Chicago Cubs Associates Retirement Plan
Sponsored by Chicago Baseball Holdings, Llc · EIN 270508718 · Plan #001
- Total assets
- $118M
- Net assets
- $118M
- Active participants
- 641
- With balances
- 875
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $73,888 |
| Sageview Advisory Group, Llc | Consulting (general), Investment advisory (plan) | $30,000 |
| Sikich Cpa Llc | Accounting, Consulting (general) | $15,600 |