Cogstate, Inc. 401(k) Plan
Sponsored by Cogstate, Inc. · EIN 980503038 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 108
- With balances
- 155
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 |
|---|---|---|
| The Patriot Financial Group Insurance Agency, Llc CRD 172470 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Patriot Financial Group | Investment management, Securities brokerage commissions | $31,632 |
| Vanguard Group | Sub-transfer agency fees, Float revenue, Distribution (12b-1) fees | $14,712 |