Chubb Us 401(k) Plan
Sponsored by Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) · EIN 952371728 · Plan #105 · Philadelphia, PA
- Total assets
- $5.0B
- Net assets
- $5.0B
- Active participants
- 15,717
- With balances
- 21,846
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 |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines | Investment advisory (plan) | $1,099,045 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $399,757 |
| Forvis Mazars | Accounting | $49,920 |
| Groom Law Group | Legal, Direct payment from the plan | $12,901 |