Cbera Plan A
Sponsored by Cooperative Banks Employees Retirement Association · EIN 046035593 · Plan #333
- Total assets
- $814M
- Net assets
- $813M
- Active participants
- 2,856
- With balances
- 4,925
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbera | Plan administrator, Direct payment from the plan | $357,500 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $243,554 |
| Nepc, Llc | Consulting (general), Direct payment from the plan | $135,000 |
| Wolf & Company, P.C. | Accounting, Direct payment from the plan | $57,604 |
| Agilis Partners Llc | Consulting (general), Direct payment from the plan | $15,000 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $889 |