Pension Plan For Employees Of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. And Cbia Education Foundation, Inc.
Sponsored by Connecticut Business & Industry Association. Inc. · EIN 060439660 · Plan #002
- Total assets
- $36.6M
- Net assets
- $36.6M
- Active participants
- 17
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group | Actuarial | $41,200 |
| Empower Annuity Insurance Company | Trustee (institutional), Investment management | $40,517 |
| Sageview Advisory Group | Investment advisory (plan) | $22,709 |