Plans listing this provider
21
0.04% of the 56,420 plans with Schedule H financials; 17 in 2023
Providers › Coastal Pension Services
Coastal Pension Services
- Service provider, as named on Schedule C
- EIN 521053785
- Plan year 2024
- Direct compensation reported $128,327
Assets of those plans
$736,626,577
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
5
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$128,327
62% 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 |
|---|---|---|
| 49 | Other services | 13 |
| 99 | Other fees | 11 |
| 13 | Contract administrator | 10 |
| 15 | Recordkeeping and information management | 4 |
| 10 | Accounting (including auditing) | 3 |
| 37 | Participant loan processing | 3 |
| 64 | Recordkeeping fees | 3 |
| 17 | Consulting (pension) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| My 401(k) Plan | Group Plan Systems | $102,809,478 | 2,338 | $531 |
| Inovex Information Systems 401(k) Plan | Inovex Information Systems | $89,573,320 | 753 | $27,490 |
| SC&H Group, Inc. 401(k) Profit Sharing Planrecordkeeper | SC&H Group | $73,968,676 | 439 | $13,131 |
| Chaney Enterprises Companies 401(k) Profit Sharing Plan | Chaney Materials | $70,132,036 | 864 | $35,820 |
| LS Technologies Retirement Savings Plan | LS Technologies | $56,615,041 | 441 | $0 |
| Northeastern Supply, Inc. 401(k) Plan | Northeastern Supply | $39,562,614 | 410 | $0 |
| Public Policy Holding Company, Inc. 401(k) Plan | Public Policy Holding | $39,294,861 | 289 | $8,532 |
| Axiologic Solutions 401(k) Plan | Axiologic Solutions | $39,077,939 | 309 | $0 |
| Torti Gallas and Partners, Inc. 401(k) Profit Sharing Plan | Torti Gallas and Partners | $31,892,512 | 176 | $9,675 |
| Artis Senior Living Retirement Savings and Investment Plan | Artis Holdings | $30,217,238 | 428 | $0 |
| Great Star Tools USA, Inc. 401(k) Plan | Arrow Fastener | $29,722,858 | 460 | $6,938 |
| Employee Benefit Plan of Fearless Solutions, LLC | Fearless Solutions | $23,014,724 | 326 | $0 |
| AAC Inc. 401(k) Profit Sharing Planrecordkeeper | AAC | $20,362,260 | 154 | $3,395 |
| Rapid Financial Services, LLC 401(k) Retirement Plan | Rapid Financial Services | $19,927,102 | 233 | $0 |
| Directviz Solutions LLC 401(k) | Directviz Solutions | $15,897,697 | 375 | $0 |
| Power Component Systems, Inc. Employee 401(k)/profit Sharing Plan | Power Component Systems | $15,082,652 | 314 | $6,570 |
| Sierra Management and Technologies, Inc. 401(k) Plan | Sierra Management and Technologies | $13,663,603 | 127 | $8,329 |
| Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan | Susan Gage Caterer | $9,236,463 | 170 | $0 |
| D & F, Lobo Construction, Inc. Profit Sharing Planrecordkeeper | D & F Construction | $6,141,808 | 169 | $669 |
| Blackwood of DC LLC 401(k) Planrecordkeeper | Blackwood of DC | $6,043,147 | 111 | $3,655 |
| Identity, Inc. 401(k) Planrecordkeeper | Identity | $4,390,548 | 171 | $3,592 |
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.