Cozzini Bros., Inc. Employees' Profit Sharing And Savings Plan
Sponsored by Cozzini Bros., Inc. · EIN 731687897 · Plan #001
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 780
- With balances
- 931
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 |
|---|---|---|
| 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 Company | Recordkeeping fees, Other insurance wrap fees | $48,499 |
| First American Bank | Contract administrator, Investment advisory (plan) | $40,503 |
| Empower Advisory Group, Llc | Investment management, Investment advisory (plan) | $7,869 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $5,956 |