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Original filing (PDF)20250926094038NAL0013569938001
COASTAL CONSTRUCTION GROUP OF SOUTH FLORIDA, INC. DBA COASTAL CONSTRUC
Form 5500
FILING_RECEIVED
COASTAL CONSTRUCTION GROUP 401(K) PLAN
401(k) retirement plan
Active participants
441
Accounts w/ balance
509
Plan assets (EOY)
$49.9M
Net assets (EOY)
$49.9M
How this plan invests
This plan
11 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 69% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COASTAL CONSTRUCTION GROUP OF SOUTH FLORIDA, INC. DBA COASTAL CONSTRUC.
Plan sponsor
Name
COASTAL CONSTRUCTION GROUP OF SOUTH FLORIDA, INC. DBA COASTAL CONSTRUC
EIN
65-0802683
Address
5959 WATERFORD DISTRICT DR STE 200 · MIAMI, FL · 331262052
Phone
(305) 559-4900
Industry
Constructionsee 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
2025-09-26
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $131K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $63K | — |
| BROWN & BROWN OF FLORIDA INC | — | DORAL, FL | INVESTMENT ADVISOR | $17K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS PC | — | BOCA RATON, FL | AUDITOR | $33K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $48 | — |
Investments
25 direct securities · 11 pooled funds· $50.7M(100% 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.
Uncategorized
$31.5M
25 holdings
Pooled Separate Account
$19.2M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral (1) | — | — | — | $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) | — | — | — | $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 | — | — | — | $2.8M | 5.7% | |
| American Funds American Funds Growth Fund Of America R6 | — | — | — | $2.1M | 4.3% | |
| MassMutual Small Cap Growth Equity I | — | — | — | $1.6M | 3.1% | |
| MassMutual JPMorgan Mid Cap Growth R6 | — | — | — | $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 | — | — | — | $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 | — | — | — | $1.0M | 2.0% | |
| PIMCO Income Instl | — | — | — | $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. - | — | — | — | $741K | 1.5% | |
| PARTICIPANT LOANS VARIOUS | — | — | $742K | $741K | 1.5% | |
| Vanguard Mid Cap Index Fund - Admiral | — | — | — | $711K | 1.4% | |
| DFA Real Estate Securities I | — | — | — | $693K | 1.4% | |
| Vanguard GNMA Adm | — | — | — | $659K | 1.3% | |
| American Funds American Funds New Perspective R6 | — | — | — | $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 | — | — | — | $472K | 0.9% | |
| Allspring Special Mid Cap Value R6 | — | — | — | $386K | 0.8% | |
| JPMorgan Emerging Markets Equity R6 | — | — | — | $369K | 0.7% | |
| MassMutual Inf-Prot And Inc I | — | — | — | $356K | 0.7% | |
| Vanguard Small Cap Index Adm | — | — | — | $338K | 0.7% | |
| MassMutual Small Cap Opportun I | — | — | — | $333K | 0.7% | |
| American Funds American Funds Europacific Gr R6 | — | — | — | $255K | 0.5% | |
| MassMutual High Yield I | — | — | — | $253K | 0.5% | |
| PIMCO Low Duration Opportunities I-2 | — | — | — | $229K | 0.5% | |
| Franklin Small Cap Value R6 | — | — | — | $189K | 0.4% | |
| VANGUARD TARGET RETIREMENT 2065 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $135K | 0.3% |
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