Original filing (PDF)20260722135025NAL0010171347001

Coastal Orthodontics, PLLC

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

Form 5500-SF

FILING_RECEIVED

Coastal Orthodontics, PLLC Profit Sharing 401(k) Plan

401(k) retirement plan · Coastal Orthodontics, PLLC's Coastal Orthodontics, PLLC Profit Sharing 401(k) Plan held $2.0M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

COASTAL ORTHODONTICS, PLLC

EIN

20-3669034all filings

Address

904 GARDEN GATE CIRCLE · PENSACOLA, FL · 32504

Phone

(850) 494-9292

Industry