What public Form 5500 filings show about the Coastal Insurance Group, LLC DBA Goosehead Insurance 401(k) plan — and how to find and check your own account.
Coastal Insurance Group, LLC DBA Goosehead Insurance (EIN 83-1046156) reports GOOSEHEAD INSURANCE 401(K) PLAN on its most recent Form 5500, with $6K in plan assets across 1 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 Insurance Group, LLC DBA Goosehead Insurance filing — schedules, fees, and providers.
Coastal Insurance Group, LLC DBA Goosehead Insurance’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 Insurance Group, LLC DBA Goosehead InsuranceHR for the recordkeeper’s name and login.
