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Original filing (PDF)20251013165001NAL0000837123001
COASTAL VILLAGES REGION FUND
Form 5500
FILING_RECEIVED
CVRF RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
339
Accounts w/ balance
299
Plan assets (EOY)
$25.0M
Net assets (EOY)
$25.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COASTAL VILLAGES REGION FUND.
Plan sponsor
Name
COASTAL VILLAGES REGION FUND
EIN
92-0156736
Address
711 H ST STE 200 · ANCHORAGE, AK · 99501
Phone
(907) 278-5151
Industry
Health Care & Social Assistancesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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 P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, INC. | 13-3180631 | — | NONE | $52K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $49K | — |
Investments
31 direct securities · 1 pooled fund· $49.1M(100% 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
$24.9M
31 holdings
Pooled Separate Account
$24.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $24.2M | 96.8% | |
| The Standard Insurance Company Schwab Target 2040 Index | — | — | — | $4.7M | 19.0% | |
| The Standard Insurance Company Schwab Target 2030 Index | — | — | — | $3.3M | 13.3% | |
| The Standard Insurance Company Schwab Target 2035 Index | — | — | — | $2.8M | 11.1% | |
| The Standard Insurance Company iShares S&P 500 Index Service | — | — | — | $2.2M | 8.8% | |
| The Standard Insurance Company Schwab Target 2055 Index | — | — | — | $1.9M | 7.6% | |
| The Standard Insurance Company Vanguard Tot Stk Mk Idx Adm | — | — | — | $1.4M | 5.7% | |
| The Standard Insurance Company Schwab Target 2050 Index | — | — | — | $1.4M | 5.6% | |
| The Standard Insurance Company Schwab Target 2045 Index | — | — | — | $1.1M | 4.6% | |
| The Standard Insurance Company Schwab Target 2060 Index | — | — | — | $1.1M | 4.3% | |
| The Standard Insurance Company Schwab Target 2020 Index | — | — | — | $783K | 3.1% | |
| Guaranteed interest account * The Standard Insurance Company Minnesota Life Guaranteed Return Account | — | — | — | $753K | 3.0% | |
| The Standard Insurance Company JPMorgan Large Cap Growth | — | — | — | $704K | 2.8% | |
| The Standard Insurance Company Schwab Target 2025 Index | — | — | — | $518K | 2.1% | |
| The Standard Insurance Company Schwab Target 2015 Index | — | — | — | $516K | 2.1% | |
| The Standard Insurance Company Vanguard Small-Cap Idx Adm | — | — | — | $302K | 1.2% | |
| The Standard Insurance Company Vanguard Equity-Income Adm | — | — | — | $255K | 1.0% | |
| The Standard Insurance Company Fidelity Global ex US Index | — | — | — | $226K | 0.9% | |
| The Standard Insurance Company PGIM Total Return Bond Z | — | — | — | $163K | 0.7% | |
| The Standard Insurance Company Columbia Global Tech Growth | — | — | — | $159K | 0.6% | |
| The Standard Insurance Company Vanguard Mid Cap Index Admiral | — | — | — | $156K | 0.6% | |
| The Standard Insurance Company Morgan Stanley Inst Intl Opp I | — | — | — | $116K | 0.5% | |
| The Standard Insurance Company T.Rowe Price Health Sciences | — | — | — | $78K | 0.3% | |
| The Standard Insurance Company Applied Finance Explorer Inv | — | — | — | $57K | 0.2% | |
| The Standard Insurance Company Amer Funds New World Fund R6 | — | — | — | $55K | 0.2% | |
| The Standard Insurance Company Cohen & Steers RE Securities A | — | — | — | $36K | 0.1% | |
| The Standard Insurance Company Segall Bryant Hamill SmCap Gro | — | — | — | $23K | <0.1% | |
| The Standard Insurance Company DFA Infl-Protected Sec Port I | — | — | — | $18K | <0.1% | |
| The Standard Insurance Company American Beac Stph MdCp Grow Y | — | — | — | $13K | <0.1% | |
| The Standard Insurance Company American Century Mid Cp Val R6 | — | — | — | $11K | <0.1% | |
| The Standard Insurance Company DFA Intl Small Company Port | — | — | — | $5K | <0.1% | |
| The Standard Insurance Company Vanguard Tot Bond Mkt Idx Adm | — | — | — | $2K | <0.1% |
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