AUMdb

Centerbridge Partners, L.P. Incentive Savings Trust

Sponsored by Centerbridge Partners, L.P. · EIN 204920398 · Plan #001

Total assets
$130M
Net assets
$130M
Active participants
257
With balances
380

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
World Investment Advisors, Llc CRD 208512 fuzzy_auto · 99% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
World Investment Advisor Llc Investment advisory (plan) $146,449
Strategic Advisors, Inc. Investment advisory (plan) $15,764
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $6,075