Plans listing this provider
37
0.07% of the 56,420 plans with Schedule H financials; 35 in 2023
Providers › Cota Street Investment Management
Cota Street Investment Management
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $992,665
Assets of those plans
$1,604,739,656
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$992,665
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 28 | Investment management | 37 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Seneca Foods Corporation Employees' Savings Plan | Seneca Foods | $258,072,934 | 9,179 | $359,066 |
| World Retirement Plan | World Insurance Associates | $149,220,923 | 2,219 | $6,074 |
| Webcor Builders 401(k) Profit Sharing Plan | Webcor Construction LP DBA Webcor Builders | $133,615,725 | 774 | $20,742 |
| Improving 401(k) Plan | Improving Corporate Services | $96,192,089 | 866 | $12,667 |
| Reedsburg Area Medical Center, Inc. 401(k) Plan | Reedsburg Area Medical Center | $89,129,681 | 804 | $77,842 |
| Hunt Electric Corporation and Ecsi 401(k) Profit Sharing Plan | Hunt Electric | $85,732,143 | 485 | $82,211 |
| Rahr Corporation Employees' Retirement Savings Plan | Rahr | $84,430,862 | 512 | $66,183 |
| Voyage Healthcare Retirement Plan | North Clinic P.A. DBA Voyage Healthcare | $81,852,787 | 321 | $4,939 |
| Lund Food Holdings, Inc. 401(k) Profit Sharing Plan | Lund Food Holdings | $79,463,074 | 588 | $18,171 |
| United Cooperative 401(k) Plan | United Cooperative | $69,993,349 | 789 | $40,847 |
| Lund Food Holdings, Inc. 401(k) Plan | Lund Food Holdings | $66,249,881 | 1,723 | $18,416 |
| CSC Generation Holdings, LLC 401(k) Plan | CSC Generation Holdings | $49,483,298 | 928 | $10,632 |
| Sperber Landscape Companies and Subsidiaries 401(k) Plan | Sperber Landscape Companies | $43,086,050 | 905 | $27,062 |
| First Northern Bank Profit Sharing 401(k) Plan | First Northern Bank of Dixon | $37,376,888 | 297 | $7,401 |
| Thomas Cuisine Management 401(k) Plan | Thomas Management | $27,006,457 | 707 | $25,469 |
| Eightfold AI Inc 401(k) Plan | Eightfold AI | $23,477,857 | 392 | $16,322 |
| Sensortower, Inc. 401(k) Plan | Sensor Tower | $22,001,693 | 422 | $7,874 |
| WOW Logistics Company 401(k) Plan | WOW Logistics | $21,545,946 | 503 | $22,561 |
| Vizance, Inc. 401(k) Profit Sharing Plan | Vizance | $20,577,124 | 285 | $8,911 |
| Curology 401(k) Plan | Curology | $17,390,298 | 393 | $10,060 |
| Ronnoco Coffee, LLC Retirement Savings Plan | Ronnoco Coffee | $17,312,053 | 325 | $20,144 |
| Potrero Distilling Holdings Retirement Plan | Anchor Brewers & Distillers | $13,905,679 | 96 | $5,980 |
| Retiremint PEP | Finway Group | $12,694,971 | 759 | $6,398 |
| Limited Energy 401(k) Field Plan | Hunt Electric | $12,053,496 | 106 | $29,686 |
| Cirks Construction, Inc. 401(k) Plan | Cirks Construction | $11,937,593 | 206 | $14,464 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.