Cosmos Corporation 401 K Profit Sharing Plan
Sponsored by Cosmos Corporation · EIN 431218209 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 164
- With balances
- 210
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 |
|---|---|---|
| Wealth Management Corporation Of America, Inc. CRD 109576 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Breneman & Company, Pc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $27,911 |
| Retirement Plan Consultants | Plan administrator, Recordkeeping, Direct payment from the plan | $27,690 |
| Wealth Management Llc | Other services, Investment advisory (plan), Investment management | $5,582 |