Original filing (PDF)20251010085101NAL0004078979001

EAST COAST ASSEMBLERS, INC.

Name: EAST COAST ASSEMBLERS, INC. — EAST COAST ASSEMBLERS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: EAST COAST ASSEMBLERS, INC.

Form 5500

FILING_RECEIVED

EAST COAST ASSEMBLERS, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

83% in single holding

Active participants

827

Accounts w/ balance

162

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

How this plan invests

This plan

20 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Knocking points off

Top holding "N/R Fidelity Investments Freedom 2015-2065 Fund Class K6 N/R" is 83% of plan.
Only 20% as many balances as active participants — suggests many active employees aren't deferring.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAST COAST ASSEMBLERS, INC..

Plan sponsor

Name

EAST COAST ASSEMBLERS, INC.

EIN

20-0388460

Address

2445 QUANTUM BLVD · BOYNTON BEACH, FL · 33426

Phone

(561) 317-3219

Industry

All Other Professional Services· Professional & Technical Servicessee all

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

MIKE AVERSANO CPA PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$26K	—

Investments

20 direct securities· $4.7M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
N/R Fidelity Investments Freedom 2015-2065 Fund Class K6 N/R	—	—	—	$3.9M	83.3%
N/R Outstanding Loans N/R	—	—	—	$174K	3.7%
N/R Fidelity Investments Blue Chip Growth Fund Class K6 N/R	—	—	—	$155K	3.3%
N/R Fidelity Investments 500 Index N/R	—	—	—	$137K	2.9%
N/R TRP Investments Dividend Growth Fund Class I N/R	—	—	—	$57K	1.2%
N/R Fidelity Investments Total Bond Fund Class K6 N/R	—	—	—	$53K	1.1%
N/R COL Financial Dividend Income I3 N/R	—	—	—	$45K	1.0%
N/R MFS International Diversification Fund Class R6 N/R	—	—	—	$28K	0.6%
N/R Fidelity Investments Government Money Market Fund Class K6 N/R	—	—	—	$21K	0.4%
N/R MFS Investment Mgt. Mid-Cap Growth Fund Class R6 N/R	—	—	—	$20K	0.4%
N/R Fidelity Investments Mid-Cap Index Fund N/R	—	—	—	$19K	0.4%
N/R Fidelity Investments US Bond Index N/R	—	—	—	$18K	0.4%
N/R VS Investments Emerging Markets Class R6 N/R	—	—	—	$16K	0.3%
N/R Fidelity Investments Global EX US Index N/R	—	—	—	$12K	0.3%
N/R Fidelity Investments Small-Cap Index Fund N/R	—	—	—	$10K	0.2%
N/R Fidelity Investments International Capital Appreciation Fund Class K6 N/R	—	—	—	$7K	0.2%
N/R Allspring Investments Special Small Cap Value Fund Class R6 N/R	—	—	—	$5K	0.1%
N/R Virtus Ceredex Mid-Cap Value Equity Fund Class R6 N/R	—	—	—	$5K	<0.1%
N/R John Hancock Triton Class N N/R	—	—	—	$4K	<0.1%
N/R Goldman Sachs Inflation Pro SECS Class R6 N/R	—	—	—	$4K	<0.1%