Chicago Symphony Orchestra Pension Plan
Sponsored by Board Of Trustees Of Chicago Symphony Orchestra Pension Plan · EIN 362859355 · Plan #001 · Chicago, IL
- Total assets
- $63.4M
- Net assets
- $63.3M
- Active participants
- 78
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Lm Capital Group, Llc CRD 120277 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Marquette Associates | Investment advisory (plan) | $92,500 |
| The Segal Company | Actuarial | $62,544 |
| The Northern Trust Company | Contract administrator | $23,085 |
| Clarion Partners | Investment management fees (direct) | $22,414 |
| Plante Moran, Pllc | Accounting | $19,750 |
| Lm Capital Group, Llc | Investment management | $15,614 |