How big is Coastal Mechanical Systems, LLC's plan?

Coastal Mechanical Systems, LLC's plan reported $1.0M in assets and 27 participants for 2025.

Original filing (PDF)20260507095014NAL0002831297001

Coastal Mechanical Systems, LLC

Name: Coastal Mechanical Systems, LLC — Coastal Mechanical, Form 5500 (2025)
Creator: Coastal Mechanical Systems, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastal Mechanical Systems, LLC 401(k) Plan

401(k) retirement plan · Coastal Mechanical Systems, LLC's Coastal Mechanical Systems, LLC 401(k) Plan held $1.0M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Tegan O'NEAL signed Coastal Mechanical Systems, LLC's 2025 Form 5500 as plan administrator.

Tegan O'NEAL — 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

Coastal Mechanical Systems, LLC's EIN is 27-2029492.

EIN 27-2029492

Plan number 001

Plan year 2025

ACK ID 20260507095014NAL0002831297001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Coastal Mechanical Systems, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Coastal Mechanical Systems, LLC'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 COASTAL MECHANICAL SYSTEMS, LLC.

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Plan health score

Above-average plan

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