Coastal Group 401(k) Plan
Sponsored by Coastal Management Services Llc · EIN 811525854 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 274
- With balances
- 254
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 |
|---|---|---|
| Wintrust Private Trust Company | Recordkeeping, Custodial (securities), Trustee (directed) | $36,899 |