# Coast360 Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/coast360-federal-credit-union-401k-plan

> Coast360 Federal Credit Union's 401(k) plan: 135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ASIA PACIFIC FINANCIAL MANAGEMENT G|FINANCIAL ADVISOR|$76,384|—|$76,384|

| BCM LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BCM LLC](https://planprovider.pro/provider/bcm-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $76,384

- **Estimated Expense Ratio:** 0.840% 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|$80,089|$76,384|—|—|—|

| 2023|$67,240|$64,510|$2,730|—|—|

| 2022|$67,116|—|—|—|$67,116|

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