Calportland Company Defined Benefit Pension Plan
Sponsored by Calportland Company · EIN 950597220 · Plan #001
- Total assets
- $35.0M
- Net assets
- $34.8M
- Active participants
- 100
- 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 |
|---|---|---|
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| K&L Gates Llp | Legal, Direct payment from the plan | $55,302 |
| Us Bank | Trustee (institutional), Direct payment from the plan, Trustee (directed) | $38,286 |
| Western Asset Management Co., Llc | Investment advisory (plan), Investment management fees (direct), Investment management | $11,769 |
| Blackrock Institutional Trust Co | Investment advisory (plan), Investment management fees (direct), Investment management | $7,606 |