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Original filing (PDF)20250627113935NAL0005307843001
COSTA FARMS, LLC
Form 5500
FILING_RECEIVED
COSTA FARMS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
3,900
Accounts w/ balance
1,369
Plan assets (EOY)
$41.2M
Net assets (EOY)
$41.2M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "[DFE: JOHN HANCOCK 500 INDEX TRUST R (no filing on disk)]" is 100% of plan.
- Only 35% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COSTA FARMS, LLC.
Plan sponsor
Name
COSTA FARMS, LLC
EIN
27-1453116
Address
21800 SW 162 AVENUE · MIAMI, FL · 33170
Phone
(305) 247-3248
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-06-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $6K | — |
| JOHN HANCOCK LIFE INS. CO. (USA) | 01-0233346 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | — | COLUMBUS, OH | MANAGED ACCOUNT ADVISOR | $30K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SERV ADVISORS | — | SAINT PETERSBURG, FL | BROKER/ADVISER | $24K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION SERVICES, INC. | — | MIAMI, FL | CONTRACT ADMIN | $5K | — |
Investments
1 pooled fund· $3.5M(8% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JOHN HANCOCK 500 INDEX TRUST R JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 001 | Common Collective Trust | — | — | $3.5M | 8.4% |