Coastal Community Action Program 401(k) Plan
Sponsored by Coastal Community Action Program · EIN 916066958 · Plan #001
- Total assets
- $2.1M
- Net assets
- $2.1M
- Active participants
- 141
- With balances
- 209
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (participants), Investment advisory (plan), Investment management | $10,132 |
| Pension Plan Specialists Pc | Accounting, Actuarial, Consulting (pension) | $700 |
| Capital Group Retirement | Recordkeeping, Investment management, Participant loan processing | $550 |