Coastal Motor Sales, Inc. 401(k) Plan
Sponsored by Coastal Motor Sales, Inc. · EIN 650139069 · Plan #001
- Total assets
- $3.5M
- Net assets
- $3.5M
- Active participants
- 103
- With balances
- 91
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones & Co | Investment advisory (participants) | $6,383 |
| Commonwealth Financial Network | Investment advisory (participants) | $6,059 |
| John Hancock Life Insurance Company | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $1,350 |
| Wilshire Associates, Inc | Investment advisory (participants) | $665 |