How big is Coastal Opportunities' plan?

Coastal Opportunities' plan reported $2.9M in assets and 59 participants for 2024.

Original filing (PDF)20250804081453NAL0002986610001

Coastal Opportunities

Name: Coastal Opportunities — Coastal Opportunities, Form 5500 (2024)
Creator: Coastal Opportunities
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastal Opportunities Retirement Plan

401(k) retirement plan · Coastal Opportunities' Coastal Opportunities Retirement Plan held $2.9M in plan assets for 59 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Cliff WINN signed Coastal Opportunities' 2024 Form 5500 as plan administrator.

Cliff WINN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Coastal Opportunities' EIN is 01-0315931.

EIN 01-0315931

Plan number 001

Plan year 2024

ACK ID 20250804081453NAL0002986610001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coastal Opportunities from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coastal Opportunities' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COASTAL OPPORTUNITIES.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off