AUMdb

Co Operative Insurance Companies 401(k) Plan

Sponsored by Co Operative Insurance Companies · EIN 030220844 · Plan #003

Total assets
$18.8M
Net assets
$18.8M
Active participants
97
With balances
117

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Oneamerica Retirement Services Llc Recordkeeping, Copying and duplicating, Participant loan processing $35,142
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0