Plan Snapshot
- Plan Sponsor: Coastal Family Health Center,INC
- Sponsor EIN: 640592416
- Sponsor Address: 10467 CORPORATE DRIVE, GULFPORT, MS, 39503
- Plan Type: DC
- Total Participants: 528
- Total Assets: $10.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 528 | $10.3M | $430,746 | $643,082 |
| 2023 | 252 | $10.2M | $440,303 | $642,152 |
| 2022 | 284 | $8.9M | $448,840 | $621,002 |
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 |
|---|---|---|---|---|
| AVIZO GROUP INC | 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 | $9,690 | — | — | — | — |
| 2023 | $4,600 | — | $4,600 | — | — |
| 2022 | $4,330 | — | $4,330 | — | — |