Cowles Company Retirement Plan
Sponsored by Cowles Company · EIN 910420030 · Plan #001
- Total assets
- $87.1M
- Net assets
- $86.9M
- Active participants
- 90
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| D.A. Davidson & Co. CRD 199 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bankers Trust Company | Trustee (institutional), Direct payment from the plan | $248,674 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $186,970 |
| Agilis | Actuarial, Contract administrator, Direct payment from the plan | $87,315 |
| D.A. Davidson & Co. | Investment advisory (plan), Direct payment from the plan | $33,875 |
| Dbt | Accounting, Direct payment from the plan | $11,900 |