Cota 401(k) Plan
Sponsored by Circuit Of The Americas Llc · EIN 274525095 · Plan #001
- Total assets
- $2.3M
- Net assets
- $2.3M
- Active participants
- 431
- With balances
- 208
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $11,770 |
| Cambridge Investment Research | Investment advisory (plan) | $8,462 |