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Original filing (PDF)20251125093506NAL0001653107001
COAST ALUMINUM, INC.
Form 5500
FILING_RECEIVED
COAST ALUMINUM RETIREMENT PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.3 moNo recordkeeper disclosed
Active participants
594
Accounts w/ balance
635
Plan assets (EOY)
$19.4M
Net assets (EOY)
$19.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
99
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.3 months past the 10.5-month grace window.
- 63 bps in Schedule C fees — 119% 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 COAST ALUMINUM, INC..
Plan sponsor
Name
COAST ALUMINUM, INC.
EIN
94-3146270
Address
PO BOX 2144 · 10628 FULTON WELLS AVENUE · SANTA FE SPRINGS, CA · 90670
Phone
(562) 946-6061
Industry
Manufacturingsee 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
2025-11-25
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)
Audit & trust (Schedule H)
Auditor
RICHEY, MAY & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $44K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $79K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
22 direct securities · 4 pooled funds· $19.3M(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
$18.2M
21 holdings
Pooled Separate Account
$890K
3 holdings
Common Collective Trust
$153K
1 holding
Mutual Funds
$48K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Guaranteed interest contract * Principal Life Insurance Co. Principal Fixed Income Guaranteed Opt | — | — | — | $4.1M | 21.1% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $3.7M | 19.3% | |
| Fidelity Investments FundFidelity International Index Fund | — | — | — | $2.3M | 11.9% | |
| Fidelity Investments Fidelity Large Cap Growth Index Fund | — | — | — | $1.6M | 8.3% | |
| Fidelity Investments Fidelity Large Cap Value Index Fund | — | — | — | $1.5M | 8.0% | |
| Participant notes receivable Interest Rate 4.25% - 9.50% -0- | — | — | — | $1.3M | 6.8% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.0M | 5.3% | |
| Fidelity Investments FundFidelity Freedom Index 2040 Premier | — | — | — | $811K | 4.2% | |
| Fidelity Investments Fidelity Small Cap Value Index Fund | — | — | — | $779K | 4.0% | |
| Fidelity Investments Fidelity Small Cap Growth Index Fund | — | — | — | $513K | 2.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $415K | 2.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $410K | 2.1% | |
| JP Morgan Funds JPMorgan Large Cap Growth Fund - R6 | — | — | — | $159K | 0.8% | |
| PGIM TOTAL RET BOND FUND CL U GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $153K | 0.8% | |
| Eagle Financial Services, Inc. Carillon Eagle Mid Cap Growth Fnd R6 | — | — | — | $104K | 0.5% | |
| Janus International Holding Janus Henderson Triton Fund Class N | — | — | — | $69K | 0.4% | |
| The American Funds American Funds New World Fund R6 | — | — | — | $68K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $65K | 0.3% | |
| The American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $48K | 0.2% | |
| JP Morgan Funds JPMorgan Equity Income Fund-R6 | — | — | — | $30K | 0.2% | |
| Victory Funds Victory Sycamore Established Value R6 | — | — | — | $27K | 0.1% | |
| JP Morgan Funds Undiscover Mngrs Behavior Val Fnd-R6 | — | — | — | $23K | 0.1% | |
| Fidelity Investments FundFidelity Freedom Index 2045 Premier ** 824 Fidelity Investments FundFidelity Freedom Index 2050 Premier | — | — | — | $10K | <0.1% | |
| Fidelity Investments FundFidelity Freedom Index 2035 Premier | — | — | — | $2K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2020 Premier | — | — | — | $2K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index Inc Premier Fund | — | — | — | $1K | <0.1% |
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