Coastal Ridge Real Estate Partners 401(k) Plan
Sponsored by Coastal Ridge Management Llc · EIN 475152254 · Plan #001
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 601
- With balances
- 467
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trinity Pension Consultants, Inc. | Contract administrator | $13,620 |
| Empower Annuity Insurance Company | Recordkeeping fees | $5,337 |
| Empower Advisory Group, Llc | Investment management | $5,076 |