AUMdb

Cooperative Elevator Company Employees' Profit Sharing & 401(k) Plan

Sponsored by Cooperative Elevator Co. · EIN 380430470 · Plan #001

Total assets
$32.7M
Net assets
$32.7M
Active participants
170
With balances
201

Plan year beginning 02/01/2024 · 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
Nietzke & Faupel, Pc Accounting $6,500
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $75