What public Form 5500 filings show about the Coastal Bay Wealth, PLLC 401(k) plan — and how to find and check your own account.
Coastal Bay Wealth, PLLC (EIN 86-3684382) reports COASTAL BAY 401(K) P/S PLAN on its most recent Form 5500, with $132K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Coastal Bay Wealth, PLLC filing — schedules, fees, and providers.
Coastal Bay Wealth, PLLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Coastal Bay Wealth, PLLCHR for the recordkeeper’s name and login.
