How big is Coast 2 Coast Coaching, Inc. DBA Elevo's plan?

Coast 2 Coast Coaching, Inc. DBA Elevo's plan reported $2.1M in assets and 522 participants for 2024.

Original filing (PDF)20250924143950NAL0009355139001

Coast 2 Coast Coaching, Inc. DBA Elevo

Name: Coast 2 Coast Coaching, Inc. DBA Elevo — Form 5500 Plan 001 (2024)
Creator: Coast 2 Coast Coaching, Inc. DBA Elevo
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevo 401(k) Plan

401(k) retirement plan · Coast 2 Coast Coaching, Inc. DBA Elevo's Elevo 401(k) Plan held $2.1M in plan assets for 522 participants in 2024.

Signals · 1

No auditor on file

Active participants

522

Accounts w/ balance

129

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Brian Hicks signed Coast 2 Coast Coaching, Inc. DBA Elevo's 2024 Form 5500 as plan administrator.

Brian Hicks — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Coast 2 Coast Coaching, Inc. DBA Elevo's EIN is 26-4615732.

EIN 26-4615732

Plan number 001

Plan year 2024

ACK ID 20250924143950NAL0009355139001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coast 2 Coast Coaching, Inc. DBA Elevo from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coast 2 Coast Coaching, Inc. DBA Elevo's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COAST 2 COAST COACHING, INC. DBA ELEVO.

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Plan health score

Average plan with room to improve

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

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score