How big is Coastal Adjustment Services, Inc.'s plan?

Coastal Adjustment Services, Inc.'s plan reported $1.8M in assets and 2 participants for 2025.

Original filing (PDF)20260326064433NAL0004578705001

Coastal Adjustment Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Coastal Adjustment Services, Inc. 401(k) Plan

401(k) retirement plan · Coastal Adjustment Services, Inc.'s Coastal Adjustment Services, Inc. 401(k) Plan held $1.8M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Coastal Adjustment Services, Inc.'s EIN is 20-1490283.

EIN 20-1490283

Plan number 001

Plan year 2025

ACK ID 20260326064433NAL0004578705001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Coastal Adjustment Services, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

COASTAL ADJUSTMENT SERVICES, INC.

EIN

all filings

Address

306 SOUTH CONGRESS AVENUE · WEST PALM BEACH, FL · 33409

Phone

(561) 686-6777

Industry

Finance & Insurance

Plan administrator