Coastal Community Bank 401(k) Plan
Sponsored by Coastal Community Bank · EIN 911811848 · Plan #001
- Total assets
- $45.4M
- Net assets
- $45.4M
- Active participants
- 486
- With balances
- 550
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan) | $50,216 |
| Northwest Plan Services | Recordkeeping, Consulting (general), Participant loan processing | $45,875 |
| Matrix Trust Company | Recordkeeping, Custodial (securities), Participant loan processing | $15,556 |