Coatue Management, Llc 401(k) Plan
Sponsored by Coatue Management, Llc · EIN 134078032 · Plan #001
- Total assets
- $34.2M
- Net assets
- $34.2M
- Active participants
- 186
- With balances
- 263
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $96,615 |
| The Benefit Practice | Other services, Direct payment from the plan, Other fees | $2,550 |
| Kestra Advisory Services Llc | Investment advisory (plan), Other fees | $0 |