Department of Labor filing

COASTAL VILLAGES REGION FUND

CVRF RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

67filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$2,469

Reported employer contributions per active participant.

Higher than about 82% of comparable plans

#People in the filing

339

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$128 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 34% of comparable plans

↗Investment performance

Not available

Plan assets changed 10.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202467out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions82nd percentileTypical peer $1,271 · based on 835 comparable plans

Lower reported administrative expense34th percentileTypical peer $74 · based on 845 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, COASTAL VILLAGES REGION FUND reported $836,866 in employer contributions across the plan and 339 active participants. That works out to $2,469 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy78%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 10.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 32.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context67/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $836,866
Participant contributions: $1,501,288
Other contributions: $302,887
Employer share of reported contributions: 35.8%
Beginning assets: $22,534,310
Ending assets: $24,959,561
Ending net assets: $24,959,561
Ending liabilities: $0
Total income: $5,723,165
Total expenses: $3,297,914
Administrative expenses: $57,256
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,226

2023

$2,443

2024

$2,469

Plan-paid administrative expenses per participant

2022

$96

2023

$108

2024

$128

Active participants

2022

375

2023

350

2024

339

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,469	339	25M	20251013165001NAL0000837123001
2023	$2,443	350	22.5M	20250113183849NAL0018813409001
2022	$2,226	375	17.9M	20231016162432NAL0038489681001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 920156736-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2001
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2S2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
STANCORP FINANCIAL GROUP	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20251013165001NAL0000837123001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗