Cision Us, Inc. Retirement Plan And Trust
Sponsored by Cision Us, Inc. · EIN 364011543 · Plan #002
- Total assets
- $156M
- Net assets
- $156M
- Active participants
- 1,353
- With balances
- 2,451
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| 401(k) Plan Resources | Consulting (general) | $105,000 |
| Creative Planning, Llc | Investment advisory (plan) | $30,000 |
| Baker Tilly Virchow Krause, Llp | Accounting | $21,525 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$183,611 |