The Cook & Boardman Group, Llc 401(k) Plan
Sponsored by Cook & Boardman Group, Llc · EIN 272424824 · Plan #003
- Total assets
- $120M
- Net assets
- $120M
- Active participants
- 2,933
- With balances
- 2,071
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Investment management | $166,656 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $47,487 |
| Morgan Stanley Smith Barney Llc | Investment advisory (participants) | $45,450 |