Cowan Systems 401 K Profit Sharing Plan
Sponsored by Cowan Systems, Llc · EIN 562537962 · Plan #001
- Total assets
- $36.5M
- Net assets
- $36.5M
- Active participants
- 287
- With balances
- 891
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 |
|---|---|---|
| Cornerstone Advisory, Llc CRD 142359 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cornerstone Advisory Llp | Investment advisory (plan) | $55,418 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $12,834 |