Plans listing this provider
17
0.03% of the 56,420 plans with Schedule H financials; 18 in 2023
Providers › Coastal Pension Services
Coastal Pension Services
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $211,895
Assets of those plans
$412,670,678
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$211,895
88% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 13 | Contract administrator | 16 |
| 54 | Sales loads (front end and deferred) | 1 |
| 37 | Participant loan processing | 1 |
| 15 | Recordkeeping and information management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Oliff PLC Profit Sharing Plan | Oliff | $87,943,206 | 181 | $1,840 |
| Nutramax Laboratories, Inc. 401(k) Profit Sharing Plan | Nutramax Laboratories | $74,170,410 | 955 | $20,890 |
| Star Leasing Company, LLC 401(k) Planrecordkeeper | Star Leasing | $28,803,784 | 606 | $300 |
| Pala Group, Inc. Savings Plan and Trust | Pala Group | $25,484,643 | 714 | $11,633 |
| Trimark Corporation 401(k) Retirement Plan | Trimark | $25,314,785 | 321 | $12,050 |
| Alpha Omega Integration, LLC 401(k) Retirement Trust | Alpha Omega Integration | $24,150,241 | 624 | $32,984 |
| Clearedge IT Solutions, LLC 401(k) P/S Plan | Clearedge IT Solutions | $23,524,846 | 131 | $2,215 |
| Roush Holdings, Inc. 401(k) Plan | Roush Holdings | $22,434,069 | 330 | $15,846 |
| Terrazzo & Marble Supply Companies 401(k) Plan | Terrazzo & Marble Supply Co. of Illinois | $17,081,112 | 147 | $1,840 |
| Global Impact 401(k) Profit Sharing Plan & Trust | Global Impact | $15,838,623 | 230 | $85 |
| Plex Solutions, LLC 401(k) Plan | Plex Solutions | $15,499,898 | 209 | $2,325 |
| Summit Consulting, LLC 401(k) Profit Sharing Plan | Summit Consulting | $13,180,033 | 167 | $11,952 |
| Spalding Dedecker Associates, Inc. 401(k) Retirement Plan | Spalding Dedecker Associates | $12,721,927 | 149 | $0 |
| C.S.S. Retirement Savings Plan | Consumer Support Services | $11,889,637 | 582 | $84,104 |
| Miller Refrigeration, Inc. Profit Sharing Plan | Miller Refrigeration | $10,837,913 | 176 | $1,205 |
| Insight Technology Solutions, LLC 401(k) Plan | Insight Technology Solutions | $3,795,542 | 134 | $12,626 |
| OPS Consulting, LLC Employees Savings Trust | OPS Consulting | $9 | 1 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.