Connecticut Legal Services, Inc. Defined Benefit Pension Plan
Sponsored by Connecticut Legal Services, Inc. · EIN 060955461 · Plan #002
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 18
- 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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group, Inc. | Actuarial | $16,050 |
| Sageview Advisory Group | Investment advisory (plan) | $15,000 |
| Cohnreznick Llp | Accounting | $8,400 |
| Charles Schwab Bank | Trustee (directed) | $7,194 |