Plan Snapshot
- Plan Sponsor: Coastal Horizons Center, INC.
- Sponsor EIN: 560950370
- Sponsor Address: 615 SHIPYARD BLVD, WILMINGTON, NC, 28412
- Plan Type: 401(k)
- Total Participants: 628
- Total Assets: $15.2M
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 | 628 | $15.2M | $824,294 | $1.1M |
| 2023 | 491 | $12.6M | $735,122 | $995,738 |
| 2022 | 468 | $9.2M | $640,232 | $825,264 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $77,878 | $11,952 | — | — | — |
| 2023 | $53,179 | — | — | — | — |
| 2022 | $54,721 | $6,233 | $48,488 | — | — |