Coachsource Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Coachsource Llc · EIN 261191785 · Plan #002
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 451
- With balances
- 300
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 |
|---|---|---|
| Wealthcare Advisory Partners Llc CRD 171976 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $9,328 |
| Wealthcare Advisory Partners Llc | Investment advisory (participants) | $9,277 |