# Coastline Lab Management INC 401(k) Plan
Source: https://planprovider.pro/companies/coastline-lab-management-inc-401k-plan

> Coastline Lab Management INC's 401(k) plan: 36 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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