Plan Snapshot
- Plan Sponsor: Coastline Lab Management INC
- Sponsor EIN: 813625643
- Sponsor Address: 6 BENDIX, IRVINE, CA, 926182006
- Plan Type: 401(k)
- Total Participants: 36
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 36 | $2.2M | $140,277 | $209,325 |
| 2023 | 41 | $2.3M | $174,495 | $335,748 |
| 2022 | 72 | $1.6M | $137,358 | $378,815 |
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 |
|---|---|---|---|---|
| WERTZ & COMPANY, LLP | 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 | $2,355 | — | $2,355 | — | — |
| 2023 | $1,060 | — | $1,060 | — | — |
| 2022 | $660 | — | $660 | — | — |