AUMdb

Coughlan Companies Retirement Plan

Sponsored by Coughlan Companies, Llc · EIN 824045107 · Plan #001

Total assets
$38.3M
Net assets
$38.3M
Active participants
190
With balances
333

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $37,063