Plan Snapshot
- Plan Sponsor: Coastal Deli, INC. Dba Jason'S Deli
- Sponsor EIN: 742716537
- Sponsor Address: 6000 S. STAPLES, SUITE 300, CORPUS CHRISTI, TX, 78413
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $4.2M
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 | 269 | $4.2M | $87,453 | $211,708 |
| 2023 | 276 | $3.6M | $87,654 | $195,393 |
| 2022 | 266 | $2.9M | $76,259 | $170,552 |
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 |
|---|---|---|---|---|
| GF VALDEZ, P.C. | Auditor | — | — | $0 |
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 | $5,030 | — | $4,105 | — | — |
| 2023 | $3,071 | — | $3,071 | — | — |
| 2022 | $3,772 | — | $3,772 | — | — |