Original filing (PDF)20250325143611NAL0010267795001

COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA

Name: COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA — CCF AND AFFILIATES RETIREMENT PLAN, Form 5500 (2024)
Creator: COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA

Form 5500-SF

FILING_RECEIVED

CCF AND AFFILIATES RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA.

Plan sponsor

Name

COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA

EIN

23-7390313

Address

1691 TURNBULL AVENUE · NORTH CHARLESTON, SC · 29405

Phone

(843) 723-3635

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-25

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)

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

2S · Automatic enrollment

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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