The Cna Corporation Retirement Plan
Sponsored by The Cna Corporation · EIN 541558882 · Plan #001
- Total assets
- $601M
- Net assets
- $601M
- Active participants
- 802
- With balances
- 1,332
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, 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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc, Llc CRD 126777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group | Investment management, Investment management fees (direct) | $94,751 |
| Fidelity Investments Institutional | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $91,398 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,965 |