Coast Professional Inc. Profit Sharing Plan
Sponsored by Coast Professional Inc. · EIN 330791735 · Plan #001
- Total assets
- $9.0M
- Net assets
- $8.9M
- Active participants
- 563
- With balances
- 722
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 |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $76,221 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $28,241 |
| Bank Of America Na | Investment advisory (plan) | $22,880 |