Colectivo Coffee Roasters, Inc. Retirement Plan
Sponsored by Colectivo Coffee Roasters, Inc. · EIN 391779155 · Plan #001
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 355
- With balances
- 146
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Wealth Enhancement | Investment advisory (plan) | $30,133 |
| Newport Group | Recordkeeping, Recordkeeping fees, Other fees | $9,945 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $0 |