AUMdb

Cogent, Inc. Profit Sharing 401(k) Plan

Sponsored by Cogent, Inc. · EIN 440582909 · Plan #003

Total assets
$34.4M
Net assets
$34.4M
Active participants
279
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
Two West Capital Advisors Llc CRD 154543 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $41,000
Two West Capital Advisor Llc Investment advisory (plan) $40,224