Plan Snapshot
- Plan Sponsor: Coastal Energy Corporation
- Sponsor EIN: 431243469
- Sponsor Address: ONE COASTAL DRIVE, WILLOW SPRINGS, MO, 65793
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $4.7M
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 | 115 | $4.7M | $221,882 | $485,226 |
| 2023 | 127 | $4.1M | $225,837 | $433,619 |
| 2022 | 122 | $3.3M | $195,821 | $358,313 |
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 |
|---|---|---|---|---|
| SQUARE HOUSE, LLC | 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 | $25,503 | $10,527 | $14,976 | — | — |
| 2023 | $20,209 | $8,783 | $11,426 | — | — |
| 2022 | $14,474 | — | $14,474 | — | — |