AUMdb

Cleco Corporate Holdings Llc Pension Plan

Sponsored by Cleco Power Llc · EIN 720244480 · Plan #001

Total assets
$414M
Net assets
$414M
Active participants
303
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
Legal & General Investment Management America Inc. CRD 149156 fuzzy_auto · 96% 2024
Morgan Stanley Investment Management Inc. CRD 110353 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Legal & General Investment Manageme Investment management $731,784
Hewitt Associates Llc Consulting (general) $310,277
Morgan Stanley Investment Managemen Investment management $285,324
Towers Watson Actuarial $242,314
Northern Trust Company Trustee (institutional) $104,058
Mcelroy, Quirk, & Burch Accounting $27,875