Contran Corporation Pension Plan
Sponsored by Contran Corporation · EIN 741646336 · Plan #003
- Total assets
- $110M
- Net assets
- $110M
- Active participants
- 64
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Income Research & Management Inc. | Investment management, Investment management fees (direct) | $94,714 |
| Nepc, Llc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $93,091 |
| U.S. Bank National Association | Custodial (securities), Float revenue, Trustee (institutional) | $51,002 |
| Milliman | Actuarial, Direct payment from the plan | $36,907 |
| Sutton Frost Cary Llp | Accounting, Direct payment from the plan | $25,250 |
| Wellington Trust Company | Investment management, Investment management fees (direct), Soft dollars commissions | $18,728 |
| State Street Global Advisors Trust | Custodial (other), Custodial (securities), Investment management fees (direct) | $6,661 |