Plan Snapshot
- Plan Sponsor: Coastal Management LLC
- Sponsor EIN: 800705181
- Sponsor Address: 5900 CORE ROAD, NORTH CHARLESTON, SC, 29406
- Plan Type: 401(k)
- Total Participants: 1,076
- Total Assets: $1.3M
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 | 1,076 | $1.3M | $201,469 | $341,419 |
| 2023 | 793 | $797,173 | $190,464 | $299,189 |
| 2022 | 762 | $315,656 | $145,672 | $211,531 |
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 |
|---|---|---|---|---|
| GBQ PARTNERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS LLC — 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 | $12,160 | $4,805 | — | — | — |
| 2023 | $7,524 | $2,359 | — | — | — |
| 2022 | $3,683 | — | — | — | — |