AUMdb

Bay Coast Bank 401(k) Plan

Sponsored by Bay Coast Bank · EIN 041178460 · Plan #002

Total assets
$78.3M
Net assets
$78.3M
Active participants
517
With balances
691

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
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $108,543
Matrix Trust Company Custodial (securities) $21,053