# Coastal Orthopedic Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/coastal-orthopedic-associates-inc-401k-plan

> Coastal Orthopedic Associates, INC.'s 401(k) plan: 27 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coastal Orthopedic Associates, INC.

- **Sponsor EIN:** 042527022

- **Sponsor Address:** 152 CONANT STREET, BEVERLY, MA, 01915

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

- **Total Participants:** 27

- **Total Assets:** $5.2M

## 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|27|$5.2M|$101,444|$193,475|

| 2023|24|$4.4M|$80,897|$164,315|

| 2022|23|$3.6M|$95,173|$159,412|

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