Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Connecticut Investment Advisors Inc.
EIN 99-0495525financial servicesLatest filing 2025
Plans
2
Retirement
2
$468K assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $468K assets / 6 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
CONNECTICUT INVESTMENT ADVISORS INC. 401(K) PLAN
401(k)
Assets$316K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CONNECTICUT INVESTMENT ADVISORS INC. CASH BALANCE PLAN
Cash balance
Assets$152K
Participants2
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 | CONNECTICUT INVESTMENT ADVISORS INC. 401(K) PLAN | 401(k) | $316K | 4 | 2025 | |
| 002 | CONNECTICUT INVESTMENT ADVISORS INC. CASH BALANCE PLAN | Cash balance | $152K | 2 | 2025 |
Retirement plans