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Original filing (PDF)20250930082753NAL0012972848001
COASTAL COMMUNITY BANK
Form 5500
FILING_RECEIVED
COASTAL COMMUNITY BANK 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
486
Accounts w/ balance
550
Plan assets (EOY)
$45.4M
Net assets (EOY)
$45.4M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 COMMUNITY BANK.
Plan sponsor
Name
COASTAL COMMUNITY BANK
EIN
91-1811848
Address
5415 EVERGREEN WAY · EVERETT, WA · 98203
Phone
(425) 357-3695
Industry
Finance & Insurancesee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $50K | — |
| NORTHWEST PLAN SERVICES | 91-2090931 | — | NONE | $46K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $16K | — |
Investments
29 direct securities · 1 pooled fund· $45.1M(99% 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
$43.3M
29 holdings
Common Collective Trust
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Mutual Fund | — | — | — | $7.4M | 16.2% | |
| JP Morgan Large Cap Growth Mutual Fund | — | — | — | $3.9M | 8.6% | |
| American Funds 2035 Target Date Retirement Mutual Fund | — | — | — | $3.1M | 6.8% | |
| Vanguard Explorer Mutual Fund | — | — | — | $2.2M | 4.9% | |
| Interest, Collateral, Par, or Maturity Value American Beacon Small Cap Value Fund Mutual Fund | — | — | — | $2.2M | 4.8% | |
| MFS Value Fund Mutual Fund | — | — | — | $2.1M | 4.7% | |
| Vanguard Extended Market Index Mutual Fund | — | — | — | $2.0M | 4.5% | |
| American Funds 2050 Target Date Retirement Mutual Fund | — | — | — | $2.0M | 4.3% | |
| Reliance Trust Company Stable Value Fund Collective Trust Fund | — | — | — | $1.8M | 4.0% | |
| RELIANCE TRUST STF METLIFE 25053 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.8M | 4.0% | |
| Vanguard Information Technology Index Mutual Fund | — | — | — | $1.7M | 3.8% | |
| American Funds 2040 Target Date Retirement Mutual Fund | — | — | — | $1.6M | 3.5% | |
| American Funds 2055 Target Date Retirement Mutual Fund | — | — | — | $1.3M | 3.0% | |
| PGIM Total Return Bond Mutual Fund | — | — | — | $1.2M | 2.7% | |
| American Funds 2025 Target Date Retirement Mutual Fund | — | — | — | $1.2M | 2.7% | |
| American Funds 2030 Target Date Retirement Mutual Fund | — | — | — | $1.2M | 2.5% | |
| American Funds Europacific Growth Mutual Fund | — | — | — | $1.1M | 2.5% | |
| American Funds 2060 Target Date Retirement Mutual Fund | — | — | — | $1.0M | 2.2% | |
| Vanguard Total Intl Stock Index Mutual Fund | — | — | — | $931K | 2.1% | |
| Vanguard Real Estate Index Mutual Fund | — | — | — | $910K | 2.0% | |
| Vanguard Total Bond Market Index Mutual Fund | — | — | — | $876K | 1.9% | |
| Fidelity Emerging Markets Mutual Fund | — | — | — | $738K | 1.6% | |
| T Rowe Price Health Sciences Mutual Fund | — | — | — | $601K | 1.3% | |
| Participant loans 4.25% - 9.50% -0- | — | — | — | $552K | 1.2% | |
| American Funds New Perspective Mutual Fund | — | — | — | $416K | 0.9% | |
| Vanguard High-Yield Corporate Mutual Fund | — | — | — | $406K | 0.9% | |
| Fidelity Inflation-Protected Bond Index Mutual Fund | — | — | — | $243K | 0.5% | |
| Vanguard FTSE Social Index Fund Mutual Fund | — | — | — | $194K | 0.4% | |
| American Funds 2065 Target Date Retirement Mutual Fund | — | — | — | $145K | 0.3% | |
| American Funds 2015 Target Date Retirement Mutual Fund ** 718 American Funds 2020 Target Date Retirement Mutual Fund | — | — | — | $51K | 0.1% |