California Casualty Savings Investment Plan For Hourly Employees
Sponsored by California Casualty Management Company · EIN 940575650 · Plan #003
- Total assets
- $22.7M
- Net assets
- $22.7M
- Active participants
- 245
- With balances
- 247
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Cbiz Cpas P.C. | Accounting | $19,621 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,229 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $9,970 |