Original filing (PDF)20250501133735NAL0004882624001

COASTAL GEORGIA AREA COMMUNITY ACTION AUTHORITY, INC.

Name: COASTAL GEORGIA AREA COMMUNITY ACTION AUTHORITY, INC. — COASTAL GEORGIA AREA COMMUNITY ACTION AUTHORITY, INC. TAX DEFERRED ANNUITY PLAN, Form 5500 (2023)
Creator: COASTAL GEORGIA AREA COMMUNITY ACTION AUTHORITY, INC.

Form 5500

FILING_RECEIVED

COASTAL GEORGIA AREA COMMUNITY ACTION AUTHORITY, INC. TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Signals · 2

~75 bps in Sched C fees6 service providers

Active participants

195

Accounts w/ balance

116

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 (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 GEORGIA AREA COMMUNITY ACTION AUTHORITY, INC..

Plan sponsor

Name

COASTAL GEORGIA AREA COMMUNITY ACTION AUTHORITY, INC.

EIN

58-0973468

Address

P.O. BOX 2016 · ONE COMMUNITY ACTION DRIVE · BRUNSWICK, GA · 31521

Phone

(912) 264-3281

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

FIRST PARTY ADMINISTRATOR, LLC

EIN

46-2023154

City

ATLANTA, GA

Phone

(678) 500-9551

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-05-01

Pension benefit codes

2L · 403(b)(1) annuity

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

CLAUSELL & ASSOCIATES, CPA'S, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$22K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
MWA FINANCIAL SERVICES, INC.	—	ROCK ISLAND, IL	BROKER/ADVISER	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $23K(1% 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.

Investment	Type	Current value	% of plan
VARIABLE ANNUITY ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	$23K	0.6%

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FIRST PARTY ADMINISTRATOR, LLC	—	ATLANTA, GA	CONTRACT ADMIN	$2K	—
MY BENEFITS, LLC	—	ATLANTA, GA	CONTRACT ADMIN	$0	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$2K	—
VOYA RETIREMENT INS AND ANNUITY CO	71-0294708	—	SERVICE PROVIDER	$0	—