Original filing (PDF)20260302155213NAL0001968160001

COASTAL MEDICAL GROUP

Name: COASTAL MEDICAL GROUP — COASTAL MEDICAL GROUP RETIREMENT TRUST, Form 5500 (2024)
Creator: COASTAL MEDICAL GROUP

Form 5500-SF

FILING_RECEIVED

COASTAL MEDICAL GROUP RETIREMENT TRUST

401(k) retirement plan

Signals · 1

Late filing · 3.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$289K

Net assets (EOY)

$289K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 3.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

COASTAL MEDICAL GROUP

EIN

22-3635775

Address

3 HOSPITAL PLAZA · 315 · OLD BRIDGE, NJ · 08857

Phone

(732) 360-1500

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-03-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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