Ventura Coastal, Llc. 401(k) Savings Plan
Sponsored by Ventura Coastal, Llc. · EIN 800776276 · Plan #002
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 229
- With balances
- 200
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (plan) | $40,459 |
| Empower Annuity Insurance Company | Recordkeeping fees | $31,368 |