Coastal Capital Group — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Coastal Capital Group is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $257,306 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $257,306
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $257,306
- Filings
- 8
- Plan sponsors
- 8
- Plans
- 8
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Mimecast North America, Inc. | MA | 1 | $106,191 |
| Canaccord Genuity LLC | NY | 1 | $39,584 |
| Excelitas Technologies | MA | 1 | $30,000 |
| Rapid7 LLC | MA | 1 | $29,994 |
| Acquia, Inc. | MA | 1 | $20,327 |
| Acronis, Inc. | MA | 1 | $13,560 |
| Heilind Electronics, Inc. | MA | 1 | $12,481 |
| Lakeside Software, LLC | MA | 1 | $5,169 |
State footprint
Plans reporting Coastal Capital Group are sponsored in MA (7), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Mimecast North America, Inc. | Mimecast North America, Inc. 401(K) Plan | 2023 | $106,191 | not reported in the loaded dataset |
| Canaccord Genuity LLC | Canaccord Genuity LLC 401(K) Plan | 2023 | $39,584 | not reported in the loaded dataset |
| Excelitas Technologies | Excelitas Technologies Savings Plan | 2023 | $30,000 | not reported in the loaded dataset |
| Rapid7 LLC | Rapid7 LLC 401(K) Plan | 2023 | $29,994 | not reported in the loaded dataset |
| Acquia, Inc. | Acquia, Inc. 401(K) Plan | 2023 | $20,327 | not reported in the loaded dataset |
| Acronis, Inc. | Acronis, Inc. 401(K) Plan | 2023 | $13,560 | not reported in the loaded dataset |
| Heilind Electronics, Inc. | Heilind Electronics, Inc. 401(K) Plan | 2023 | $12,481 | not reported in the loaded dataset |
| Lakeside Software, LLC | Lakeside Software 401(K) Plan | 2023 | $5,169 | not reported in the loaded dataset |
Related Form 5500 pages
- Mimecast North America, Inc. 401(K) Plan (plan 001)
- Mimecast North America, Inc. — all reported plans
- Canaccord Genuity LLC 401(K) Plan (plan 002)
- Canaccord Genuity LLC — all reported plans
- Excelitas Technologies Savings Plan (plan 001)
- Excelitas Technologies — all reported plans
- Rapid7 LLC 401(K) Plan (plan 001)
- Rapid7 LLC — all reported plans
- Acquia, Inc. 401(K) Plan (plan 001)
- Acquia, Inc. — all reported plans
- Acronis, Inc. 401(K) Plan (plan 001)
- Acronis, Inc. — all reported plans
- Heilind Electronics, Inc. 401(K) Plan (plan 002)
- Heilind Electronics, Inc. — all reported plans
- Lakeside Software 401(K) Plan (plan 001)
- Lakeside Software, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources