Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan And Trust
Sponsored by Coastal Federal Credit Union · EIN 560904243 · Plan #001
- Total assets
- $60.0M
- Net assets
- $60.0M
- Active participants
- 522
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Members Capital Advisors, Inc. CRD 105960 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Legal & General Inv Mgmt America | Investment management fees (direct) | $61,405 |
| Members Capital Advisors Inc | Investment advisory (plan), Investment management fees (direct) | $43,125 |