Plan Snapshot
- Plan Sponsor: Coastal Cloud, LLC
- Sponsor EIN: 611706373
- Sponsor Address: 1 HAMMOCK BEACH PARKWAY, PALM COAST, FL, 32137
- Plan Type: 401(k)
- Total Participants: 480
- Total Assets: $40.9M
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 | 480 | $40.9M | $2.1M | $4.9M |
| 2023 | 445 | $30.7M | $1.8M | $4.3M |
| 2022 | 494 | $19.9M | $1.6M | $3.8M |
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 |
|---|---|---|---|---|
| YOUNT, HYDE & BARBOUR, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YOUNT, HYDE & BARBOUR, P.C. — 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 | $98,527 | $52,178 | $46,349 | — | — |
| 2023 | $68,758 | $28,006 | $40,752 | — | — |
| 2022 | $33,978 | — | $33,978 | — | — |