Plan Snapshot
- Plan Sponsor: Coastal Gulf & International, INC.
- Sponsor EIN: 720846457
- Sponsor Address: PO BOX 429, KENNER, LA, 70063
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $8.4M
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 | 190 | $8.4M | $269,527 | $595,007 |
| 2023 | 190 | $7.5M | $252,061 | $627,518 |
| 2022 | 180 | $6.8M | $251,413 | $629,291 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Recordkeeper | $17,556 | — | $17,556 |
| MORGAN STANLEY SMITH BARNEY LL | Investment Advisor | — | $15,697 | $15,697 |
| THE HASLAUER GROUP, INC. | Recordkeeper | $3,540 | $3,773 | $7,313 |
| PROACCOUNT | Investment Advisor | $5,620 | — | $5,620 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
- MORGAN STANLEY SMITH BARNEY LL — Investment Advisor
- PROACCOUNT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,186
- Estimated Expense Ratio: 0.547% 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 | $9,957 | — | $9,957 | — | — |
| 2023 | $8,290 | — | $8,290 | — | — |
| 2022 | $6,676 | — | $6,676 | — | — |