AUMdb

Cohesive 401(k) Plan

Sponsored by Cohesive Healthcare Management & Consulting Llc · EIN 814363377 · Plan #001

Total assets
$5.1M
Net assets
$5.1M
Active participants
445
With balances
221

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping $26,766
Edward D. Jones & Co., L.P. Investment advisory (participants) $22,387