The Connecticut Water Company Employees' Retirement Plan
Sponsored by The Connecticut Water Company · EIN 060713930 · Plan #001
- Total assets
- $92.3M
- Net assets
- $92.3M
- Active participants
- 73
- 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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $69,814 |
| Usi Consulting Group, Inc. | Actuarial | $29,500 |
| Bank Of America | Trustee (institutional) | $29,471 |
| Willis Towers Watson Us Llc | Contract administrator | $10,129 |