Cme Corp 401(k) Plan
Sponsored by Claflin Service Company · EIN 050377434 · Plan #001
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 289
- With balances
- 242
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellth Advisory Services Llc | Investment advisory (plan) | $16,334 |
| Global Retirement Partners Llc | Investment advisory (plan) | $11,219 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$8,823 |