Co Opportunity 401(k) Profit Sharing Plan
Sponsored by Co Opportunity Consumers' Co Op, Inc. · EIN 953065305 · Plan #001
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 65
- With balances
- 116
Plan year beginning 08/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $10,641 |