Cohere Health, Inc. 401(k) Plan
Sponsored by Cohere Health, Inc · EIN 842393515 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 745
- With balances
- 793
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 |
|---|---|---|
| Twelve Points Wealth Management Llc CRD 171107 | fuzzy_auto · 99% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $35,437 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $34,201 |
| Twleve Points Wealth Management | Investment advisory (plan), Direct payment from the plan | $27,266 |
| Twelve Points Wealth Mgt Llc | Investment advisory (plan), Consulting fees | $22,565 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |