· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COASTAL PAYROLL SERVICES, INC. — COASTAL PAYROLL SERVICES, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008101839NAL0005686945001
COASTAL PAYROLL SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
COASTAL PAYROLL SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
138
Accounts w/ balance
96
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COASTAL PAYROLL SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
COASTAL PAYROLL SERVICES, INC.
EIN
20-8300842
Address
9350 WAXIE WAY, SUITE 110 · SAN DIEGO, CA · 92123
Phone
(858) 565-2123
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
GATR OF SAUK RAPIDS, INC.
TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN
$5.2M · 72 participants
ONE TEAM, INC.
ONE TEAM, INC. 401(K) SAVINGS PLAN
$5.2M · 26 participants
AUTOMATIC PAYROLL SYSTEMS, INC.
AUTOMATIC PAYROLL SYSTEMS, INC. 401(K) RETIREMENT PLAN
$5.3M · 185 participants
RAY ASSOCIATES, INC.
RAY ASSOCIATES, INC. 401(K) PLAN
$5.4M · 31 participants
DATA SERVICE CENTER, INC.
DATA SERVICE CENTER, INC. 401(K) PLAN
80
Knocking points off
No independent qualified public accountant (IQPA) named.
70% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.9M · 23 participants
PPI BUSINESS SERVICES INC.
PPI BUSINESS SERVICES 401K PLAN
$5.5M · 61 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
