](https://planprovider.pro/provider/covington-and-burling-llp) — PARTY-IN-INTEREST

- [MERCER INVESTMENT CONSULTING INC.](https://planprovider.pro/provider/marsh-mclennan-agency) — PARTY-IN-INTEREST

- [AON CONSULTING](https://planprovider.pro/provider/alight-solutions) — PARTY-IN-INTEREST

- [MSCI](https://planprovider.pro/provider/morgan-stanley) — PARTY-IN-INTEREST

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,245,360

- **Estimated Expense Ratio:** 0.319% 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|$72,355,518|$28,684,531|$316|$313,453|—|

| 2023|$77,362,251|$39,354,612|$46,814|$774,870|—|

| 2022|$118,831,105|$64,239,702|$10,956,992|—|$2,731,742|

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