Retirement plan

COASTAL CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN

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

COASTAL CONSTRUCTION COMPANY, INC.EIN 99-0155804Plan #006PY 2023

1900 HAU STREET - HONOLULU, HI 968193255808-847-3277coasthi.comLinkedIn1-10 employeesreal estate

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.5M

+25.9% from 2022

Total participants

+5.6% from 2022

Average account balance

$472,805

+25.9% from 2022

Annual return

19.77%

+38.98 pp from 2022

Benchmarks

See 51,624 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort51,624 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.64M

Not enough data

1 years with asset history on file

Average account balance

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

$647K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$586K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$39K

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

+15.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4019

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 codes2E2J2H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$66K

$4700 / participant

Other / not subdivided$66K100.0%

% of EOY assets

0.773%

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

$472,805

$106,236+345.1%

$96,496+390.0%

$139,427+239.1%

Participation rate

92.9%

77.8%+15.0pp

74.3%+18.5pp

80.3%+12.5pp

Annual return

19.77%

38.43%-18.7pp

35.70%-15.9pp

373.27%-353.5pp

Employer contribution / active EE

$22,313

$4,104+443.7%

$3,738+496.9%

$4,752+369.6%

Participant deferral / active EE

$9,610

$5,455+76.2%

$4,879+97.0%

$6,711+43.2%

Admin fee / account holder

$3,655

$7,879-53.6%

$6,731-45.7%

$11,404-67.9%

COASTAL CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COASTAL CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING 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