AUMdb

Coastline Eap 403(b) Retirement Plan

Sponsored by Coastline Eap · EIN 050413182 · Plan #001

Total assets
$13.9M
Net assets
$13.9M
Active participants
104
With balances
141

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $1,896
The Angell Pension Group, Inc. Other services, Other fees $0