C. J. Coakley Co., Inc. 401(k) & Davis Bacon Plan
Sponsored by C. J. Coakley Co., Inc. · EIN 540804860 · Plan #005
- Total assets
- $25.3M
- Net assets
- $25.3M
- Active participants
- 330
- With balances
- 459
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Benefits & Insurance Services | Contract administrator | $46,989 |
| Cbiz Investment Advisory Services, | Investment advisory (plan) | $43,855 |
| Empower Advisory Group | Investment management | $40,001 |
| Empower Annuity Insurance Company | Recordkeeping fees | $28,820 |
| Yount, Hyde & Barbour | Accounting | $23,000 |