Cosmos Club 401(k) Retirement Plan
Sponsored by Cosmos Club · EIN 530052500 · Plan #002
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 152
- With balances
- 205
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 |
|---|---|---|
| Fiduciary Wealth Management, Llc CRD 284324 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Participant loan processing, Recordkeeping, Recordkeeping fees | $21,578 |
| Fiduciary Wealth Management | Investment advisory (plan), Direct payment from the plan | $9,977 |