Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan And Trust
Sponsored by Coats, Rose, Yale, Ryman & Lee, P.C. · EIN 760294490 · Plan #002
- Total assets
- $75.9M
- Net assets
- $75.9M
- Active participants
- 107
- With balances
- 153
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Investments Ins Operations Co. | Recordkeeping fees, Securities brokerage commissions, Participant loan processing | -$15,635 |