Colliflower Inc. 401 K Profit Sharing Plan & Trust
Sponsored by Colliflower Inc. · EIN 520603335 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 183
- With balances
- 130
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $20,742 |
| Kestra Advisory Services, Llp | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $12,798 |