Coastal Pension Services — 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 Pension Services is reported as a service provider on 20 loaded Form 5500 filing(s) across 19 plan sponsor(s) and 20 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $245,425 and reported indirect compensation totals $18,096.

Reported compensation summary

Reported direct compensation
$245,425
Reported indirect compensation
$18,096
Total reported compensation
$263,521
Filings
20
Plan sponsors
19
Plans
20
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

Plan sponsors reporting the most compensation to Coastal Pension Services
SponsorStatePlansReported compensation
Cua Opco, LLCMD1$67,865
Chaney Enterprises Limited PartnershipMD1$34,051
Arrow Fastener Co., LLCNJ1$32,000
Insight Technology Solutions, LLCMD1$14,975
Ops Consulting, LLCMD1$14,384
Summit Consulting,LLCDC1$13,968
Trimark CorporationIA1$12,842
The George Washington UniversityVA2$11,200
Plex Solutions, LLCMD1$10,821
Roush Holdings, Inc.OH1$8,500

State footprint

Plans reporting Coastal Pension Services are sponsored in MD (11), VA (5), DC (1), IA (1), NJ (1), OH (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Cua Opco, LLCUnited Urology Group Retirement Plan2023$67,865not reported in the loaded dataset
Chaney Enterprises Limited PartnershipChaney Enterprises Companies 401(K) Profit Sharing Plan2023$34,051not reported in the loaded dataset
Arrow Fastener Co., LLCGreat Star Tools Usa, Inc. 401(K) Plan2023$32,000not reported in the loaded dataset
Insight Technology Solutions, LLCInsight Technology Solutions, LLC 401(K) Plan2023$14,975not reported in the loaded dataset
Ops Consulting, LLCOps Consulting, LLC Employees Savings Trust2023$14,384not reported in the loaded dataset
Summit Consulting,LLCSummit Consulting, LLC 401(K) Profit Sharing Plan2023$13,968not reported in the loaded dataset
Trimark CorporationTrimark Corporation 401k Retirement Plan2023$12,842not reported in the loaded dataset
Plex Solutions, LLCPlex Solutions, LLC 401(K) Plan2023$2,075$8,746
Roush Holdings, Inc.Roush Holdings, Inc. 401(K) Plan2023$8,500not reported in the loaded dataset
Sierra Management And Technologies, Inc.Sierra Management And Technologies, Inc. 401(K) Plan2023$8,009not reported in the loaded dataset
Integrity Management Services, Inc.Integrity Management Services, Inc. 401(K) Plan2023$7,296$0
Rapid Financial Services, LLCRapid Financial Services, LLC 401(K) Retirement Plan2023$0$6,820
The George Washington UniversityThe George Washington University Retirement Plan For Faculty And Staff2023$6,100not reported in the loaded dataset
Power Component Systems, Inc.Power Component Systems, Inc. Employee 401(K)/Profit Sharing Plan2023$5,500not reported in the loaded dataset
The George Washington UniversityThe George Washington University Supplemental Retirement Plan2023$5,100not reported in the loaded dataset
Maryland University Of Integrative HealthMaryland University Of Integrative Health 403(B) Plan2023$1,500$2,530
Aac Inc.Aac Inc. 401(K) Profit Sharing Plan2023$3,650$0
Hendall Inc.Hendall Inc. 401(K) Plan2023$3,550not reported in the loaded dataset
Oliff PlcOliff Plc Profit Sharing Plan2023$2,370not reported in the loaded dataset
Miller Refrigeration, Inc.Miller Refrigeration, Inc. Profit Sharing Plan2023$1,690not reported in the loaded dataset

Related Form 5500 pages