AUMdb

West Coast Code Consultants Inc. 401 K Plan

Sponsored by West Coast Code Consultants Inc. · EIN 204707579 · Plan #001

Total assets
$18.9M
Net assets
$18.9M
Active participants
102
With balances
145

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
The Vanguard Group, Inc. CRD 105958 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Valley Forge Investment Consultants Other fees $32,268
The Vanguard Group, Inc. Investment advisory (plan) $8,478
Valley Forge Pension Management Other services $1,320

Filing history

Plan year Assets Participants Source
01/01/2024 $18.9M 102 ack 20260319153905NAL0004158897001
01/01/2021 $13.4M 108 ack 20250728130332NAL0000795747001
01/01/2020 $11.6M 104 ack 20250306121320NAL0005333427001