Coker University Retirement Plan
Sponsored by Coker University · EIN 570324916 · Plan #001 · Hartsville, SC
- Total assets
- $30.0M
- Net assets
- $30.0M
- Active participants
- 162
- With balances
- 332
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Planpilot, Llc CRD 160319 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Plan Pilot, Llc | Investment advisory (plan) | $21,034 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $11,778 |
| New Pinnacle Consulting Group, Llc | Consulting (pension) | $6,444 |