Cognosante Llc 401(k) Plan
Sponsored by Cognosante, Llc · EIN 680121468 · Plan #001
- Total assets
- $89.1M
- Net assets
- $89.1M
- Active participants
- 946
- With balances
- 1,719
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Investment advisory (participants), Recordkeeping fees | $298,923 |
| Morningstar Investment Management | Investment advisory (participants) | $6,403 |
| Creative Planning Hold Co, Llc | Investment advisory (participants), Other fees | $2,919 |