Coins Usa Retirement Plan
Sponsored by Construction Industry Solutions · EIN 141583023 · Plan #001
- Total assets
- $21.7M
- Net assets
- $21.7M
- Active participants
- 211
- With balances
- 160
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 |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Equitable Advisors Llc | Investment advisory (plan) | $48,267 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$3,588 |