Cockrell Interests Thrift Plan
Sponsored by Cockrell Interests Llc · EIN 455622734 · Plan #002
- Total assets
- $30.0M
- Net assets
- $30.0M
- Active participants
- 101
- With balances
- 140
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Securities brokerage commissions, Recordkeeping fees | $3,682 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $2,930 |