David C Cook Retirement Plan With 401(k) Savings
Sponsored by David C Cook · EIN 366008100 · Plan #002
- Total assets
- $24.7M
- Net assets
- $24.7M
- Active participants
- 280
- With balances
- 353
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cook Street Consulting Inc | Investment advisory (plan) | $37,065 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $10,866 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,665 |