AUMdb

Cogito Corporation, Inc. 401(k) Retirement Plan

Sponsored by Cogito Corporation, Inc. · EIN 205612740 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Twelve Points Wealth Management Llc CRD 171107 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Twelve Points Wealth Management Llc Investment advisory (plan), Investment management $23,770
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $14,472
Aafcpas Inc Accounting $10,281