AUMdb

Coastal Detention Holdings, Llc 401(k) Plan

Sponsored by Trussbilt, Llc · EIN 201525403 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
289
With balances
166

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
Ria Advisory Group, Llc CRD 152566 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $29,364
Ria Advisory Group, Llc Investment advisory (plan), Direct payment from the plan $17,515
Definiti, Llc Contract administrator, Direct payment from the plan, Other fees $4,718
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0