Plan Snapshot
- Plan Sponsor: Coastal Ridge Management LLC
- Sponsor EIN: 475152254
- Sponsor Address: 80 E. RICH ST., COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 601
- Total Assets: $14.5M
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 | 601 | $14.5M | $1.1M | $1.8M |
| 2023 | 525 | $12.2M | $1.1M | $2.0M |
| 2022 | 486 | $7.7M | $864,978 | $1.5M |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | 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 | $25,451 | $5,076 | — | — | — |
| 2023 | $6,274 | — | — | — | — |
| 2022 | $5,118 | — | $5,118 | — | — |