Cboe Global Markets Smart Plan
Sponsored by Cboe Services Co. · EIN 113817385 · Plan #001
- Total assets
- $509M
- Net assets
- $509M
- Active participants
- 1,125
- With balances
- 1,613
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Investments, Llc | Consulting (general) | $71,250 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $43,742 |
| Caron & Bletzer, Pllc | Accounting | $12,750 |