The Children's Aid Society Retirement Plan
Sponsored by The Children's Aid Society · EIN 135562191 · Plan #001
- Total assets
- $85.1M
- Net assets
- $84.7M
- Active participants
- 195
- 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 |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
| Sanders Capital, Llc CRD 151480 | deterministic · 100% | 2024 |
| Vulcan Value Partners Llc CRD 151190 | deterministic · 100% | 2024 |
| Clarkston Capital Partners, Llc CRD 143456 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners | Investment management, Other fees | $513,171 |
| The Angell Pension Group, Inc. | Actuarial, Other fees | $306,737 |
| Perella Weinberg Partners | Investment management | $202,744 |
| The Bank Of Ny Mellon | Custodial (other), Custodial (securities), Trustee (institutional) | $167,069 |
| Sanders Capital Llc | Investment management, Other fees | $15,714 |
| Vulcan Value Partners | Investment management | $15,284 |
| Clarkston Capital Partners Llc | Investment management | $9,889 |