Cna Retirement Plan
Sponsored by Continental Casualty Company · EIN 362114545 · Plan #001
- Total assets
- $849M
- Net assets
- $849M
- Active participants
- 367
- 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 |
|---|---|---|
| Neuberger Berman Bd Llc CRD 2908 | fuzzy_auto · 95% | 2024 |
| Baron Capital Management, Inc. CRD 110791 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions Llc | Recordkeeping, Other fees | $974,654 |
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan | $770,361 |
| Seyfarth Shaw | Legal, Direct payment from the plan | $36,866 |
| Jp Morgan Chase Bank, Na | Trustee (directed), Direct payment from the plan, Investment management fees (direct) | $22,071 |
| Neuberger Berman Group Llc | Investment management, Investment management fees (indirect) | $0 |
| Baron Capital Management Inc. | Investment advisory (plan), Investment management fees (direct) | $0 |