Coastal Construction Group 401(k) Plan
Sponsored by Coastal Construction Group Of South Florida, Inc. Dba Coastal Construc · EIN 650802683 · Plan #001
- Total assets
- $49.9M
- Net assets
- $49.9M
- Active participants
- 441
- With balances
- 509
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 Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $131,323 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $63,281 |
| Cbiz Cpas Pc | Accounting | $32,550 |
| Brown & Brown Of Florida Inc | Investment advisory (plan) | $16,949 |
| Sageview Advisory Group, Llc | Investment management | $48 |