Coating Place, Inc. Profit Sharing & 401(k) Plan
Sponsored by Coating Place, Inc. · EIN 391949466 · Plan #001
- Total assets
- $31.6M
- Net assets
- $31.6M
- Active participants
- 143
- With balances
- 225
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 |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $42,593 |
| Oneamerica Investment Advisory Svcs | Investment management, Investment management fees (direct) | $8,517 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |