Catholic Financial Life Pension Plan
Sponsored by Trusted Fraternal Life · EIN 390201015 · Plan #001
- Total assets
- $38.0M
- Net assets
- $38.0M
- Active participants
- 24
- 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 |
|---|---|---|
| Parkway Advisors, L.P. CRD 112629 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Parkway Advisors, L.P. | Investment advisory (plan), Investment management | $115,429 |
| Baker Tilly Us, Llp | Accounting | $42,420 |
| Milliman, Inc. | Actuarial | $39,070 |
| Associated Trust Company | Trustee (institutional), Investment advisory (plan) | $28,141 |