# Coastal Community Action, INC. 401(k) Plan
Source: https://planprovider.pro/companies/coastal-community-action-inc-401k-plan

> Coastal Community Action, INC.'s 401(k) plan: 106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coastal Community Action, INC.

- **Sponsor EIN:** 566075606

- **Sponsor Address:** PO BOX 729, NEWPORT, NC, 285700729

- **Plan Type:** 401(k)

- **Total Participants:** 106

- **Total Assets:** $5.0M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|106|$5.0M|$158,144|$173,503|

| 2023|101|$4.7M|$109,792|$140,046|

| 2022|84|$4.6M|$119,906|$176,566|

## 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|

| EDWARD D JONES & CO LP|RETAINED BY EMPLOYER|$13,218|—|$13,218|

| JOHN HANCOCK|RECORDKEEPER|$12,683|—|$12,683|

| PBMARES, LLP|AUDITOR|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [PBMARES, LLP](https://planprovider.pro/provider/pbmares-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,901

- **Estimated Expense Ratio:** 0.624% 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|$33,187|$19,099|$12,683|—|—|

| 2023|$8,103|$2,823|$5,280|—|—|

| 2022|$2,885|—|—|—|—|

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