Coastal Energy Corporation 401(k) Profit Sharing Plan
Sponsored by Coastal Energy Corporation · EIN 431243469 · Plan #002
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 115
- With balances
- 107
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 |
|---|---|---|
| Ceera Investments, Llc CRD 135179 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $14,976 |
| Cetera Investment Llc | Investment advisory (plan), Consulting fees | $10,527 |