How big is Coastal Specialty Forest Products, Inc.'s plan?

Coastal Specialty Forest Products, Inc.'s plan reported $13.9M in assets and 167 participants for 2024.

Original filing (PDF)20251010170953NAL0004428451001

Coastal Specialty Forest Products, Inc.

Name: Coastal Specialty Forest Products, Inc. — Form 5500 Plan 001 (2024)
Creator: Coastal Specialty Forest Products, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Coastal Specialty Forest Products, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Coastal Specialty Forest Products, Inc.'s Coastal Specialty Forest Products, Inc. 401(k) Profit Sharing Plan held $13.9M in plan assets for 167 participants in 2024, with Empower as recordkeeper.

Active participants

167

Accounts w/ balance

118

Plan assets (EOY)

$13.9M

Net assets (EOY)

$13.9M

Plan identifiers

Coastal Specialty Forest Products, Inc.'s EIN is 02-0368547.

EIN 02-0368547

Plan number 001

Plan year 2024

ACK ID 20251010170953NAL0004428451001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coastal Specialty Forest Products, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coastal Specialty Forest Products, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COASTAL SPECIALTY FOREST PRODUCTS, INC..

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How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Plan sponsor

Name

COASTAL SPECIALTY FOREST PRODUCTS, INC.

EIN

all filings

Address

660 RIVER ROAD · BOW, NH · 03304

Phone

(603) 623-4100

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$35K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY TGROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MANAGEMENT	$4K	—

Investments

41 direct securities· $13.8M(99% of reported assets)

Mutual Funds

$10.7M

34 holdings

Common Collective Trusts

$1.4M

1 holding

Common Stocks

$1.3M

1 holding

Other securities

$388K

4 holdings

U.S. Treasuries

$9K

1 holding

					% of plan
The Vanguard Group Vanguard Growth Index Adm	Mutual Funds	—	—	$2.1M	15.2%
Fidelity Management Trust Company Fidelity Total Market Index	Common Collective Trusts	—	—	$1.4M	9.8%
Empower Trust Company, LLC Guaranteed Interest Account - Group Annuity Contract	Common Stocks	—	—	$1.3M	9.3%
The Vanguard Group Vanguard Target Retirement 2025 Inv	Mutual Funds	—	—	$1.0M	7.4%
The Vanguard Group Vanguard Target Retirement 2045 Inv	Mutual Funds	—	—	$942K	6.8%
The Vanguard Group Vanguard Lifestrategy Growth Inv	Mutual Funds	—	—	$822K	5.9%
The Vanguard Group Vanguard Target Retirement 2035 Inv	Mutual Funds	—	—	$613K	4.4%
The Vanguard Group Vanguard Mid-Cap Growth Index Admiral	Mutual Funds	—	—	$611K	4.4%
American Funds American Funds American Mutual R6	Mutual Funds	—	—	$515K	3.7%
The Vanguard Group Vanguard Target Retirement 2030 Inv	Mutual Funds	—	—	$411K	2.9%
Fidelity Management Trust Company Fidelity Advisor Total Bond Z	Mutual Funds	—	—	$367K	2.6%
Fidelity Management Trust Company Fidelity Mid Cap Index	Mutual Funds	—	—	$356K	2.6%
Schwab Asset Management Schwab International Index	Mutual Funds	—	—	$322K	2.3%
The Vanguard Group Vanguard Target Retirement 2040 Inv	Mutual Funds	—	—	$322K	2.3%
The Vanguard Group Vanguard Small Cap Growth Index Admiral	Mutual Funds	—	—	$297K	2.1%
Dimensional Fund Advisors DFA Global Equity I	Mutual Funds	—	—	$244K	1.7%
The Vanguard Group Vanguard Lifestrategy Moderate Growth	Mutual Funds	—	—	$242K	1.7%
The Vanguard Group Vanguard Target Retirement 2055 Inv	Mutual Funds	—	—	$236K	1.7%
PIMCO Income Instl	Mutual Funds	—	—	$192K	1.4%
The Vanguard Group Vanguard Short-Term Investment-Grade Adm	Mutual Funds	—	—	$147K	1.1%
with varying maturity dates through 2028	Other securities	—	—	$140K	1.0%
JP Morgan JPMorgan Large Cap Growth R6	Other securities	—	—	$131K	0.9%
The Vanguard Group Vanguard Target Retirement 2050 Inv	Mutual Funds	—	—	$129K	0.9%
The Vanguard Group Vanguard Target Retirement 2020 Inv	Mutual Funds	—	—	$113K	0.8%
The Vanguard Group Vanguard Value Index Adm	Mutual Funds	—	—	$111K	0.8%
BlackRock High Yield Bond Portfolio K	Other securities	—	—	$104K	0.7%
The Vanguard Group Vanguard Small Cap Value Index Admiral	Mutual Funds	—	—	$88K	0.6%
Fidelity Management Trust Company Fidelity Inflation Protected Bond Index	Mutual Funds	—	—	$82K	0.6%
The Vanguard Group Vanguard Target Retirement 2060 Inv	Mutual Funds	—	—	$73K	0.5%
Franklin Templeton Franklin Real Estate Securities R6	Mutual Funds	—	—	$60K	0.4%
Dimensional Fund Advisors DFA Emerging Markets I	Mutual Funds	—	—	$56K	0.4%
The Vanguard Group Vanguard International Value Portfolio	Mutual Funds	—	—	$49K	0.4%
Fidelity Management Trust Company Fidelity Small Cap Index	Mutual Funds	—	—	$48K	0.3%
The Vanguard Group Vanguard International Growth Adm	Mutual Funds	—	—	$41K	0.3%
The Vanguard Group Vanguard Target Retirement 2065 Inv	Mutual Funds	—	—	$36K	0.3%
American Funds American Funds Emerging Markets Bd R6	Mutual Funds	—	—	$25K	0.2%
The Vanguard Group Vanguard Lifestrategy Income Inv	Mutual Funds	—	—	$20K	0.1%
JP Morgan JPMorgan Unconstrained Debt R6	Other securities	—	—	$13K	<0.1%
American Funds American Funds American Balanced R6	Mutual Funds	—	—	$12K	<0.1%
American Funds American Century Government Bond R5	U.S. Treasuries	—	—	$9K	<0.1%
The Vanguard Group Vanguard Lifestrategy Conservative Growth Inv	Mutual Funds	—	—	$3K	<0.1%