Coastline Employees 403(b) Plan
Sponsored by Coastline Elderly Services, Inc. · EIN 042622121 · Plan #004
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 164
- With balances
- 154
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc Db | Investment advisory (plan) | $29,401 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $17,976 |