Plan Snapshot
- Plan Sponsor: Coastal Farm & Home Supply, LLC
- Sponsor EIN: 261748412
- Sponsor Address: 976 S. CURLEW DR, AMMON, ID, 83406
- Plan Type: 401(k)
- Total Participants: 686
- Total Assets: $10.5M
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 | 686 | $10.5M | $240,451 | $812,003 |
| 2023 | 595 | $11.0M | $384,638 | $1.0M |
| 2022 | 710 | $11.4M | $465,005 | $1.2M |
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 |
|---|---|---|---|---|
| POSTON DENNEY & KILLPACK, PLLC | 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 | $76,341 | $44,994 | $31,347 | — | — |
| 2023 | $67,210 | $41,159 | $26,051 | — | — |
| 2022 | $72,401 | — | $72,401 | — | — |