Plan Snapshot
- Plan Sponsor: Coastal Specialty Forest Products, INC.
- Sponsor EIN: 020368547
- Sponsor Address: 660 RIVER ROAD, BOW, NH, 03304
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $13.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 167 | $13.9M | $400,542 | $886,902 |
| 2023 | 167 | $12.0M | $434,952 | $890,485 |
| 2022 | 149 | $10.4M | $386,993 | $806,430 |
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 |
|---|---|---|---|---|
| WILLIAM KRAUSE, CPA, P.C. | 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 | $48,129 | — | $48,129 | — | — |
| 2023 | $50,640 | — | $41,780 | — | — |
| 2022 | $42,904 | — | $42,904 | — | — |