Plan Snapshot
- Plan Sponsor: Coastline Track, LLC
- Sponsor EIN: 992325600
- Sponsor Address: 10198 BELLWRIGHT ROAD, SUMMERVILLE, SC, 29484
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 12
- Total Assets: $49,885
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 12 | $49,885 | $0 | $0 |
| 2024 | 12 | $8,365 | $85,365 | $58,904 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $11,380 | — | $11,380 |
| ACS BENEFITS SERVICES, LLC | Other Service Provider | $5,775 | — | $5,775 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,155
- Estimated Expense Ratio: 34.389% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $170,226 | — | — | — | — |
| 2024 | $186,326 | — | — | — | — |