Plan profile · 2023
COASTAL VILLAGES REGION FUND
CVRF RETIREMENT PLAN · –
Sponsor contact
Address711 H ST STE 200, ANCHORAGE
State / ZIPAK 99501
Phone9072785151
EIN / Plan #920156736 / 001
Plan health
Assets (EOY)$23M
Participants350
Avg balance$64k
Employer contrib$855k
Distributions$1M
Red flags
Delinquent contribs$255k
Fidelity bond$500k
Bond adequate?yes
AuditorCBIZ CPAS P. C.
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| AMERIPRISE FINANCIAL SERVICES | – | $48k |
| MINNESOTA LIFE INSURANCE COMPANY | 410417830 | $7k |