The Cold Heading Group 401(k) Retirement Plan
Sponsored by The Cold Heading Company · EIN 381418830 · Plan #001
- Total assets
- $52.3M
- Net assets
- $52.3M
- Active participants
- 504
- With balances
- 586
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 93% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwartz And Co Inc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $118,286 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $79,073 |