Retirement Income Plan Of The Conference Board, Inc. United States Staff Members
Sponsored by The Conference Board, Inc. · EIN 131624108 · Plan #001
- Total assets
- $445K
- Net assets
- $445K
- Active participants
- 0
- With balances
- 0
Plan year beginning 07/01/2021
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Conning, Inc. CRD 107423 | deterministic · 100% | 2021 |
| Prime Buchholz Llc CRD 106455 | deterministic · 100% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $763,157 |
| Conning | Investment advisory (plan), Direct payment from the plan | $89,267 |
| Prime Buchholz Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $62,224 |
| Wilmington Trust | Custodial (other), Trustee (institutional), Direct payment from the plan | $15,617 |