How big is Coastal, Inc.'s plan?

Coastal, Inc.'s plan reported $604K in assets and 22 participants for 2025.

Original filing (PDF)20260428090533NAL0005273219001

Coastal, Inc.

Name: Coastal, Inc. — Coastal, Inc. Retirement Plan, Form 5500 (2025)
Creator: Coastal, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastal, Inc. Retirement Plan

401(k) retirement plan · Coastal, Inc.'s Coastal, Inc. Retirement Plan held $604K in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$604K

Net assets (EOY)

$604K

People on this filing

LISA Luper for Daybright signed Coastal, Inc.'s 2025 Form 5500 as plan administrator.

LISA Luper for Daybright — 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, Inc.'s EIN is 06-1381864.

EIN 06-1381864

Plan number 001

Plan year 2025

ACK ID 20260428090533NAL0005273219001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Coastal, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Coastal, Inc.'s 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, INC..

Finding similar companies…

Plan health score

Top-tier plan health

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

Helping the score