Plan Ledger DOL Form 5500 · updated monthly

Coastal Ridge Management LLC401(k)

COASTAL RIDGE REAL ESTATE PARTNERS, LLC 401(K)PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Coastal Ridge Management LLC reported $25,451 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1,825 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 0.07% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,637th-largest of 3,295 plans among Ohio employers on file, and the 869th of 2,096 in real estate & leasing. In 2024, employees put in $1.67 for every $1.00 the employer contributed; active participation has grown from 486 to 601 since 2022.

Plan summary
Net assets, end of year$14,536,076
Participants with balances467
Active participants601
Employer contributions$1,096,607
Employee contributions$1,828,883
Employer contribution per active participant$1,825
Average account balance$31,127
Benefits paid to participants$3,037,994
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.5M · 467 accts · $1.1M emplr
2023$12.2M · 430 accts · $1.1M emplr
2022$7.7M · 334 accts · $865K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,620
Investment management$5,076
Trustee / custodial$5,337
Total administrative$25,451
The Coastal Ridge Management LLC 401(k) match · 2024
Employer contribution per active participant$1,825
Median for plans this size$2,416
2024$1,825 per active participant
2023$2,071 per active participant
2022$1,780 per active participant

Coastal Ridge Management LLC's 2024 employer contribution ran below 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 · 20243
TRINITY PENSION CONSULTANTS, INC. · Contract administrator$13,620
EMPOWER ADVISORY GROUP, LLC · Investment management$5,076

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$25,451 · 0.19%
2023$6,274 · 0.06%
2022$5,118 · 0.07%
Same employer
Similar plansReal Estate & Leasing · Ohio
Irg Realty Advisors, LLC OH$17.8M · 0.43%
Dhg Inc. OH$14.9M · 0.09%
Vinebrook Homes, LLC OH$14.6M · 0.65%
Goldberg Companies, Inc. OH$13.4M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475152254 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.