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Original filing (PDF)20251001051444NAL0012230817001
COASTAL MANAGEMENT SOLUTIONS INC
Form 5500
FILING_RECEIVED
COASTAL MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN & TRU
401(k) retirement plan
Signals · 1
34% in single holding
Active participants
234
Accounts w/ balance
162
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "COLUMBIA OVERSEAS VALUE R 748 REGISTERED INVESTMENT COMPANY AMF 2040 TARGET DATE R2E" is 34% of plan.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COASTAL MANAGEMENT SOLUTIONS INC.
Plan sponsor
Name
COASTAL MANAGEMENT SOLUTIONS INC
EIN
20-3458006
Address
300 32ND STREET · SUITE 420 · VIRGINIA BEACH, VA · 23451
Phone
(757) 366-9444
Industry
Admin Support & Waste Mgmtsee 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COLBY AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | — | NEWPORT NEWS, VA | ADVISOR | $0 | — |
Investments
28 direct securities · 1 pooled fund· $2.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$2.3M
28 holdings
Common Collective Trust
$12K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| COLUMBIA OVERSEAS VALUE R 748 REGISTERED INVESTMENT COMPANY AMF 2040 TARGET DATE R2E | Registered Investment Companies | — | — | $770K | 33.9% | |
| INVESCO CORPORATE BOND R 442 REGISTERED INVESTMENT COMPANY AMF 2025 TARGET DATE R2E | Registered Investment Companies | — | — | $323K | 14.2% | |
| AMF 2035 TARGET DATE R2E | Registered Investment Companies | — | — | $175K | 7.7% | |
| AMF 2020 TARGET DATE R2E | Registered Investment Companies | — | — | $171K | 7.5% | |
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $147K | 6.5% | |
| AMF 2050 TARGET DATE R2E | Registered Investment Companies | — | — | $142K | 6.3% | |
| AMF 2045 TARGET DATE R2E | Registered Investment Companies | — | — | $137K | 6.0% | |
| AMF 2055 TARGET DATE - R2E | Registered Investment Companies | — | — | $113K | 5.0% | |
| AMF 2060 TARGET DATE R2E | Registered Investment Companies | — | — | $100K | 4.4% | |
| AMF 2030 TARGET DATE R2E | Registered Investment Companies | — | — | $79K | 3.5% | |
| JANUS HENDERSON FORTY FUND - R | Registered Investment Companies | — | — | $27K | 1.2% | |
| AMF NEW PERSPECTIVE FUND R2E | Registered Investment Companies | — | — | $15K | 0.7% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $12K | 0.5% | |
| VIRTUS NFJ MID-CAP VALUE A | Registered Investment Companies | — | — | $12K | 0.5% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $7K | 0.3% | |
| BLACKROCK MID CAP GR EQUITY-R | Registered Investment Companies | — | — | $5K | 0.2% | |
| FRANKLIN SMALL CAP VALUE FD-R | Registered Investment Companies | — | — | $4K | 0.2% | |
| WASHINGTON MUTUAL INV R2E | Registered Investment Companies | — | — | $4K | 0.2% | |
| FIDELITY ADV EQUITY GROWTH - M | Registered Investment Companies | — | — | $4K | 0.2% | |
| AMF CAP WRLD GR & INC R2E | Registered Investment Companies | — | — | $4K | 0.2% | |
| AMF INVEST CO OF AMERICA R2E | Registered Investment Companies | — | — | $3K | 0.2% | |
| JPMORGAN MID CP VL - R2 | Registered Investment Companies | — | — | $3K | 0.1% | |
| INVESCO EQV INTL EQUITY R | Registered Investment Companies | — | — | $3K | 0.1% | |
| INVESCO CORE PLUS BOND R 325 REGISTERED INVESTMENT COMPANY LORD ABBETT BOND-DEB FD-R3 399 REGISTERED INVESTMENT COMPANY AMF 2010 TARGET DATE R2E | Registered Investment Companies | — | — | $3K | 0.1% | |
| MACQUARIE EMERGING MARKETS R 849 REGISTERED INVESTMENT COMPANY NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $2K | 0.1% | |
| HARTFORD INTL GROWTH - R3 | Registered Investment Companies | — | — | $1K | <0.1% | |
| DWS RREEF REAL EST SEC R | Registered Investment Companies | — | — | $1K | <0.1% | |
| LORD ABBETT HIGH YIELD FD -R3 | Registered Investment Companies | — | — | $1K | <0.1% | |
| NATIONWIDE MD CP MKT IND FD R | Registered Investment Companies | — | — | $1K | <0.1% |
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