AUMdb

Coastal Specialty Forest Products, Inc. 401(k) Profit Sharing Plan

Sponsored by Coastal Specialty Forest Products, Inc. · EIN 020368547 · Plan #001

Total assets
$13.9M
Net assets
$13.9M
Active participants
167
With balances
118

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
Empower Advisory Group, Llc CRD 112058 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $34,974
Nbt Bank Na Dba Tpa Experts Contract administrator $11,244
Empower Advisory Tgroup, Llc Investment management $3,740
Mml Investors Services Llc Other commissions $0