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Original filing (PDF)20250801055119NAL0003037795001
INTERCOASTAL MORTGAGE, LLC
Form 5500
FILING_RECEIVED
INTERCOASTAL MORTGAGE 401(K) PLAN
401(k) retirement plan
Active participants
179
Accounts w/ balance
227
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERCOASTAL MORTGAGE, LLC.
Plan sponsor
Name
INTERCOASTAL MORTGAGE, LLC
EIN
52-1597440
Address
11325 RANDOM HILLS RD, #600 · FAIRFAX, VA · 22030
Phone
(703) 934-4334
Industry
Finance & Insurancesee 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
2025-08-01
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
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $24K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENSPRING ADVISORS, LLC | 45-1135289 | — | ACCOUNTANT | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENSPRING ADVISORS, LLC | 82-5320133 | — | INVESTMENT/FINANCIAL ADVI | $27K | — |
Investments
24 direct securities · 1 pooled fund· $14.4M(97% of reported assets)
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.
Registered Investment Companies
$14.1M
24 holdings
Common Collective Trust
$305K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.7M | 11.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.5M | 9.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.4M | 9.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.3M | 9.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.1M | 7.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.0M | 6.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $956K | 6.4% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $748K | 5.0% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $722K | 4.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $691K | 4.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $615K | 4.1% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $375K | 2.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $333K | 2.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $333K | 2.2% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $325K | 2.2% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $305K | 2.0% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $253K | 1.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $196K | 1.3% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $168K | 1.1% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $154K | 1.0% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $67K | 0.4% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $60K | 0.4% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $48K | 0.3% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $8K | <0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $2K | <0.1% |
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