Coin Wrap, Inc. 401(k) Plan
Sponsored by Coin Wrap, Inc. · EIN 510235930 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 166
- With balances
- 172
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Recordkeeping, Trustee (institutional), Other services | $10,399 |