Liberty Utilities Cash Balance Pension Plan
Sponsored by Liberty Utilities Co. · EIN 274444001 · Plan #009
- Total assets
- $74.3M
- Net assets
- $74.1M
- Active participants
- 1,749
- 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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz | Actuarial, Contract administrator, Consulting (pension) | $291,031 |
| Cbiz Investment Advisory Services | Investment advisory (plan), Direct payment from the plan | $27,450 |
| Benefit Trust Company | Trustee (institutional), Direct payment from the plan | $26,060 |