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Original filing (PDF)20251015162157NAL0002742771001
COASTAL MANAGEMENT LLC
Form 5500
FILING_RECEIVED
COASTAL MANAGEMENT LLC 401K PLAN AND TRUST
401(k) retirement plan
Signals · 1
~96 bps in Sched C fees
Active participants
1,076
Accounts w/ balance
120
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Knocking points off
- 96 bps in Schedule C fees — 84% above peer band of 52 bps.
- Only 11% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COASTAL MANAGEMENT LLC.
Plan sponsor
Name
COASTAL MANAGEMENT LLC
EIN
80-0705181
Address
5900 CORE ROAD · SUITE 404 · NORTH CHARLESTON, SC · 29406
Phone
(843) 745-0892
Industry
Accommodation & Food 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
Investments
21 direct securities · 1 pooled fund· $1.2M(97% 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.
Registered Investment Companies
$1.2M
21 holdings
Common Collective Trust
$1K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $192K | 15.1% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $125K | 9.9% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $114K | 8.9% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $94K | 7.4% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $81K | 6.4% | |
| FID FREEDOM INDEX 2010 PREMIER 639 REGISTERED INVESTMENT COMPANY VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $79K | 6.2% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $66K | 5.2% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $66K | 5.2% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $59K | 4.6% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $55K | 4.3% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $53K | 4.1% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $41K | 3.3% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $33K | 2.6% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $31K | 2.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $31K | 2.4% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $27K | 2.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $22K | 1.7% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $20K | 1.6% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $16K | 1.3% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $14K | 1.1% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $4K | 0.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1K | 0.1% |
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