Cofense Inc. 401(k) Plan
Sponsored by Cofense Inc. · EIN 274515022 · Plan #001
- Total assets
- $27.6M
- Net assets
- $27.6M
- Active participants
- 177
- With balances
- 333
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 |
|---|---|---|
| Fiduciary Wealth Management, Llc CRD 284324 | deterministic · 100% | 2024 |
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $23,083 |
| Fiduciary Wealth Management | Investment advisory (plan), Direct payment from the plan | $18,750 |
| World Investment Advisors | Investment advisory (plan), Direct payment from the plan | $6,250 |