Plans listing this provider
82
0.15% of the 56,420 plans with Schedule H financials; 59 in 2023
Providers › Towers Watson Investment Services
Plans listing this provider
82
0.15% of the 56,420 plans with Schedule H financials; 59 in 2023
Assets of those plans
$77,780,157,609
1.00% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$7,424,227
89% 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.
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 56 |
| 16 | Consulting (general) | 23 |
| 50 | Direct payment from the plan | 20 |
| 99 | Other fees | 12 |
| 28 | Investment management | 9 |
| 17 | Consulting (pension) | 3 |
| 51 | Investment management fees paid directly by plan | 3 |
| 70 | Consulting fees | 3 |
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.