United Cerebral Palsy Association Of Greater Suffolk, Inc. Management Pension Plan
Sponsored by United Cerebral Palsy Association Of Greater Suffolk, Inc. · EIN 112568841 · Plan #003
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 136
- With balances
- 212
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $43,651 |
| Cerini & Associates Llp | Accounting, Direct payment from the plan | $10,400 |
| Signature Securities Group | Consulting (general), Insurance brokerage commissions | $0 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |