Plan Ledger DOL Form 5500 · updated monthly

Coastal Waste & Recycling, Inc.401(k)

COASTAL WASTE & RECYCLING INC. 401(K) PROFIT SHARING PLAN AND T · POMPANO BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
1.49%

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

Coastal Waste & Recycling, Inc. reported $149,061 in plan administrative expenses for 2024: 1.49% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,110 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 3 years on file its reported administrative ratio has held roughly steady near 1.49%. 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 1,621st-largest of 3,644 plans among Florida employers on file, and 7,489th of 11,654 in professional & technical services. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 694 to 1,459 since 2022.

Plan summary
Net assets, end of year$11,649,244
Participants with balances784
Active participants1,459
Employer contributions$1,618,826
Employee contributions$3,041,332
Employer contribution per active participant$1,110
Average account balance$14,859
Benefits paid to participants$3,083,802
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 784 accts · $1.6M emplr
2023$8.4M · 593 accts · $1.2M emplr
2022$5.1M · 453 accts · $889K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$104,612
Investment management$44,449
Total administrative$149,061
The Coastal Waste & Recycling, Inc. 401(k) match · 2024
Employer contribution per active participant$1,110
Median for plans this size$2,416
2024$1,110 per active participant
2023$1,180 per active participant
2022$1,282 per active participant

Coastal Waste & Recycling, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$104,612
STILLWATER WEALTH MANAGEMENT GROUP · Recordkeeping · Trustee$44,447
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, STILLWATER WEALTH MANAGEMENT GROUP
2023ADP, STILLWATER WEALTH MANAGEMENT GROUP

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

Administrative cost history3
2024$149,061 · 1.49%
2023$99,939 · 1.48%
2022$61,027 · 1.46%
Similar plansProfessional & Technical Services · Florida
Bliss & Nyitray, Inc. FL$11.9M · 0.12%
Intecrowd LLC FL$11.7M · 0.12%
Iventure Solutions, Inc. FL$11.7M · 0.61%
Ninjaone, LLC FL$11.6M · 0.46%
Uphealth, Inc. FL$11.6M · 0.18%
Motionpoint Corporation Fsa FL$11.4M · 0.44%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 824352641 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.