· 2022–2024 · DOL EFAST2

COASTAL PEDIATRIC ASSOCIATES, PA — COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251015151638NAL0002532547001

COASTAL PEDIATRIC ASSOCIATES, PA

Form 5500

FILING_RECEIVED

COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

156

Accounts w/ balance

132

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

71

/ 100

Grade B

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

42

Plan health

42

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COASTAL PEDIATRIC ASSOCIATES, PA.

Plan sponsor

Name

COASTAL PEDIATRIC ASSOCIATES, PA

EIN

20-8329907

Address

4975 LACROSS ROAD · SUITE 150 · NORTH CHARLESTON, SC · 29406

Phone

(843) 518-5640

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

ELLIOTT DAVIS LLC

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

2

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$22K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$701	—

Advisor / Consultant

1

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

1 pooled fund· $0(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
EMPOWER ANNUITY INSURANCE COMPANY EI FIXED ACCOUNT-SERIES CLASS I · EIN 84-0467907 / PN 001	Common Collective Trust	$0	<0.1%

1–1 of 1

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