401k Record

Providers › Morgan Lewis & Bockius LLP

Morgan Lewis & Bockius LLP

Plans listing this provider

30

0.05% of the 56,420 plans with Schedule H financials; 29 in 2023

Assets of those plans

$85,569,630,905

1.10% of all Schedule H plan assets

Plans where it is the recordkeeper

0

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$2,495,922

100% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
29Legal29
50Direct payment from the plan12
16Consulting (general)1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Citi Retirement Savings PlanCitigroup $23,241,033,081117,203$13,347
U.S. Bank 401(k) Savings PlanU.S. Bancorp $11,442,089,86287,776$168,376
UBS 401(k) Plan TrustUBS AG at Eleven Madison Avenue $10,206,773,68433,268$33,824
Thomson Reuters 401(k) Savings PlanThomson Reuters Holdings $4,474,204,14519,924$106,397
Xerox Corporation Savings PlanXerox $3,976,943,00018,748$12,325
Jones Lang Lasalle Savings and Retirement PlanJones Lang Lasalle Americas $3,873,802,39835,559$20,738
Kraft Heinz Savings PlanKraft Heinz Foods $3,645,381,03123,766$8,452
Colgate-palmolive Company Employees Savings & Investment PlanColgate-palmolive $3,268,138,0598,835$358,014
TE Connectivity Retirement Savings and Investment PlanAMP $3,087,528,02115,021$281,136
Cognizant Technology Solutions 401(k) Savings PlanCognizant Technology Solutions $3,043,677,41345,233$362,490
Pipe Fitters Association L.U. 597, U.A. 401(k) PLATrustees of Pipe Fitters Association Local 597 $2,490,881,59610,101$7,694
Broadridge Financial Solutions, Inc. Retirement Savings PlanBroadridge Financial Solutions $1,915,273,6438,690$17,526
Northwell Health 401(k) PlanDeveloping Innovators Private Credit Fund $1,850,622,32143,550$5,395
Wabtec Savings PlanWestinghouse Air Brake Technologies $1,581,584,78614,149$110,761
Teamsters-national 401(k) Savings PlanBoard of Trustees of the Teamsters- National 401(k) Savings Plan Trust $1,476,214,91029,823$381,000
Major League Baseball Players Investment PlanPension Committee of MLB Players Benefit Plan $1,156,766,9104,429$117,417
Guardian Retirement Investment PlanGuardian Life Insurance Company of America $1,099,774,1316,340$9,622
American Greetings Retirement Savings PlanAmerican Greetings $1,076,917,5224,726$30,694
Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership PlanRio Tinto America $686,992,9243,120$63,675
Day & Zimmermann Retirement PlanDay & Zimmermann Group $487,310,9653,636$29,859
Meba 401(k) PlanBoard of Trustees Meba 401(k) Plan $330,927,7671,932$53,369
Kraft Heinz Union Savings PlanKraft Heinz Foods $311,018,6085,193$11,026
Atkore International Retirement Savings and Investment PlanAtkore International $260,681,9706,519$50,976
Convatec Inc. Savings and Investment PlanConvatec $239,428,3372,296$44,098
Kennecott Utah Copper 401(k) Savings and Retirement Contribution Plan for Represented EmployeesKennecott Utah Copper $130,460,9011,615$2,117

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.