Bbdo Detroit Pension And Cash Balance Plan
Sponsored by Bbdo Detroit · EIN 382964249 · Plan #001
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 5
- 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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Angell Pension Group, Inc. | Actuarial | $127,866 |
| Cap Financial Partners Llc | Investment advisory (plan), Investment management | $32,500 |
| Pkf O'connor Davies | Accounting | $28,800 |
| Davis & Gilbert Llp | Legal | $22,724 |
| Comerica | Custodial (securities), Trustee (institutional), Other services | $18,693 |
| Principal Global Investors | Investment advisory (plan), Investment management | $16,202 |