Cosa Nova Holdings, Inc. 401(k) Plan
Sponsored by A & M (2015) Llc · EIN 800922050 · Plan #002
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 786
- With balances
- 1,349
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 |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group Llc | Recordkeeping, Direct payment from the plan | $69,676 |
| Sentinel Pension Advisors | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $40,022 |
| Caron & Bletzer, Pllc | Accounting, Direct payment from the plan | $12,644 |
| National Financial Services Llc | Custodial (securities), Direct payment from the plan | $5,001 |