Coastal Eye Group, Pc 401(k) Profit Sharing Plan
Sponsored by Coastal Eye Group, Pc · EIN 570636724 · Plan #001
- Total assets
- —
- Net assets
- —
- Active participants
- 77
- With balances
- 95
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 |
|---|---|---|
| Websterrogers Financial Advisors, Llc CRD 121006 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Websterrogers Financial Advisor Llc | Investment advisory (plan), Investment advisory (participants) | $22,331 |
| Newport Group, Inc. | Recordkeeping, Contract administrator | $12,583 |
| Newport Trust Company | Trustee (institutional), Trustee (directed) | $5,323 |