Plan Ledger DOL Form 5500 · updated monthly

Coastal Construction Group of South Florida, Inc.401(k)

COASTAL CONSTRUCTION GROUP 401(K) PLAN · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Coastal Construction Group of South Florida, Inc. reported $244,151 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,551 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 0.50% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 534th-largest of 3,644 plans among Florida employers on file, and the 1,055th of 5,337 in construction. In 2024, employees put in $2.39 for every $1.00 the employer contributed; active participation has grown from 337 to 441 since 2022.

Plan summary
Net assets, end of year$49,926,302
Participants with balances509
Active participants441
Employer contributions$1,566,052
Employee contributions$3,748,563
Employer contribution per active participant$3,551
Average account balance$98,087
Benefits paid to participants$4,034,399
Plan auditUnmodified (clean) audit opinion
AuditorCBIZ CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$49.9M · 509 accts · $1.6M emplr
2023$42.6M · 432 accts · $1.3M emplr
2022$37.9M · 425 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$131,323
Investment management$80,278
Audit (IQPA)$32,550
Total administrative$244,151
The Coastal Construction Group of South Florida, Inc. 401(k) match · 2024
Employer contribution per active participant$3,551
Median for plans this size$2,416
2024$3,551 per active participant
2023$3,166 per active participant
2022$3,424 per active participant

Coastal Construction Group of South Florida, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20245
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$63,281
CBIZ CPAS PC · Accounting / audit$32,550
BROWN & BROWN OF FLORIDA INC · Investment advisory (plan)$16,949
SAGEVIEW ADVISORY GROUP, LLC · Investment management$48

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

Administrative cost history3
2024$244,151 · 0.53%
2023$200,501 · 0.50%
2022$208,835 · 0.50%
Same employer
Similar plansConstruction · Florida
Finfrock Holdings, Inc. FL$58.9M · 0.03%
Mattamy Homes Corporation FL$56.5M · 0.37%
The de Moya Group, Inc. FL$44.4M · 0.22%
Anderson Columbia Co., Inc. FL$44.3M · 0.76%
Nc Employment Group, Inc. FL$37.0M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650802683 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.