Retirement Plan For Employees Of Cass Information Systems, Inc.
Sponsored by Cass Information Systems, Inc. · EIN 431265338 · Plan #001 · St. Louis, MO
- Total assets
- $2.1M
- Net assets
- $2.1M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Actuarial, Contract administrator, Consulting (general) | $468,902 |
| Mercer Investments Llc | Investment management fees (direct), Investment management fees (indirect) | $255,738 |
| Aetna Life Insurance Company | Investment management fees (direct), Other insurance fees and expenses | $104,515 |