Coastal Cloud 401(k) Plan
Sponsored by Coastal Cloud, Llc · EIN 611706373 · Plan #001
- Total assets
- $40.9M
- Net assets
- $40.9M
- Active participants
- 480
- With balances
- 518
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services. | Investment advisory (plan), Direct payment from the plan | $52,178 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $46,348 |