Csaa Insurance Group Cash Balance Retirement Plan
Sponsored by Csaa Insurance Services, Inc. · EIN 464417209 · Plan #001
- Total assets
- $822M
- Net assets
- $754M
- Active participants
- 1,984
- 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 |
|---|---|---|
| Morgan Stanley Investment Management Inc. CRD 110353 | fuzzy_auto · 97% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Investment Mgmt | Investment management, Direct payment from the plan | $1,160,333 |
| Pacific Investment Management Co | Investment management, Direct payment from the plan | $644,831 |
| Principal Life Insurance Company | Contract administrator, Recordkeeping, Direct payment from the plan | $461,796 |
| Nisa Investment Advisors L.L.C. | Investment management, Direct payment from the plan | $200,000 |
| Callan Llc | Consulting (pension), Direct payment from the plan | $196,263 |
| Delaware Charter Guarantee | Trustee (institutional), Direct payment from the plan | $62,830 |
| Northern Trust Company | Trustee (institutional), Direct payment from the plan | $20,019 |