AUMdb

Corna Kokosing 401(k) Profit Sharing Plan

Sponsored by Corna Kokosing Construction Company · EIN 341810306 · Plan #001

Total assets
$40.3M
Net assets
$40.3M
Active participants
366
With balances
420

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
Highland Consulting Associates Inc. CRD 109834 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Services, In Recordkeeping, Investment advisory (participants), Direct payment from the plan $43,804
Highland Consulting Associates Investment management, Direct payment from the plan $15,044