AUMdb

The Defined Benefit Plan Of The Children's Institute Parent Company

Sponsored by The Children's Institute Parent Company · EIN 232935278 · Plan #009

Total assets
$49.9M
Net assets
$49.9M
Active participants
45
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
Sei Investments Management Corp CRD 105146 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Pnc Bank, N.A. Custodial (securities), Trustee (institutional) $147,657
Cbiz Actuarial $59,243
Sei Investments Investment advisory (plan) $31,344
Schneider Downs & Co., Inc. Accounting $18,955
Metro Benefits, Inc. Plan administrator $15,375