Coleman World Group, Llc Savings & Protection Plan
Sponsored by Coleman American Companies, Inc. · EIN 630419836 · Plan #001
- Total assets
- $36.5M
- Net assets
- $36.4M
- Active participants
- 2,619
- With balances
- 1,066
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 401(m) arrangement, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capsouth Partners, Inc. CRD 132517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $166,493 |
| Capsouth Partners | Investment advisory (plan) | $33,562 |