# Coastal Construction Group Of South Florida, INC. Dba Coastal Construc 401(k) Plan
Source: https://planprovider.pro/companies/coastal-construction-group-401k-plan

> Coastal Construction Group Of South Florida, INC. Dba Coastal Construc's 401(k) plan: 441 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coastal Construction Group Of South Florida, INC. Dba Coastal Construc

- **Sponsor EIN:** 650802683

- **Sponsor Address:** 5959 WATERFORD DISTRICT DR STE 200, MIAMI, FL, 331262052

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

- **Total Participants:** 441

- **Total Assets:** $49.9M

## 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|441|$49.9M|$1.6M|$3.7M|

| 2023|416|$42.6M|$1.3M|$3.1M|

| 2022|337|$37.9M|$1.2M|$2.8M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$131,323|—|$131,323|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISOR / INVESTMENT MGMT|$63,329|—|$63,329|

| CBIZ CPAS PC|AUDITOR|$32,550|—|$32,550|

| CBIZ CPAS|Auditor|$32,550|—|$32,550|

| BROWN & BROWN OF FLORIDA INC|INVESTMENT ADVISOR|$16,949|—|$16,949|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $276,701

- **Estimated Expense Ratio:** 0.554% 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|$244,151|$80,278|—|$32,550|—|

| 2023|$200,501|$70,953|—|$15,750|—|

| 2022|$208,835|$155,077|$48,758|—|$5,000|

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