COASTAL MANAGEMENT SERVICES LLC 401(k) Plan
What public Form 5500 filings show about the COASTAL MANAGEMENT SERVICES LLC 401(k) plan — and how to find and check your own account.
The COASTAL MANAGEMENT SERVICES LLC 401(k) on its latest Form 5500
COASTAL MANAGEMENT SERVICES LLC (EIN 81-1525854) reports COASTAL GROUP 401(K) PLAN on its most recent Form 5500, with $6.4M in plan assets across 274 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 MANAGEMENT SERVICES LLC filing — schedules, fees, and providers.
Who runs the COASTAL MANAGEMENT SERVICES LLC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is WINTRUST PRIVATE TRUST, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your COASTAL MANAGEMENT SERVICES LLC 401(k).
How to check your COASTAL MANAGEMENT SERVICES LLC 401(k)
- Log in to WINTRUST PRIVATE TRUST’s participant portal (the site on your statements).
- Ask COASTAL MANAGEMENT SERVICES LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).