Co Op Solutions 401(k) Retirement Plan
Sponsored by Cu Cooperative Systems, Inc. · EIN 953732627 · Plan #033
- Total assets
- $214M
- Net assets
- $214M
- Active participants
- 5,097
- With balances
- 2,068
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $199,665 |
| Capfinancial Partners, Llc. | Investment advisory (participants), Investment advisory (plan) | $37,155 |