AUMdb

Seacoast Motorcycles, Inc. Retirement Plan

Sponsored by Seacoast Motorcycles, Inc. · EIN 021245493 · Plan #002

Total assets
$8.0M
Net assets
$8.0M
Active participants
95
With balances
111

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
Summit Wealth Group, Llc CRD 166118 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Summit Wealth Group Investment advisory (plan), Investment management fees (direct) $48,507
Pcs Retirement, Llc Claims processing, Recordkeeping, Consulting (general) $20,862