Plan Ledger DOL Form 5500 · updated monthly

Coastal Cloud, LLC401(k)

COASTAL CLOUD 401(K) PLAN · PALM COAST, FL · plan year 2024

Reported admin expense ratio · 2024
0.28%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Coastal Cloud, LLC reported $98,527 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $4,279 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.18% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 633rd-largest of 3,644 plans among Florida employers on file, and the 3,248th of 11,654 in professional & technical services. In 2024, employees put in $2.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,894,635
Participants with balances518
Active participants480
Employer contributions$2,053,970
Employee contributions$4,893,976
Employer contribution per active participant$4,279
Average account balance$78,947
Benefits paid to participants$4,589,006
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.9M · 518 accts · $2.1M emplr
2023$30.7M · 493 accts · $1.8M emplr
2022$19.9M · 472 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,349
Investment management$52,178
Total administrative$98,527
The Coastal Cloud, LLC 401(k) match · 2024
Employer contribution per active participant$4,279
Median for plans this size$2,416
2024$4,279 per active participant
2023$4,118 per active participant
2022$3,250 per active participant

Coastal Cloud, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$46,348
KESTRA ADVISORY SERVICES. · Investment advisory (plan)$52,178

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$98,527 · 0.28%
2023$68,758 · 0.27%
2022$33,978 · 0.18%
Same employer
Similar plansProfessional & Technical Services · Florida
Emtec Global Services, LLC FL$43.3M · 0.11%
Edsa, Inc. FL$42.0M · 0.21%
Conroy Simberg, P.A. FL$39.9M · 0.08%
Outcomes One, Inc FL$39.8M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611706373 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.