Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CEVIAN INTERMEDIARIES, LLC
EIN 20-5176542insuranceLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
7
1055 WESTLAKES DRIVE, 3RD FLOOR - BERWYN, PA 19312610-971-0350cevian-re.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CEVIAN INTERMEDIARIES, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CEVIAN INTERMEDIARIES, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$429K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CEVIAN INTERMEDIARIES, LLC CASH BALANCE PENSION PLAN | CashBalance | $2.3M | 3 | 2024 | |
| 001 | CEVIAN INTERMEDIARIES, LLC 401(K) PROFIT SHARING PLAN | 401k | $429K | 4 | 2024 |
Retirement plans