AUMdb

Gulf Coast Bank Retirement Plan

Sponsored by Gulf Coast Bank · EIN 720695783 · Plan #001

Total assets
$20.2M
Net assets
$20.2M
Active participants
85
With balances
138

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Gulf Coast Bank Accounting $10,387
Empower Advisory Group, Llc Investment management $3,965
Empower Annuity Insurance Company Recordkeeping fees $2,100