Plan Snapshot
- Plan Sponsor: Coast Aluminum, INC.
- Sponsor EIN: 943146270
- Sponsor Address: PO BOX 2144, SANTA FE SPRINGS, CA, 90670
- Plan Type: 401(k)
- Total Participants: 594
- Total Assets: $19.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 594 | $19.4M | $0 | $1.8M |
| 2023 | 566 | $18.0M | $12,167 | $1.7M |
| 2022 | 621 | $15.6M | $1.3M | $1.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $79,121 | — | $79,121 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISORY | $43,847 | $10 | $43,857 |
| RICHEY, MAY & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — INVESTMENT ADVISORY
- RICHEY, MAY & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,978
- Estimated Expense Ratio: 0.635% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $122,968 | $43,847 | $79,121 | — | — |
| 2023 | $122,706 | $45,469 | $77,237 | — | — |
| 2022 | $72,001 | $9,653 | $62,348 | — | — |