The Loomis Institute Pension Plan
Sponsored by Loomis Chaffee School · EIN 060653119 · Plan #001
- Total assets
- $126M
- Net assets
- $126M
- Active participants
- 303
- With balances
- 659
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $12,951 |
| Kestra Advisory Services, Llc | Investment management, Direct payment from the plan | $6,750 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $550 |