AUMdb

Council On The Environment, Inc. Incentive Savings Plan

Sponsored by Council On The Environment, Inc. · EIN 132765465 · Plan #001

Total assets
$4.2M
Net assets
$4.1M
Active participants
103
With balances
129

Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Neuberger Berman Bd Llc CRD 2908 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Neuberger Berman Trustee (institutional), Investment advisory (plan) $0
Marks Paneth Llp Accounting $0