Cbi Pension Plan
Sponsored by Linde Inc. · EIN 061249050 · Plan #333
- Total assets
- $108M
- Net assets
- $108M
- 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).
| Firm | Match | Plan year |
|---|---|---|
| Mawer Investment Management Ltd. CRD 159100 | deterministic · 100% | 2024 |
| Shenkman Capital Management, Inc. CRD 112192 | deterministic · 100% | 2024 |
| Towers Watson Investment Services, Inc. CRD 110473 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon | Recordkeeping, Direct payment from the plan | $178,067 |
| Mawer Investment Management Ltd. | Investment management, Investment management fees (direct) | $156,510 |
| Northern Trust | Trustee (institutional), Direct payment from the plan, Investment management | $101,285 |
| Shenkman Capital Management | Investment management, Investment management fees (direct) | $72,381 |
| Willis Towers Watson | Actuarial, Direct payment from the plan | $52,500 |
| Cohnreznick Llp | Accounting, Direct payment from the plan | $29,610 |
| Mercer Investments Llc | Investment management fees (direct), Direct payment from the plan | $13,434 |
| Groom Law Group, Chartered | Legal, Direct payment from the plan | $11,019 |
| Towers Watson Investment Service | Investment advisory (plan), Direct payment from the plan | $6,665 |