Cais Multiple Employer Plan
Sponsored by Connecticut Association Of Independent Schools, Inc · EIN 060848965 · Plan #333
- Total assets
- $257M
- Net assets
- $257M
- Active participants
- 1,195
- With balances
- 2,646
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Contract administrator | $124,124 |
| Pentegra Services, Inc. | Plan administrator | $56,012 |
| Fiducient Advisors, Llc | Investment advisory (plan) | $55,000 |
| Cliftonlarsonallen, Llp | Accounting | $39,012 |