Employee Benefit Plan Of Coastal Community Action, Inc.
Sponsored by Coastal Community Action, Inc. · EIN 566075606 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 106
- With balances
- 118
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Co Lp | Investment management | $13,218 |
| John Hancock | Recordkeeping, Direct payment from the plan, Participant loan processing | $12,683 |
| Pbmares, Llp | Accounting | $5,000 |