Mark McConnell signed Coastal Management Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coastal Management Services LLC's EIN is 81-1525854.
Download the official 2024 Form 5500 (PDF) for Coastal Management Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coastal Management Services LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINTRUST PRIVATE TRUST COMPANY | 36-4221549 | — | TRUSTEE/ RECORDKEEPER | $37K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement Blend 2045 I 819 T. Rowe Price Retirement Blend 2050 I | Other securities | — | — | $1.9M | 30.2% | |
| T. Rowe Price Retirement Blend 2025 I 184 T. Rowe Price Retirement Blend 2030 I | Other securities | — | — | $1.4M | 21.7% | |
| T. Rowe Price Retirement Blend 2040 I | Other securities | — | — | $862K | 13.5% | |
| T. Rowe Price Retirement Blend 2020 I | Other securities | — | — | $444K | 7.0% | |
| Macquarie Group Macquire Large Cap Growth Fund Class R6 | Common Stocks | — | — | $232K | 3.6% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $175K | 2.8% | |
| Vanguard Total Stock Markets Index Admiral | Mutual Funds | — | — | $135K | 2.1% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $135K | 2.1% | |
| Dodge & Cox Dodge & Cox Stock Fund Class X | Mutual Funds | — | — | $102K | 1.6% | |
| Vanguard Mid-Cap Index Admiral | Mutual Funds | — | — | $81K | 1.3% | |
| T. Rowe Price Mid Cap Growth | Other securities | — | — | $80K | 1.3% | |
| Vanguard REIT Index Fund Admiral | Common Collective Trusts | — | — | $66K | 1.0% | |
| Vanguard Long-Term Bond Investment Grade Fund Admiral | Mutual Funds | — | — | $62K | 1.0% | |
| Vanguard Interm Term Bond Index Admiral | Mutual Funds | — | — | $39K | 0.6% | |
| Vanguard Small-Cap Value Index Admiral | Mutual Funds | — | — | $32K | 0.5% | |
| Mercer US Small/Mid Cap Equity I | Other securities | — | — | $30K | 0.5% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $28K | 0.4% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $23K | 0.4% | |
| Vanguard Federal MM Fund Inves Shares | Mutual Funds | — | — | $23K | 0.4% | |
| Vanguard International Value Inv | Mutual Funds | — | — | $23K | 0.4% | |
| Met Life Met Life Stable Value | Stable Value | — | — | $15K | 0.2% | |
| RELIANCE TRST SVF METLIFE 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $15K | 0.2% | |
| American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $13K | 0.2% | |
| Vanguard Short Term Inv Grd Admiral | Mutual Funds | — | — | $7K | 0.1% | |
| Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $7K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement Blend 2010 I | Other securities | — | — | $5K | <0.1% | |
| T. Rowe Price Retirement Blend 2035 I | Other securities | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement Blend 2065 I | Other securities | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement Blend 2055 I | Other securities | — | — | $2K | <0.1% |
