Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CANNAE PORTFOLIO ADVISORS, LLC
EIN 85-0555814investment managementLatest filing 2024
Plans
2
Retirement
2
$7.7M assets
Welfare
0
Participants
27
1 STATION PLACE, SUITE 460 - STAMFORD, CT 06902203-496-5224cannaellc.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.7M assets / 27 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#001
CANNAE PORTFOLIO ADVISORS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$5.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CANNAE PORTFOLIO ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CANNAE PORTFOLIO ADVISORS, LLC 401(K) PROFIT SHARING PLAN | 401k | $5.7M | 13 | 2024 | |
| 002 | CANNAE PORTFOLIO ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $2.0M | 14 | 2024 |
Retirement plans