AUMdb

Centerpoint Properties Trust 401(k) Plan

Sponsored by Centerpoint Properties Trust · EIN 363910279 · Plan #001

Total assets
$55.8M
Net assets
$55.8M
Active participants
143
With balances
179

Plan year beginning 01/01/2024 · 401(k)

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
Creative Planning Holdco, Llc Recordkeeping, Consulting (pension), Direct payment from the plan $30,163
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $20,766
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0