Constellation Insurance Company 401(k) And Profit Sharing Plan
Sponsored by The Ohio National Life Insurance Company · EIN 310397080 · Plan #003
- Total assets
- $177M
- Net assets
- $177M
- Active participants
- 817
- With balances
- 1,155
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $120,576 |
| Willis Towers Watson | Investment advisory (plan), Investment management | $99,509 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $22,234 |