AUMdb

Cook Solutions Group 401(k) Plan

Sponsored by Cook Solutions Group · EIN 470861953 · Plan #001

Total assets
$25.9M
Net assets
$25.9M
Active participants
486
With balances
547

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $68,835
Onedigital Investment Advisors Llc Investment advisory (plan) $60,850