Coastal Gulf & International, Inc. 401(k) Profit Sharing Plan
Sponsored by Coastal Gulf & International, Inc. · EIN 720846457 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 190
- With balances
- 126
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Other insurance wrap fees, Participant loan processing | $17,556 |
| Proaccount | Investment advisory (participants) | $5,620 |
| The Haslauer Group, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,540 |
| Morgan Stanley Smith Barney Ll | Investment advisory (participants), Investment advisory (plan) | $0 |