How big is Coastal Connections, Inc.'s plan?

Coastal Connections, Inc.'s plan reported $534K in assets and 42 participants for 2024.

Original filing (PDF)20251013182524NAL0003841474001

Coastal Connections, Inc.

Name: Coastal Connections, Inc. — Coastal Connections, Form 5500 (2024)
Creator: Coastal Connections, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastal Connections, Inc. 403(b) Plan

403(b) retirement plan · Coastal Connections, Inc.'s Coastal Connections, Inc. 403(b) Plan held $534K in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$534K

Net assets (EOY)

$534K

Plan identifiers

Coastal Connections, Inc.'s EIN is 26-2443444.

EIN 26-2443444

Plan number 001

Plan year 2024

ACK ID 20251013182524NAL0003841474001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coastal Connections, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coastal Connections, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

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

Knocking points off