Employees 401(k) Plan Of Coburn Supply Company, Inc.
Sponsored by Coburn Supply Company, Inc. · EIN 760700401 · Plan #002
- Total assets
- $84.9M
- Net assets
- $84.9M
- Active participants
- 1,206
- With balances
- 1,078
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 |
|---|---|---|
| Stokes Family Office Llc CRD 300899 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $103,735 |
| Stokes Family Office Llc | Investment advisory (plan) | $49,977 |
| Crowe Llp | Accounting | $21,000 |