Coaction Specialty Insurance 401(k) Plan
Sponsored by Coaction Specialty Management Company · EIN 132511244 · Plan #004
- Total assets
- $69.0M
- Net assets
- $69.0M
- Active participants
- 421
- With balances
- 597
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $36,800 |
| Withumsmith+Brow, Pc | Accounting | $15,860 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$15,495 |