Cokinos & Young, A Professional Corporation 401(k) Profit Sharing Plan
Sponsored by Cokinos & Young, A Professional · EIN 760288148 · Plan #001
- Total assets
- $35.4M
- Net assets
- $35.4M
- Active participants
- 149
- With balances
- 233
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 |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $44,117 |
| Brinker Capital Investments | Investment advisory (participants) | $13,499 |
| Nationwide | Investment management, Shareholder servicing fees | $3,197 |
| Cambridge Investment Research | Investment management, Shareholder servicing fees | $0 |
| Nationwide | Investment advisory (participants) | $0 |
| Cambridge Investment Research | Investment management, Shareholder servicing fees | $0 |