Plan Snapshot
- Plan Sponsor: Coast360 Federal Credit Union
- Sponsor EIN: 960001016
- Sponsor Address: 450 ROUTE 8, MAITE, GU, 96910
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 135 | $9.1M | $312,950 | $401,290 |
| 2023 | 127 | $8.0M | $282,654 | $357,631 |
| 2022 | 123 | $6.9M | $290,272 | $365,808 |
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 |
|---|---|---|---|---|
| BCM LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BCM LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $80,089 | $76,384 | — | — | — |
| 2023 | $67,240 | $64,510 | $2,730 | — | — |
| 2022 | $67,116 | — | — | — | $67,116 |