COTA Street Investment MGT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,123

Total plan assets

$27.6M

Filings (rows)

Direct comp

$27K

Indirect comp

Showing only "COTA STREET INVESTMENT MGT"

View all 6 variants aggregated →

COTA STREET INVESTMENT MANAGEMENT109 COTA STREET INV MNGT6 COTA STREET INVESTMENT MGT3 COTA STREET INVESTMENT MANGEMENT2 COTA STREET INVESTMENT MGMT1 COTA STREET INV MGMT1

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Synergy Companies Synergy Companies 401(k) Plan · all filings	HAYWARD, CA	Other service providers	453	$11.0M	$11K	$0
Synergy Companies Synergy Companies 401(k) Plan · all filings	HAYWARD, CA	Other service providers	335	$9.1M	$9K	$0
Synergy Companies Synergy Companies 401(k) Plan · all filings	HAYWARD, CA	Other service providers	335	$7.4M	$6K	$0