Care New England Pension Plan
Sponsored by Care New England · EIN 050490997 · Plan #001
- Total assets
- $136M
- Net assets
- $136M
- Active participants
- 1,647
- 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 |
|---|---|---|
| Legal & General Investment Management America Inc. CRD 149156 | fuzzy_auto · 95% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Longfellow Investment Management Co. Llc CRD 104945 | deterministic · 100% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Recordkeeping, Consulting (pension) | $512,661 |
| Legal & General Investment Mgt Amer | Investment management, Legal | $132,328 |
| Bank Of America | Trustee (institutional), Direct payment from the plan | $71,381 |
| Fiducient Advisors | Investment advisory (plan), Investment management fees (direct) | $70,739 |
| Longfellow Investment Management | Investment management, Investment management fees (direct) | $47,652 |
| Acadian Asset Management | Investment management, Investment management fees (direct) | $35,793 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $31,665 |
| Westfield Capital Management | Trustee (institutional), Investment management fees (direct) | $20,010 |
| Aberdeen Asset Management | Trustee (institutional), Investment management fees (direct) | $18,347 |
| Ryder Court Global | Accounting, Direct payment from the plan | $17,789 |
| Mps Communications | Other services, Direct payment from the plan | $8,860 |
| Mondrian Investment Group | Trustee (institutional), Investment management fees (direct) | $8,597 |