How big is Central Coast Wealth Management LLC's plan?

Central Coast Wealth Management LLC's plan reported $2.3M in assets and 2 participants for 2024.

Original filing (PDF)20251003182255NAL0001659089001

Central Coast Wealth Management LLC

Name: Central Coast Wealth Management LLC — Central Coast, Form 5500 (2024)
Creator: Central Coast Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Central Coast Wealth Management Pension Plan

Defined-benefit pension plan · Central Coast Wealth Management LLC's Central Coast Wealth Management Pension Plan held $2.3M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Central Coast Wealth Management LLC's EIN is 22-3973915.

EIN 22-3973915

Plan number 002

Plan year 2024

ACK ID 20251003182255NAL0001659089001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Central Coast Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Central Coast Wealth Management LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTRAL COAST WEALTH MANAGEMENT LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off