Retirement plan

COASTAL STATES ORGANIZATION, INC. 401K PLAN

Name: COASTAL STATES ORGANIZATION, INC. 401K PLAN - COASTAL STATES ORGANIZATION, INC. 401K PLAN (2023) Form 5500
Creator: COASTAL STATES ORGANIZATION, INC. 401K PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COASTAL STATES ORGANIZATION, INC. 401K PLAN, COASTAL STATES ORGANIZATION, INC. 401K PLAN

COASTAL STATES ORGANIZATION, INC. 401K PLANEIN 54-1124134Plan #001PY 2023

50 F STREET, NW, SUITE 570 - WASHINGTON, DC 20001202-800-0580

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$617K

+31.6% from 2022

Total participants

+5.9% from 2022

Average account balance

$34,291

+24.3% from 2022

Annual return

21.35%

+39.52 pp from 2022

Benchmarks

See 7,486 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort7,486 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$783K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$41K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

211.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.29%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$612

$77 / participant

Other / not subdivided$612100.0%

% of EOY assets

0.099%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,291

$69,248-50.5%

$64,101-46.5%

$139,466-75.4%

Participation rate

100.0%

75.6%+24.4pp

72.3%+27.7pp

80.3%+19.7pp

Annual return

21.35%

45.95%-24.6pp

33.72%-12.4pp

373.66%-352.3pp

Employer contribution / active EE

$1,384

$3,185-56.5%

$2,749-49.6%

$4,754-70.9%

Participant deferral / active EE

$4,692

$4,682+0.2%

$3,881+20.9%

$6,712-30.1%

Admin fee / account holder

$34

$4,247-99.2%

$3,070-98.9%

$11,409-99.7%

COASTAL STATES ORGANIZATION, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COASTAL STATES ORGANIZATION, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion