Employees Savings and Retirement Plan of Credit Suisse is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 88, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Investment Menu Quality, Salary Deferral, and Total Plan Cost. Employees Savings and Retirement Plan of Credit Suisse currently has over 22,200 active participants and over $2.5B in plan assets.
| Address |
11 Madison Avenue, Floor 8
New York, NY 10010 |
| Industry | Investment Banking and Securities Dealing |
| Administrator | Elizabeth Donnelly |
| Net Plan Assets | $2,540,000,000 |
| Total Participants | 22,000 |
| Avg Account Balance | $120,000 |
| Ameriprise Financial | 78.2 |
| RBC USA Holding | 78.1 |
| TD Ameritrade Holding | 77.0 |
| Humana | 76.0 |
| Edward D. Jones & Co. | 75.7 |
| Oppenheimer & Co. | 67.0 |
| 1. | Fidelity Managed Income Portfolio | 13% |
| 2. | Vanguard LifeStrategy Growth | 8% |
| 3. | Vanguard Russell 3000 Index | 6% |
| Administration | Aon Hewitt EnnisKnupp |
| Recordkeeper | Fidelity |
| Recordkeeper | Huber Ring Helm & Co Pc |
| Recordkeeper | KPMG, Llp |
| Legal Counsel | Shearman & Sterling |
| Investment Adviser | Buck Consultants, Inc. |
| Auditor | KPMG, Llp |

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