Cognia Erisa 403(b) Plan
Sponsored by Cognia, Inc. · EIN 208613765 · Plan #001
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 423
- With balances
- 598
Plan year beginning 07/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Security Financial Services, Inc. CRD 122050 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Security Financial Resources | Investment advisory (participants), Participant loan processing, Direct payment from the plan | $581,508 |