AUMdb

Cosentino's Food Stores 401(k) Profit Sharing Plan And Trust

Sponsored by Cosentino Service Corporation · EIN 431670009 · Plan #333

Total assets
$87.7M
Net assets
$87.7M
Active participants
3,338
With balances
909

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
Two West Capital Advisors Llc CRD 154543 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $80,363
Two West Capital Advisors Llc Investment management, Direct payment from the plan $78,408
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $34