Coastline EAP's EIN is 05-0413182.
Download the official 2023 Form 5500 (PDF) for Coastline EAP from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Coastline EAP's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2020 - | Other securities | — | — | $3.0M | 22.2% | |
| T. ROWE PRICE RETIREMENT 2030 - | Other securities | — | — | $2.1M | 16.0% | |
| T. ROWE PRICE U.S. EQUITY RESEARCH - | Other securities | — | — | $1.5M | 11.6% | |
| Mutual VANGUARD CASH RESERVES FEDERAL - | Mutual Funds | — | — | $1.2M | 9.2% | |
| T. ROWE PRICE RETIREMENT 2040 - | Other securities | — | — | $884K | 6.6% | |
| Funds: MONEY ALLSPRING GROWTH - | Other securities | — | — | $612K | 4.6% | |
| T. ROWE PRICE RETIREMENT BALANCED - | Other securities | — | — | $491K | 3.7% | |
| T. ROWE PRICE RETIREMENT 2050 - | Other securities | — | — | $472K | 3.5% | |
| PRINCIPAL LARGE CAP S&P 500 INDEX R5 - | Common Collective Trusts | — | — | $445K | 3.3% | |
| AMERICAN FUNDS EUROPACIFIC R-4 - | Mutual Funds | — | — | $379K | 2.8% | |
| T. ROWE PRICE RETIREMENT 2010 - | Other securities | — | — | $370K | 2.8% | |
| PRINCIPAL SMALLCAP S&P 600 INDEX - R-5 - | Other securities | — | — | $323K | 2.4% | |
| JPMORGAN UNCONSTRAINED DEBT R6 - | Other securities | — | — | $276K | 2.1% | |
| T. ROWE PRICE RETIREMENT 2060 - | Other securities | — | — | $275K | 2.1% | |
| PRINCIPAL SMALLCAP GROWTH I R5 - | Other securities | — | — | $264K | 2.0% | |
| CARILLON EAGLE MID CAP GROWTH - R6 - | Other securities | — | — | $196K | 1.5% | |
| FUND A PRINCIPAL HIGH YIELD - A - | Other securities | — | — | $166K | 1.2% | |
| PIMCO GNMA AND GOV SECURITIES - | Agency / Mortgage-Backed | — | — | $140K | 1.1% | |
| PRINCIPAL MIDCAP S&P 400 INDEX - R-5 - | Other securities | — | — | $102K | 0.8% | |
| ADV ** Participant loans Interest rates from 3.25% to 8.50% - | Bonds / Notes | — | — | $70K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
