Back to filter
Original filing (PDF)20251014090017NAL0005184722001
SOCIETE GENERALE
Form 5500
FILING_RECEIVED
SG PENSION PLAN
Defined-benefit pension plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
359
Accounts w/ balance
—
Plan assets (EOY)
$225.5M
Net assets (EOY)
$225.3M
How this plan invests
This plan
9 pooled trusts
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
79
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "[DFE: ACTIVE LONG CORP FIXED INC PRT (no filing on disk)]" is 42% of plan.
- 36 bps in Schedule C fees — 259% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOCIETE GENERALE.
Plan sponsor
Name
SOCIETE GENERALE
EIN
52-1128875
Address
245 PARK AVENUE · NEW YORK, NY · 10167
Phone
(212) 278-7181
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | BOSTON, MA | FIDUCIARY | $378K | — |
| MERCER | 13-2834414 | — | NONE | $336K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $93K | — |
| STATE STREET BANK & TRUST COMPANY | 13-3142135 | — | NONE | $865 | — |
Investments
9 pooled funds· $225.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ACTIVE LONG CORP FIXED INC PRT MERCER TRUST COMPANY · EIN 45-6178746 / PN 004 | Common Collective Trust | — | — | $94.1M | 41.7% | |
| ACTIVE INTER CREDIT FIXED INC PRT MERCER TRUST COMPANY · EIN 85-2621954 / PN 048 | Common Collective Trust | — | — | $44.5M | 19.7% | |
| LONG STRIPS FIXED INC PRT MERCER TRUST COMPANY · EIN 80-6243236 / PN 019 | Common Collective Trust | — | — | $33.9M | 15.0% | |
| PASSIVE LONG GOV FIXED INC PRT MERCER TRUST COMPANY · EIN 51-0560117 / PN 010 | Common Collective Trust | — | — | $22.9M | 10.1% | |
| GLOBAL ALL CAP EQUITY EX-US INDEX STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 299 | Common Collective Trust | — | — | $11.6M | 5.1% | |
| US LG CAP CORE PASSIVE EQUITY PORT MERCER TRUST COMPANY · EIN 03-0566613 / PN 005 | Common Collective Trust | — | — | $9.8M | 4.3% | |
| ULTRA LONG DURATION PORTFOLIO MERCER TRUST COMPANY · EIN 83-2461327 / PN 047 | Common Collective Trust | — | — | $5.2M | 2.3% | |
| RUSSELL SMALL/MID CAP INDEX STATE STREET BANK & TRUST COMPANY · EIN 04-0025081 / PN 453 | Common Collective Trust | — | — | $2.6M | 1.1% | |
| COLLECTIVE SHORT TERM INV FUND NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $1.1M | 0.5% |