Coastal States Bank 401(k) Plan
Sponsored by Coastal States Bank · EIN 030546702 · Plan #101
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 182
- With balances
- 210
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $49,629 |
| Onedigital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $32,862 |
| Orenda Retirement Llc | Contract administrator, Direct payment from the plan, Other fees | $8,192 |