Juan Carlos Avila signed Coastal Construction Group of South Florida, Inc. DBA Coastal Construc's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coastal Construction Group of South Florida, Inc. DBA Coastal Construc's EIN is 65-0802683.
Download the official 2024 Form 5500 (PDF) for Coastal Construction Group of South Florida, Inc. DBA Coastal Construc from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coastal Construction Group of South Florida, Inc. DBA Coastal Construc's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $131K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $63K |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BROWN & BROWN OF FLORIDA INC | — | DORAL, FL | INVESTMENT ADVISOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS PC | — | BOCA RATON, FL | AUDITOR | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $48 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral (1) | Common Collective Trusts | — | — | $8.6M | 17.3% | |
| VANGUARD TARGET RETIREMENT 2040 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4.5M | 8.9% | |
| Mass Mutual SAGIC Diversified Bond II (at contract value) | Other securities | — | — | $4.3M | 8.6% | |
| VANGUARD TARGET RETIREMENT 2030 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4.1M | 8.1% | |
| VANGUARD TARGET RETIREMENT 2050 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $3.5M | 7.0% | |
| JPMorgan US Research Enhanced Equity R6 | Other securities | — | — | $2.8M | 5.7% | |
| American Funds American Funds Growth Fund Of America R6 | Mutual Funds | — | — | $2.1M | 4.3% | |
| MassMutual Small Cap Growth Equity I | Other securities | — | — | $1.6M | 3.1% | |
| MassMutual JPMorgan Mid Cap Growth R6 | Other securities | — | — | $1.5M | 3.0% | |
| VANGUARD TARGET RETIREMENT 2020 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.4M | 2.7% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $1.3M | 2.7% | |
| VANGUARD TARGET RETIREMENT INCOME I VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.3M | 2.7% | |
| VANGUARD TARGET RETIREMENT 2035 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.3M | 2.7% | |
| VANGUARD TARGET RETIREMENT 2045 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.2M | 2.4% | |
| MassMutual Core Bond I | Other securities | — | — | $1.0M | 2.0% | |
| PIMCO Income Instl | Mutual Funds | — | — | $788K | 1.6% | |
| VANGUARD TARGET RETIREMENT 2055 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $782K | 1.6% | |
| Notes receivable from participants maturing through December 2029, with interest rates of 3% per annum. - | Bonds / Notes | — | — | $741K | 1.5% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $742K | $741K | 1.5% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $711K | 1.4% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $693K | 1.4% | |
| Vanguard GNMA Adm | Agency / Mortgage-Backed | — | — | $659K | 1.3% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $652K | 1.3% | |
| VANGUARD TARGET RETIREMENT 2060 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $533K | 1.1% | |
| VANGUARD TARGET RETIREMENT 2025 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $495K | 1.0% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $472K | 0.9% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $386K | 0.8% | |
| JPMorgan Emerging Markets Equity R6 | Other securities | — | — | $369K | 0.7% | |
| MassMutual Inf-Prot And Inc I | Common Stocks | — | — | $356K | 0.7% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $338K | 0.7% | |
| MassMutual Small Cap Opportun I | Other securities | — | — | $333K | 0.7% | |
| American Funds American Funds Europacific Gr R6 | Mutual Funds | — | — | $255K | 0.5% | |
| MassMutual High Yield I | Other securities | — | — | $253K | 0.5% | |
| PIMCO Low Duration Opportunities I-2 | Mutual Funds | — | — | $229K | 0.5% | |
| Franklin Small Cap Value R6 | Mutual Funds | — | — | $189K | 0.4% | |
| VANGUARD TARGET RETIREMENT 2065 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $135K | 0.3% |
