Coenterprise Retirement Plan
Sponsored by Coenterprise, Llc · EIN 320323129 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 68
- With balances
- 134
Plan year beginning 01/01/2024 · 401(k)
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).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Recordkeeping, Trustee (institutional), Other services | $22,962 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $19,020 |