# Coastline Track, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/coastline-track-llc-992325600-501

> Coastline Track, LLC's Health & Welfare plan: 12 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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