AUMdb

Coalter Group 401(k) Plan

Sponsored by J.S. Coalter & Associates, Inc. · EIN 430831067 · Plan #001

Total assets
$517K
Net assets
$517K
Active participants
221
With balances
126

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).

No Schedule C on file for this plan year.