Coit Services, Inc. Employee Savings & Retirement Plan
Sponsored by Coit Services, Inc. · EIN 941635764 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 205
- With balances
- 207
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | 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 | $47,029 |
| Hicks Pension Services, Inc. | Contract administrator, Participant loan processing | $23,046 |
| Kestra Advisory Services Llc | Insurance agents and brokers, Insurance services, Investment advisory (participants) | $20,838 |
| Cbiz Cpas P.C. | Accounting | $9,265 |
| Empower Advisory Group, Llc | Investment management | $614 |