How big is Coastline Clearing & Development, LLC's plan?

Coastline Clearing & Development, LLC's plan reported $66K in assets and 10 participants for 2024.

Original filing (PDF)20251015165152NAL0005182305001

Coastline Clearing & Development, LLC

Name: Coastline Clearing & Development, LLC — Coastline, Form 5500 (2024)
Creator: Coastline Clearing & Development, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastline Clearing & Development, LLC 401(k) Plan & Trust

Defined-contribution retirement plan · Coastline Clearing & Development, LLC's Coastline Clearing & Development, LLC 401(k) Plan & Trust held $66K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

People on this filing

Natalie Butler signed Coastline Clearing & Development, LLC's 2024 Form 5500 as plan administrator.

Natalie Butler — 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

Coastline Clearing & Development, LLC's EIN is 13-4273726.

EIN 13-4273726

Plan number 001

Plan year 2024

ACK ID 20251015165152NAL0005182305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coastline Clearing & Development, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coastline Clearing & Development, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COASTLINE CLEARING & DEVELOPMENT, LLC.

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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