AUMdb

Coty Retirement Savings Plan

Sponsored by Coty Inc. · EIN 133823358 · Plan #002

Total assets
$450M
Net assets
$450M
Active participants
2,009
With balances
3,419

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
Dynamic Wealth Advisors CRD 169792 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 $655,156
Dynamic Wealth Advisors Investment advisory (participants), Direct payment from the plan $14,197
Charles Schwab & Co, Inc. Securities brokerage, Direct payment from the plan, Shareholder servicing fees $1,434