Coastal Federal Credit Union 401(k) Plan And Trust
Sponsored by Coastal Federal Credit Union · EIN 560904243 · Plan #002
- Total assets
- $89.3M
- Net assets
- $89.3M
- Active participants
- 613
- With balances
- 750
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Members Capital Advisors, Inc. CRD 105960 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cmfg Life Insurance Company | Recordkeeping, Consulting (pension), Investment management | $168,249 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $50,000 |
| Members Capital Advisors, Inc. D/B/ | Investment advisory (plan), Investment management fees (direct) | $13,853 |