Cogent Solutions And Supplies 401(k) Profit Sharing Plan
Sponsored by Oakland Paper & Supply, Inc. · EIN 943069449 · Plan #001
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 141
- With balances
- 162
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (plan) | $25,282 |
| California Retirement Plans | Contract administrator | $10,721 |
| Empower Annuity Insurance Co | Recordkeeping fees | $8,670 |