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Original filing (PDF)20251013125916NAL0000625939001
COAST PROFESSIONAL INC.
Form 5500
FILING_RECEIVED
COAST PROFESSIONAL INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~142 bps in Sched C fees
Active participants
563
Accounts w/ balance
722
Plan assets (EOY)
$9.0M
Net assets (EOY)
$8.9M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 142 bps in Schedule C fees — 174% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COAST PROFESSIONAL INC..
Plan sponsor
Name
COAST PROFESSIONAL INC.
EIN
33-0791735
Address
651 DOWNING PINES RD · WEST MONROE, LA · 71201
Phone
(318) 807-4500
Industry
Finance & Insurancesee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BONADIO & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $76K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA NA | 13-5674085 | — | INVESTMENT ADVISORY - PL | $23K | — |
Investments
19 direct securities · 1 pooled fund· $8.8M(99% 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.
Uncategorized
$8.4M
19 holdings
Pooled Separate Account
$425K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Invesco Diversified Dividend R6 Mutual Fund | — | — | — | $1.6M | 17.9% | |
| Ishares S&P 500 Index K Mutual Fund | — | — | — | $755K | 8.4% | |
| American Funds Washington Mutual R6 Mutual Fund | — | — | — | $569K | 6.4% | |
| Mfs Massachusetts Investors R6 Mutual Fund | — | — | — | $569K | 6.4% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $523K | 5.8% | |
| Mfs International Diversification R6 Mutual Fund | — | — | — | $475K | 5.3% | |
| Invesco Oppenheimer International Growth R6 Mutual Fund | — | — | — | $458K | 5.1% | |
| PUTNAM STABLE VALUE FUND 20 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $425K | 4.7% | |
| American Funds New World R6 Mutual Fund | — | — | — | $415K | 4.6% | |
| Franklin Small Cap Value R6 Mutual Fund | — | — | — | $360K | 4.0% | |
| Ab Discovery Growth Z Mutual Fund | — | — | — | $357K | 4.0% | |
| Western Asset Core Plus Bond Is Mutual Fund | — | — | — | $322K | 3.6% | |
| Pimco Stocksplus Small Institutional Mutual Fund | — | — | — | $314K | 3.5% | |
| Janus Henderson Triton N Mutual Fund | — | — | — | $298K | 3.3% | |
| Virtus Nfj Mid-Cap Value Instl Mutual Fund | — | — | — | $297K | 3.3% | |
| Blackrock Total Return K Mutual Fund | — | — | — | $278K | 3.1% | |
| Invesco Real Estate R6 Mutual Fund | — | — | — | $275K | 3.1% | |
| Blackrock Inflation Protected Bond K Mutual Fund | — | — | — | $274K | 3.1% | |
| Blackrock High Yield Portfolio K Mutual Fund | — | — | — | $147K | 1.6% | |
| Pimco International Bond (Usd Hedged) Instl Mutual Fund | — | — | — | $127K | 1.4% |
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