Retirement Income Plan For Employees Of The Chamber Of Commerce Of The United States Of America
Sponsored by Chamber Of Commerce Of The United States Of America · EIN 530045720 · Plan #001
- Total assets
- $133M
- Net assets
- $133M
- Active participants
- 41
- 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 |
|---|---|---|
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner Smith | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $249,191 |
| Cbiz | Actuarial, Recordkeeping, Consulting (pension) | $198,608 |
| Northern Trust Company | Trustee (institutional), Direct payment from the plan, Investment management fees (direct) | $155,693 |
| Columbia Mgmt Investment Advisor | Investment management, Direct payment from the plan, Investment management fees (direct) | $150,238 |
| Ernst & Young Us Llp | Accounting, Direct payment from the plan | $59,950 |
| Westfield Capital Management Co. | Investment management, Direct payment from the plan, Investment management fees (direct) | $30,373 |
| Delaware Capital Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $19,710 |