Cubic Corporation Pension Plan
Sponsored by Cubic Corporation · EIN 951678055 · Plan #002
- Total assets
- $74.2M
- Net assets
- $74.2M
- Active participants
- 140
- With balances
- 0
Plan year beginning 10/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Investments Llc | Investment management fees (direct), Investment management fees (indirect) | $258,941 |
| Prudential Insurance Co. | Accounting, Claims processing, Contract administrator | $83,159 |
| Cbiz Cpas, P.C. | Accounting, Consulting (general), Consulting (pension) | $26,535 |
| Us Bank | Custodial (securities), Direct payment from the plan | $21,142 |
| State Street Global Advisors Trust | Custodial (other), Custodial (securities), Investment management fees (direct) | $3,205 |