C. Cowles & Company 401(k) Plan
Sponsored by C. Cowles & Company · EIN 060309660 · Plan #003
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 105
- With balances
- 116
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rockland Trust | Investment advisory (plan) | $13,761 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $9,885 |
| Empower Advisory Group, Llc | Investment management | $5,499 |