Cogentrix Retirement Savings Plan
Sponsored by Cogentrix Energy Power Management, Llc · EIN 460647218 · Plan #001
- Total assets
- $143M
- Net assets
- $143M
- Active participants
- 338
- With balances
- 561
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 |
|---|---|---|
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $90,663 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $69,485 |