Coastal Farm & Home Supply, Llc 401(k) Plan
Sponsored by Coastal Farm & Home Supply, Llc · EIN 261748412 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 686
- With balances
- 1,030
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 |
|---|---|---|
| Aldrich Wealth, Limited Partnership CRD 147200 | deterministic · 100% | 2024 |
| Hub Investment Partners, Llc CRD 307956 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $70,870 |
| Aldrich Wealth | Investment advisory (plan), Consulting fees | $28,397 |
| Hub Investment Partners Llc | Investment advisory (plan), Consulting fees | $16,597 |