Capital Blue Cross Employee Savings Plan
Sponsored by Capital Blue Cross · EIN 230455154 · Plan #002
- Total assets
- $508M
- Net assets
- $508M
- Active participants
- 2,240
- With balances
- 2,874
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Blackrock Advisors, Llc CRD 106614 | deterministic · 100% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | deterministic · 100% | 2024 |
| Invesco Advisers, Inc. CRD 105360 | deterministic · 100% | 2024 |
| Janus Henderson Investors Us Llc CRD 104652 | deterministic · 100% | 2024 |
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blackrock Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |
| Dimensional Fund Advisors Lp | Investment management, Investment management fees (indirect) | $0 |
| Invesco Advisers, Inc. | Investment management, Investment management fees (indirect) | $0 |
| Janus Henderson Investors Us Llc | Investment management, Investment management fees (indirect) | $0 |
| Victory Capital Management Inc. | Investment management, Investment management fees (indirect) | $0 |