Coolsys, Inc. 401(k) Plan
Sponsored by Coolsys, Inc. · EIN 820852708 · Plan #001
- Total assets
- $219M
- Net assets
- $219M
- Active participants
- 3,686
- With balances
- 4,007
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 |
|---|---|---|
| Serenity Investment Advisors Llc CRD 307924 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $317,454 |
| Serenity Investment Advisors | Investment advisory (plan), Direct payment from the plan | $44,884 |