AUMdb

Connecticut Children's Retirement Savings Plan

Sponsored by Connecticut Children's Medical Center · EIN 060646755 · Plan #002

Total assets
$541M
Net assets
$541M
Active participants
3,681
With balances
5,684

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fid Inv Inst Ops Co Recordkeeping, Participant loan processing, Direct payment from the plan $312,019
Strategic Advisors, Inc. Investment advisory (plan), Direct payment from the plan $12,681
Empower Annuity Ins Co Recordkeeping, Insurance services, Participant loan processing $300
Voya Recordkeeping, Direct payment from the plan, Account maintenance fees $90