Cbera Plan C
Sponsored by Cooperative Banks Employees Retirement Association · EIN 046035593 · Plan #334
- Total assets
- $130M
- Net assets
- $130M
- Active participants
- 350
- 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 |
|---|---|---|
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Select Equity Group, L.P. CRD 168496 | deterministic · 100% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Copeland Capital Management, Llc CRD 135822 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Coop. Banks Employees Ret Assn. | Plan administrator, Direct payment from the plan | $674,506 |
| Agilis Partners Llc | Actuarial, Direct payment from the plan | $418,440 |
| Nepc, Llc | Investment advisory (plan), Direct payment from the plan | $123,534 |
| Blackrock Institutional Trust Co. | Trustee (institutional), Trustee (discretionary), Investment management | $123,422 |
| The Bank Of New York Mellon | Custodial (other), Custodial (securities), Direct payment from the plan | $111,643 |
| Hardman Johnston Global Advisors | Investment management, Direct payment from the plan | $82,480 |
| Select Equity Group, L.P. | Investment management, Direct payment from the plan | $76,212 |
| Mondrian Investment Group | Investment management, Direct payment from the plan | $68,288 |
| Acadian Asset Management Llc | Investment management, Direct payment from the plan | $63,911 |
| Legal & General Invest Mgmt America | Investment management, Direct payment from the plan | $54,908 |
| Wolf & Company, P.C. | Accounting, Direct payment from the plan | $50,617 |
| Income Research & Management | Investment management, Direct payment from the plan | $42,850 |
| Copeland Capital Management, Llc | Investment management, Direct payment from the plan | $41,850 |
| Fidelity Institutional Asset | Investment management, Direct payment from the plan | $33,810 |