Gulf Coast Social Services 403 B
Sponsored by Gulf Coast Teaching Family Services Inc · EIN 720992051 · Plan #003
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 631
- With balances
- 149
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Second Line Capital, Llc CRD 324386 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Pension | Accounting, Recordkeeping, Consulting (pension) | $5,666 |
| Second Line Capital , Llc | Investment advisory (participants), Investment advisory (plan), Investment management fees (indirect) | $5,631 |
| Proaccount | Investment advisory (participants), Investment advisory (plan), Investment management fees (indirect) | $3,920 |
| Nationwide | Contract administrator, Custodial (securities), Distribution (12b-1) fees | $621 |