AUMdb

Cossma, Inc. Retirement Plan

Sponsored by Cossma, Inc. · EIN 660434923 · Plan #001 · Cidra, PR

Total assets
$14.8M
Net assets
$14.8M
Active participants
401
With balances
417

Plan year beginning 09/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Co Of Ame Recordkeeping fees $51,155
Empower Advisory Group, Llc Investment management $42,293
Rsm Roc & Company Accounting $12,600
Pension Administrators Group, Inc. Contract administrator $1,895
Investment Planners, Inc. Other commissions $0