Coilplus, Inc. Retirement Plan And Trust
Sponsored by Coilplus, Inc. · EIN 371584071 · Plan #001
- Total assets
- $60.6M
- Net assets
- $60.6M
- Active participants
- 460
- With balances
- 760
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 |
|---|---|---|
| Highland Consulting Associates Inc. CRD 109834 | fuzzy_auto · 98% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Highland Consulting Associates, In | Investment advisory (plan) | $53,772 |
| Sikich Cpa Llc | Accounting | $19,750 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $18,738 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$91,216 |