Coghlin Companies Employee Profit Sharing Plan And Trust
Sponsored by Coghlin Companies, Inc. · EIN 042923301 · Plan #001
- Total assets
- $57.7M
- Net assets
- $57.7M
- Active participants
- 700
- With balances
- 934
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Investment Services, Llc | Investment advisory (plan) | $76,567 |
| Bds Consulting Group, Inc. | Recordkeeping | $22,030 |
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $18,211 |
| Bollus Lynch | Accounting | $15,493 |
| Strategic Advisors | Investment advisory (plan) | $11,848 |