Consolidated Catholic Benefit Plan
Sponsored by Consolidated Catholic Administ · EIN 134064939 · Plan #001
- Total assets
- $29.5M
- Net assets
- $29.5M
- Active participants
- 508
- With balances
- 386
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $51,506 |
| Ubs Financial Services Inc | Investment advisory (plan) | $46,184 |
| Whittlesey & Hadley Pc | Accounting | $15,615 |
| Empower Advisory Group, Llc | Investment management | $1,765 |