Communications Workers Of America Savings And Retirement Trust
Sponsored by The Board Of Trustees Of The Communications Workers Of America · EIN 521137722 · Plan #002
- Total assets
- $453M
- Net assets
- $453M
- Active participants
- 10,510
- With balances
- 10,633
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $176,898 |
| Slevin And Hart | Legal, Direct payment from the plan | $76,440 |
| Meketa Investment Group | Investment advisory (plan), Direct payment from the plan | $75,000 |
| Ann Zinsser | Accounting, Direct payment from the plan | $23,992 |