Cobalt Credit Union 401(k) Plan
Sponsored by Cobalt Credit Union · EIN 047036486 · Plan #004
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 262
- With balances
- 209
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $70,209 |
| Grove Point Advisors Llc | Investment advisory (plan) | $63,684 |
| Empower Advisory Group, Llc | Investment management | $2,719 |