Cog Marketers, Ltd Employees Savings Trust
Sponsored by Cog Marketers, Ltd · EIN 382470646 · Plan #002
- Total assets
- $24.5M
- Net assets
- $24.5M
- Active participants
- 133
- With balances
- 167
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial, Llc | Investment advisory (plan) | $9,000 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $2,065 |