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Original filing (PDF)20250922111722NAL0004641233001
COAST TO COAST COMPUTER PRODUCTS
Form 5500
FILING_RECEIVED
COAST TO COAST COMPUTER PRODUCTS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
40% in single holding
Active participants
147
Accounts w/ balance
173
Plan assets (EOY)
$19.3M
Net assets (EOY)
$19.3M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
80
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FID 500 IND" is 40% of plan.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COAST TO COAST COMPUTER PRODUCTS.
Plan sponsor
Name
COAST TO COAST COMPUTER PRODUCTS
EIN
95-4236503
Address
4277 VALLEY FAIR ST. · SIMI VALLEY, CA · 93063
Phone
(800) 223-8890
Industry
Retail Tradesee 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
2025-09-22
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)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $28K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICE | 59-2937883 | — | INVESTMENT/FINANCIAL ADVI | $32K | — |
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
Investments
27 direct securities · 1 pooled fund· $18.6M(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
$15.5M
27 holdings
Common Collective Trust
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $7.5M | 38.8% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $3.1M | 15.9% | |
| VAN INTERNATIONAL VALUE - INV 126 REGISTERED INVESTMENT COMPANY VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $827K | 4.3% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $748K | 3.9% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $661K | 3.4% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $655K | 3.4% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $566K | 2.9% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $551K | 2.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $527K | 2.7% | |
| VAN EQUITY INCOME INV | Registered Investment Companies | — | — | $491K | 2.6% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $468K | 2.4% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $399K | 2.1% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $311K | 1.6% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $308K | 1.6% | |
| NUVEEN LC INDEX 2010 R6 195 REGISTERED INVESTMENT COMPANY JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $279K | 1.5% | |
| VAN INFL PROTECT SEC INV | Registered Investment Companies | — | — | $253K | 1.3% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $174K | 0.9% | |
| BLACKROCK 60 40 TARGET ALLOC K 422 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $148K | 0.8% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $131K | 0.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $126K | 0.7% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $76K | 0.4% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $72K | 0.4% | |
| JANUS HENDERSON TRITON FUND I | Registered Investment Companies | — | — | $65K | 0.3% | |
| FIDELITY ADVISOR INTL CAP APP | Registered Investment Companies | — | — | $65K | 0.3% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $62K | 0.3% | |
| BLACKROCK 40 60 TARGET ALLOC K 247 REGISTERED INVESTMENT COMPANY VIC PIO STRATEGIC INCOME R6 | Registered Investment Companies | — | — | $42K | 0.2% | |
| BLACKROCK 80 20 TARGET ALLOC K | Registered Investment Companies | — | — | $37K | 0.2% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $15K | <0.1% |
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