Commercial Insurance Associates 401(k) Plan
Sponsored by Commercial Insurance Associates · EIN 810552954 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 123
- With balances
- 142
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 |
|---|---|---|
| Robert W. Baird & Co. Incorporated CRD 8158 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Robert W Baird & Co Incorporated | Investment advisory (plan) | $30,124 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $24,348 |