Frost Brown Todd Llp Cash Balance Pension Plan
Sponsored by Frost Brown Todd Llp · EIN 610722001 · Plan #004
- Total assets
- $32.7M
- Net assets
- $32.7M
- Active participants
- 189
- 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 |
|---|---|---|
| Advanced Capital Group, Inc. CRD 109673 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advanced Capital Group, Inc. | Investment management, Investment management fees (direct) | $43,814 |
| U.S. Bank National Association | Trustee (institutional), Direct payment from the plan | $13,160 |
| Harding Shymanski & Company, P.S.C. | Accounting, Direct payment from the plan | $12,300 |
| Mchenry Advisers, Inc. | Actuarial, Direct payment from the plan | $8,106 |