AUMdb

Coast Citrus Distributors Employee Stock Ownership Plan

Sponsored by Coast Citrus Distributors · EIN 951628554 · Plan #003

Total assets
$82.7M
Net assets
$55.9M
Active participants
132
With balances
193

Plan year beginning 01/01/2024 · Stock bonus

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
Bank Of America Trustee (institutional), Other investment fees and expenses $14,496