Kognitiv, Inc. 401(k) Plan
Sponsored by Kognitiv, Inc · EIN 811683887 · Plan #001
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 114
- With balances
- 145
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Amg Funds Llc CRD 153456 | fuzzy_auto · 97% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Brown Advisory Llc CRD 110181 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $1,530 |
| Fidelity Fund | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Columbia Small Cap Fund | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Federated Hermes | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Principal Smcp S&P600 Ind R5 | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Allspring | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Buffalo Discovery | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Mfs | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Am Funds | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Morgan Stanley | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Brown Advisory | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Am Beacon | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Columbia | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |