Coastal Hospitality Associates, Llc 401(k) Plan
Sponsored by Coastal Hospitality Associates, Llc · EIN 461045825 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 163
- With balances
- 331
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 |
|---|---|---|
| Gratus Wealth Advisors Llc CRD 328641 | deterministic · 100% | 2024 |
| Newedge Advisors, Llc CRD 171351 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Co | Recordkeeping, Investment management, Shareholder servicing fees | $38,465 |
| Gratus Wealth Advisors Llc | Investment advisory (participants) | $23,333 |
| Newedge Advisors Lcc | Investment advisory (participants) | $1,911 |
| Wilshire Associates Inc (Usa) | Investment advisory (participants) | $1,009 |