Cna 401 K Plan
Sponsored by Continental Casualty Company · EIN 362114545 · Plan #005
- Total assets
- $2.5B
- Net assets
- $2.5B
- Active participants
- 5,585
- With balances
- 9,282
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 |
|---|---|---|
| Atlanta Capital Management Company, L.L.C. CRD 116719 | fuzzy_auto · 96% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Invesco Canada Ltd. CRD 126572 | deterministic · 100% | 2024 |
| Northern Trust Global Investments Ltd CRD 111900 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions, Llc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $1,544,469 |
| Atlanta Capital Management Co,Llc | Investment advisory (plan), Investment management fees (direct), Soft dollars commissions | $524,162 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $460,468 |
| Invesco | Investment management, Direct payment from the plan, Investment management fees (direct) | $300,206 |
| Northern Trust Investments Inc. | Investment management, Investment management fees (direct), Investment management fees (indirect) | $133,218 |
| Northern Trust Company | Trustee (institutional), Direct payment from the plan | $18,005 |