Cahill Gordon & Reindel Llp Pension Plan
Sponsored by Cahill Gordon & Reindel Llp · EIN 135510029 · Plan #001
- Total assets
- $28.0M
- Net assets
- $27.7M
- Active participants
- 58
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sage Advisory Services Ltd Co CRD 106236 | deterministic · 100% | 2024 |
| Brown Advisory Llc CRD 110181 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Western Asset Core Plus Portfolios | Investment management | $29,030 |
| Reliance Trust Company | Trustee (institutional) | $24,550 |
| Sage Advisory Services, Ltd Co. | Investment management | $20,798 |
| Brown Advisory, Llc | Investment management | $11,512 |
| Harding Loevner Management | Investment management | $10,131 |
| Hgk Asset Management Inc. | Investment management | $9,131 |
| Citibank, N.A. | Investment advisory (plan), Securities brokerage commissions, Other investment fees and expenses | $0 |