AUMdb

Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan

Sponsored by Cobb, Fendley & Associates, Inc. · EIN 742192879 · Plan #001

Total assets
$70.1M
Net assets
$70.1M
Active participants
679
With balances
839

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
Jpmorgan Invest Holdings Llc Recordkeeping fees $2,445