Commoloco Retirement Plan
Sponsored by Commoloco, Inc. · EIN 660384086 · Plan #012
- Total assets
- $8.5M
- Net assets
- $8.4M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Investments Usa Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $73,132 |
| Banco Popular | Trustee (institutional), Direct payment from the plan, Float revenue | $57,468 |
| State Street Corporation | Custodial (securities), Trustee (institutional), Trustee (directed) | $38,010 |
| Whitley Penn Llp | Accounting, Direct payment from the plan | $20,280 |