Cogdall Construction Co Inc 401(k) Profit Sharing Plan And Trust
Sponsored by Cogdall Construction Company Inc. · EIN 930589156 · Plan #002
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 212
- With balances
- 237
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 |
|---|---|---|
| Deschutes Portfolio Strategy, Llc CRD 155424 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Retirement Plan Company | Contract administrator, Recordkeeping, Participant loan processing | $32,696 |
| Matisse Capital | Investment advisory (plan) | $30,577 |
| Baker Tilly Us, Llp | Accounting | $20,213 |
| Charles Schwab Bank | Custodial (securities), Direct payment from the plan, Shareholder servicing fees | $5,499 |