University Club Of Chicago Cash Balance Plan
Sponsored by University Club Of Chicago · EIN 361901470 · Plan #001
- Total assets
- $886K
- Net assets
- $846K
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson | Actuarial, Consulting (pension), Direct payment from the plan | $464,955 |
| Vedder Price | Legal, Direct payment from the plan | $34,037 |
| Fifth Third Bank Retirement Svcs. | Trustee (institutional), Trustee (directed), Direct payment from the plan | $8,133 |
| Berwyn Group | Other services, Direct payment from the plan | $5,000 |