The Knoll Pension Plan
Sponsored by Knoll, Inc. · EIN 133873847 · Plan #001
- Total assets
- $175K
- Net assets
- $0
- Active participants
- 0
- 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 |
|---|---|---|
| Sun Life Capital Management (U.S.) Llc CRD 109684 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz | Actuarial, Recordkeeping, Consulting (pension) | $895,752 |
| Slc Management | Investment advisory (plan), Direct payment from the plan | $189,022 |
| Cap Financial Partners, Llc | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $90,000 |
| Us Bank | Trustee (institutional), Direct payment from the plan | $39,370 |
| Kronick Kalada Berdy & Co | Accounting, Direct payment from the plan | $19,000 |