Cobalt 401(k) Plan
Sponsored by Cobalt Ventures, Llc · EIN 451059466 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 231
- With balances
- 355
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Servic | Recordkeeping, Participant loan processing, Float revenue | $41,878 |
| Ubs Financial Services Inc | Investment advisory (plan) | $23,712 |
| Marr And Company, P.C. | Accounting | $9,250 |