Central National Gottesman Pension Plan
Sponsored by Central National Gottesman Inc. · EIN 130425246 · Plan #001
- Total assets
- $124M
- Net assets
- $124M
- Active participants
- 617
- 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 |
|---|---|---|
| Greenhaven Associates Inc CRD 104729 | deterministic · 100% | 2024 |
| Brave Warrior Advisors, Llc CRD 108894 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Greenhaven Associates | Investment management, Investment management fees (direct) | $858,265 |
| Brave Warrior Advisors Llc | Investment management, Investment management fees (direct) | $495,377 |
| Hooker & Holcombe Inc | Actuarial, Direct payment from the plan | $215,258 |
| Wagner Law Group | Legal, Consulting fees | $37,560 |
| Crowe Llp | Accounting, Recordkeeping, Direct payment from the plan | $29,032 |
| Jpmorgan Chase | Custodial (securities), Direct payment from the plan | $25,077 |
| Segal Consulting | Actuarial, Direct payment from the plan | $15,181 |
| Captrust | Consulting (general), Direct payment from the plan | $5,527 |