Coates Field Service, Inc. Employees Savings And Profit Sharing Plan
Sponsored by Coates Field Service, Inc. · EIN 730574212 · Plan #001
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 210
- With balances
- 248
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 |
|---|---|---|
| Exemplar Wealth Advisors, Llc CRD 322419 | fuzzy_auto · 93% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $46,833 |
| Exencial Wealth Advisors Llc | Investment advisory (plan) | $31,368 |
| Coates Field Service Inc | Other fees | $18,690 |
| Empower Advisory Group, Llc | Investment management | $3,907 |