Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan
Sponsored by Coastal Beverage Company, Inc. · EIN 560694530 · Plan #001 · Wilmington, NC
- Total assets
- $27.1M
- Net assets
- $27.1M
- Active participants
- 550
- With balances
- 577
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Earney & Company Pllc | Accounting | $32,600 |
| Capfinancial Partners Llc | Investment advisory (plan) | $31,714 |
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Investment management | $24,266 |