AUMdb

Group Retirement Income Plan No. 10

Sponsored by Cc Services, Inc. · EIN 813990245 · Plan #334

Total assets
$2.0B
Net assets
$2.0B
Active participants
2,424
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
Graycliff Partners Lp CRD 157221 deterministic · 100% 2024
Gryphon Advisors, Llc CRD 160185 fuzzy_auto · 95% 2024
Greenbridge Partners Llc CRD 304445 fuzzy_auto · 95% 2024
Brighton Park Capital Management, L.P. CRD 304261 deterministic · 100% 2024
Chicago Pacific Capital, L.P. CRD 172960 fuzzy_auto · 97% 2024
Rotunda Capital Partners, Llc CRD 290282 deterministic · 100% 2024
Growth Catalyst Partners, L.P. CRD 311410 fuzzy_auto · 98% 2024
Core Industrial Partners, Llc CRD 293334 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Graycliff Partners Investment management, Direct payment from the plan $773,904
New Herritage Iii Investment management, Direct payment from the plan $323,515
Gryphon Investors Investment management, Direct payment from the plan $317,862
Transom, Inc. Investment management, Direct payment from the plan $135,222
Greenbriar Partners Investment management, Direct payment from the plan $124,472
Brighton Park Capital Investment management, Direct payment from the plan $70,156
Chicago Pacific Founders Fund, L.P Investment management, Direct payment from the plan $23,446
Rotunda Capital Partners, Llc Investment management, Direct payment from the plan $12,077
Growth Catalyst Partners Iii Investment management, Direct payment from the plan $10,546
Core Industrial Partners Investment management, Direct payment from the plan $9,983