Cohesity, Inc. 401(k) Plan
Sponsored by Cohesity, Inc. · EIN 463052057 · Plan #001
- Total assets
- $143M
- Net assets
- $143M
- Active participants
- 2,153
- With balances
- 1,659
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Consulting (general) | $37,345 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $23,640 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,994 |