S.W. Cole Engineering 401(k) Profit Sharing Plan
Sponsored by S.W. Cole Engineering, Inc. · EIN 010363633 · Plan #001
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 101
- With balances
- 150
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 |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameriprise Financial | Investment advisory (plan), Other services, Investment management fees (direct) | $34,439 |
| The Vanguard Group, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $13,550 |