West Coast Services Llc 401(k) Profit Sharing Plan & Trust
Sponsored by West Coast Services Llc · EIN 954669051 · Plan #001
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 115
- With balances
- 159
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner | Investment advisory (plan) | $14,093 |
| Paychex, Inc. | Recordkeeping | $9,202 |