Plan Snapshot
- Plan Sponsor: Coastal Villages Region Fund
- Sponsor EIN: 920156736
- Sponsor Address: 711 H ST STE 200, ANCHORAGE, AK, 99501
- Plan Type: DC
- Total Participants: 339
- Total Assets: $25.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 339 | $25.0M | $836,866 | $1.5M |
| 2023 | 350 | $22.5M | $854,938 | $1.5M |
| 2022 | 375 | $17.9M | $834,823 | $1.3M |
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 |
|---|---|---|---|---|
| CBIZ CPAS 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 | $57,256 | $47,300 | $9,956 | — | — |
| 2023 | $55,274 | — | $55,274 | — | — |
| 2022 | $32,229 | — | $32,229 | — | — |