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Original filing (PDF)20251008111230NAL0005747217001
COASTAL CLOUD, LLC
Form 5500
FILING_RECEIVED
COASTAL CLOUD 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
480
Accounts w/ balance
518
Plan assets (EOY)
$40.9M
Net assets (EOY)
$40.9M
How this plan invests
This plan
9 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COASTAL CLOUD, LLC.
Plan sponsor
Name
COASTAL CLOUD, LLC
EIN
61-1706373
Address
1 HAMMOCK BEACH PARKWAY · SUITE 200 · PALM COAST, FL · 32137
Phone
(800) 237-9574
Industry
Professional & Technical Servicessee 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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
YOUNT, HYDE & BARBOUR, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES. | 35-2552359 | — | NONE | $52K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $46K | — |
Investments
19 direct securities · 9 pooled funds· $38.0M(93% 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.
Uncategorized
$24.4M
19 holdings
Common Collective Trust
$13.6M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND III CL R1 GREAT GRAY TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $5.9M | 14.4% | |
| BLACKROCK EQUITY INDEX R GREAT GRAY TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $5.8M | 14.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $4.3M | 10.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $3.7M | 9.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.9M | 7.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $2.8M | 6.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.6M | 6.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $2.1M | 5.1% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $1.6M | 4.0% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $1.4M | 3.4% | |
| SMALL CAP VALUE III R1 GREAT GRAY TRUST · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $757K | 1.9% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | — | — | — | $744K | 1.8% | |
| BLACKROCK EAFE EQUITY INDEX R GREAT GRAY TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $619K | 1.5% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $593K | 1.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $441K | 1.1% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $409K | 1.0% | |
| SMALL CAP GROWTH II R1 GREAT GRAY TRUST · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $263K | 0.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $230K | 0.6% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $212K | 0.5% | |
| MID CAP VALUE R1 GREAT GRAY TRUST · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $207K | 0.5% | |
| Fidelity Inflation-Protected Bond Ind Fidelity 0 | — | — | — | $171K | 0.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $148K | 0.4% | |
| CL) STABLE VALUE FUND CL I1 GREAT GRAY TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $51K | 0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $27K | <0.1% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $16K | <0.1% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $15K | <0.1% | |
| BLACKROCK TOTAL RETURN BOND 6 GREAT GRAY TRUST · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $14K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $3K | <0.1% |