Filings through Sep 24, 2026.

Retirement plan

Coast Professional Inc. Profit Sharing Plan

Name: COAST PROFESSIONAL INC. - COAST PROFESSIONAL INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: COAST PROFESSIONAL INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COAST PROFESSIONAL INC. PROFIT SHARING PLAN, COAST PROFESSIONAL INC.

Coast Professional Inc.EIN 33-0791735Plan #001PY 2024

651 DOWNING PINES RD - WEST MONROE, LA 71201318-807-4500

Prospect flagsLow returnsLow assets / participantLow employer contributionLow participant contributionFew collective trustsFund lineup: 18 funds, $8.9M

How to read this page

Total assets (EOY)

$9M

+18.2% from 2023

Total participants

759

+21.6% from 2023

Average account balance

$12,401

-4.9% from 2023

Annual return

11.30%

-18.00 pp from 2023

Benchmarks

See 1,551 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants250-999

Cohort1,551 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS7 years Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044	Recordkeeping	$76,221
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843	Recordkeeping	$28,241
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085	Advisory (Plan)	$22,880

Fund lineup

CSV with Pro

18 funds of $250K or more; 22 lines in all, holding $8.9M of the plan's $9.0M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).

In collective trusts0%median 0% for plans of $5M to $50M (35,181 plans)

In index funds9%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series0%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Invesco Diversified Dividend Fund Class R6 Invesco · Mutual fund	Invesco	Mutual fund	$1.6M	18.1%
iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index	BlackRock	ETF	$755K	8.5%
American Funds Washington Mutual R6 Capital Group · Mutual fund	Capital Group	Mutual fund	$569K	6.4%
Massachusetts Investors Trust R6 MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$569K	6.4%
NEW Perspective Fund Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$523K	5.9%
MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$475K	5.4%
Invesco International Growth Fund Class R6 Invesco · Mutual fund	Invesco	Mutual fund	$458K	5.2%
Putnam Stable Value Fund 20 Franklin Templeton · Stable value Stable value	Franklin Templeton	Stable value	$425K	4.8%
NEW World Fund INC Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$415K	4.7%
Franklin Small CAP Value Fund Class R6 Franklin Templeton · Mutual fund	Franklin Templeton	Mutual fund	$360K	4.1%

See the other 12 lines in this lineup with Solo.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

4 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$104K

$186 / participant

Contract admin$104K100.0%

% of EOY assets

1.167%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BONADIO & CO. LLP
Auditor EIN: 161131146
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS7 years

Filed as: TRANSAMERICA RETIREMENT SOLUTIONS,

Service code 15 · EIN 13-3689044

Recordkeeping

$76,221

ASCENSUS LLC5 years

Filed as: FUTUREPLAN BY ASCENSUS

Service code 15 · EIN 82-3719843

Recordkeeping

$28,241

THE BANK OF NEW YORK MELLON5 years

Filed as: BANK OF AMERICA NA

Service code 27 · EIN 13-5674085

Advisory (Plan)

$22,880

Fund

Dollars

% of funds%

Invesco Diversified Dividend Fund Class R6

Invesco · Mutual fund

$1.6M

18.1%

iShares S&P 500 Index Fund Class K Shares

BlackRock · ETF

Index

$755K

8.5%

American Funds Washington Mutual R6

Capital Group · Mutual fund

$569K

6.4%

Massachusetts Investors Trust R6

MFS (Sun Life) · Mutual fund

$569K

6.4%

NEW Perspective Fund Class R-6

Capital Group · Mutual fund

$523K

5.9%

MFS International Diversification Fund R6

MFS (Sun Life) · Mutual fund

$475K

5.4%

Invesco International Growth Fund Class R6

Invesco · Mutual fund

$458K

5.2%

Putnam Stable Value Fund 20

Franklin Templeton · Stable value

Stable value

$425K

4.8%

NEW World Fund INC Class R-6

Capital Group · Mutual fund

$415K

4.7%

Franklin Small CAP Value Fund Class R6

Franklin Templeton · Mutual fund

$360K

4.1%

Coast Professional Inc. Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Coast Professional Inc. Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion