Coastal Carolina Health Care, P.A. Ees' 401(k) Savings & Profit Sharing Plan
Sponsored by Coastal Carolina Health Care, P.A. · EIN 562054060 · Plan #001
- Total assets
- $71.8M
- Net assets
- $71.8M
- Active participants
- 532
- With balances
- 640
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 |
|---|---|---|
| Whitener Capital Management, Inc CRD 106865 | deterministic · 100% | 2024 |
| Bluesky Wealth Advisors, Llc CRD 116760 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $128,538 |
| Whitener Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $14,037 |
| Bluesky Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $7,175 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $349 |