Hollie Stelmaszek signed Coastal Management Solutions Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coastal Management Solutions Inc.'s EIN is 20-3458006.
Download the official 2024 Form 5500 (PDF) for Coastal Management Solutions Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coastal Management Solutions Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | — | NEWPORT NEWS, VA |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
