Coast360 Federal Credit Union 401(k) Plan
Sponsored by Coast360 Federal Credit Union · EIN 960001016 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 135
- With balances
- 163
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 |
|---|---|---|
| Asia Pacific Financial Management Group, Inc. CRD 32338 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Asia Pacific Financial Management G | Investment advisory (plan) | $76,384 |
| Ascensus, Llc | Recordkeeping | $3,705 |