Coulter Affiliates 401(k) Plan
Sponsored by Coulter Cadillac, Inc. · EIN 860081209 · Plan #003
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 374
- With balances
- 328
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $34,517 |
| Capfinancial Partners Llc | Investment advisory (participants), Investment advisory (plan) | $34,071 |
| Pietzsch, Bonnett & Womack, P.A. | Legal | $8,259 |