John T. Jordan, Jr. signed Coastal Mechanical Services, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coastal Mechanical Services, LLC's EIN is 59-3572681.
Download the official 2023 Form 5500 (PDF) for Coastal Mechanical Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Coastal Mechanical Services, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
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.
| % of plan | |||
|---|---|---|---|
| LARGE CAP GRTH II I1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | $0 | — |
| FLEXFIT+MOD 2035 I1 GREAT GRAY TRUST COMPANY · EIN 82-2170541 / PN 334 | Common Collective Trust | $0 | — |
| FLEXFIT+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 82-2202842 / PN 333 | Common Collective Trust | $0 | — |
| FLEXFIT+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2162748 / PN 335 | Common Collective Trust | $0 | — |
| FLEXFIT+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2217685 / PN 332 | Common Collective Trust | $0 | — |
| FLEXFIT+CONS 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2261612 / PN 330 | Common Collective Trust | $0 | — |
| FLEXFIT+AGGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2098838 / PN 340 | Common Collective Trust | $0 | — |
| FLEXFIT+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2146204 / PN 336 | Common Collective Trust | $0 | — |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | $0 | — |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | $0 | — |
| FLEXFIT+AGGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2114992 / PN 341 | Common Collective Trust | $0 | — |
| FLEXFIT+CONS 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2276829 / PN 329 | Common Collective Trust | $0 | — |
| FLEXFIT+AGGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2070598 / PN 339 | Common Collective Trust | $0 | — |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | $0 | — |
| FLEXFIT+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2170541 / PN 333 | Common Collective Trust | $0 | — |
