AUMdb

Cocm Employee Stock Ownership Plan

Sponsored by Capstone On Campus Management, Llc · EIN 562440563 · Plan #002

Total assets
$3.2M
Net assets
$-19.1M
Active participants
579
With balances
474

Plan year beginning 01/01/2024

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).

No Schedule C on file for this plan year.