# Coastal Management Solutions INC 401(k) Plan
Source: https://planprovider.pro/companies/coastal-management-solutions-inc-401k-plan

> Coastal Management Solutions INC's 401(k) plan: 234 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coastal Management Solutions INC

- **Sponsor EIN:** 203458006

- **Sponsor Address:** 300 32ND STREET, VIRGINIA BEACH, VA, 23451

- **Plan Type:** 401(k)

- **Total Participants:** 234

- **Total Assets:** $2.3M

## 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|234|$2.3M|$31,512|$216,719|

| 2023|222|$1.9M|$27,642|$198,895|

| 2022|205|$1.5M|$27,554|$221,576|

## 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|

| COLBY AND COMPANY|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|$2,958|—|—|—|—|

| 2023|$1,575|—|—|—|—|

| 2022|$2,021|—|—|—|—|

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