Cubic Corporation 401(k) Retirement Plan
Sponsored by Cubic Corporation · EIN 951678055 · Plan #001
- Total assets
- $649M
- Net assets
- $649M
- Active participants
- 1,987
- With balances
- 4,025
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Bfsg, Llc CRD 143617 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $321,450 |
| Bfsg Llc | Investment advisory (plan) | $60,000 |
| Cbiz Cpas Pc | Accounting | $51,895 |
| Mps Communications | Other fees | $31,689 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $26,400 |
| Pillsbury Winthrop Shaw Pittman Llp | Legal | $10,725 |
| Empower Financial Services, Inc. | Securities brokerage, Shareholder servicing fees, Distribution (12b-1) fees | $1,050 |