Coaster Company Retirement Savings Plan
Sponsored by Coa, Inc. Dba Coaster Company Of America · EIN 953625990 · Plan #001
- Total assets
- $31.6M
- Net assets
- $31.6M
- Active participants
- 294
- With balances
- 375
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 94% | 2024 |
| Alphapoint, Inc. CRD 130115 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $104,631 |
| Morningstar Invstment Mgmt Llc | Investment advisory (participants), Consulting fees | $0 |
| Actuarial Benefits Corporation | Other services, Other fees | $0 |
| Alphapoint, Inc. | Investment advisory (plan), Other fees | $0 |